Data Mining Examples

Alerts and notices
Leave 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 transmit e-files from CS Connect. Find out more.

You can view or print this example PDF to learn how to use the Data Mining feature in UltraTax CS to design a custom birthday report that lists the dates of birth for all 1040 clients, to design an invoice information report that highlights invoice information for all 1040 clients, to identify 1040 clients that are eligible for estimated tax payments and to generate a letter that details the amounts to be paid, and to generate a report that identifies sole proprietors who pay employee health benefits or file Form 8941.

Note: If you have difficulty opening this guide, you might need to download and install the latest version of the Adobe Reader from the Adobe Reader download site.

Share This