Data mining examples
You can view this example PDF to learn how to use the Data Mining feature in UltraTax CS to:
- Design a custom birthday report that lists the dates of birth for all 1040 clients,
- Design an invoice information report that highlights invoice information for all 1040 clients,
- Identify 1040 clients that are eligible for estimated tax payments
- Generate a letter that details the amounts to be paid,
- Generate a report that identifies sole proprietors who pay employee health benefits or file Form 8941.
