Data Mining: Release date

Show expandable text

New (tax) year, new help!

Fixed Assets and UltraTax CS 2023 help is now on Help and Support. We're still moving articles, but you can find most content for the 2023 tax year there. Continue using the Help & How-To Center for tax years 2022 and older.

The Data Mining Utility, a powerful search and reporting tool in UltraTax CS, is typically released and made available during the month of February once the majority of the forms are in a final format and approved by the taxing authorities.

Prior to the release of data mining, there are some alternative reporting options if you need client level reports.

  • Client listing reports. Choose Utilities > Client listing reports. See Analyzing and printing client listing reports for more information.
  • Client status reports. Choose Utilities > Client Status > Detail tab. This will give you some options to print your client list by status.
  • Prior year Data Mining. You can use Data Mining in the prior year application. This is an alternative if you need to send letters to your clients. Any new clients will not in the prior year client list unless they are manually added.

Was this article helpful?

Thank you for the feedback!