Export 1040 client data into the Bureau of National Affairs (BNA) Income Tax Planner

Follow these steps to export an UltraTax/1040 client's data into the BNA Income Tax Planner.
  1. In UltraTax CS, select
    File
    , then
    Open Client
    to open the 1040 client whose data you want to export into the BNA Income Tax Planner.
  2. From the Utilities menu, select
    Third Party
    , then
    BNA (Export)
    to open the
    BNA Export
    window.
  3. If this is the 1st time you are exporting data into BNA or if the location displayed in the
    BNA client data location
    field is not correct, you must specify or change the drive and/or path for data export.
  4. Select the
    Export
    button to export the UltraTax/1040 client's data into BNA.
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