Planner CS: Alerts and notices

Alerts and notices

This topic compiles important information related to your software, such as the status of known issues, recently corrected problems, and answers to common questions.

Related topics

Online Product Status

User bulletins

Contacting our Support team

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Reported Date Category Reported Version Status Modified Date Fixed Version Synopsis







Important! End of support for Windows 7

In January 2020, Microsoft will end support for Windows 7. Because Thomson Reuters cannot support customers using our applications on unsupported operating systems, Planner CS will no longer be supported on Windows 7 as of January 14, 2020. We strongly recommend that you upgrade your workstations to a supported operating system soon. For more information, see End of support for Windows 7 in our Help & How-To Center.

04/29/19 Login Errors All Fixed 04/29/19 Fixed Website Login Issues/Deactivated Account

We are aware of various login issues when logging into as well as the applications including account deactivated messages being experienced by some customers. Our Development team is looking into the matter. Please see the links below for additional troubleshooting steps and resolutions.

Troubleshooting application or website login errors for CS Professional Suite

Deleting temporary internet files or cached files

03/07/19 Platform 18.2.1 Notice 4/3/19 Notice Waiver of the underpayment of tax penalty due to tax reform

Update: With the 18.2.2 release of Planner CS, the threshold for the sum of withholding and estimated tax payments made on or before January 15, 2019 is 80% of the current-year tax after credits. Previously, the threshold was 85%

With the 18.2.1 release of Planner CS, Planner CS suppresses the calculation of the underpayment penalty for tax year 2018 on the Payments > Underpayment tab if the sum of withholding and estimated tax payments made on or before January 15, 2019 equals or exceeds 85% of current-year tax after credits.

03/27/19 MFA All Open 04/02/19 N/A MFA Push Notifications/IPhone

There have been multiple reports with push notifications not occurring with the Thomson Reuters Authenticator App for various devices. This is currently being investigated by our Development team. An update will be provided once more information is available.

Please see the workarounds and steps noted below based on device type.

Apple Devices Only: Re-install the app. You will not need to unpair and re-pair your account. Follow the steps below:

  1. Uninstall the app.
  2. Re-install the app from the app store.
  3. Open the app and this triggers a refresh of the push notification.
  4. Minimize the app and login to a CS Professional Suite application.The push notification should return.

Non-Apple Devices: Open the Thomson Reuters Authenticator app on your device and accept the MFA prompt, then close out of all CS Professional Suite applications and log back in to authenticate again.

Note: If you still continue to not get push notifications, then you will need to continue to open the Thomson Reuters Authenticator app and accept the MFA prompt.

Reps items to include in Flash notes:

Login Type: (TRID or NetStaff)

Login Device: (What are they doing MFA on?)

Login Device's version: (especially important for the iPhones)

Device Carrier: (Sprint? Verizon? Something else (name it)?)

Does their password end in a special character?:

Did you reset their password?:

Did you reinstall the app?:

IF YOU WERE ABLE TO GET IT WORKING: ........ What worked?!

For more information, please reference the following article:

03/18/19 Platform 18.2.1 Fixed 04/04/19 18.3.0 Unhandled Exception Error

An unhandled exception appears when importing files exported from GoSystem Tax RS.

Update: This will be corrected with the Planner CS update 18.3.0 scheduled to be released on April 2, 2019.

03/06/19 Platform 18.2.1 Notice 3/6/19 Notice Importing QBI-related data from UltraTax CS

With the 18.2.1 release of Planner CS, client data imported from 2018 UltraTax CS/1040 includes amounts related to the qualified business income (QBI) deduction. QBI data imports to the federal Activities > Qualified Busn Inc tab for each applicable business activity.

Note: You must install UltraTax CS/1040 version 2018.3.2 or higher to enable the export of QBI-related client data to Planner CS. UltraTax CS/1040 version 2018.3.2 is scheduled to be released on February 27, 2019.