Excel Import utility for officer and contributor information overview (990)

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.

Characters left:

Change to CS Support service hours

Our Support department is closed on [[date]]. However, limited UltraTax CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline.

Links to our most popular tax processing topics are available in the Alerts and notices section on the right side of most pages.

The Excel Export / Import utility enables you to quickly and efficiently export and import officer and contributor data to and from UltraTax/990 and a Microsoft Excel workbook.

With the Excel Export / Import utility, you can do the following.

  1. Export data from UltraTax CS to Excel.
  2. Modify and save the Excel workbook.
  3. Import data from the Excel workbook back into UltraTax/990 CS.

You can export / import the following officer information from an Excel workbook into UltraTax/990.

You can export / import the following contributor information from an Excel spreadsheet into UltraTax/990.

Share This