Comprehensive Tax Features

A Feature-Rich Tax Planning Program

The professional presentation tools and easy-to-use interface make communicating comprehensive scenarios to your clients effortless.

With the timesaving tax planning tools in Planner CS you can:

• Analyze various scenarios, multiple years forward.
• Use the customizable Watch Window to monitor key plan variables as you make changes.
• Create resident and nonresident state tax projections for any of the 45 states that have an individual income tax. Plus, for clients with income from multiple states, you can attach an unlimited number of nonresident states to a plan.
• Calculate estimated payments and print Form 1040-ES vouchers based on prior-year safe harbor or current-year tax, including annualized estimated payments for clients with income earned unevenly throughout the year.
• Calculate the appropriate number of employee withholding allowances and print Form W-4 for your clients.
• Apply percent or dollar changes across the entire plan.
• Evaluate "what-if" scenarios with the unique Result Finder feature, which varies the dollar amount of a selected data entry field until the desired result for a selected calculated field is found.
• Set up multiple preparers and customize program options according to preparer preferences.
• Create a "Family Plan" to analyze how the investment income of minor children will affect the parents' and the entire family's total tax liability.

A Flexible Tool with Professional Results for Individual Tax Planning

Created to help you save time, ensure accuracy, and present a professional tax analysis for your clients, Planner CS is a great return on your investment. Filled with many timesaving features, Planner CS will help you simplify all the steps necessary to present your clients with a detailed tax analysis so they can make the right tax planning decisions.

Timesaving features include:

• Seamless Data Sharing Between Programs — Planner CS imports client data directly from UltraTax CS and GoSystem Tax RS, saving you valuable time when you need it most—during tax season.
• Comprehensive Reporting Options — Planner CS provides numerous standard reports and build-your-own custom reports.
• Timely Program Updates — Available by download, updates are released throughout the year and include federal and state tax law changes—so you're always up to date.

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