Excel export / import guidelines for shareholder information

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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.

Consider the following guidelines when modifying the Microsoft Excel workbook data you want to import into UltraTax CS.

Column Entry
SSN/EIN xxx-xx-xxxx = Social Security Number
xx-xxxxxxx = Employer Identification Number
A = Applied For
D = Died
M = Amish

Note: If a nine-digit number is entered without dashes, the number will be formatted as a Social Security number when imported into UltraTax CS.

Email address Enter full email address
Phone number xxx-xxx-xxxx

Note: If a ten-digit number is entered without dashes, the number will be formatted as a telephone number when imported into UltraTax CS.

Tax matters person X

Note: Select only one shareholder as the tax matters person.

Final K1 X
Rounding shr X

Note: Select only one shareholder as the rounding shareholder.

1040 Client X
Officer X
Print shr letter in Spanish X
Exclude shr from 1120S p1 count X

Note: If you are not going to import the Excel file back into UltraTax CS, you can make modifications to the file in accordance with Microsoft's Excel guidelines.

Related topic: Excel Export / Import utility for shareholder information overview

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