This topic provides links to procedures and reference information for entering data in a plan.
Creating a plan
Importing data from UltraTax/1040
Importing data from GoSystem Tax RS
General data-entry information
Main data-entry window overview
Editing an existing plan's information
Working with alternatives and years
Performing calculations in Planner CS
Turning calculations on or off
Overriding calculated fields and locating overridden fields
Projecting wages from a year-to-date pay stub or single paycheck
Viewing and updating federal interest rates
Using the Result Finder to solve for data-entry field values
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