Exporting officer and contributor information to Excel (990)

Internal Employees

MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

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

Always start by exporting the officer or contributor spreadsheet into Excel. UltraTax CS assumes the initial Excel workbook template was generated via the process of exporting the officer or contributor spreadsheet from UltraTax CS.
When you export information from UltraTax CS to Excel, data entered in the UltraTax/990 officer or contributor spreadsheet is exported to Excel. If the Excel workbook already exists, its data will be overwritten with the data from the UltraTax/990 officer or contributor spreadsheet.
Do not add or delete any columns.

Open the UltraTax/990 return that contains the information you want to export to Excel.
Choose Utilities> 990 Excel Export.
In the Save in field at the top of the Export Excel dialog, enter the path to the desired Excel file location.
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.
Select "Officer Data" or "Contributor Data" in the Information section.
Click the Export button to begin the export process.