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Data Mining

Create an appointment reminder letter

Use Data Mining to identify clients who have an upcoming appointment, and generate a letter that details the appointment’s duration, time, and date.
  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, then select
    Continue (Step 2)
    .
  3. In the
    Print Selection and Client Search
     window, select
    Letters
     from the dropdown in the Print selection area, select the
    Appointment Reminder
     letter, then
    Select
    .
  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. You can print letters and reports, send letters to clients via email, or view the search results by selecting
      Search Results
      .
  6. Select
    Preview
     to view the appointment reminder letter. To email the letter, close the preview and follow these steps:
    1. Mark the
      Electronic delivery
       checkbox, and select
      Email client letters as PDF attachments, if email address is available
       in the Print where section.
    2. Enter a subject in the
      Subject of email
       field.
    3. Select
      Email / Print
      .

This article applies to:

  • Product: UltraTax CS
  • Subject: Data Mining
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