Exporting apportionment information to Excel (1065)

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Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

With the Excel Export utility, you can quickly and efficiently export apportionment information to a Microsoft Excel workbook. You must export apportionment information before you can import information into the UltraTax/1065 Apportionment Information window.

  1. Open the UltraTax/1065 client that contains the information you want to export to Excel.
  2. Attach all applicable state and city returns to the client. Although this step is not required, completing it first enables you to benefit from automatic field shading, column footing, and row cross-foot formatting.
  3. Choose Utilities > 1065 Excel Export.
  4. In the Save in field, enter the path for the Excel file location.
  5. Enter a file name for the Excel file in the File name field. The default file name is the same as the client ID.

    Be sure to use unique file names if you export both partner and apportionment information for the same client.

  6. In the Information group box, click the Apportionment data option.
  7. Click the Export button.

    Notes

    • If the Excel file name you specified in step 5 is currently open in Excel, you will be prompted to close the file before you export the data.
    • If the Excel workbook file already exists, you will be prompted to confirm replacement of the file.
    • To enter or modify the information in the Excel workbook, follow the required guidelines.

Related topic: Excel Export / Import utility for apportionment information overview (1065)

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