Planner CS: Alerts and notices

Alerts and notices
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Reported Date Category Reported Version Status Modified Date Fixed Version Synopsis
04/30/18 Planner CS N/A Notice 04/30/18 Notice Some users unable to launch Planner after installing Connect Updates
We have scattered reports of users not being able to launch Planner CS after Connect Updates are downloaded. This can occur when the utp.exe file is not updated along with the Connect updates. In this instance, the utp.exe will have different date than the updates that were applied. If you run across this scenario, record the Firm ID on the TFS item below and follow the steps there for a resolution.
04/18/18 Planner CS 17.3.0 Notice 04/18/18 N/A Tax Cuts and Jobs Act

The 2017 Tax Cuts and Jobs Act (TCJA) includes a wide range of federal tax law changes that will affect state taxation. State agencies are working to establish guidance as to how individual states will account for these changes; therefore, you should carefully review state tax plans for the effects of the TCJA, and edit your state plan accordingly.

01/24/18 All N/A Verified 01/24/18 N/A Phishing E-mail
There has been a confirmed phishing e-mail being sent to CS Professional Suite users from Below is a facsimile of the email being received.


Your account has been Approved, you are all set but do not forget to verify your CS Professional Suite Account.

CLICK HERE to verify your CS Professional Suite Account.

*Link Expires in 24 hours

If you speak with a customer that has received this e-mail, please contact the Support-Incident Management team.

11/17/17 All All Open 11/17/17 N/A License PIN not saving / firm ID and PIN do not match
Communication was sent to firms in October explaining that they must update and/or verify their license PIN, as the PIN is no longer allowed to match the ZIP code. If a firm receives the CS Connect error that the firm ID and PIN do not match our records, they need to verify their PIN on the My Account page. There have been reports of license PINs appearing to revert to the ZIP code after being updated. We are aware of this issue and are working on a resolution. For now, follow the instructions in the internal note of Troubleshooting license PIN update errors
11/06/17 Planner CS 16.2.4 Verified 11/06/17 N/A Planner CS .DOC client letters may print double-spaced
Letters in .DOC format may print double-spaced, creating a two-page letter instead of a one-page letter. This is a known issue and there is no known workaround, other than to use a .RTF letter instead of the.DOC client letters.
03/06/17 Security N/A Notice 12/13/17 Notice Strengthen security for your firm and clients with multi-factor authentication

Did you know Thomson Reuters can offer even more advanced security options through multi-factor authentication? Many of the online accounts and software products that you use every day are currently protected by a login and password - multi-factor authentication adds at least one more layer of identity verification to that process.

We strongly recommend that you use multi-factor authentication to provide the highest level of security for you data. To get started, see Multi-factor authentication overview. For additional details about our strongly recommended security measures, see the Data Security for Tax and Accounting Firms page on our website.

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