Why Should You opt for UltraTax CS Hosting?
Tax preparation is a time-sensitive task that requires precision, efficiency, and access to the right tools. UltraTax CS is one of the top solutions for tax professionals, but hosting it...
Planner CS Details
| Price | Starting from $449/year. |
|---|---|
| Rating | 4.9/5 based on reviews on CPA Practice Advisor. |
| Business Function | |
| Industry | |
| Compatibility | UltraTax CS Software, GoSystem & Tax RS. |
| Developer | Thomson Reuters. |
What is Planner CS?
Planner CS delivers professional tax planning and analysis for federal, state, and non-resident state income taxes using multiple scenario-based plans. It supports unlimited projections, up to 50 tax planning scenarios, and dynamic plan views for assessing tax strategies. The software includes tax codes for all states with individual income tax and handles multi-state non-resident liabilities.
Key features include MFJ/MFS comparisons, deduction and credit projections, carryovers, foreign deductions, and expense calculations. The target-amount feature helps users set financial goals, with the Results Finder identifying tax thresholds. Planner CS also assesses the tax impact of Roth IRA conversions, including multi-year spreads.
The program is part of the Thomson Reuters CS and ES suites, offering seamless integration with UltraTax CS, GoSystem Tax RS, and document management and analysis tools, enhancing the efficiency of tax and accounting professionals.
Key Features of Planner CS
Tax Planning
Planning CS offers solutions to strategize dynamic tax plans and reduce your client’s tax liabilities. The information is updated regularly as per constant changes in regulations.
Projection Analysis
Planning CS allows you to easily analyze tax needs and alternatives with user-friendly navigation. Customizable templates save time and streamline the process.
Graphical Presentations
Planning CS allows you to illustrate and communicate tax scenarios through graphs, reports, and letters to clients. The data can be exported into the software for comparison.
Result Finder
Planner CS provides a Result Finder feature wherein you can set a scenario to evaluate any possible results. Percent and dollar changes can be done to check the desired output.
State Projections
Planner CS enables you to create state projections for the 45 states that consider individual income tax. Built-in resources for state-specific laws help in tax compliance.
Tax Calculations
Planner CS helps to perform detailed tax calculations for multiple years into the future. Calculations integrate the possible inflation rates and tax brackets for more accuracy.
Benefits of Integrating Planner CS and UltraTax CS on Ace Cloud Hosting
Planner CS integration with UltraTax CS Software saves time by reducing manual data entry tasks. It further ensures consistency within the system to serve clients better. Additionally, hosting it with UltraTax on the cloud servers of Ace Cloud Hosting adds more value by enabling access to the application anytime, anywhere, with more scalability options.
Enhanced Data Security
We deploy a multi-tier security architecture, ensuring data security at the physical, network, endpoint, and admin levels. Some features include 256-bit AES data encryption and threat analysis.
Round-the-clock Support
We offer24x7 human support. You can contact our cloud experts by phone, chat, or email to resolve all your issues swiftly at no additional cost.
Guaranteed Uptime
Our 99.99% SLA-backed uptime keeps your apps always available, backed by redundant infrastructure and robust disaster recovery.
45-Day Backup
We backup your data on the cloud servers for 45 days. The backup service is part of our pricing plan, which means no hidden charges. We offer a rolling backup, done automatically on our servers daily.
Cost Effectiveness
Host all your apps on the cloud to eliminate the on-premise capital IT expenses. Our expert team handles everything, from IT setup, maintenance, and upgrade to support.
High-Performance Computing
Ace Cloud Hosting runs your data and apps on high-performance computing (HPC) servers with parallel processing, ensuring seamless scaling without lag.
Export UltraTax/1040 Client Data Into Planner CS
Step1
In UltraTax CS, go to File > Open and select the 1040 client you want to export to Planner CS.
Step2
From the Utilities menu, select Planner CS (Export) to export the client data. This option appears only if Planner CS is installed locally or the desktop setup has been completed.
Step3
After the export, Planner CS opens automatically and displays the Import Client Data window.
Step4
Click OK to create a new plan, or select Existing Plan to import into an existing one. If a plan with the same client ID exists, Existing Plan is selected by default.
Frequently Asked Questions
Yes. Planner CS allows for multi-year tax projections, enabling users to analyze different tax scenarios over time using data from UltraTax CS.
Yes. Planner CS can handle federal, state, and non-resident state tax planning, making it ideal for clients with multi-state tax liabilities.
Yes. After importing data, you can adjust tax scenarios, apply inflation factors, and model different tax strategies within Planner CS.
No. Planner CS does not automatically sync with UltraTax CS after changes are made. If needed, you must re-export updated data from UltraTax CS.
Yes, but for seamless integration and accessibility, cloud hosting is the best solution. Hosting UltraTax CS and Planner CS on the cloud allows users to access both applications from any device, eliminating the need for local installations and complex network configurations. With cloud hosting, all data is stored in a secure, centralized environment, ensuring smooth integration, automatic updates, and real-time collaboration without location-based restrictions.
Reviews
Planner CS offers a variety of pre-defined reports and graphs that users can customize as needed, including Tax Projection, Exemptions, Carryforwards, Income, Wages, Deductions, and numerous others.
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CS Professional Suite offers the Help & How-To Center, which offers users access to user bulletins, product enhancements, and updates, as well as access to the product knowledgebase, where users can browse a variety of subjects, as well as access a troubleshooting option.
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The product is continually updated throughout the year, so users will always have the most recent tax information available, and users can provide clients with both state and federal tax planning.
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