Skip to main content
Data Mining
Search
Search UltraTax CS Support Help and Support.

This article applies to:

  • Product: UltraTax CS
  • Subject: Data Mining

Combine federal and state search criteria in Data Mining

  1. From the
    Data Mining
     window, select the database the
    Client database
    , then select
    Continue (Step 2)
    .
  2. In the
    Print Selection and Client Search
     window, select a state from the
    Product
     dropdown list in the Client search/focus group box.
  3. Select
    Add/Modify Searches
    .
  4. Create a state search, if needed:
    1. Select
      Add
      .
    2. Enter a
      Search name
      .
    3. Choose the state criteria, then select
      Done
      .
  5. In the
    Add/Modify Searches
     window, select
    Federal
     from the
    Product
     dropdown list, then
    Combine Searches
    .
  6. In the
    Combine Searches
     window, select the state from the
    Product
     dropdown list, the state search, then
    Select
    .
  7. Select
    Done
     and verify that the
    Combined
     column checklist is marked.
    note
    When you select the
    Combined
     search, the following checkboxes are shown and marked on the
    Print Selection and Client Search
     window:
    • Combine federal / state:
       This shows you are about to perform a federal/state combined search. If you want to search for only the federal criteria, clear this checkbox.
    • Show criteria detail:
       This lets you view the search criteria. If you want to see only the names of the criteria, clear this checkbox.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close