Creating or updating column mappings

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Mapping columns establishes a link between the spreadsheet columns and the UltraTax CS statement dialog columns so that the data transfers to the appropriate location in the statement. The data from Excel (or the Windows Clipboard) appears in a grid on the Import Spreadsheet - Step 2 of 2 dialog. To use this grid to map columns, select the UltraTax CS statement column that corresponds with the data in the spreadsheet column.

Complete the following steps to create a new column mapping after you have selected the spreadsheet to import.

  1. On the Import Spreadsheet - Step 1 of 2 dialog, click the Next button to open the Import Spreadsheet - Step 2 of 2 dialog. The spreadsheet data (from the Excel file or Windows Clipboard) will appear in the data grid. The initial size of this dialog is based on your screen resolution and the number of columns in the spreadsheet you are importing. To resize this dialog, click and drag the lower-right corner.
  2. In the Import Spreadsheet - Step 2 of 2 dialog, use the Column mapping name field to change the column mapping name, if desired. The name defaults to the title of the statement dialog. Each time a mapping is used to import data, UltraTax CS automatically saves the mapping to use with future spreadsheet imports.
  3. Mark the Omit Row checkboxes on the left side of the dialog to exclude any rows containing data that should not be imported. Marking an Omit Row checkbox will cross out the data in the corresponding row and will turn the cells dark gray. You may want to exclude information like column headings, subtotals, totals, footnotes, and so on.
  4. Each column in the grid has a drop-down list at the top that is used to map that column. From each drop-down list, select the UltraTax CS statement column that corresponds with the data in that spreadsheet column. Please review the notes on mapping columns for important information regarding this step of the process.
  5. Repeat step 4 for each column containing data you intend to import. (Click the Next and Previous buttons to move through the columns in the grid.)

    Note: If a mapped column contains data that is not appropriate for the statement column you specified, UltraTax CS will display a red border around the cells that contain the invalid data. If you do not correct this data in the Import Spreadsheet grid, you will be prompted to correct it when you verify the imported information and complete the import process.

  6. If necessary, edit the data using the grid in this dialog. Review the examples of data that must be verified for information on formatting certain values.

    Note: Any modifications made on the Import Spreadsheet dialog will not be written back to the source file.

  7. Click the Import button to verify data and correct any invalid information before completing the import process.

Next step: Verifying imported spreadsheet data

Related topics

Importing Statement Data from Excel overview

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