Index for Planner CS

Alerts and notices

A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z

A

Activities (see Business activities)

Allocating amounts

(see also) Wages

among spouses or states

for business activities

via married-filing-separate splits

Allocations detail statements, printing

Allowances, calculating withholding

Alternatives

adding

copying data from columns

copying data from data-entry rows

customizing for reports or graphs

deleting

hiding

overview

rearranging

renaming

selecting for reports or graphs

splitting from married-filing-joint plans

unhiding

viewing plans by

Annualized plans

creating

overview

B

Backing up data

into FileCabinet CS

into Planner CS data file

overview

Bulletins, viewing

Business activities

deleting

entering

C

Calculations

locating overridden

of withholding allowances using W-4 Calculator

overriding

projecting wages

turning on and off

Checking in data from Planner CS backup

Checking out data

overriding checked-out status of data

Checkpoint, using Form/Line Finder

Client letters

clearing user locks on

creating with Microsoft Word in DOC format

creating with Planner CS in RTF format

formatting borders

formatting bullets

formatting page layout

formatting paragraphs

inserting data

inserting dates and times

inserting file information

inserting images

inserting symbols

inserting tables

inserting tabs

printing

updating inserted data

Client lists

recovering

viewing

Comments

adding and editing

displaying automatically when plans open

printing

Connect (see CS Connect)

Copying data

and increasing amounts from year to year

from columns

from data-entry rows

Copying plans

Copyright information

Corporation, creating an S Corp Comparison plan

CS Connect

deleting and reinstalling software updates

downloading and applying software updates

downloading and installing updated licenses

frequently asked questions about

overview

setting communication options

testing connections

troubleshooting connection issues

troubleshooting software update errors

CS HelpLine, calling

D

Data directories, changing

Data entry

entering data in a plan

overview of main data-entry window

recommended operating procedures

Data restoration

from FileCabinet CS

from Planner CS backup

Dates and times

inserting into client letters

printing on reports via Layout Designer

Deleting plans

Difference Analysis mode, comparing data

E

Errors

CS Connect errors

Invalid file layout

Operation is not valid because it results in...

Planner CS timed out while waiting for a lock...

Runtime error

This plan cannot be opened because user is using it

Update errors

Exporting data

from GoSystem Tax RS

from UltraTax/1040

Estimated tax payments, calculating

F

Family plans

changing existing plans to

creating

Field notes

adding and editing

printing

Fields, types of

FileCabinet CS

about

backing up data into

restoring data from

Find features

searching for federal or state tabs

searching for text in fields or field names

Footers and headers, inserting into reports via Layout Designer

Foreign tax credit or deduction, entering

Form/Line Finder, using

Forms (IRS), printing

Frequently asked questions

G

Getting Started guide in PDF

Glossary of terms in Planner CS

GoSystem Tax RS, importing data from

Graphs

creating lists of years and alternatives for

defining

selecting data for

selecting years and alternatives for

Guides in PDF

H

Headers and footers, inserting into reports via Layout Designer

Help

calling CS Support

frequently asked questions

glossary

list of resources

PDFs in Planner CS

searching for federal or state tabs

searching for text in fields or field names

software updates, deleting and reinstalling

software updates, downloading and applying

troubleshooting CS Connect connection issues

using Help & How-To Center

I

Importing data

from GoSystem Tax RS

from UltraTax/1040

Installation and updates

Integration between Planner CS and other applications

Interest

private activity bond interest data entry

rates, viewing and updating

K

Keyboard shortcuts

in client letters

in Planner CS

L

Layouts (see Report layouts)

Letters (see Client letters)

Licenses

copyright information

customer or license agreement

downloading and installing

Locks, clearing

M

Married-filing-separate splits, performing

Menu commands

in Planner CS

in Planner CS client letter writer

Microsoft Word, using to create client letters

N

Net operating loss (NOL), entering

Nonqualified annuities subject to the net investment income tax

Notes (see Field notes)

O

Overrides

locating overridden fields

overriding checked-out status of

overriding data in calculated fields

P

Page breaks, removing from printed reports

Passive activities

deleting

entering

Passwords, protecting data with

PDFs, viewing

Plan comments

adding and editing

displaying automatically when plans open

printing

Plan lists

printing

recovering

viewing

Plans

adding

calculations in

entering data

password protecting

printing reports, graphs, and letters for

recovering plan lists

setting up and creating

viewing by year or alternative

PPC Online Library, accessing within Planner CS

Preparers

changing preferences

deleting

entering

Previewing reports

Printing

allocations detail statements

alternatives for reports or graphs

client letters

field notes

forms (IRS)

graphs

overview

PDFs

plan listing reports

reports

tab information

user bulletins

Product support

calling CS Support

frequently asked questions

in Help & How-To Center

installing Adobe Reader

list of resources

troubleshooting CS Connect connection issues

viewing PDFs in Planner CS

Q

Qualified business income (QBI), entering

R

Recommended operating procedures

Reinstalling

Report layouts

(see also) Reports

changing print orientation in

creating

modifying with Layout Designer

previewing

procedures for common features of

Reports

(see also) Report layouts

allocations detail

changing column width of

creating custom

creating layouts for

creating lists of years and alternatives for

defining sets of

layout features

plan listing

previewing

print orientation

printing without page breaks

printing without specific rows

printing, overview of

selecting alternatives for

selecting to print

selecting years for

Restoring data

from FileCabinet CS

from Planner CS data file

Result Finder

examples of using

solving for effect of values

solving for values

Retirement

Lump-sum distributions, entering

401(k) contributions, entering

S

Sale

business-use and personal-use, entering

entire disposition

importing from UltraTax CS

installment

K-1, exclude from net invement income tax

Section 1202 exclusion amounts, entering

Section 1250 gain amounts, unrecaptured, entering

Shortcut keys

in client letters

in Planner CS

Single base year plans, viewing

Software updates

deleting and reinstalling

downloading and applying

resolving errors

setting user preferences in CS Connect

States

adding or removing

adjusting state refunds

allocating wage amounts among

credit for taxes paid to other states

T

Templates (see Watch Window)

Terminal server environment, installing in

Times and dates

printing on reports via Layout Designer

Tips guide in PDF

Toolbar in Planner CS

Trial capabilities

U

UltraTax/1040, importing data from

Underpayment penalty, viewing and updating federal interest rates

Uninstalling Planner CS

Unrecaptured Section 1250 gains, example of entering

User bulletins, viewing

User locks, clearing

W

W-2 information, projecting annual amounts

W-4 Calculator, calculating withholding allowances with

Wages

(see also) Allocating amounts

entering

entering for multiple employers or states

projecting

Watch Window

creating and modifying templates in designer

creating and modifying templates in main window

switching templates

Withholding allowances, calculating

Word (Microsoft), using to create client letters

Y

Years

adding

changing first in plans

copying data from columns

copying data from data-entry rows

customizing for reports or graphs

deleting

hiding

overview

rearranging

selecting for reports or graphs

unhiding

viewing plans by

viewing plans in single-base-year format