Planner CS Tax Planning Software
Planner CS Offers Easy-to-Use Tax Planning Software
With Planner CS, you can review countless tax projection strategies and easily communicate polished results using a variety of built-in presentation tools.
Comprehensive tax planning adds value
You can easily devise strategies to minimize your clients' tax liability, avoid alternative minimum tax, calculate required estimated tax payments, track carryforward items for future years, compare joint vs. married filing separately and much more. You can also create an unlimited number of scenarios over any number of years, including resident and nonresident state calculations.
Easy-to-use tax projection analysis tools
With Planner CS, navigating within different plans is easy. You can use a series of buttons and tabbed displays and a familiar grid interface for data entry. The simple navigation and timesaving templates let you quickly and easily analyze complex tax planning needs for your clients.
Polished and professional presentations
With built-in word processing and graphing capabilities, Planner CS allows you to create professional tax projection presentations that will help you clearly communicate tax advice and various tax alternatives to your clients.
Accurate tax calculations
You can retire your tax calculation spreadsheets and rely on Planner CS for the most accurate calculations. Timely program updates throughout the year keep you up to date on the latest federal and state tax law changes, such as the Patient Protection and Affordable Care Act, the American Taxpayer Relief Act, the expanded Education credits and more.
Timesaving tax planning software features
With Planner CS, you can analyze various scenarios, multiple years forward, apply percent or dollar changes across the entire plan and evaluate "what-if" scenarios with the unique Result Finder feature, which varies the dollar amount of a selected data entry field until the desired result for a selected calculated field is found.
Support for resident and nonresident tax projections
Create resident and nonresident state tax projections for any of the 45 states that have an individual income tax. Plus, for clients with income from multiple states, you can attach an unlimited number of nonresident states to a plan.
Flexible hosted solutions for your software
Because each firm has its own unique needs, we offer a variety of software delivery and hosting options. Whether you prefer web-hosted cloud computing or the more traditional local software installation configuration, you'll find it in the CS Professional Suite.
On-Demand Demo: Planner CS
Save Time and Ensure Accuracy for Your Clients
Learn more by watching the Planner CS On-Demand Demo.
Fact Sheet: Planner CS
Add Tax Planning to Your Services
Learn more in the Planner CS fact sheet.
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