Data Mining Examples

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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.

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