Excel Export / Import utility for apportionment information overview (1120)

Alerts and notices

The Excel Export / Import utility allows you to quickly and efficiently export and import apportionment information to and from UltraTax/1120 and a Microsoft Excel workbook. When you export apportionment information from UltraTax CS, the utility creates the following three Excel spreadsheets.

The following table identifies the UltraTax/1120 apportionment spreadsheet information that exports to Excel and the Excel worksheet that contains the corresponding information for import into UltraTax/1120.

UltraTax/1120 Apportionment spreadsheet name Microsoft Excel workbook worksheet
Property Apport Info Property
Payroll Apport Info Payroll
Sales Apport Info Sales


Video overview

The following video outlines the procedure for exporting and importing apportionment information below.

Basic procedure for exporting and importing apportionment information

  1. Create the Excel workbook template by exporting data from UltraTax CS to Excel. To import apportionment information from Excel, you must first create the Excel workbook template by exporting the apportionment information spreadsheet from UltraTax CS into Excel. For more information, see Exporting apportionment information to Excel.
  2. Modify and save the Excel workbook. After generating the Excel workbook, you can make modifications to the worksheets by following the guidelines described in Excel Export / Import guidelines for apportionment information.
  3. Import data from the Excel workbook back into UltraTax CS. For more information, see Importing apportionment information from Excel.

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