- Overview
-

Part of the CS Professional Suite, Planner CS is a flexible tax planning program that allows you to add high-value tax planning services to your service portfolio.
Making it easy to create an unlimited number of scenarios over any number of years, Planner CS allows you to analyze countless tax strategies and communicate results easily using a variety of presentation tools. You can quickly apply percent or dollar changes across the entire plan and view plan data by year or alternative.
Planner CS is easy-to-use and gives you helpful tools to present your scenarios to your clients.
With Planner CS, you can:
- Analyze countless tax strategies by creating an unlimited number of scenarios over any number of years.
- View the implications of different tax alternatives as you make them, monitoring key items.
- Communicate results easily using a variety of presentation tools.
- Maintain control without sacrificing efficiency -- use the standard group of reports or customize a set of reports for specific clients.
- Easily ensure state-by-state compliance using built-in, state-specific tax laws and regulations.
Why choose Planner CS?
- Intuitive, efficient interface: Simple navigation and time-saving templates allow you to quickly and easily analyze complex tax implications for your clients.
- Quality client communications: Built-in word processing and graphing capabilities allow you to create professional-grade presentations that clearly communicate various tax alternatives to your clients, so they can make informed financial decisions.
- Seamless integration: Planner CS automatically imports client data directly from UltraTax CS and GoSystem Tax ES to minimize data entry.
- Tech Specs
Thomson Tax & Accounting products are designed for professional production work. Our system requirements are based on the assumption that professional accounting firms replace their computer hardware and operating systems approximately every three years.
While our products may operate on less powerful hardware and operating systems, we do not believe it will perform at a level suitable for production work in those environments. Of course, as processing speed and RAM are increased, software performance will also improve.
We recommend workstation class computers, which generally offer higher levels of performance than desktop models when running business applications.
For a complete listing of systems requirements for the CS Professional Suite, click here.
Next Steps
- Visit the CS Professional Suite website to learn more
- Request demo CD
- Online trial (via ASP)
- Download trial (software)
Contact Us
CS Professional Suite
Tel: + 1 800.968.8900
Email