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Planner CS
Planner CS is a tax planning application. You can use it to get simultaneous tax projections for combinations of alternatives or years. It projects broad possibilities and enables changes in income and expenses that will affect tax liability.
Integration between Planner CS and UltraTax CS means that, after completing returns for your UltraTax/1040 clients, you can export the clients' data from UltraTax CS to Planner CS.
This article applies to:
- Product: UltraTax CS
- Return type: 1040 Individual, 1120 Corporation