Exporting officer and contributor information to Excel (990)

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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.

Use the Excel Export utility to export officer and contributor information to a Microsoft Excel workbook.

Note: You must export the data to an Excel spreadsheet before you can import the data into the UltraTax/990 Officer or Contributor dialogs.

Exporting guidelines

Exporting procedure

  1. Open the UltraTax/990 return that contains the information you want to export to Excel.
  2. Choose Utilities> 990 Excel Export.
  3. In the Save in field at the top of the Export Excel dialog, enter the path to the desired Excel file location.
  4. In the File name field, enter a file name for the Excel spreadsheet. The default file name is different depending on which spreadsheet option you choose.
  5. Select "Officer Data" or "Contributor Data" in the Information section.
  6. Click the Export button to begin the export process.

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