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Author: Admin | 2025-04-27
Help and Support UltraTax CS Data Mining Define search criteria in Data Mining You can define search criteria when you are add or modify a search. Data Mining searches for clients whose data contains values compatible with the search criteria you define. When the search criteria and search criteria relationships you've specified are true for a client's data, that client will “pass the search.” The search criteria definitions you add or modify will be available for all searches of the selected database. In the Select Search Criteria window, select federal or the state application for the Product.Choose a search criteria type:Form to find clients for whom that form was or was not prepared.Calculated value or Input screen field. The Add / Modify Search Criteria window opens. State Attachment to find clients with that state attached or not attached. Return type to find clients with that type of return.Client status to find clients for whom that status has been logged or not logged. You can choose Logged anytime, Current status, or Not logged option. You can also select Add / Modify to open theAdd / Modify Search Criteria window.
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