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Import to Existing Plan window

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The Import to Existing Plan window opens as part of the process of importing client data from UltraTax/1040. Use this window to choose a destination plan to which the UltraTax/1040 client information should be imported.
note
You can't import data to an existing plan if it is an S Corp Comparison plan, a TCJA Comparison plan, an Annualized Plan, or a Family Plan, or if the import year precedes the 1st plan year. If you attempt to import data to one of these plan types, an explanation in blue text displays on the window.

Fields & buttons

Search…
Use this field to search for a plan. Select a column heading in the list pane to narrow your search by the selected column (the name of the selected column appears in the name of the
Search…
 field), then enter in the
Search…
 field the 1st few characters of the information you want to locate. Planner CS highlights the 1st plan that includes the text string in the selected column.
Plan column headings
Show plans for
Select a preparer, or
All
, from this list to limit the list of plans to those assigned to the selected preparer.
Plan list
All plans assigned to the preparer selected in the
Show plans for
 field appear in this list. To open a plan, highlight a plan and select the
Open
 button.
note
Select one of the column headings to sort the list of plans by the information in that column. The selected column will appear in the name of the
Search…
 field, which you can use to search for specific information in that column.
Plan column headings
Create a new alternative for import
Select this checkbox to create a new alternative in an existing plan for the imported data. Data in the existing plan alternatives won’t be replaced by the imported data.
Delete years prior to [year]
Select this checkbox to delete the years prior to the specified year in an existing plan.
note
The year specified in the
Delete years prior to [year]
 checkbox will change based on the year of the tax return being imported.
Plan Description
This field displays the description of the highlighted tax plan. You can add or edit the description for an existing plan's in the
File
Plan Information
 window.
Plan information
The details next to the Plan Description field include processing information related to the highlighted plan.

This article applies to:

  • PRODUCT: Planner CS