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Data entry

Enter plan data

Use this procedure to enter data for a plan, including detailed information or multiple items for a specific field and to allocate amounts among the taxpayer, spouse, or states.
  1. Add a new plan or open an existing plan.
  2. Select a flag button on the toolbar to select the federal or state module in which you want to enter data.
  3. Select a button and tab in the main data-entry window to go to the data-entry field.
    note
    Business activities: When you select the Activities button in the federal module, the
    Business Activities
     window will open, in which you must select an existing activity or add a new activity. After selecting or adding an activity, select the
    Data Entry
     button, select a tab if necessary, and proceed to the next step.
  4. Enter data into the data-entry (white) fields. Or, double-click a data-entry field to open a window in which you can enter detailed information or multiple items, and allocate amounts among the taxpayer, spouse, or states, for that field. Planner CS uses the entered data to calculate the amounts shown in the calculated (gray) fields.
    note
    • Wages: When you double-click a data-entry field in the
      Income
      ,
      Wages
       tab, the
      W-2 Information
       window opens, in which you can enter W-2 information for multiple employers or states and project wages.
    • A black square appears on a button or tab when numerical data is entered. However, data entered in a
      Yes/No
       checkbox or in a field with a dropdown list won’t cause a black square to appear on a button or tab.

This article applies to:

  • PRODUCT: Planner CS