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Data Mining

Create a direct deposit reminder letter

You can use Data Mining to identify 1040 clients who have elected to have their payment withdrawn electronically, then generate a letter that details the amounts to be withdrawn (as well as the bank name and date of the withdrawal). This search identifies clients that chose to have the balance due on their 1040 return paid through direct debit (separate searches are available for clients that requested direct debit of the balance due on their extension or estimated tax payments) and makes a standardized letter to print or send via email. You can also create a customized letter.
  1. In UltraTax CS, select
    Utilities
    , then
    Data Mining
    .
  2. Select the database you want to search. For this example, select
    1040 Individual
     from the
    Client database
     dropdown, then
    Continue (Step 2)
    .
  3. In the
    Print Selection and Client Search
     window, select
    Letters
     from the dropdown in the Print selection area, select the
    Direct Debit 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. From the
      Print
       window, you can email the direct debit reminder letter to any client with an email address marked in the Selected to print pane.
  6. Select
    Preview
     to view the direct debit reminder letter. To email the letter, close the preview and follow these steps:
    1. Mark the
      Electronic delivery
       checkbox and select
      Email client letters
       option 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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