Browse subjects for Planner CS

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Installing and maintaining your application Details

Includes system requirements, installation instructions for all environments, installing licenses, downloading and applying updates via CS Connect

Setting up and exploring your application Details

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 Details

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 Details

Includes defining report sets, layouts, and graphs; printing standard and custom reports; printing plan listing reports; creating client letters

Troubleshooting Details

Includes receiving errors when opening or using your application, Home Page display errors, application crashing and freezing, clearing user and plan locks

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