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This article applies to:

  • Product: UltraTax CS
  • Subject: Data Mining

Create a report of clients who have filed a certain form or schedule

Use Data Mining to identify clients who have filed a specific form or schedule. Follow these steps to create a report identifying all clients who filed a Schedule C.
  1. In UltraTax CS, select
    Utilities
    , then
    Data Mining
    .
  2. Select the database you want to search. For this example, select
    1040 Individual
     from the
    Client database
     dropdown, then
    Continue (Step 2)
    .
  3. In the
    Print Selection
     window, select
    Reports
     from the dropdown in the
    Print selection
     area and select a report, such as the
    CS Client Contact Information
     report.
  4. In the
    Client Search
     window, select the form to search for from the dropdown in the Print selection area. For this example, select
    Schedule C clients
    .
    tip
    The items in the dropdown are ordered alphabetically, so look under the letter F for forms (ex: Form 1045), and the letter S for schedules (ex: Schedule F). If the form or schedule isn't listed in the dropdown list, see the following additional search options section.
  5. Select
    Continue (Step 3)
     to perform the search.
  6. After the search is completed:
    • If no clients passed the search, the
      Search Results
       window opens.
    • If 1 or more clients passed the search, the
      Print
       window opens.
  7. Select
    Preview
     to view the report.

Additional search options

Follow these steps if a form or schedule isn't available in the dropdown in the
Search Name
 field.
  1. Select
    Add/Modify Searches
     next to the
    Search name
     field.
  2. Select
    Add
    .
  3. Enter a name in the
    Search Name
     field (such as the name of the form).
  4. To search for a federal form, select
    Federal
     in the
    Product
     field. To search for a state form, select the arrow next to the
    Product
     field, then the state.
  5. Turn on
    Form
     following the
    Product
     field.
  6. Select the form (ex: Form 2555 [prepared]).
  7. Turn on
    Prepared
    . Turn on
    Not prepared
     to search for clients that haven't prepared the form.
  8. Select
    Done
     twice to return to the
    Print Selection and Client Search
     window. Verify that the name entered for the search in Step 3 displays in the
    Search Name
     field. If not, select the arrow in the field and select the name from the dropdown.
  9. Select
    Continue (Step 3)
     to perform the search.
  10. After the search is completed:
    • If no clients passed the search, the
      Search Results
       window opens.
    • If 1 or more clients passed the search, the
      Print
       window opens.
  11. Select
    Preview
     to view the report.

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