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Data Mining

Data Mining overview

Use Data Mining

You can use Data Mining to query your firm's UltraTax CS databases for specific data and client characteristics. Using Data Mining can bring you the following benefits.
  • Identify your client's tax accounting needs.
  • Pinpoint tax savings opportunities for clients.
  • Prepare estimate reminder letters.
  • Target communications with your clients.

The Data Mining process

To begin, go to
Utilities
, then
Data Mining
 in UltraTax CS. You'll find a wizard to guide you through the search process.
You might want to produce from your search: reports and/or letters, mailing labels, or export reports.
Your criteria might be values calculated by UltraTax CS, entries in specific input screens, statement fields, and forms produced within the tax return.
Select from the UltraTax CS federal applications you're licensed in the
Client Database
 dropdown list. Check you've selected the correct database before you proceed.
You can produce reports and/or letters, mailing labels, or exported reports.
Reports and letters include predefined reports and letters provided with Data Mining and your firm's custom versions. You can modify these or add new ones. Data Mining can store up to 99 letters and an unlimited number of reports.
Create simple or use a formula to create complex searches. Add, change, or delete criteria to create a formula.
Use our predefined criteria to create a search formula.
  • Forms criteria.
  • Calculated values criteria.
  • Input screen field criteria.
  • State Attachment.
  • Return type criteria.
  • Client status criteria.
After Data Mining performs the search, it shows the
Print
 window. From here you can review the results in the
Search Results
 window.
When you're satisfied with the results, you do any of the following:
  • Print selected reports and/or letters for all clients who passed the search.
  • Send the letters and reports to FileCabinet CS.
  • Create Web/eSignatures (for certain letters).
  • Send the selected letters by email to all clients who passed the search.
  • Generate and print mailing labels.
  • Enter email addresses for client letters.
  • Edit the email greeting.
  • Export client data to a file for use in another application, such as a word processing, spreadsheet, or database application.

This article applies to:

  • Product: UltraTax CS
  • Subject: Data Mining
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