Alerts and notices for Planner CS

Alerts and notices

This topic compiles important information related to your software, such as the status of known issues, recently corrected problems, and answers to common questions.

Related topics

Online Product Status

User bulletins

Contacting our Support team

Use the Search field to search the table data, or click a column heading to sort the table. Click to view details

Reported Date Category Reported Version Status Modified Date Fixed Version Synopsis
09/30/20 Platform N/A Notice 09/30/20 Notice Removal of reCAPTCHA

Thomson Reuters utilizes current security best practices as part of our commitment to our customers. Along with many in the industry, including current IRS Safeguards, we rely on the National Institute of Standards & Technology (“NIST”) for security policies and practices. Due to recent changes to the IRS Trusted Customer Requirements for 2021, Thomson Reuters has removed the use of reCAPTCHA in the login process for Onvio, NetFirm CS, NetClient CS and CS Professional Suite desktop products effective 10/01/2020. In addition Thomson Reuters has already instituted support for multi-factor authentication, an IRS requirement that all tax software providers must be in compliance with by 2021. To learn more about the importance of MFA, please visit our website.

08/20/20 All N/A Notice 08/20/20 N/A Ideas Community posts will not be migrated to Idea Incubator

Due to the format changes between the Ideas Community and Idea Incubator platforms, most of the Ideas Community ideas were not migrated to the Idea Incubator. Generally speaking, most products brought over the top 10 ideas from their respective Ideas Community. Outside of that, ideas submitted under the Ideas Communities have been archived for the Product Team to review as needed.

As part of our stronger focus on our customers, your input and expectation for implementation, the Idea Incubator will do a better job of letting you know when we are not able to implement a submission and help us collectively to select and prioritize the best submissions for implementation moving forward.

As of Friday, August 21st, ideas submitted under the Ideas Community will no longer be available for public viewing. We apologize for any inconvenience and encourage you to share anything that you feel is missing on the Idea Incubator as a result of the migration.

07/24/20 Idea Incubator ALL Notice 07/24/20 N/A Certificate Error when Logging into the Idea Incubator
We are receiving reports of the following error when signing into the Idea Incubator:

Single Sign on Failure: SAML response missing X.509 Certificate

To correct this issue, please use the following link for the Idea Incubator:

httpS:// You can also refresh the page, but you may need to enter your credentials again.

12/09/19 All N/A Notice 12/09/19 Notice Outdated Operating System Detected
As of Wednesday, 12/11/19 the sign in screen for the CS Suite products will be updated to include a message about updating Windows to a supported version. Updating to Windows 10 or equivalent server operating system will remove this message.
12/4/19 Platform 19.1.0 Verified 12/09/19 TBD Exception has been thrown by the target of an invocation.

When opening Planner CS on Virtual Office or Software as a Service, or in a terminal server environment, you may see the following error message: "Exception has been thrown by the target of an invocation."

The message appears when you have not renewed the Planner CS license for 2019. To resolve the problem, you will need to renew your Planner CS license for 2019.

UPDATE: This message is also triggering in error.  An update will be released fix the issue soon.  In the meantime, you can safely click through the message to access your Planner CS program and data.

11/25/19 Platform 19.1.0 Verified 11/25/19 N/A Access errors opening Planner CS in Virtual Office/Software as a Service

Some users are reporting the following message when opening Planner CS: "Access to the path 'x\UTP\$system\$system\OPERATOR.UDX' is denied". We are aware of this issue and our development team is looking into it.

Planner CS should still open and be fully functional after clicking OK.







Important! End of support for Windows 7

In January 2020, Microsoft will end support for Windows 7. Because Thomson Reuters cannot support customers using our applications on unsupported operating systems, Planner CS will no longer be supported on Windows 7 as of January 14, 2020. We strongly recommend that you upgrade your workstations to a supported operating system soon. For more information, see End of support for Windows 7 in our Help & How-To Center.

03/07/19 Platform 18.2.1 Notice 4/3/19 Notice Waiver of the underpayment of tax penalty due to tax reform

Update: With the 18.2.2 release of Planner CS, the threshold for the sum of withholding and estimated tax payments made on or before January 15, 2019 is 80% of the current-year tax after credits. Previously, the threshold was 85%

With the 18.2.1 release of Planner CS, Planner CS suppresses the calculation of the underpayment penalty for tax year 2018 on the Payments > Underpayment tab if the sum of withholding and estimated tax payments made on or before January 15, 2019 equals or exceeds 85% of current-year tax after credits.

03/27/19 MFA All Open 04/02/19 N/A MFA Push Notifications/IPhone

There have been multiple reports with push notifications not occurring with the Thomson Reuters Authenticator App for various devices. This is currently being investigated by our Development team. An update will be provided once more information is available.

Please see the workarounds and steps noted below based on device type.

Apple Devices Only: Re-install the app. You will not need to unpair and re-pair your account. Follow the steps below:

  1. Uninstall the app.
  2. Re-install the app from the app store.
  3. Open the app and this triggers a refresh of the push notification.
  4. Minimize the app and login to a CS Professional Suite application.The push notification should return.

Non-Apple Devices: Open the Thomson Reuters Authenticator app on your device and accept the MFA prompt, then close out of all CS Professional Suite applications and log back in to authenticate again.

Note: If you still continue to not get push notifications, then you will need to continue to open the Thomson Reuters Authenticator app and accept the MFA prompt.

Reps items to include in Flash notes:

Login Type: (TRID or NetStaff)

Login Device: (What are they doing MFA on?)

Login Device's version: (especially important for the iPhones)

Device Carrier: (Sprint? Version? Something else (name it)?)

Does their password end in a special character?:

Did you reset their password?:

Did you reinstall the app?:

IF YOU WERE ABLE TO GET IT WORKING: ........ What worked?!

For more information, please reference the following article:

03/06/19 Platform 18.2.1 Notice 3/6/19 Notice Importing QBI-related data from UltraTax CS

With the 18.2.1 release of Planner CS, client data imported from 2018 UltraTax CS/1040 includes amounts related to the qualified business income (QBI) deduction. QBI data imports to the federal Activities > Qualified Busn Inc tab for each applicable business activity.

Note: You must install UltraTax CS/1040 version 2018.3.2 or higher to enable the export of QBI-related client data to Planner CS. UltraTax CS/1040 version 2018.3.2 is scheduled to be released on February 27, 2019.

Was this article helpful?

Thank you for the feedback!