Export partner information to Microsoft Excel

With the
Excel Export
utility, you can export partner information to a Microsoft Excel workbook. You'll need to export partner information before you can import the information to the
Partner Information
,
Allocations
, and
Changes of Ownership
windows in
Partner Data Entry
.
  1. Open the UltraTax CS/1065 client that contains the partner data you want to export to Excel.
  2. Select
    Utilities
    , then
    1065 Excel Export
    .
  3. Enter the path for the Excel file location in the
    Save in
    field.
  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. Be sure to use unique file names if you export both partner and apportionment information for the same client.
  5. Select
    Partner data
    in the
    Information
    section.
  6. Select
    Export
    . If the Excel workbook file already exists, you'll be prompted to confirm replacement of the file.
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