Mark this checkbox if you used the Allocation window to allocate amounts between a taxpayer, spouse and/or states, or to list multiple items for a single field, and want to print the allocations detail statement.

Mark this checkbox if you entered plan comments and want to print those comments.

This tab lists all available standard reports. There is a standard report for each tab in the main data-entry window. Choose standard reports by marking the checkbox next to the report you want to print.

This tab lists all available custom reports. To choose a custom report, mark the checkbox next to the report you want to print.

For more information, see Creating a custom report.

This tab lists all available graphs. To choose a graph, mark the checkbox next to the graphs you want to print.

For more information, see Defining graphs.

This tab lists all available client letters. To choose client letters, mark the checkbox next to the client letters you want to print.

For more information, see Creating client letters.

This tab lists all items that are selected to print. Planner CS prints items in order from top to bottom. To change the collation order, highlight an item in the list and click the up or down arrow button.