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When calculated values criteria are selected for a search, Data Mining defaults to search for all values greater than zero. Edit calculated values search criteria when you want to search for clients whose data contains other ranges of amounts, numbers, or dates.

1. In the Add/Modify Search Criteria dialog, click the Calculated values option.
2. From the Product field, select federal or a state for the calculated values search criterion that you want to define.
3. Do one of the following:
   • To add a new criterion based on an existing criterion: Highlight the desired criterion in the list and click the Another button.
   • 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 add or modify a search criterion in the Search Criteria list, the new definition applies to all searches that use that criterion, including existing searches. If you do not want to affect existing searches, do not modify the search criterion. Instead, add and edit a new search criterion.

4. From the Operator drop-down list, select the mathematical operator for the search criterion.
5. In the Value in Field field, enter the value to use as the basis for the search criterion. View an example.

   If you are searching for specific calculated amounts, numbers, or dates, define the relevant calculated values search criteria.

   Example: You want to search for all 1040 clients with AGI above $50,000.

   1. Select 1040 Individual from the Client database drop-down list, and click the Continue (Step 2) button.
   2. Choose a report or letter in the Print selection group box.
   3. Click the Add/Modify Searches button.
   4. To add a new search, click the Add button in the Add/Modify Searches dialog. To modify a custom search that you previously created, highlight the search name and click the Edit button.
   5. To name a new search or to change the name of an existing search, enter the name in the Search name field.

      Note: Predefined searches that are included with Data Mining cannot be modified.

   6. Click the Calculated Value option, and then click the Add/Modify button below it.
   7. From the Product field, select the federal or state application for the criteria you want to define.
   8. In the Add/Modify Search Criteria dialog, click the Calculated values option.
   9. In the Search criteria list, highlight 1040, Line 38 - Adjusted Gross Income > 0, then click the Another button.
      
      

      Note: Predefined criteria cannot be modified.

   10. From the Operator field, select Greater than.
   11. Highlight the text in the Value in Field field and enter 50,000.
   12. Click the Enter button, and then click Done.

   Result: The defined criterion, "1040, Ln 38, Adjusted Gross Income > 50000," will be available for all searches.

   Note: If you selected Between from the Operator field, enter in the two fields that appear the range of values to be used as the basis of the search criterion.

6. Click the Enter button to save your changes.
7. Do one of the following:
   • To add or modify other calculated values search criteria: Repeat Steps 3 through 6.
   • To add or modify input screen criteria: See Add or modify criteria that search for data from federal or state input screen fields.
   • To close the Add/Modify Search Criteria dialog: Click Done.

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

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