Clients missing from search in Data Mining

Scenario

Solution 1: If only 1 client is missing

Print preview the return in UltraTax CS.
In UltraTax CS, go to
File
,
Client Properties
,
Advanced Properties
and verify that the
Deny Data Mining access to client data
checkbox is clear.

Solution 2: If multiple clients are missing

In UltraTax CS, select
File
,
Print Returns
, then select
UltraTax CS Spool
.
note
This solution can take a long time to complete depending on the size of your database.
Select
Utilities
, then
Data Mining
.
Select
Help
, then
Repair
.
Select
Build
to rebuild the Data Mining for your client database.