Exporting shareholder information to Excel

Alerts and notices

The Excel Export utility enables you to quickly and efficiently export shareholder information to a Microsoft Excel workbook. You are required to complete this step before you can enter or modify the information in the Excel workbook (following the required guidelines) and import the updated data back into the UltraTax/1120 Shareholder Information window.

Video overview

The following video outlines the procedure for exporting shareholder information to Excel below.

Steps to export shareholder information to Excel

  1. Open the UltraTax CS client that contains the shareholder information you want to export to Excel.
  2. Choose Utilities > 1120 Excel Export.
  3. In the Save in field, enter a path for the Excel file location.
  4. Enter a file name for the Excel file in the File name field. The default file name is the same as the client ID.

    Make sure you use unique file names if you are exporting both shareholder and apportionment information for the same client.

  5. In the Information group box, click the Shareholder Data option.
  6. Click the Export button.

Notes

  • If the Excel file with the name you specified in step 4 is currently open in Excel, you will be prompted to close the file before you export the information.
  • If the Excel workbook file already exists, you will be prompted to confirm the replacement of the file.

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

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