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Data Mining

Create a report of all clients with taxable Social Security income

Use Data Mining to create a report of all clients with taxable Social Security benefits in the current year.
  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 and Client Search
     window, select a report, such as the
    CS Contact Information
     report.
  4. Select
    Add/Modify Searches
    .
  5. Select
    Add
     to open the
    Select Search Criteria
     window.
  6. Enter a unique name for the search, such as
    taxable social security clients
    . You'll use this name to select the search in the steps that follow. Next, since taxable Social Security income shows on line 20b of form 1040, make sure that
    Calculated Value
     is turned on.
  7. Find
    US: 1040, Ln 20b - Taxable SS Income >0
    and use
    Select
     to move this criteria. Then select
    Done
     twice to return to Step 2, and select the search in the
    Search name:
     field. The search will have the name assigned to it in step 5 and will appear at the end of the dropdown.
  8. Select
    Continue (Step 3)
     to proceed with 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, or
    Print
     to print a paper copy of the report.

This article applies to:

  • Product: UltraTax CS
  • Subject: Data Mining
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