Data mining examples

You can view 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,
  • Design an invoice information report that highlights invoice information for all 1040 clients,
  • Identify 1040 clients that are eligible for estimated tax payments
  • Generate a letter that details the amounts to be paid,
  • Generate a report that identifies sole proprietors who pay employee health benefits or file Form 8941.
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