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Head-to-head · Tax Planning Software

Planner CS vs BNA Income Tax Planner

  • Updated Oct 2026
  • Both researched from official sources
  • 6 checks side by side
Higher score Planner CS #2 in Tax Planning Software 9.0/10 Pricing on request ✓ 3 of 6 features Visit Planner CS
BNA Income Tax Planner #4 in Tax Planning Software 8.7/10 Pricing on request ✓ 6 of 6 features Visit Bloomberg

Planner CS leads on 0 checks, BNA Income Tax Planner on 0, and 6 are even. Who comes out ahead on the 6 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scorePlanner CS · 9.0/10
  • Most featuresBNA Income Tax Planner · 6 of 6

Planner CS scores higher on our rubric for tax planning software: 9.0 against 8.7 out of 10; our editors rank them #2 and #4.

Planner CS is the better fit for ultraTax and GoSystem users. BNA Income Tax Planner is the better fit for professional multi-year tax planning.

  • Planner CS fits best

    UltraTax and GoSystem users

  • BNA Income Tax Planner fits best

    Professional multi-year tax planning

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Side by side

Feature Planner CS 9.0/10 Visit ↗ BNA Income Tax Planner 8.7/10 Visit ↗
At a glance
Editor score 9.0 8.7
Ranking #2 in Tax Planning Software #4 in Tax Planning Software
Best for UltraTax and GoSystem users Professional multi-year tax planning
Pricing model Paid Paid
Starting price Pricing on request Pricing on request
Free plan Not checked yet Not checked yet
Free trial — —
Deployment Cloud Cloud, Desktop
Support Phone, Live chat Email, Phone, Docs
Integrations 2 integrations 5 integrations
Built for Small business, Mid-market, Enterprise Small business, Mid-market, Enterprise
Features Planner CS 3/6 · BNA Income Tax Planner 6/6
Scenario modeling ✓ ✓
Multi-year projection ✓ ✓
Capital gains modeling Not checked yet ✓ (best)
Retirement income modeling Not checked yet ✓ (best)
Data import ✓ ✓
Client collaboration Not checked yet ✓ (best)
Our review
Pros
  • Projects federal, state, resident, and nonresident tax outcomes
  • Compares multiple scenarios with Result Finder what-if analysis
  • Imports client data from UltraTax CS and GoSystem Tax RS
  • Projects tax liabilities across up to 20 years
  • Compares alternative plans with federal and state calculations
  • Imports tax data and supports client permissions and plan sharing
Cons
  • Pricing requires contacting sales
  • Listed integrations focus on two tax systems
  • Designed for accounting and tax professionals rather than general taxpayers
  • Pricing is handled through a sales contact
  • Available on web and Windows rather than broader platforms
  • Tax-rule coverage may vary by current release
Our verdict

Planner CS is tax planning software from Thomson Reuters for accountants and tax professionals. It supports federal and state tax projections, multi-year planning, resident and nonresident state analysis, withholding calculations, and…

Read the review →

BNA Income Tax Planner is tax-planning software for tax professionals preparing individual and fiduciary tax projections. It is designed for firms that need to compare alternative plans, model tax liabilities across multiple years, and…

Read the review →
  1. Planner CSTax Planning Software 9.0Pricing on request
  2. BNA Income Tax PlannerTax Planning Software 8.7Pricing on request

Strengths and trade-offs

  • Planner CS — where it wins

    • Projects federal, state, resident, and nonresident tax outcomes
    • Compares multiple scenarios with Result Finder what-if analysis
    • Imports client data from UltraTax CS and GoSystem Tax RS

    Where it doesn't

    • Pricing requires contacting sales
    • Listed integrations focus on two tax systems
    • Designed for accounting and tax professionals rather than general taxpayers

  • BNA Income Tax Planner — where it wins

    • Projects tax liabilities across up to 20 years
    • Compares alternative plans with federal and state calculations
    • Imports tax data and supports client permissions and plan sharing

    Where it doesn't

    • Pricing is handled through a sales contact
    • Available on web and Windows rather than broader platforms
    • Tax-rule coverage may vary by current release
  • Planner CS9.0/10 · Pricing on request

    A planning workspace for federal, state, multi-year, and scenario-based tax analysis.

    Visit Planner CSFull verdict →
  • BNA Income Tax Planner8.7/10 · Pricing on request

    A deep planning tool for multi-year, multi-case individual and fiduciary projections.

    Visit BloombergFull verdict →

More comparisons

All tax planning software comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update