Getting started with Planner CS

Alerts and notices

Planner CS is easy-to-use, comprehensive, and provides flexible tax planning. The application provides simultaneous and extensive tax projections for a virtually unlimited combination of alternatives and years. The purpose of this application is to project broad possibilities and to allow for changes in income and/or expenses that will significantly affect tax liability. As with all CS Professional Suite applications, we designed this application to save you time and enhance the quality of the services you provide your clients.

Installing and updating Planner CS

See installations and updates for details about standard installations, terminal server installations, and downloading and installing application updates.


Customizing Planner CS: Entering preparer information and preferences

After Planner CS is installed, the application is ready to use. However, you can complete optional setup tasks to customize how you and other preparers in your firm use the application.

Common tasks

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