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Print Selection window

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Use the Print Selection window to select which standard reports, custom reports, graphs, and client letters you want to print. You can also print an allocations detail statement and plan comments.
To open this window, select
Print Selection
 in the
Print Reports
 window.

Fields & buttons

Allocations Detail checkbox
Select this checkbox if you used the Allocation window to allocate amounts between a taxpayer, spouse and/or states, or to list multiple items for a single field, and want to print the allocations detail statement.
Plan Comments checkbox
Select this checkbox if you entered plan comments and want to print those comments.

Tabs in this window

Standard Reports
This tab lists all available standard reports. There is a standard report for each tab in the main data-entry window. Select standard reports by marking the checkbox next to the report you want to print.
Custom Reports
This tab lists all available custom reports. To select a custom report, mark the checkbox next to the report you want to print.
Graphs
This tab lists all available graphs. To select a graph, mark the checkbox next to the graphs you want to print.
Letters
This tab lists all available client letters. To choose client letters, mark the checkbox next to the client letters you want to print.
Collation
This tab lists all items that are selected to print. Planner CS prints items in order from top to bottom. To change the collation order, select an item in the list and select the up or down arrow button.
note
You can't change the collation order of the Plan Comments report; that report will remain last in the collation.

This article applies to:

  • PRODUCT: Planner CS