Recommended operating procedures

When you prepare tax plans for your clients, we recommend that you follow the following procedures:

Action	Description
Enter preparer information and preparer preferences note This is a 1-time setup procedure, but new preparers can be added at any time.	Enter all of the preparers who will use Planner CS so that you can assign each plan to a specific preparer. You can also change the default application settings on a preparer-by-preparer basis.
Add a plan	Enter the information required for each new plan, including the taxpayer and spouse information, and the preparer to be assigned to the plan.
Enter data into federal and state modules	Enter data into the main data-entry window.
Print plan data reports, graphs, and letters	Print reports and/or graphs containing information about an open plan.
Back up data	Make a backup copy of the plan's data.

This article applies to: