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Data Mining

Add dependent information to reports in Data Mining

Add or modify calculated values search criteria

Add or modify client letters in Data Mining

Add or modify custom reports in Data Mining

Add or modify search criteria for federal or state input screen data

Add or modify searches in Data Mining

Assemble eSignature documents with Data Mining

Build Data Mining searches

Clients missing from search in Data Mining

Combine federal and state search criteria in Data Mining

Create a bank account verification report

Create a direct deposit reminder letter

Create a list of clients who haven't been filed

Create a report based on premium tax credit information

Create a report for clients with a specific amount of adjusted gross income

Create a report of all clients with child tax credits

Create a report of all clients with education expenses

Create a report of all clients with taxable Social Security income

Create a report of clients on extension

Create a report of clients who have filed a certain form or schedule

Create a report of clients who have logged a specific status event

Create an appointment reminder letter

Create state estimate reminder letters

Data mining examples

Data Mining overview

Define search criteria in Data Mining

Edit a search formula in Data Mining

Edit the email greeting in Data Mining

Editing Data Mining search criteria

Enter email addresses in Data Mining

Export a custom report too large to print

Export reports to file in Data Mining

Generate and print mailing labels in Data Mining

One Big Beautiful Bill Act (OBBBA) of 2025

Open the Document Editing from Data Mining

Password-protected clients in Data Mining searches

Print batch engagement letters with Data Mining

Print reports and letters in Data Mining

Proforma Data Mining reports, letters, and searches

Re-run the Data Mining search

Review search results in Data Mining

Search for TP or SP date of birth before December 31, 1946

Select and make a search in Data Mining

Select input screen fields in Data Mining

Select print items in Data Mining

Send client letters and reports from Data Mining to FileCabinet CS

Send client letters by email

Send eSignature documents via CS Connect

Troubleshoot Data Mining freezing during search

Use Data Mining for Affordable Care Act taxes

Use the IRS Phishing Scams predefined letter

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