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.
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