New Plan / Import New Plan / Plan Information windows
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To open the 
button. You can then enter information to create a new tax plan.
New Plan
window, select or select the New Plan button. You can then enter information to create a new tax plan.To open the Import New Plan window, begin the process of importing data from UltraTax/1040 or importing data from GoSystem Tax RS.
To open the Plan Information window, select or select the Plan Information 
button. You can then edit the information for an open tax plan.
button. You can then edit the information for an open tax plan. Fields & buttons
General tab
Plan ID
If you create or import a new plan, use this field to enter a unique identification code, up to 11 characters.
Assigned to
Use the dropdown list attached to this field to assign the plan to an existing preparer, or select
<Default>
if you don’t want to specify a preparer for the plan.note
- The name you select in theAssigned tofield can be inserted into client letters . However, if you entered a name in theName to appear on letterfield in the Preparer Options dialog, that name will be inserted into client letters instead of the name you select in theAssigned tofield.
- To add a preparer, select when a plan is not open.
First Plan Year
Enter the new plan's starting year in this field or use the arrows to select a year. If you import UltraTax/1040 or GoSystem Tax RS data into a new plan, this field displays the tax year of the data being imported.
note
If importing data, this field is not available unless the
Annualized Plan
checkbox is marked, in which case you can select the tax year of the data being imported or one of the 2 subsequent years.Number of Alternatives
Enter the number of alternatives in the new plan or use the arrows to select a number.
note
This field is not available for a TCJA Comparison Plan.
Number of Years
Enter the number of years to include in the new plan or use the arrows to select a number.
note
This field is not available for a TCJA Comparison Plan.
Plan Year
Enter the year for a Family plan or use the arrows to select a year.
note
- A Family plan can't include more than 1 year.
- This field is available only if you select theFamily Plancheckbox.
- This field is not available for a TCJA Comparison Plan.
Number of Children
Enter the number of children for a Family plan or use the arrows to select a number.
note
This field is available only if you select the
Family Plan
checkbox.Plan Description
Use this field to enter or edit the plan's description. The description can include up to 50 characters. When you open a plan via the Open Plan dialog, this information appears in the
Plan Description
field when the plan is highlighted.Keyword
Enter a keyword in this field to help distinguish this plan from other plans. Keywords can be used to search or sort the list of available plans when opening plans via the Open Plan dialog.
Resident State
If licensed, select the taxpayer's resident state from the dropdown list.
To delete a resident state, highlight the state postal code in this field and press DELETE.
note
- Planner CS lets each plan have 1 state designated as a resident state.
- This field is not available for Annualized plans.
- If you are importing data from UltraTax/1040 into a new plan, the UltraTax/1040 return's resident state is automatically selected.
Nonresident States button
If licensed, select this button, mark or clear the checkbox next to each nonresident state you want to add or remove, and select OK.
note
- This button is not available for Annualized plans.
- If you are importing data from UltraTax/1040 into a new plan, the UltraTax/1040 return's nonresident states are automatically selected.
Set Password button
Select this button to open the Password window, then enter, change, or delete a password for a plan. Select OK when finished.
Family Plan
Select this checkbox to create a Family plan.
A Family plan enables you to analyze how the investment income of minor children will affect the parents' and the entire family's total tax liability.
Planner CS will create a plan with 1 column for the parents' information and 1 column each for the children's information, depending on the number specified in the
Number of children
field. Note that Family plans are limited to 1 year of information.note
- When you import data from UltraTax/1040 or GoSystem Tax RS, the application imports the parents' data.
- This field is not available for a TCJA Comparison Plan.
Display single base year
Select this checkbox to display your plan in single base year format. Once the plan is imported, you can select View > Single Base year to hide or unhide the single base year format.
note
This checkbox is not available if the plan includes fewer than 2 years or 2 alternatives, or if you select the
Family plan
checkbox.Annualized Plan
Select this checkbox to create an Annualized plan.
note
- An Annualized plan can't also be a Family plan or display a single base year.
- This checkbox is not available in a TCJA Comparison Plan.
S Corp Comparison
Select this checkbox to create an S Corp Comparison plan.
note
- An S Corp Comparison plan can't also be an Annualized plan or a Family plan, or display a single base year.
- This checkbox is not available in a TCJA Comparison Plan.
Copy across all alternatives
If you import data, select this checkbox to have Planner CS copy the imported plan data into the 1st year of all alternatives in the plan.
note
- To have the data copied into all years and all alternatives, select both theCopy across all alternativesand theCopy across all yearscheckboxes.
- This checkbox is not available when you select theAnnualized Plancheckbox.
- This checkbox is not available when you select theDisplay single base yearcheckbox. You can clear theDisplay single base yearcheckbox and convert the plan to the single base year format after importing by selecting View > Single Base Year.
- This checkbox is not available in a TCJA Comparison Plan.
- This checkbox is available only when you import data.
Copy across all years
If you import data, select this checkbox to have Planner CS copy the imported plan data into every year of the 1st alternative in the plan.
note
- To have the data copied into all years and all alternatives, select both theCopy across all alternativesand theCopy across all yearscheckboxes.
- This checkbox is not available when you select theAnnualized Plancheckbox.
- This checkbox is not available when you select theDisplay single base yearcheckbox. You can clear theDisplay single base yearcheckbox and convert the plan to the single base year format after importing by selecting View > Single Base Year.
- This checkbox is not available in a TCJA Comparison Plan.
- This checkbox is available only when you import data.
Client Information tab
Taxpayer
Use these fields to enter or edit the taxpayer's name, Social Security number, and date of birth.
note
The taxpayer's and spouse's dates of birth are used in various federal and state calculations.
Spouse
Use these fields to enter or edit the spouse's name, Social Security number, and date of birth.
note
The taxpayer's and spouse's dates of birth are used in various federal and state calculations.
Salutation
Use this field to enter or edit the salutation. By default, Planner CS will enter the taxpayer and spouse's first names into this field. You can edit this field to change the salutation variable used with
.RTF
and .doc
custom and template letters.Address
Use these fields to enter or edit the taxpayer's address and phone number.
Children's Names tab
This tab is only available when you select the
Family Plan
checkbox.Child's Name
Enter the name of the 1st child in this field. To add other children's names, highlight the default name in the Children Included in Plan pane and enter the name of the child here.
Children Included in Plan
This pane lists the names of the children included in the Family plan. To replace the default names, highlight a default name in the Children Included in Plan pane and enter the child's actual name in the
Child's Name
field.