Data entry
Add or remove a state in Planner CS
Add, edit, and print field notes and plan comments
Back up or check out Planner CS data and other items
Back up plan data into FileCabinet CS automatically
Calculate Form 8615 when a plan isn't a family plan
Calculate quarterly estimated tax payments
Change the system configuration folder location
Copy data from one column to another
Copy data from one year to one or more years for a data-entry row
Create an S Corp Comparison plan
Credit for taxes paid to other states
Edit an existing plan's information
Elect to treat capital gains and qualified dividends as investment income
Enter business-use and personal-use sales
Enter data in a plan - overview of related information
Enter foreign tax credit or deduction
Enter lump sum retirement distributions
Enter net operating loss (NOL)
Enter Qualified Business Income
Enter Section 1202 exclusion amounts
Enter W-2 information from multiple employers or states
Example: Add years by copying data from the same alternative
Example: Enter unrecaptured Section 1250 gains
Examples: Use the Result Finder
Exclude gain from sale of K-1 from net investment income tax
Hide and unhide alternatives and years
Import data from UltraTax/1040
Increase data amounts while copying
Indicate state payments are prepaid
Joint data when imported from UltraTax/1040 to Planner CS
Nonqualified annuities subject to the net investment income tax
Override calculated fields and locating overridden fields
Override the checked-out status of data
Private activity bond interest data entry
Project wages from a year-to-date pay stub or single paycheck
Rearrange columns in Planner CS
Restore or checking in data and other items
Restore plan data from FileCabinet CS
Solve for one or two input values to achieve a desired result in a calculated field
Solve for the effect that varying one or two input field values has on a calculated field
Switch Watch Window templates in an open plan
Turn automatic calculations on or off
Use the main data-entry window to create or modify Watch Window templates
Use the Watch Window designer to create, modify, or delete templates
View and update federal interest rates
View plans by year or alternative
View plans in a single base year format