A Feature-Rich Tax Planning Program Providing Unlimited Flexibility

Planner CS is easy to use and gives you helpful tools to present your scenarios to your clients.

With Planner CS you can:

• Analyze virtually unlimited alternatives and years forward.
• View the implications of different tax alternatives as you make them, monitoring any key items you desire.
• Create state tax projections for any of the 45 states that have an individual income tax.
• Apply percent or dollar changes across the entire plan.
• View plan data by year or alternative.
• Save time with integration between programs—Planner CS imports client data directly from UltraTax CS and GoSystem Tax.
• Use the standard group of reports or customize a set of reports for specific clients.
• Carry forward applicable items from one year to the next—automatically.
• Produce professional-looking client communications with built-in word processing capabilities.
• Communicate your recommendations clearly to your clients with the built-in graphing capabilities.
• Calculate and print Form 1040-ES estimated tax payments and Form W-4 employee withholding allowances.
• Timely program updates released throughout the year incorporate federal and state tax law changes.