Getting started with Planner CS

Internal Employees

Planner CS is easy-to-use, comprehensive, and provides flexible tax planning. The application provides simultaneous and extensive tax projections for a virtually unlimited combination of alternatives and years. The purpose of this application is to project broad possibilities and to allow for changes in income and/or expenses that will significantly affect tax liability. As with all CS Professional Suite applications, we designed this application to save you time and enhance the quality of the services you provide your clients.

Installing and updating Planner CS

See installations and updates for details about standard installations, terminal server installations, and downloading and installing application updates.

Features

Customizing Planner CS: Entering preparer information and preferences

After Planner CS is installed, the application is ready to use. However, you can complete optional setup tasks to customize how you and other preparers in your firm use the application.

Entering preparer information and preferences (allows you to assign plans to preparers in your firm and customize how preparers view plans and navigate in Planner CS)
Changing the data path
Backing up plan data into FileCabinet CS automatically

Common tasks

Help

The Help & How-To Center, which is accessible from the Help menu, includes extensive information about using Planner CS, including details on new features, procedures for completing tasks, tips for increasing productivity or troubleshooting issues, alerts about timely issues, and more.

You can also access additional help resources, including guides in PDF that describe common features and tasks.