Installing and maintaining your application
Includes system requirements, installation instructions for all environments, installing licenses, downloading and applying updates via CS Connect
Setting up and exploring your application
Includes adding data locations, adding preparers and staff, entering preparer preferences, updating federal interest rates, using the toolbar and keyboard shortcuts
Preparing plans and managing data
Includes entering and importing plan data, projecting results, watching changes throughout a plan, integration with CS Professional Suite applications and GoSystem Tax RS, calculations, adding and editing years and alternatives, adding and removing states, backing up and restoring plan data and other items, checking in and out plans, printing IRS forms
Creating reports, graphs, and client letters
Includes defining report sets, layouts, and graphs; printing standard and custom reports; printing plan listing reports; creating client letters
Includes receiving errors when opening or using your application, Home Page display errors, application crashing and freezing, clearing user and plan locks
Was this article helpful?
Thank you for the feedback!