Default settings
Planner CS includes the following default settings, which appear in the Plan Defaults group box of the
Preparer Options
screen, and can be changed on a preparer-by-preparer basis.Item | Default Settings |
|---|---|
Number of alternatives | 2 |
Number of years | 3 |
First plan year | 2018 |
Inflation percent | 0 |
Resident state | Address that appears in your firm's license agreement |