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Program basics

Planner CS overview

Planner CS is easy-to-use, comprehensive, and provides flexible tax planning. The application provides simultaneous and extensive tax projections for a virtually unlimited combination of alternatives and years. The purpose of this application is to project broad possibilities and to allow for changes in income and/or expenses that will significantly affect tax liability. As with all CS Professional Suite applications, we designed this application to save you time and enhance the quality of the services you provide your clients.

Install and update Planner CS

Refer to the installations and updates articles for details about standard installations, terminal server installations, and downloading and installing application updates.

Main features

  • Main data-entry window
  • Watch Window
  • Plan data reports, graphs, and letters
  • Menu commands
  • Toolbar
  • Keyboard shortcuts
  • Additional features

Customize Planner CS: Enter preparer information and preferences

After Planner CS is installed, the application is ready to use. However, you can complete optional set-up tasks to customize how you and other preparers in your firm use the application.
  • Enter preparer information and preferences (so you can assign plans to preparers in your firm and customize how preparers view plans and search in Planner CS)
  • Change the data path
  • Back up plan data into FileCabinet CS automatically

Common tasks

  • Enter data in plans
  • Add plans
  • Enter plan data
  • Print plan data reports, graphs, and letters
  • Print plan listing reports
  • Back up data

This article applies to:

  • PRODUCT: Planner CS