Planner CS (Export) option is grayed out or not available under Utilities in UltraTax CS

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If the Planner CS (Export) option is grayed out or not available under the Utilities menu in UltraTax CS, verify the items listed below.

UltraTax CS and/or Planner version

The export from UltraTax CS to Planner CS is generally available in the February update releases of UltraTax CS and Planner CS, as announced in the corresponding release bulletin of each application. To check the latest application version, choose Help > About in both applications. Refer to CS Professional Suite: Using the user bulletins to determine the latest program version for additional information on the latest application versions and to view applicable user bulletins.

1040 clients only

Planner CS only calculates plans for 1040 returns; therefore, if you have any other entity open in UltraTax CS (such as 1120, 1065, etc.), the Planner CS (Export) option will not be available under the Utilities menu.

File locations

Verify that the file locations match between the programs. To do so, follow the instructions below.

Re-run Desktop Setup

If the file locations are correct, but the export option is still not available, re-run the desktop setup for both UltraTax CS and Planner CS.

Reinstall UltraTax CS

If after re-running the desktop setup, the export function is still not available, re-install the UltraTax CS application.

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