Program basics

Additional features of Planner CS

Clear user locks on a tax plan or client letter

Default settings

Delete preparers

Field shading and text color

Integration with other applications

Keyboard shortcuts

Planner CS overview

Planner CS toolbar

Recommended operating procedures

Recover a plan after an unexpected shut down

Reinstall Planner CS

Select data plan when importing from UltraTax/1040

Set up preparers and preferences

The Main data-entry screen menu

Uninstall Planner CS

Use the About Planner CS screen

Use the Checkpoint screen

Use the Enter key to move between fields

Use the Main data-entry screen

Use Checkpoint's Form/Line Finder research

View an alert for hidden years or alternatives