Add or modify criteria that search federal or state input screen data

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

MFA required for electronic filing

Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to access the electronic filing transmission feature in CS Connect.

Thomson Reuters is committed to proactively evolving our security features to help you protect your firm and your clients' data. For more information about multi-factor authentication, see Multi-factor authentication overview.

Follow these steps to include data from federal or state input screens in your custom search.

  1. In the Add/Modify Search Criteria dialog, click the Input screen field option.
  2. From the Product field, select federal or a state for the input screen criterion that you want to define.
  3. Do one of the following:
    • To add a new criterion based on an existing criterion: Click the Add button and select the appropriate input screen field. For more information, see Selecting input screen fields in Data Mining.
    • To change the current definition of an existing, user-created criterion: Highlight the desired criterion in the list and click the Edit button.

    Note: Predefined search criteria, which are included with Data Mining, cannot be modified.

    When you change the definition of an existing, user-created criterion, the new definition applies to all searches that already include that criterion. If you do not want to affect existing searches, do not modify the search criterion. Instead, add and edit a new search criterion.

  4. Do one of the following:
    • If the selected field has an attached fieldview: If this type of field is selected, the Acceptable values pane and Values that are not acceptable pane will be enabled. By default, Data Mining lists all possible values in the Acceptable values pane. To exclude a value from the search criterion, highlight it in the Acceptable values pane and click the Reject button. View an example.

      This example shows how to define input screen field search criteria for fields with attached fieldviews.

      Example: You want to search for all 1040 married filing joint clients.

      1. Select 1040 Individual from the Client database drop-down list.
      2. Click the Continue (Step 2) button and select a report or letter.
      3. Click the Add/Modify Searches button in the Client search/focus group box, then highlight any custom search you previously created and click the Edit button to open the Select Search Criteria dialog. If a search has not yet been defined, click the Add button and create a new search. For more information, see Adding or modifying a search in Data Mining.
      4. In the Select Search Criteria dialog, click the Input screen field option, and click the Add/Modify button.
      5. To add a new input screen field criterion, click the Add button. To edit an available criterion, highlight it in the Available criteria list and click the Edit button.
      6. In the Input Screen Field Selection dialog, navigate to the Filing Status section of Screen 1040, highlight the Code field, and click the Select button.

        Note: To search for fields within statement dialogs, click the Statement button to the left of the appropriate input screen field. Highlight the desired field within the statement and click the Select button.

      7. In the Add/Modify Search Criteria dialog, highlight every value except 2 Married filing joint in the Acceptable values pane and click the Reject button, so that 2 Married filing joint is the only acceptable value.
      8. Click the Enter button, and then click Done.

      Result: The correctly defined criteria, "1040 Filing Status = 2," will be available for all searches.

      Note: To include a value from the Values that are not acceptable pane, highlight the value and click the Accept button.

    • If the selected field does not have a fieldview: If this type of field is selected, the Operator drop-down list and Value in field field will be enabled. Select a mathematical operator from the Operator field, and enter the desired value in the Value in Field field, the value ranges fields, or the Month field (depending on the field and operator you selected). View an example.

      This example shows how to define input screen field search criteria for fields without attached fieldviews.

      Example: You want to search for all 1040 clients whose employer's name contains the word "Bowman."

      1. Select 1040 Individual from the Client database drop-down list.
      2. Click the Continue (Step 2) button and select a report or letter.
      3. Click the Add/Modify Searches button in the Client search/focus group box, then highlight any custom search you previously created and click the Edit button to open the Select Search Criteria dialog.
      4. From the Product field, select the federal or state application for the criteria you want to define.
      5. In the Select Search Criteria dialog, click the Input screen field option, then click the Add/Modify button below it.
      6. To add a new input screen field criterion, click the Add button. To edit an available criterion, highlight it in the Available criteria list and click the Edit button.
      7. In the Input Screen Field Selection dialog, navigate to the Wages section of Screen W2 in the Income folder, highlight the Employer's name field, and click the Select button.
      8. In the Add/Modify Search Criteria dialog, select Contains from the Operator drop-down list.
      9. In the Value in Field field, enter the text to find in the employer's name. For this example, enter Bowman.
      10. Click the Enter button, and then click Done.

      Result: The correctly defined criterion, "Employer's name contains Bowman," will be available for all searches.

    Note: If the selected criteria involves a multiple-unit input screen, select the At least one option to indicate that a client should pass the search if at least one unit meets the criteria, or select the All option to indicate that the client should pass the search only when all of the units meet the criteria.

  5. Click the Enter button to save your changes.
  6. Do one of the following:

The new search criterion you created can now be added to your search.

Share This