Create a report based on premium tax credit information
Use Data Mining to search for clients with various form 8962 scenarios, including credit receipt and excess repayment of the credit.
- In UltraTax CS, selectUtilities, thenData Mining.
- Select the database you want to search. For this example, select1040 Individualfrom theClient databasedropdown, thenContinue (Step 2).
- In thePrint Selection and Client Searchwindow, select a report, such as the1040 Client Listor1040 Email Address List.
- In theSearch namefield, select 1 of the Premium Tax Credit search options, such asPremium Tax Credit - Excess Advance Repayment, from the dropdown.
- SelectContinue (Step 3)to proceed with the search.
- After the search is completed:
- If no clients passed the search, theSearch Resultswindow opens.
- If 1 or more clients passed the search, thePrintwindow opens.
- SelectPreviewto view the report, orPrint.
