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Print Reports window

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Use the Print Reports window to print or preview standard reports, custom reports, client letters, and graphs from Planner CS. You can also send copies of these documents to FileCabinet CS or Onvio Documents, if you are licensed for them.
To open this window, select
File
Print Reports
 or select the
Print Reports
 Print Reports button button on the toolbar. A plan needs to be open to open this window.

Fields & buttons

Destination

Printer checkbox
This checkbox displays your computer's default printer or the printer you selected using the Printer button. This needs to be marked to print or preview the report or form.
Printer button
Select this button to open the
Print Setup
 window, which you use to select a printer and set options such as the print orientation, paper source, and printer properties.
FileCabinet CS checkbox
This checkbox is only available if you are licensed for FileCabinet CS and have it installed. Select the
FileCabinet CS
 checkbox to store a copy of the report or form in FileCabinet CS. If you select only this checkbox and not the
Printer
 checkbox, the
Print
 button becomes the
To Cabinet
 button. Select this button to print the report or form to FileCabinet CS.
Onvio Documents checkbox
Select this checkbox to upload the report or form to Onvio Documents. Once you select
Print
, your documents will upload to the client's folder in the
Client Documents
 tab.
Folder year
When the
FileCabinet CS
 checkbox is marked, use this field to specify the folder year to which plan data is printed in FileCabinet CS.
PDF to file
Select this checkbox to create a PDF file of plan reports, graphs, .DOC client letters, and IRS forms 1040-ES and W-4. Go to for the location where you want to save the PDF, and select OK. You can view PDFs with Adobe Acrobat version 4.0 or higher.
note
  • You can't print a client letter saved as .RTF (Rich Text Format) to PDF.
  • Client letters in Microsoft Word are created as separate PDFs from reports.

Reports

Auto Select
Select this option to have Planner CS automatically select which reports to print based on the print conditions set for the assigned preparer.
Tax Projection report
Select this option to create a report that summarizes a client's federal income tax plan, including income, deductions, taxes, payments, and more. When this report is generated, Planner CS also generates a summary report for each state attached to the plan.
note
  • When this report is selected, the <Tax Projection> layout is automatically selected for optimal printing. However, you can select a different layout if you don’t want to use the <Tax Projection> layout.
  • For a TCJA Comparison Plan, the Tax Projection report option is selected by default; you can select a different option, if preferred.
Report set
Select this option and select a report set to print from the dropdown list.
Last printed selection
This option is available after you have printed the open plan at least 1 time. Select this option to select the same reports, graphs, letters, and alternatives/years to print as the last time this plan was printed.
To modify the selection, select the
Print Selection
 button.
Print Selection button
Select this button to open the Print Selection window, in which you can view or change which reports, graphs, and letters are selected to print.

Presentation

Report layout
Select a report layout from the dropdown list. The layout you select determines the appearance of the printed report.
note
When the
Tax Projection report
 option is selected, the layout is automatically selected for optimal printing. However, you can select a different layout if you don’t want to use the layout.
Layouts button
Select this button to create or modify report layouts.

Alternatives/Years to print

note
The option you select applies to all reports and graphs currently selected to print.
All columns
Select this option to print all years and/or alternatives in the plan, even those you chose to hide in the main data-entry window.
Current plan view
Select this option to print only the alternatives and/or years displayed in the main data-entry window, ignoring those years and/or alternatives you chose to hide.
tip
To hide/unhide an alternative or year in the main data-entry window, select
View
Hide/Rearrange
.
Custom
Mark this option and then select the Select columns button to select the alternatives and years you want to print.
Select columns button
When the
Custom
 option is selected, select this button to open the
Custom Alternatives/Years to Print
 window where you can select which alternatives and years to print.

Options

Copies
Enter the number of copies of the plan or report that you want to print in this field, or use the arrows to select the number of copies.
Duplex
Select this checkbox if you want the copies of the plan to print on both sides of a page.
note
To duplex print a plan, your selected printer needs to have duplex printing capabilities and be set up to do so.
Collate
Select this checkbox if you want multiple copies of the plan to be sorted when printing so that 1 copy of the report prints in its entirety before the 2nd copy begins printing.

Other fields & buttons

Preview button
Select this button to preview the report or form before you print it.
note
This button is only available if the
Printer
 checkbox is marked.
Print / To Cabinet button
Select this button to print the report or form. If the
Printer
 checkbox is not marked and the
FileCabinet CS
 checkbox is marked, this button becomes the
To Cabinet
 button. Select this button to store the report in FileCabinet CS.

This article applies to:

  • PRODUCT: Planner CS