Planner CS vs Corporate Tax Analyzer

Planner CS9.0Visit Corporate Tax Analyzer8.3Visit

Higher score Planner CS #2 in Tax Planning Software 9.0/10 Pricing on request ✓ 3 of 6 features Visit Planner CS

vs

Corporate Tax Analyzer #6 in Tax Planning Software 8.3/10 Pricing on request ✓ 2 of 6 features Contact Bloomberg

• Planner CS fits best

  UltraTax and GoSystem users

• Corporate Tax Analyzer fits best

  Corporate tax attribute planning

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Side by side

Feature	Planner CS 9.0/10 Visit ↗	Corporate Tax Analyzer 8.3/10 Visit ↗
At a glance
Editor score	9.0	8.3
Ranking	#2 in Tax Planning Software	#6 in Tax Planning Software
Best for	UltraTax and GoSystem users	Corporate tax attribute planning
Pricing model	Paid	Paid
Starting price	Pricing on request	Pricing on request
Free plan	Not checked yet	—
Free trial	—	—
Support	Phone, Live chat	Phone · 24/7
Built for	Small business, Mid-market, Enterprise	Mid-market, Enterprise
Features Planner CS 3/6 · Corporate Tax Analyzer 2/6
Scenario modeling	✓	✓
Multi-year projection	✓	✓
Capital gains modeling	Not checked yet	Not checked yet
Retirement income modeling	Not checked yet	Not checked yet
Data import	✓ (best)	Not checked yet
Client collaboration	Not checked yet	Not checked yet
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	Automates multiyear corporate tax attribute calculations Models NOL carrybacks, carryforwards, and tax claims Supports side-by-side scenarios and uncertain-position analysis
Cons	Pricing requires contacting sales Listed integrations focus on two tax systems Designed for accounting and tax professionals rather than general taxpayers	Pricing requires a sales request Focused on corporate tax rather than broad tax workflows Platform coverage is limited
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 →	Corporate Tax Analyzer is Bloomberg Tax software for corporate income tax management and planning. It is designed for tax teams that need automated calculations, tax law updates, reporting, and analysis of federal corporate tax attributes… Read the review →

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

• Corporate Tax Analyzer — where it wins

  • Automates multiyear corporate tax attribute calculations
  • Models NOL carrybacks, carryforwards, and tax claims
  • Supports side-by-side scenarios and uncertain-position analysis

  Where it doesn't

  • Pricing requires a sales request
  • Focused on corporate tax rather than broad tax workflows
  • Platform coverage is limited

• Planner CS9.0/10 · Pricing on request

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

  Visit Planner CSFull verdict →
• Corporate Tax Analyzer8.3/10 · Pricing on request

  A focused tool for corporate tax attributes, scenarios, NOLs, and return analysis.

  Contact BloombergFull verdict →