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Export client listing reports from UltraTax CS

UltraTax CS includes 10 reports that detail information about specific areas of a client's return. Do the following to export the report to a DIF or XLS file, which you can open and edit in Microsoft Excel, or to the Global drawer in FileCabinet CS.
  1. Select
    Utilities
    , then
    Client Listing Reports
    .
  2. Select the report you want to export. To do so, select
    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
    , then select
    Continue
    .
  3. Select a sort criteria from the
    Sort
     field next to the selected report option.
  4. In the
    Select Clients for Report
     window, 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, select the clients you want to include in the report, and choose
    Select
    .
    The clients you have selected will be moved to the
    Clients to print
     pane. To remove a client from the
    Clients to print
     pane, select the client and select
    Remove
    .
  6. Select
    Export
     to open the
    Save As
     window.
  7. In the
    Save As
     window, 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
    Save as type
    .
    • 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. Select
    Save
    .
  11. When prompted whether you want to open the target folder, select
    Yes
     to close the window and open the file or select
    No
     to close the prompt.
  12. If you saved the report as an XLS file, you can open the report in Microsoft Excel. If you saved the report as a DIF file, you'll need to first open your spreadsheet application (for example, open Excel), select
    File
    , then
    Open
    , go to the location where you saved the DIF file, select
    All Files
     from the file types dropdown, select the DIF file, then select
    Open
    . You can modify the report as necessary, then save the report in your spreadsheet application (for example, as an XLS file).

This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax

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