Comprehensive tax planning software for accountants

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.

Features

• **Comprehensive tax planning: **Develop strategies to reduce your clients' tax liabilities, track carry-forward items for future years, calculate payments, and more.
• **Projection analysis tools: **Simple navigation and timesaving templates let you quickly and easily analyze complex tax planning needs for your clients.
• **Polished presentations: **Explain tax scenarios and savings opportunities to clients using comparative reports, graphs, and letters.
• **Timely tax calculations: **Stay up-to-date on federal and state tax law changes, such as the Tax Cuts and Jobs Act, and more.​
• **Result finder: **
• Easily apply percent or dollar changes across the entire plan and evaluate “what if” scenarios with the Result Finder feature.
• **State tax projections: **Create resident and nonresident state tax projections for any of the 45 states that have an individual income tax.