Planner CS: Alerts and notices

Alerts and notices
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Reported Date Category Reported Version Status Modified Date Fixed Version Synopsis
01/08/18 Planner CS 17.1.1 Notice 01/08/18 N/A Tax Cuts and Jobs Act

Planner CS will release an update in early February 2018 that will include many of the applicable provisions of the recently enacted Tax Cuts and Jobs Act. Highlights of the changes, effective for tax years 2018 through 2025, are as follows:

  • New income tax rates and brackets
  • Increased standard deduction
  • Suspension of personal exemptions
  • Increased child tax credit
  • Itemized deduction for state and local taxes capped at $10,000
  • Miscellaneous itemized deductions subject to the 2% of AGI floor suspended
  • Suspension of overall limitation on itemized deductions for high-earners
  • Higher AMT exemption amounts
  • Increased threshold amounts for phase-out of AMT exemptions

A subsequent update of Planner CS will include additional tax law changes associated with the Tax Cuts and Jobs Act. This alert will be updated as information becomes available.

12/26/17 Planner CS 17.1.1 Verified 12/26/17 N/A Planner CS Error Printing

Planner CS will generate an error when printing that states 'VSPlannerCS.UTPOnvioDocuments.Services.OnvioDocument' threw an exception. This error is triggered if the update for 17.1.1 did not apply properly.

To check if the update is applied properly, review the UTP.exe file located in X:\WINCSI\UTP (X=drive installed) and verify the date of the file is 12/15/2017. If the date of the file is not 12/15/17, the workaround is to rename n7us0101.zpd to which is found in the X:\WINCSI\UTP\updates folder (X=drive installed). Then open the zip file and copy the UTP.exe from the ALWAYS folder into the X:\WinCSI\UTP folder (X=drive installed).

12/04/17 All N/A Notice 12/04/17 N/A How to access your CPE Certificate(s)

Did you know you can view or download your CPE Certificates for Thomson Reuters courses by logging in to your CS Web Account? For instructions, see Obtaining your CPE Certificate(s) via the My Account page.

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 will often print double-spaced
There is are often times (but not allows) when you print the .DOC letter the document prints double-spaced When it prints double-spaced, you get 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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