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Data Mining

Create a report for clients with a specific amount of adjusted gross income

Use Data Mining to identify clients with a certain amount of adjusted gross income (AGI).
  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
    Continue (Step 2)
    .
  3. In the
    Print Selection
     window, select
    Reports
     from the dropdown in the
    Print selection
     area, then the report (1040 Client List, for example).
  4. Select
    Add/Modify Searches
    , then
    Add
    .
  5. Enter a unique name for the search.
  6. Select
    Federal
     in the
    Product
     field and turn on
    Calculated Value
    .
  7. Select an AGI search option, then select
    Done
     twice to go back to the
    Print Selection
     and
    Client Search
     window.
  8. Select the newly created search in the dropdown, then
    Continue (Step 3)
     to perform the search.
  9. 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.
  10. Select
    Preview
     to view the report.

This article applies to:

  • Product: UltraTax CS
  • Subject: Data Mining
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