Planner CS (Tax Planning Software)

Thomson Reuters Planner CS is a robust tax planning software that enables businesses to provide their clients with direct insights and reports. You can run multiple account analyses, compile projections, and make an easy-to-view presentation on financial reporting. Planner CS tax planning software is an end-to-end solution for filing tax returns and other financial aspirations. You receive tax planning and tax code guidance for state, federal, and non-resident state tax filings. With our hosting services of Planner CS on your system, we guarantee secure and uninterrupted services.

The tax software offers approximately 50 tax planning cases, unlimited projections, dynamic tax strategies, and a financial roadmap. Other prominent features include credit projections, foreign deductions, MFJ/MFS comparison, document management, expense calculations, and carryover options. Planner CS with tax software is IRS-compliant. Another key benefit of using Planner CS tax software is its enhanced integration options with UltraTax CS, GoSystems Tax, QuickBooks, and the RS suite, among others.

Top Features of Planner CS Tax Software

1. Robust Tax Planning

With Planner CS, you get a robust tax planning solution. Whether you want to strategize tax plans, calculate payments, carry forward items for the future, or reduce your client’s tax liabilities, this tool offers enough options to do so. As new tax rules and regulations are updated, the system automatically updates itself to reflect the changes.

2. Enhanced Presentations

The Planning CS tax software effectively allows you to communicate tax cases and illustrate through reports, graphs, charts, and letters to clients. You can export/import data for comparison purposes. This provides easier navigation and a clearer view for clients of their tax information.

3. Effective Projection Analysis Tool

With the planning CS tool, you can seamlessly navigate to all your taxation needs. It offers an easy and intuitive User Interface. You also get customizable and personalized templates that save time and improve productivity. This makes the tax planning software a productive and efficient tool for accountants and CPAs.

4. State Tax Projections (USA)

The tax planning tool provides the ability to create state projections for nearly 45 US states, considering individual income tax. Each state has its own tax rules and regulations, and Planner CS is compliant with the unique taxation requirements of each state. You can also create tax projections for residents and non-residents in 45 states within the US.

5. On-time Tax Calculations

You can obtain detailed tax calculations in accordance with your state’s tax regulations. This will include tax cuts, benefits, and other liabilities. However, the calculations do take into account inflation, tax brackets, and individual tax rates. You also get updates on new state and federal tax rules or regulatory changes. Planner CS helps clients get accurate and error-free tax calculations.

Why is Sagenest Your Trusted Service Provider?

• We offer 24/7/365 technical support. No questions asked. 
• We guarantee 99.999% server uptime, offering the lowest downtime ever. 
• 30-day roll-on backup of your sensitive data. Your sensitive information is secure with us in the event of an incident.
• Your information is 256-bit end-to-end encrypted, so you don’t need to worry about your data being compromised by online hackers. 
• Our data centers are SSAE 18 (SOC 2) and NIST 800-53 Cybersecurity compliant, giving you the peace of mind when working in a remote environment. 
• Affordable pricing plans curated to suit the needs of all business types. 
• Flexible, reliable, and customizable licensing and hosting solutions with a 7-day FREE Trial.

FAQs (Frequently Asked Questions)

How much does Planner CS cost?

Planner CS tax planning software starts at $449 per year. 

What is Planner CS used for?

Planner CS is used for tax planning, tax projections, and tax cases and projections for future or alternate years. 

How to import UltraTax to Planner CS?

To import UltraTax to Planner CS, follow these steps:

Step. 1: Head on to UltraTax Software

Step. 2: Go to the File Option

Step. 3: Now, you will need to select 1040 client to export to Planner CS. 

Step. 4: From the Utilities Option, select Planner CS (Export) to export to the client.