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Data Mining

Build Queries to Find Returns

Unlock powerful queries to search the data in your tax return files.

Drag and drop fields to create queries from any data in the file. Combine fields and add logic to identify returns that match complex criteria. Save your queries for reuse and share them within an Options Profile.

Add a Data Mining site license to any TaxCycle purchase for only $225.  

Screen Capture: Code editing for a new query

Effortless Query Building
  •  Drag and drop field codes from an open return into the query builder.
  •  Choose from query examples to get started.
  •  Add operators and functions from the drop-down menus.

Screen Capture: Select columns to include in the report

Customizable Results
  •  Select the columns to include in the results report.
  •  Open files directly from the results.
  •  Export results to CSV for further analysis.

Screen Capture: Export/Import Query

Save and Share Queries
  •  Save queries to an Options Profile to run them again.
  •  Share the Options Profile to empower your team to run their own reports.
  •  Import and export saved queries in XML format.

Switch to TaxCycle today

Find out for yourself why thousands of tax preparers have already switched. Get up and running in just 10 minutes with your free trial of the TaxCycle Suite. 

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“We’ve dramatically increased productivity.”

Greg Buck
Greg Buck CPA, CA | KEY Financial Group
Abbotsford, British Columbia

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