Planner CS toolbar

The Planner CS toolbar is located on the

Main data-entry

screen and contains icons you can select to perform common tasks. You can hover over an icon to display a short on-screen description of it.

Buttons	Functions
	Opens the New Plan screen in which you can enter information for a new plan.
	Opens the Open Plan screen in which you can select an existing plan for entering data, printing reports and graphs, and so on.
Close icon	Closes the open plan. (This is only available when a plan is open.)
	Saves all information entered for the open plan. (This is only available when a plan is open.)
	Opens the Plan Information screen, where you can edit the open plan's information. (This is only available when a plan is open.)
	Opens a screen where you can enter comments specific to an open plan. You can choose to have those comments displayed each time the plan is opened. (This is only available when a plan is open.)
	Opens the Print Reports screen where you can select various printing options, including whether to print or preview the selected report or graph, the number of copies to print, and the collation sequence. You can also choose to print a report set, so you can print a group of reports as though you were printing 1 report. (This is only available when a plan is open.)
	Prints the standard report that shows all information for the current tab in the Main data-entry window.
	Switches the main data-entry window so that the open plan's information is organized either by alternative first and then by the years within each alternative, or by the years first and then the alternatives within each year.
	Opens the Alerts screen in where you can view whether this plan includes hidden years or alternatives. This screen will open each time you open a plan with hidden years or alternatives, unless you clear the Display alerts when plan is opened checkbox. You can also mark or clear this checkbox in the Navigation group box in the Preparer Options screen. (This is only available when a plan with hidden years or alternatives is open.)
	Opens the Watch Window screen in which you can select which template to display in the Watch Window or delete templates. By selecting the Watch Window Templates , you can create and edit templates. (This is only available when a plan is open.)
	Controls the direction the cursor moves when you press Tab or Enter on your keyboard to move between fields in the Main data-entry window. Select it to change the direction the cursor will move. When the arrow points down, the cursor moves to the cell below when you press Tab or Enter . When the arrow points to the right, the cursor moves to the cell to the right when you press Tab or Enter .
	Select this to switch the smart data entry on or off. This feature helps expedite data entry because you can automatically bypass fields data entry isn't required.
	Automatically distribute or copy (depending on field type) entered amounts to subsequent periods within the year. (This is only available for annualized plans.)
	This is enabled and changes from gray to red when calculated values are overridden in the current federal or state module. Select this to view a list of all overridden amounts in the current module. Select an item in the list to navigate to that field.
	Searches for a word or phrase that appears in federal and state fields in the main data-entry window. In the Find Field screen, which opens after a search, you can limit the search by data-entry or calculated field and choose to search field names or field help.
	Opens CS Connect, where application updates and user bulletins are available.
	Opens FileCabinet CS where you can store documents from CS Professional Suite applications such as tax returns or extensions from UltraTax/1040 or tax plans from Planner CS. (This appears only if FileCabinet CS is installed or you have run the FileCabinet CS desktop setup.)
	Opens and closes the Planner CS Home Page, where you can access links to important application-related notices, recently opened plans, data locations, and the Planner CS Getting Started guide (PDF).
	Search the Help and Support Center, which includes extensive information about using Planner CS such as descriptions of windows and screens, step-by-step instructions, reference information, answers to frequently asked questions, and more.
	Opens the federal module for an open plan.
	Opens a state module, if present, for an open plan. The first state button is the taxpayer's resident state. The 2nd state is a nonresident state. Select the arrow next to a nonresident state to select additional nonresident states, if present.