A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z
A
Activities (see Business activities)
Allocating amounts
via married-filing-separate splits
Allocations detail statements, printing
copying data from data-entry rows
customizing for reports or graphs
selecting for reports or graphs
splitting from married-filing-joint plans
B
Backing up data
Business activities
C
Calculations
Checking in data from Planner CS backup
overriding checked-out status of data
Checkpoint, using Form/Line Finder
Client letters
creating with Microsoft Word in DOC format
creating with Planner CS in RTF format
Client lists
Comments
displaying automatically when plans open
Copying data
and increasing amounts from year to year
Corporation, creating an S Corp Comparison plan
deleting and reinstalling software updates
downloading and applying software updates
downloading and installing updated licenses
frequently asked questions about
troubleshooting connection issues
troubleshooting software update errors
D
overview of main data-entry window
recommended operating procedures
printing on reports via Layout Designer
Difference Analysis mode, comparing data
E
Errors
Operation is not valid because it results in...
Planner CS timed out while waiting for a lock...
This plan cannot be opened because user is using it
Exporting data
Estimated tax payments, calculating
F
Field notes
Find features
searching for federal or state tabs
searching for text in fields or field names
Footers and headers, inserting into reports via Layout Designer
Foreign tax credit or deduction, entering
G
Glossary of terms in Planner CS
GoSystem Tax RS, importing data from
creating lists of years and alternatives for
selecting years and alternatives for
H
Headers and footers, inserting into reports via Layout Designer
searching for federal or state tabs
searching for text in fields or field names
software updates, deleting and reinstalling
software updates, downloading and applying
troubleshooting CS Connect connection issues
I
Importing data
Integration between Planner CS and other applications
Interest
private activity bond interest data entry
K
Keyboard shortcuts
L
Licenses
M
Married-filing-separate splits, performing
Menu commands
in Planner CS client letter writer
Microsoft Word, using to create client letters
N
Net operating loss (NOL), entering
Nonqualified annuities subject to the net investment income tax
O
Overrides
overriding checked-out status of
overriding data in calculated fields
P
Page breaks, removing from printed reports
Passive activities
Passwords, protecting data with
Plan comments
displaying automatically when plans open
Plans
printing reports, graphs, and letters for
viewing by year or alternative
PPC Online Library, accessing within Planner CS
Preparers
Printing
alternatives for reports or graphs
Product support
troubleshooting CS Connect connection issues
Q
Qualified business income (QBI), entering
R
Recommended operating procedures
modifying with Layout Designer
procedures for common features of
creating lists of years and alternatives for
printing without specific rows
Retirement
Lump-sum distributions, entering
401(k) contributions, entering
S
Sale
business-use and personal-use, entering
K-1, exclude from net invement income tax
Section 1202 exclusion amounts, entering
Section 1250 gain amounts, unrecaptured, entering
Shortcut keys
Single base year plans, viewing
Software updates
States
credit for taxes paid to other states
T
Terminal server environment, installing in
printing on reports via Layout Designer
U
UltraTax/1040, importing data from
Underpayment penalty, viewing and updating federal interest rates
Unrecaptured Section 1250 gains, example of entering
W
W-2 information, projecting annual amounts
Wages
entering for multiple employers or states
creating and modifying templates in designer
creating and modifying templates in main window
Word (Microsoft), using to create client letters
Y
copying data from data-entry rows
customizing for reports or graphs
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