Exporting client listing reports from UltraTax CS

Alerts and notices

UltraTax CS includes ten reports that detail information about specific areas of a client's return. Complete the following steps to export the desired report to a .DIF or .XLS file, which can be opened and edited in Microsoft Excel, or to the Global drawer in FileCabinet CS.

  1. Choose Utilities > Client Listing Reports.
  2. Select the report you want to export. To do so, click the General Client Information, General Return Information, Client Contact, Client Communications, Status Summary, Client Totals, Client Family, Client Status History, User Activity, or Client ELF Summary option, and then click Continue.

    Note: For more information about each report, see Client Listing Reports dialog.

  3. If desired, choose a sort criteria from the Sort field next to the selected report option.
  4. In the Select Clients for Report dialog, use the fields in the Focus group box to include or exclude clients from the list of available clients.
  5. In the Clients available to print pane on the left, highlight the clients you want to include in the report and click the Select button. The clients you have chosen will be moved to the Clients to print pane on the right. To remove a client from the Clients to print pane, highlight the client and click the Remove button.
  6. Click the Export button to open the Save As dialog.
  7. In the Save As dialog, specify a file name, file type, and location for the exported version of the selected report.
  8. Select the file type you want to export in the Save as type field.

    • Excel 97-2003 Workbook - Saves the file as an Excel spreadsheet.
    • DIF (Data Interchange Format) - Saves the file as a .DIF file that is compatible with spreadsheet applications, including Excel.
  9. Mark the Include column headings checkbox if you want column headings in your report.
  10. Click Save.
  11. When prompted whether you want to open the target folder, click Yes to close the dialog and open the file or click No to close the prompt.
  12. If you saved the report as a .xls file, you can open the report in Microsoft Excel.

    If you saved the report as a .dif file, you must first open your spreadsheet application (for example, open Excel), choose File > Open, navigate to the location where you saved the .dif file, select All Files from the file types drop-down list, highlight the .dif file, and click Open. You can then modify the report as necessary, and then save the report in your spreadsheet application (for example, as a .xls file).

Related topic: Analyzing and printing client listing reports