UltraTax Export

UltraTax Export

  1. Click Utilities and select Client Listing Reports
  2. Set report type to Client Contact.
  3. Check the box Include all contact phone numbers (export only).
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  4. Click Continue.
  5. Under Focus, check boxes for 1040, 1120, 1165, 1041, Other.
  6. Click Select All.
  7. Click Export.
  8. Check box to Include Column Headings.
  9. Click Save.

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