How to use Planner CS

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Preparer Options
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Set up preparers and preferences
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New Plan / Import New Plan / Plan Information windows
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Add a plan
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Import data from UltraTax/1040
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Select data plan when importing from UltraTax/1040
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Import to Existing Plan window
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Import tips
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Enter plan data
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Use the Find Tab feature
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Use the Find Field feature
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Enter W-2 information from multiple employers or states
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Enter business activities
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Add alternatives
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Add years to a plan
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Copy data from one column to another
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Copy data from one year to one or more years for a data-entry row
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Add and edit field notes
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Add and edit plan comments
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View plans by year or alternative
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Rename an alternative
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Rearrange columns in Planner CS
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Hide or rearrange alternatives or years
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Hide and unhide alternatives and years
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View plans in a single base year format
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Difference analysis
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Watch Window
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Open an existing plan
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