Create a report based on premium tax credit information

Use Data Mining to search for clients with various form 8962 scenarios, including credit receipt and excess repayment of the credit.
  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 a report, such as the
    1040 Client List
    or
    1040 Email Address List
    .
  4. In the
    Search name
    field, select 1 of the Premium Tax Credit search options, such as
    Premium Tax Credit - Excess Advance Repayment
    , from the dropdown.
  5. Select
    Continue (Step 3)
    to proceed with the search.
  6. 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.
  7. Select
    Preview
    to view the report, or
    Print
    .
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