Importing stock transactions from Excel into Ultratax

[LCP]

Does anyone have a spreadsheet template they'd like to share?

[Lion]

Spreadsheet

I use ProSystem fx and just use the import function in my software to map the spreadsheet I get from the broker. Very easy. I would think UT would have some similar help.

[LCP]

I use ProSystem fx and just use the import function in my software to map the spreadsheet I get from the broker. Very easy. I would think UT would have some similar help.

It does appear to have the same feature but I'm looking for something I can send to certain clients for them to complete.

[Lion]

Ahh

Ahh, now I understand. Again Pro fx also has an Export button which exports a spreadsheet in it's own order to Excel. It's handy to send to customers to complete when they have just a few transactions or their broker doesn't provide a spreadsheet. And, once it's in Excel, you can customize it all you want, making column labels more understandable or match what his statements use or whatever. Look for an Export feature where you would be doing your data entry.