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Data Mining

Create a bank account verification report

You can use Data Mining to create a bank account verification report for 1040 clients. The report can include clients that have or haven't verified their banking information. The report includes Client ID, name, routing transit number, name of financial institution, and account number. You can also email clients a letter asking for bank account verification.
  1. In UltraTax CS, select
    Utilities
    , then
    Data Mining
    .
  2. Select the database you want to search. For example, select
    1040 Individual
     from the
    Client database
     dropdown list, then
    Continue (Step 2)
    .
  3. Select
    Reports
     from the dropdown in the Print selection area, then the
    Bank Account Verification
     report and
    Select
    . This report will identify clients that haven't verified their banking information. To print a report of clients that have verified their banking information, select
    Bank Account – information verified
     from the dropdown in the
    Search Name
     field.
  4. Select
    Continue (Step 3)
     to perform the search.
  5. After the search is completed:
    • If no clients passed the search, the
      Search Results
       window opens.
    • If 1 or more clients passed the search, the
      Print
       window opens.
  6. Select
    Preview
     to view the bank account verification report.

This article applies to:

  • Product: UltraTax CS
  • Subject: Data Mining
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