Add Year(s) dialog

Show expandable text

Use the Add Year(s) dialog to extend the tax plan by adding one or more years to the beginning or end.

To open this dialog, choose Edit > Plan Years > Add.

Special information

Adding years

Example: Adding years by copying data from the same alternative

Fields & buttons

Either enter the number of years you want Planner CS to add to the tax plan or use the arrows to select the appropriate number.

Use the drop-down list attached to this field to select which alternative's tax data you want copied into the new year(s).

Note: You cannot copy data from an existing alternative when you are adding years to the beginning of a plan.

Tips

  • If you have more than one alternative and you want the new year's data to be copied from a year within each alternative, select Same alternative from the drop-down list. Then, select the year from the Copy data from year field.
  • If you want fields in the new year(s) to be blank (except for default values), select None from the drop-down list.

Use the drop-down list attached to this field to select which year's data you want copied into the new year(s). You can also select None if you want fields in the new year(s) to be blank (except for default values). This field works with the Copy data from alternative field to determine exactly which alternative and year Planner CS copies the tax data from when adding the new year.

Note: You cannot copy data from an existing year when you are adding years to the beginning of a plan.

Click this option to add years after the last plan year.

Click this option to add years before the first plan year.

Was this article helpful?

Thank you for the feedback!