Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Program basics

Additional features of Planner CS

In addition to the basic features, Planner CS includes the following additional features:
  • Instantaneous calculations while entering data.
  • An automatic carry-forward of applicable items from 1 year to the next.
  • A sophisticated help system that includes overview topics and related procedures in addition to context-sensitive "What's This?" help.
  • The Result Finder feature, which automatically varies the dollar amount of a selected federal data entry field until the desired result of a selected calculated field is found.
You can also do the following in Planner CS:
  • Add virtually an unlimited number of years and alternatives to each plan.
  • Enter data in any order.
  • Back up and restore multiple clients' data at once.
  • Convert data from a joint plan into separate plan alternatives for the taxpayer and spouse.
  • Create a family plan to analyze how the investment income of minor children will affect the parents' and the entire family's total tax liability.
  • Create an Annualized plan (a 1-year, 4-period plan that calculates federal quarterly estimated payments) and print Form 1040-ES payment vouchers.
  • Input multiple nonresident states in a single plan.
  • View differences between fields using the Difference Analysis mode.

This article applies to:

  • PRODUCT: Planner CS