Excel Export / Import utility for partner information overview

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MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

You can quickly and efficiently export and import partner information to and from UltraTax/1065 and a Microsoft Excel workbook. When you export partner information from UltraTax/1065, the Excel Export / Import utility creates Excel worksheets for partner information, profit transfers, loss transfers, and capital transfers (from the Partner Information, Allocations, and Changes of Ownership windows in Partner Data Entry) as follows:

The table identifies the UltraTax/1065 spreadsheet information that exports to Excel and the Excel worksheet that contains the corresponding information for import into UltraTax/1065.

UltraTax/1065 partner data information Microsoft Excel workbook worksheet
Partner Information (only Partner and Federal tabs) and Allocations windows 1065 Spreadsheet
Changes of Ownership - Profit Profit Transfers
Changes of Ownership - Loss Loss Transfers
Changes of Ownership - Capital Capital Transfers

Note: The Excel Export / Import utility does not export or import information from the Partner Information window state tabs or Transfers of Capital window in Partner Data Entry.

For detailed information about UltraTax/1065 Partner Data Entry, see UltraTax/1065 Partner Data Entry procedures and reference information.

Follow this basic procedure to use the Excel Export / Import utility to export or import partner information to and from UltraTax CS.

Basic procedure for importing and exporting partner information

  1. Export information from UltraTax/1065 to Excel. To import partner information from Excel, you must first export the partner information from UltraTax CS into Excel to create the Excel workbook template. Though not required, you should enter partner demographic information for at least one partner prior to export.
  2. Modify and save the Excel workbook. After you generate the Excel workbook, you can modify the worksheets. To modify the worksheets, follow the guidelines in Excel Export / Import utility guidelines for partner information. If you do not plan to import the Excel file back into UltraTax/1065, you can modify the file using Microsoft Excel guidelines.
  3. Import information from the Excel workbook into UltraTax CS. After you create the Excel workbook and, if necessary, modify the information, you can Import the information back into UltraTax/1065.

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