You can use Data Mining to query your firm's UltraTax CS databases for specific data and client characteristics. Using Data Mining can bring you the following benefits.
Identify your client's tax accounting needs. Pinpoint tax savings opportunities for clients. Prepare estimate reminder letters. Target communications with your clients. The Data Mining process To begin, go to , then Data Mining in UltraTax CS. You'll find a wizard to guide you through the search process. Decide what to produce from your searchYou might want to produce from your search: reports and/or letters, mailing labels, or export reports.
Select the criteria by which to search a databaseYour criteria might be values calculated by UltraTax CS, entries in specific input screens, statement fields, and forms produced within the tax return.
You can use these questions to plan your search.What type of clients are you searching for? Use the information to define and select the search criteria.
Am you searching for clients whose data includes a specific range of calculated amounts, numbers, or dates? If yes, you can define the calculated search criterion.
Are you searching for clients whose data includes specific input screen field entries in UltraTax CS? If yes, you can define the input screen search criterion.
Are you searching for at least 2 types of clients who have some kind of data in common? If yes, you can select the criteria and edit relationships in the search formula.
Keep searches simple. Use as few criteria as you can to target the clients. Fewer clients will pass the search with each criterion you add. Very complex searches may give results that are difficult to analyze.