Selecting the spreadsheet for import into UltraTax CS

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Once you have formatted the Excel spreadsheet appropriately, complete the following steps to begin importing the spreadsheet data into UltraTax CS.

  1. Open the UltraTax CS client and navigate to the statement dialog to which you want to import data. Click the Statement Statement button button to open the statement dialog.

    Note: If the statement already contains data from a previous import, from proforma, from data sharing or from data entry, you will be asked whether you want to overwrite the existing data or append to it.

  2. In the statement dialog, choose Statement > Import Spreadsheet. The Import Spreadsheet - Step 1 of 2 dialog opens.
  3. In the Import Spreadsheet - Step 1 of 2 dialog, click either the Windows Clipboard option or the Microsoft Excel Document option to determine the source of the data. Choose Windows Clipboard if the data is coming from a non-Excel file and you copied the data to the Windows Clipboard. Choose Microsoft Excel File if the data to be imported is saved as an Excel file (usually with the file extension .XLS), then click either the File or FileCabinet CS option, depending on where the Excel document is stored.
  4. Depending on the location you selected for the Excel document, do one of the following:
    • If you clicked the File option, click the Browse button and navigate to the location of the file. Select the file and click Open to return to the Import Spreadsheet - Step 1 of 2 dialog.

      Note: If you are running UltraTax CS through Virtual Office CS or Software as a Service (SaaS), you can navigate to files on your local network.

    • If you clicked the FileCabinet CS option, click the Select button, then choose the Excel document to import. Only embedded Excel files will appear in the list.
  5. If the Excel file contains multiple worksheets and the data to be imported is not on the first worksheet, choose the appropriate worksheet from the Sheet drop-down list. Only sheets that contain data will appear in the drop-down list.
  6. Click the appropriate option in the Spreadsheet to statement column mapping group box to either create a new column mapping or use an existing mapping. Note that the Use a previously defined mapping option will be disabled if this is your first time importing data into UltraTax CS statements. If choosing an existing mapping, note that you should only use mappings that relate to the current statement dialog.

Next step: Creating or updating column mappings

Related topics

Importing Statement Data from Excel overview

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