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This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual

Batch print and email the Bank Account Verification worksheet

You can use the Data Mining utility to print or email the Bank Account Verification worksheet for multiple 1040 clients.
  1. Select
    Utilities
    , then
    Data Mining
    .
  2. Under Step 1, select
    1040 Individual
     from the
    Client database
     dropdown.
  3. Select
    Continue (Step 2)
    .
  4. In the Print selection group box, select
    Letters
     from the dropdown.
  5. Select
    Bank Account Verification
     in the Available to print pane.
    note
    • The application supplies the appropriate search criteria in the
      Criteria
       window to identify all 1040 clients that have account information entered in the Bank screen but haven't completed the
      Taxpayer verified all bank information by
       field.
    • To print the letter for the following tax year, select
      Bank Account Verification - Next Year
      . The search criteria will identify all 1040 clients that have account information entered on the Bank screen regardless of the selection in the
      Taxpayer verified all bank information by
       field.
  6. Select
    Select
     to move Bank Account Verification to the Selected print pane.
  7. Select
    Continue (Step 3)
    .
  8. After the search is complete, 1 of the following will happen:
    • If no clients pass the search, the
      Search Results
       window automatically opens.
    • If 1 or more clients pass the search, the
      Print
       window opens and you can print or email the Bank Account Verification worksheet. You can also select
      Search Results
       to view the search results.

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