Selecting input screen fields in Data Mining

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Effective May 3rd, the 2017 version of UltraTax CS requires multi-factor authentication (MFA) to transmit e-files from CS Connect. Find out more.

Follow these steps to select input screen fields from the Input Screen Field Selection dialog when you are defining search criteria, editing searches, or creating custom reports.

  1. In the Input Screen Field Selection dialog, navigate to the desired field.
  2. Click the field to highlight it.
  3. Click the Select button.

    Note: If you select a field to define as a search criterion in the Add/Modify Search Criteria dialog, you must define the criterion and click the Enter button to add the field to the Search criteria list.

Tips

  • Navigate in this dialog exactly as you do in UltraTax CS, using the folders block, input screen tabs, and scroll bar.
  • To search for data within a statement dialog, click the Statement Statement dialog button button or press E when your cursor is in a field containing a statement dialog. To search the face values (information brought from within the statement to the face of the input screen), select the field in the input screen.

Related topic: Data Mining overview

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