Recommended operating procedures

Alerts and notices

When you prepare tax plans for your clients, we recommend that you follow the procedures outlined below.

Action Description

Enter preparer information and preparer preferences

Note: This is a one-time setup procedure, but new preparers can be added at any time.

Enter all of the preparers who will use Planner CS so that you can assign each plan to a specific preparer. You can also change the default application settings on a preparer-by-preparer basis.
Add a plan Enter the information required for each new plan, including the taxpayer and spouse information, and the preparer to be assigned to the plan.
Enter data into federal and state modules Enter data into the main data-entry window.
Print plan data reports, graphs, and letters Print reports and/or graphs containing information about an open plan.
Back up data Make a backup copy of the plan's data.

Was this article helpful?

Thank you for the feedback!