Tax & Accounting Blog

Export Client Listing Reports to Excel in 2013 UltraTax CS

CS Tax & Asset Management Solutions March 14, 2014

As suggested by our users, 2013 UltraTax CS now includes the ability to export any Client Listing Report to Microsoft® Excel. Previously in UltraTax CS, you could only export the report as a DIF file. Client Listing Reports are found under Utilities > Client Listing Reports. Reports can be produced for the following info: General Client Information, General Return Information, Client Contact, Status Summary, User Activity, Client Totals, and more. 

Note: Several reports also contain additional tabs in the Microsoft Excel document with pre-defined charts as discussed in Platform User Bulletin UT-13.1.0

For a comprehensive walkthrough in generating and exporting client listing reports, refer to our Help & How-To Center article: UltraTax CS: Client Listing Reports

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