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Data Mining

Build Data Mining searches

  1. Before building a search, decide what information you want to search for and which search criteria are most relevant to the clients you want to find.
  2. Select search criteria to build a new search or to change an existing custom search.
  3. Edit the search formula to combine the selected criteria into logical relationships.
Example — 1 criterion — search for all 1040 clients for whom a Schedule C was prepared
  1. Select
    1040 Individual
     from the
    Client database
     dropdown list.
  2. Select
    Continue (Step 2)
    , then select a report or letter from the Print selection group.
  3. Select
    Add/Modify Searches
    .
  4. Select
    Add
     to add a new search, or
    Edit
    .
  5. Add or change the
    Search name
    .
  6. In the
    Select Search Criteria
     window, select the
    Form
     and verify that
    Prepared
    is selected.
  7. Select
    Schedule C [Prepared]
    , then the
    Select
     button.
  8. Select
    Done
    .
Result: The Data Mining results include all clients for whom Schedule C was prepared.
Example 2 — Multiple criteria — search for clients with AGI greater than $50,00 and employer name containing “Bowman”
  1. Before building this search, you'll need to define criteria for fields without field views and define calculated values criteria.
  2. Select 1040 Individual from the
    Client database
     dropdown list.
  3. Select
    Continue (Step 2)
    , then select a report or letter from the Print selection group.
  4. Select
    Add/Modify Searches
    .
  5. Add
     a new search or select an existing search, then
    Edit
    .
  6. Enter or change the
    Search name
    .
  7. Select
    Calculated value
    .
  8. Select
    US: 1040, Line 38 - Adjusted Gross Inc > 0
    from the
    Available criteria
     pane, then
    Add/Modify
    .
  9. With
    1040, Line 38 - Adjusted Gross Inc > 0
     selected, select
    Edit
    .
  10. Select
    Greater Than
     as the
    Operator
    , and enter
    50000
     for the
    Value
    .
  11. Select
    Enter
    , then
    Done
    .
  12. Use
    Select
     to choose your search criteria.
  13. Select
    Input screen field
    .
  14. Select
    Add/Modify
    , then
    Add
    .
  15. Select the
    Income
     folder, then
    Employer's name
    .
  16. Select the
    Select
     button.
  17. In the Operator field, select the
    Contains
     option.
  18. Enter
    Bowman
     for the
    Value
    .
  19. Select
    Enter
    , then
    Done
    .
  20. Select
    Select
     to choose your search criteria.
  21. Select
    Done
    .
Result: The Data Mining search passes all clients who had AGI greater than $50,000 and whose employer's name contained the word “Bowman.”

This article applies to:

  • Product: UltraTax CS
  • Subject: Data Mining
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