Finding answers to your Planner CS questions

Alerts and notices

Our Help & How-To Center offers quick access to the information you need while using Planner CS. From this one location, you can find details on new features, procedures for completing tasks, tips for increasing productivity or troubleshooting issues, alerts about timely issues, and more.

Accessing the Help & How-To Center

From within Planner CS, access the Help & How-To Center by any of the following methods.

Searching for information

The most efficient way to find answers to your questions is to take advantage of the robust search engine upon which the Help & How-To Center is built: the Google search engine. When searching for information in the Help & How-To Center, you can use the same strategies you use when you use Google to search for general information on the internet.

Search fields for searching the Help & How-To Center are accessible from two locations.

Simply enter a search term or phrase and press ENTER to see a list of related topics that apply to Planner CS.

Sample searches

Here are some examples of searches you can try to find answers to some common questions for Planner CS.

  1. First, let's look for information on importing data from UltraTax CS. From within Planner CS, enter importing data in the Search field in the toolbar and press ENTER. The Help & How-To Center will open in your default internet browser.
  2. In the search results page that opens, the topics are listed in order of relevance. Click the Importing data from UltraTax/1040 link to open that topic.
  3. Now, let's look for information about creating annualized plans. Enter annualized plans in the Search field near the top of the topic and press ENTER.
  4. In the search results page that opens, click the Annualized plans overview link to open that topic.
  5. Now, let's explore how to narrow a search. Enter options in the search field and press ENTER.
  6. In the search results page that opens, note the large number of topics retrieved. Rather than scroll through the list, enter preparer after options in the search field and press ENTER. The search results page now lists only those topics that apply to both of the search strings you entered.
  7. Click the Search Tips link next to the search field to open Google's "Search Tips" document, which provides additional strategies for effective searching.
  8. Click your browser's Back button to return to the search results page.

Additional features for finding information

If you're struggling to find what you're looking for through a standard search, the Help & How-To Center includes the following features that might help.

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