Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Data entry

Edit an existing plan's information

You can edit the general information for an existing plan, such as plan description, first plan year, preparer assigned to the plan, taxpayer and spouse names, taxpayer address, resident state, and nonresident states, and specify whether the plan is a family plan, a single base year plan, or an S Corp Comparison plan.
When you change the first plan year to a later year, the data for any prior year is deleted. Therefore, you may want to back up the plan's data before changing the first plan year.
note
  • When you convert an existing plan to a family plan, Planner CS deletes all data except the data you specify in the
    Select Parents Column
     window. Therefore, you may want to back up the plan's data before changing the plan to a family plan.
  • When you convert an existing plan to an S Corp Comparison plan, Planner CS hides years and alternatives that are not relevant to the plan analysis. To unhide this data, clear the
    S Corp Comparison
     checkbox in the
    File
    ,
    Plan Information
     window, and select
    OK
    . This converts the plan to a regular plan.
  • You can't convert an annualized plan into another type of plan or add a state to an annualized plan.
  • To change the number of years or alternatives in an open plan, choose
    Edit
    ,
    Plan Years
    ,
    Add
     or
    Delete
    , or choose
    Edit
    ,
    Plan Alternatives
    ,
    Add
     or
    Delete
    .
  1. Open the plan you want to edit.
  2. Choose
    File
    , then
    Plan Information
     to open the
    Plan Information
     window.
  3. Make your edits and select
    OK
    .

This article applies to:

  • PRODUCT: Planner CS