Planner CS
When you prepare tax plans for your clients, we recommend that you follow the procedures outlined below.
| Action | Description |
|---|---|
|
Enter preparer information and preparer preferences Note: This is a one-time setup procedure, but new preparers can be added at any time. |
Enter all of the preparers who will use Planner CS so that you can assign each plan to a specific preparer. You can also change the default application settings on a preparer-by-preparer basis. |
| Add a plan | Enter the information required for each new plan, including the taxpayer and spouse information, and the preparer to be assigned to the plan. |
| Enter data into federal and state modules | Enter data into the main data-entry window. |
| Print plan data reports, graphs, and letters | Print reports and/or graphs containing information about an open plan. |
| Back up data | Make a backup copy of the plan's data. |
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