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Program basics

The Main data-entry screen menu

The menu on the
Main data-entry
 screen provides menus where you can choose commands for performing various tasks or accessing different areas in the application The following table summarizes the commands available in these menus.
Menu
Commands
File
This menu includes the following tasks:
  • Add, delete, open, close, rename, and save plans.
  • View plan data.
  • Back up or restore plan data.
  • Start CS Connect.
    note
    Planner CS supports CS Connect, which provides application updates, user bulletins, and other timely information electronically. You can schedule CS Connect to get information during off-hours either by modem or through your internet connection.
  • Print plan reports, client letters, graphs, and IRS Form 1040-ES.
Edit
This menu includes the following data-entry tasks.
  • Copy the numeric value of a highlighted number across columns.
  • Automatically increase the numeric value by percentage or amount across columns.
  • Copy an entire column to another column throughout the plan or on the current tab only.
  • Manage data by locking and unlocking specific columns.
  • Add or remove plan alternatives, years, or states.
  • Rename alternatives.
  • Allocate amounts between taxpayers and spouses, and/or between state modules.
  • Remove overriding entries.
  • Remove data-entry rows from print.
  • Enter the field notes.
  • Enter plan comments.
note
This menu displays only when a plan is open.
View
This menu includes the following tasks to change the appearance of the open plan's data in the main data-entry window:
  • View data for federal and state modules.
  • View data by year or alternative.
  • View the open plan in a single base year format.
  • Hide or rearrange the columns of years or alternatives.
  • View differences between fields.
  • View a diagnostic report that lists federal or state-calculated fields with overridden amounts.
  • View tips about imported data.
  • View research information via Checkpoint, if licensed, and IRS forms and instructions.
  • Show or hide the main toolbar and status bar.
Tools
This menu includes the following tasks related to viewing, entering, and calculating data:
  • Show, hide, or modify the Watch Window.
  • Copy data for a married filing joint alternative into a separate alternative for each spouse's data.
  • Switch between automatically and manually calculating fields.
  • Open the
    Result Finder
     screen to solve for the value of a selected input field that corresponds with a target value for a selected calculated field.
  • Enter preparer information and options.
  • Change the current preparer.
  • Change the data path.
  • Change the system configuration folder location (terminal server installations only).
  • Enter federal interest rates for underwithholding penalty calculations.
  • Update the list of available plans.
  • Open FileCabinet CS, if licensed.
  • Import data from GoSystem Tax RS.
Reports
This menu includes the following reporting tasks:
  • Print plan listing reports.
  • Create custom reports, graphs, or client letters.
  • Modify report layouts.
  • Define report sets.
Help
This menu includes the following tasks to assist you with using the application:
  • Access the Help and Support Center, where you can find extensive information about using Fixed Assets CS.
  • Access FAQs.
  • View current application information and user bulletins.
  • Access web resources.

This article applies to:

  • Product: Planner CS