Adding a plan

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

  1. Choose File > New or click the New New button button.
  2. In the General tab of the New Plan dialog, enter an ID in the Plan ID field. The ID can contain up to 11 letters and/or numbers.

    Note: If you enter a Plan ID that is identical to the ID of an existing plan in Planner CS, you will be prompted to enter a new, unique ID.

  3. Assign a preparer to the plan by selecting a preparer from the Assigned to drop-down list, or select <Default> if you do not want to specify a preparer for the new plan.

    Note: The current preparer is automatically entered in this field by default.

  1. Do one of the following to create a basic plan, family plan, or annualized plan.

    1. Enter the first year of the new plan in the First Plan Year field.
    2. Enter the number of alternatives to include in the new plan in the Number of Alternatives field.
    3. Enter the number of years to include in the new plan in the Number of Years field.
    4. Optional: If you want to display the data for the first plan year in one Base Year column next to the alternatives and future years in the plan, mark the Display single base year checkbox in the Options group box.

      Note: The Display single base year checkbox is only available for a basic plan and if the plan includes two or more alternatives and years.

    1. Mark the Family Plan checkbox in the Options group box.
    2. Enter the year of the new plan in the Plan Year field.

      Note: Family plans are always one-year plans.

    3. Enter the number of children in the Number of Children field.
    4. Optional: To change the default name of a child in the plan, click the Children's Names tab, highlight the default name of a child (for example, Child 1) in the Children Included in Plan pane, and then enter a new name in the Child's Name field.
    1. Mark the Annualized Plan checkbox.
    2. Enter the year of the new plan in the Plan Year field.

      Note: Annualized plans are always one-year plans.

  2. Do any of the following optional steps, if desired.

    • Enter a description in the Plan Description field. When opening a plan via the Open Plan dialog, this information appears in the Plan Description field when the plan is highlighted.
    • Enter a keyword in the Keyword field to help distinguish this plan from other plans. Keywords can be used to search or sort the list of available plans when opening plans via the Open Plan dialog.
    • Select the taxpayer's resident state, if licensed, from the drop-down list. (Note that this field is not enabled if the Annualized Plan checkbox is marked.)
    • To select nonresident states, if licensed, click the Nonresident States button, mark the applicable state checkboxes, and click OK. (Note that this button is not enabled if the Annualized Plan checkbox is marked.)
    • Click the Set Password button and enter a password if you want to password-protect plan data.
    • Click the Client Information tab and enter information such as client name, address, Social Security number, and date of birth.

      Note: The taxpayer's and spouse's dates of birth are used in various federal and state calculations.

  3. Click OK. Planner CS creates the new plan and automatically opens the main data-entry window.

Related topics

Share This