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This article applies to:

  • Product: Planner CS

Allocation window

Use the
Allocation
 window to enter detailed information or multiple items for most data-entry fields.
To open the
Allocation
 window, do one of the following:
  • Double-click a data-entry field.
  • In the cell of a data-entry field, select
    Edit
    , then
    Allocations
    .
  • Right-click a data-entry field and select
    Allocations
    .
tip
  • To add a new row of information in the
    Allocation
     window, select
    Allocation
    , then
    Add Item
    .
  • To increase or decrease the width of a column in the
    Allocation
     window, select and drag a column's border.

Fields

Description
The name of the data-entry field is automatically entered in this field.
note
To change the default description, select the description field and enter a new description.
Tp/Sp
Select
Tp
,
Sp
, or
Joint
 in this field.
note
  • Items can be associated with the taxpayer and spouse only when the plan has a Joint filing status (specified in
    Main
    Summary
     tab).
  • This field is not available if the data-entry field you selected to open this window is specific to the taxpayer or spouse.
  • The
    business activities
     field is not available in the
    Allocation
    . You can select the taxpayer or spouse for a business activity when entering business activities.
State
Select the state code in this field.
note
This field is not available for business activities.
Alternatives and years
Enter amounts for the open plan's alternatives and/or years.
note
Planner CS displays these amounts, or their totals when multiple items are entered, in bold in the main data-entry window.