Selecting print items in Data Mining

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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.

After you complete a search in Data Mining you can select the items you want to print.

  1. From the Data Mining window, select the database to work in and click the Continue (Step 2) button.
  2. From the Print Selection and Client Search dialog, select existing custom reports and/or client letters. To do so, select the appropriate option, highlight items, and click the Select button. To select mailing labels, simply click the Mailing labels option.

    Note: To add or modify a custom report, click the Design Custom Reports button, or to add or modify a client letter, click the Compose Client Letters button.

  3. After selecting items to print, select the Product and the search from the Search name field in the Client search/focus group box, or proceed to the Add/Modify Searches dialog to add a new search. Then, click the Continue (Step 3) button.

Related topic: Data Mining overview

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