Why choose Planner CS
Tax legislation changes quickly and it’s easy for your clients to fall behind. Intelligently devise strategies to help them get ahead of the next few years’ tax filings. Updated throughout the year with new regulations, Thomson Reuters Planner CS tax planning software makes it easy for you to provide thorough insights to your clients. Run analyses that take into account multiple scenarios, such as comparing joint vs. married filing separately, and compile your projections into sleek, easy-to-read presentations.
Demo: Planner CS
See how Planner CS provides powerful tools to help you save time, ensure accuracy, and present a professional tax analysis that will help your clients make the right tax planning decisions.
What you get with our tax planning software
Develop strategies to reduce your clients' tax liabilities, track carry-forward items for future years, calculate payments, and more.
Simple navigation and timesaving templates let you quickly and easily analyze complex tax planning needs for your clients.
Explain tax scenarios and savings opportunities to clients using comparative reports, graphs, and letters.
Stay up-to-date on federal and state tax law changes, such as the Tax Cuts and Jobs Act, and more.
Easily apply percent or dollar changes across the entire plan and evaluate “what if” scenarios with the Result Finder feature.
Create resident and nonresident state tax projections for any of the 45 states that have an individual income tax.
Planner CS customers also buy these solutions
Planner CS automatically imports client data directly from UltraTax CS and GoSystem Tax RS to minimize data entry for individual tax planning.
Two ways to use Planner CS in the cloud
Our hosted solutions offer remote software access, relieving you of IT burdens and providing top security for you and your clients' data.
Get anytime, anywhere online access to CS Professional Suite and select Microsoft® products in the cloud.
Lease online versions of our entire award-winning CS Professional Suite, plus Microsoft® Office and Exchange.
Ready to start a conversation?
Need more information about how our solutions can work for you? Drop us a line and someone from our sales team will get back to you.
Or call a regional representative at +1 800 968 8900.