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Planner CS®

An Easy Revenue-Enhancer for You, a High-Value Service for Your Clients

Planner CS is the ideal tool for adding high-value tax planning services to your service portfolio. Making it easy to create an unlimited number of scenarios over any number of years, Planner CS allows you to analyze countless tax strategies and communicate results easily using a variety of presentation tools.

Planner CS offers:

  • Incredible Ease of Use—Simple navigation and timesaving templates allow you to quickly and easily analyze complex tax implications for your clients. You can even view the implications of various tax alternatives as you make changes using the unique Watch Window.
  • Quality Client Communications—Built-in word processing and graphing capabilities allow you to create a professional presentation that will help you clearly communicate various tax alternatives to your clients, so they can make informed financial decisions.
  • Seamless Integration—Planner CS automatically imports client data directly from UltraTax CS and GoSystem Tax to minimize data entry.
  • Stimulus Updates—Built-in processing for the American Recovery and Reinvestment Act of 2009 to help you with your clients that need assistance with future planning including a W-4 calculator to plan for the new payroll changes, increased AMT planning, details for the nonrefundable personal tax credits used to offset regular and AMT liability for 2009, and more.

Planner CS Receives 5 Stars

The CPA Technology Advisor – October 2009

"Planner CS from Thomson Reuters is a solid tax planning product that excels as an add-on to CS Professional Suite products..."

"...Planner CS offers users an easily navigated, intuitive interface, along with solid tax planning capabilities for any scenario your clients may present, both now, and in the future."

Read the full review (external link)

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