Finding the organizer delivery method for all clients via Data Mining

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Using the Data Mining feature in UltraTax CS, you can generate a report regarding the delivery method options selected for the Client Organizer within Setup > Client Communications. To do so, complete the following steps. 

  1. In UltraTax CS, choose Utilities > Data Mining.
  2. Select 1040 Individual as the database and click Continue (Step 2).
  3. Within the Reports listed, select the Organizer Delivery Method - Comparative, which will move that item to the right pane.
  4. Select All clients from the Search name drop down menu and click Continue (Step 3).
  5. Click Preview to review the report prior to printing a hard copy.

Notes

  • If Data Mining has not yet been released for the current tax season, perform this same search in the prior year program. Data Mining is generally released in February.
  • If this is your very first search performed in Data Mining for the 1040 database, the search could take a long time. Any search complete hereafter will process at a much faster rate. Again, it's just the initial search completed in this database that may take a long time, depending on the number of clients you have and their size.
  • In step 4, specific organizer delivery methods can be selected to get a list of clients with a specific organizer delivery method. An example would be choosing Organizer Delivery - Web in the Search name drop down menu to list only clients whose delivery method is set up as Web.

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