Modifying Existing Plans

Facts

Start the Tax Planner and open the sample plan (A Sample.pl4). Enter your Preparer Information in the Options, open the sample plan, and then make the following changes to the plan type:

Program Considerations

• The Preparer Info tab in the Options is where you can enter one preparer. This information does not transfer from the tax program when you import/export clients. However, your Firm Information such as Firm Name, etc., will appear here when you open the Tax Planner.
• The View Options tab in the Options is where you can determine the appearance of the program with respect to items that appear at the various tabs such as toolbars and the worksheet list.
• The Fonts and Colors selection on the Settings menu is where you can choose which fonts and colors are used in the Tax Planner.
• The Plan Information box is where you can modify the type of plan, as well as client information for the taxpayer, spouse, and dependents. When using the Case/Year Analysis, you can check the Single base year box to set up one scenario to use as the base year for all cases, which provides a more efficient worksheet view. There is a maximum of 10 for the number of years and cases that you can use in a plan.

How?

To open a plan:

1. Start the 2005 Tax Planner program.
2. Select Open an existing plan, highlight the file, and click OK.
   

   Note: If the Don't show this dialog box again box was checked, this will not appear when you open the program. If so, click Open on the File menu.

To enter preparer information in the Options:

1. Click Options on the Settings menu.
   
2. Click the Preparer Info tab.
   
3. Enter your information and click OK.

To modify the plan type:

1. Click Plan Information on the File menu.
   
2. Change the Plan Type to Difference Analysis and the Number of years to 4.
   
3. Click OK.
4. Click Close on the File menu.
5. When prompted to save, click Yes.

Tips & Shortcuts

• When opening plans, you can simply double-click the file in the list.
  
• Click the Plan Info icon in the toolbar to open the Plan Information dialog.
  
• If you have a preferred plan type, you can check the Save as default plan options for new plans box (when modifying the plan type) so that this type of plan becomes the default.
  

Review

You should have been able to enter your preparer information in the options as well as change the type of plan for the sample client.

Troubleshooting

Problem: The firm name in the options is not correct, how do I change it?

Solution: This information loads with your Preparer Information disk. You can update the program with your latest preparer disk by clicking Update Preparer Information on the Tools menu.

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