Audience

Tax planning software for accountants

About Thomson Reuters 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. 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. 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.

Integrations

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Company Information

Thomson Reuters
Founded: 2008
Canada
tax.thomsonreuters.com/us/en/cs-professional-suite/planner-cs

Videos and Screen Captures

Thomson Reuters Planner CS Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Support
Phone Support
Online

Thomson Reuters Planner CS Frequently Asked Questions

Q: What kinds of users and organization types does Thomson Reuters Planner CS work with?
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Thomson Reuters Planner CS Product Features

Tax Planning

Multi-Entity Planning
Multi-Year Planning
Proposed Legislation Planning
State & Local Planning
Detailed Savings Calculations
Strategy & Scenario Comparison
Tax Return Scanning
Tax Return Diagnostics
Export Branded Proposal
Export Branded Tax Plan