Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Program basics

Set up preparers and preferences

Follow these steps to create preparers or modify default information for existing preparers in your firm. You can add new preparers at any time. The following settings are preparer-specific and will be applied to all new plans subsequently assigned to that preparer. You can change these settings on a plan-by-plan basis when adding a new plan.
  1. If a plan is currently open, close it.
  2. Select
    Tools
    Setup Preparers.
  3. In the
    Preparer Options
     screen, do 1 of the following:
    • To add a new preparer, select
      Add
       and enter preparer's name in the
      Name
       field.
    • To modify an existing preparer, select the preparer's name in the list then select
      Edit
      .
  4. To change print options, do the following in the Print defaults group box:
    1. Select 1 of the following options.
      • Tax Projection report
      • Auto Select
        : When this option is selected, select
        Auto Select Conditions
         to specify which reports (including the allocations detail statement and plan comments, which appear at the end of the list) will print.
      • Report Set
        : When this option is selected, select a previously defined report set from the dropdown.
    2. Select a report layout from the dropdown.
    3. If you're licensed for FileCabinet CS, select a FileCabinet CS folder year for backing up data.
  5. In the Plan Defaults group box, change the desired application defaults for all new plans added by the preparer.
  6. In the View and Navigation group boxes, customize how the preparer views and searches in Planner CS. For example, if the preparer prefers not to view the Planner CS toolbar, clear the
    Show toolbar
     checkbox. Or, to use the
    ENTER
     key to move between fields in Planner CS, mark the
    Enter key moves between fields
     checkbox.
  7. In the
    Name to appear on letter
     field, enter the name of the preparer as it should appear in letters to clients.
  8. Select
    Enter
     to save the settings for the new or existing preparer.
  9. Repeat steps 3 through 8 for any other preparers.
  10. Select
    Close
     when you're finished.

This article applies to:

  • PRODUCT: Planner CS