Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Print documents

Print plan data reports, graphs, and letters

Planner CS includes a large library of predefined standard reports, including plan summary reports, tax analysis, and itemized deductions, which you can print for specific clients. You can also create any number of custom reports.
Planner CS also includes a graphs editor which generates 2-dimensional and 3-dimensional graphs in a variety of styles.
In addition, you can create client letters using Microsoft Word or the client letter writer included with Planner CS.
  1. Open a plan and select
    File
    Print Reports
     to open the
    Print Reports
     screen.
  2. To change the destination of the printed items, use the options in the Destination group box.
  3. Select 1 of the following report options.
    • Auto Select
       - This option includes standard reports that are automatically selected depending on data entered in the plan and the print conditions set up for the preparer. To view or change which standard reports will print, select this option and then select
      Print Selection
      .
    • Tax Projection report
       - This report 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 included in the plan. To change which items will print, select this option and then select
      Print Selection
      .
    • Report Set
       - If you previously defined a report set, select this option and then select a report set from the dropdown. Report sets can include standard reports, custom reports, graphs, and letters. To view or change which items will print for the selected report set during the current print session, select
      Print Selection
      .
    • Last printed selection
       - This option selects the same items to print as were most recently printed for this plan. To view or change which items will print, select
      Print Selection
      .
  4. To include plan comments or an allocations detail statement in the print job, select
    Print Selection
     and mark the checkbox on the
    Print Selection
     screen.
  5. To view or change the order of items selected to print, select
    Print Selection
     and select the
    Collation
     tab. Items will print in the order they're listed.
    note
    You can't change the collation order of the Plan Comments report; it always prints last in the collation.
  6. Select a layout from the
    Report layout
     dropdown. The layouts that are available depend on the report you selected in the previous step and if you created custom layouts.
    note
    Notes about certain layouts
    • The
      <Tax Projection>
       layout is automatically selected when the
      Tax Projection report
       option is selected. With this layout, the text size of the row labels and amounts is adjusted based on the number of columns in the report. In addition, rows that don't contain data are omitted to reduce the number of printed pages.
    • The
      <System>
       layout is designed for standard and custom reports. With this layout, the text size of the row labels and amounts is adjusted based on the number of columns in the report.
  7. Select 1 of the following options in the Alternatives/Years to print group box to specify which alternatives and years to print:
    • All columns
       - This option includes data from all years and/or alternatives in the plan, including alternatives and years you chose to hide.
    • Current plan view
       - This option includes data from the alternatives and years currently displayed in the
      Main data-entry
       window.
    • Custom
       - This option includes data from the alternatives and years you select. Select this option then select the
      Select columns
      .
  8. To specify the number of copies and other details, use the options in the Options group box.
  9. Select
    Print
    .
    note
    • Client letters can't be previewed from the
      Print Reports
       screen. To preview letters, select
      Reports
      Client Letters - .RTF
      , open the letter you want to preview, then select
      File
      Preview
      .
    • If the
      Printer
       checkbox isn't marked and the
      FileCabinet CS
       checkbox is marked,
      Print
       becomes
      To Cabinet
      . Select this to store the report in FileCabinet CS (if licensed).

This article applies to:

  • PRODUCT: Planner CS