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    Planner CS is a tax planning software by Thomson Reuters that runs analysis and provides reports under multiple scenarios, including separate and joint married tax filing. It integrates with the UltraTax CS Software that further saves time and adds value to the services


    All States plus D.C.- $475

    One State- $325

    Federal- $1055


    UltraTax CS


    Features And Benefits

    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 Analyses

    With Planning CS, you can easily analyze the tax needs and alternatives with the help of 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 the 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

    Host Planning CS on the Cloud With UltraTax CS Software

    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 the applications on the cloud-servers of Ace Cloud adds more value by enabling anytime, anywhere access to the application with more scalability options.

    Some significant benefits offered by ACE include:

    • 99.99% Uptime Guarantee
    • High-Performance Computing
    • 45-Days Rolling Backup
    • Enhanced Security
    • Always-on Support
    • 10-Day Free Trial