Planner CS
General data entry
Why are some fields shaded gray?
Why are amounts in data-entry fields either black, blue, or maroon?
How do I add years to an existing plan?
How do I delete years from a plan?
How do I change the first plan year?
How do I add alternatives to an existing plan?
How do I use the ENTER key (instead of TAB) to move between fields?
How do I calculate plans after turning off automatic calculations?
How do I rename an alternative?
How do I copy the data in all input fields from one year to another?
How do I copy the data of a specific field across all years or alternatives?
How do I view the first plan year as a single base year in my existing plans?
Tax-specific data entry
How do I enter income and expense detail for my business activities?
How do I enter unrecaptured Section 1250 gains (25-percent rate)?
Does Planner CS calculate Section 1202 exclusion amounts?
Where do I enter resident and nonresident state payments?
How do I indicate that state payments are being prepaid?
How do I calculate federal and state quarterly estimated tax payments?
Where do I enter lump-sum retirement distributions eligible for 10-year averaging?
Where can I see the Schedule D tax calculation using maximum capital gains rates?
Importing client data
How do I import data from UltraTax/1040 into Planner CS?
How do I import data from GoSystem Tax RS into Planner CS?
How is joint data treated when it is imported from UltraTax/1040 into Planner CS?
Printing reports, graphs, and letters
How do I print plan data reports, graphs, and letters?
How do I print plan listing reports?
How do I remove the page break between each report?
How do I add a text note to a field or plan and then print the note with my reports?
How do I print a detail statement of data entered in the Allocation window?
How do I change the print orientation of my reports to landscape?
How do I adjust my reports so long alternative names fit within the column?
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