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This article applies to:

  • Product: UltraTax CS
  • Subject: Data Mining

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

  1. In the
    Add / Modify Search Criteria
     window, select the
    Input screen field
    .
  2. From the
    Product
     field, select federal or a state for the input screen criterion that you want to define.
  3. Add a new criterion or modify the definition of an existing criterion.
    • To add a new criterion based on an existing criterion, select
      Add
      , then the input screen field.
    • To modify the current definition of an existing, user-created criterion: select the criterion, then
      Edit
      .
      note
      • You can't modify the predefined search criteria that are included with Data Mining.
      • When you modify the definition of an existing, user-created criterion, the new definition applies to all searches that already include that criterion.
      • If you don't want to affect existing searches, don't modify the search criterion. Instead, add and edit a new search criterion.
  4. For the selected field, use the dropdown list or enter an operator and values:
    • If the selected field has a dropdown list, use the
      Acceptable values
       and
      Values that are not acceptable
       panes.
      note
      By default, Data Mining lists all possible values in the
      Acceptable values
       pane. To exclude a value from the search criterion, select it in the
      Acceptable values
       pane, then
      Reject
      .
    • If the selected field doesn't have a dropdown list, enter an
      Operator
      , then use
      Value in field
      , value range fields, or
      Month
       to enter a value.
    note
    If the selected criteria involve a multiple-unit input screen, you can do either of the following:
    • select
      At least one
       to indicate that a client should pass the search if at least 1 unit meets the criteria.
    • Select
      All
       to indicate that the client should pass the search only when all of the units meet the criteria.
    You can view 2 examples at the end of this article.
  5. Select
    Enter
     to save your changes.
  6. Choose whether to add or modify more criteria or close the window to finish:
    • Repeat steps 3 to 6 to add or modify other input screen field criteria.
    • Add or modify calculated values criteria.
    • Select
      Done
       to close the
      Add / Modify Search Criteria
       window.
You can now add the new search criterion you created to your search.
Example 1: The selected field has a dropdown list and you want to search for all 1040 married filing joint clients
This example shows how to define input screen field search criteria for fields with attached dropdown lists.
  1. Select
    1040 Individual
     from the
    Client database
     dropdown list, then
    Continue (Step 2)
    .
  2. Select a report or letter.
  3. Select
    Add / Modify Searches
     in the Client search / focus group box.
  4. Select a custom search you've previously created, then
    Edit
    .
    note
    If a search hasn't been defined, select
    Add
     to create a new search.
  5. In the
    Select Search Criteria
     window, select
    Input screen field
     option, then
    Add / Modify
    .
  6. To add a new input screen field criterion, select
    Add
    .
  7. To edit an available criterion, select it in the Available criteria list, then
    Edit
    .
  8. In the
    Input Screen Field
     Selection window, go to the Filing Status section of the 1040 screen, select
    Code
    , then
    Select
    .
    note
    To search for fields within statement windows, select
    Statement
     next to the input screen field. Select the field within the statement, then
    Select
    .
  9. In the
    Add/Modify Search Criteria
     window, select every value except
    2 Married filing joint
     in the Acceptable values pane, then Reject:
  10. Select
    Enter
    , then
    Done
    .
The correctly defined criteria, "1040 Filing Status = 2," will be available for all searches.
note
To include a value from the
Values that are not acceptable
 pane, select the value, then
Accept
.
Example 2: The selected field doesn't have a dropdown list and you want to search for all 1040 clients whose employer's name contains the word “Bowman”
  1. Select
    1040 Individual
     from the
    Client database
     dropdown list, then
    Continue (Step 2)
    .
  2. Choose a report or letter.
  3. Select
    Add/Modify Searches
     in the Client search/focus group box.
  4. Select any custom search you've previously created, then
    Edit
    .
  5. From the
    Product
     field, select the federal or state application for the criteria you want to define.
  6. Select
    Input screen field
    , then
    Add / Modify
    .
  7. To add a new input screen field criterion, select
    Add
    .
  8. To edit an available criterion, select it in the Available criteria list, then
    Edit
    .
  9. In the
    Input Screen Field Selection
     window, go to the Wages section of the
    W2
     screen in the Income folder.
  10. Select
    Employer's name
    , then
    Select
    .
  11. In the
    Add / Modify Search Criteria
     window, select
    Contains
     from the
    Operator
     dropdown list.
  12. In the
    Value in Field
     field, enter the text to find in the employer's name. For this example, enter
    Bowman
    .
  13. Select
    Enter
    , then
    Done
    .

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