Planner CS
Planner CS: A planning workspace for federal, state, multi-year, and scenario-based tax analysis. Ranked #2 of 28 in Tax Planning Software by our editors (9.0/10); pricing: Pricing on request; best for ultraTax and GoSystem users.
At a glance
- Editor score9.0 / 10
- PricingPricing on request
- Best forUltraTax and GoSystem users
- Scenario modelingYes
- Facts checked21 Sep 2026
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
Our verdict on Planner CS
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 comparisons of filing alternatives. The product also tracks carry-forward items, calculates payments, and produces client-ready reports, graphs, and letters. Its positioning fits professionals who need structured planning outputs for client discussions rather than a general-purpose tax filing tool.
The planning depth is centered on scenario modeling. Users can compare multiple tax-planning scenarios and apply Result Finder for what-if analysis, which supports evaluating alternatives across a longer planning horizon. W-4 withholding calculations add a practical payroll-planning component, while federal and state projections extend the analysis beyond a single jurisdiction. These capabilities make Planner CS a strong fit for firms handling multi-year planning, state complexity, and client-facing recommendations.
Ecosystem fit is a defining consideration. Planner CS imports client data from UltraTax CS and GoSystem Tax RS, and Thomson Reuters offers hosted cloud access through Virtual Office CS and Software as a Service for CS Professional Suite. According to the vendor’s pricing model, prospects contact sales rather than selecting a published plan online. Firms already working with the supported Thomson Reuters tax systems should find the product’s workflow alignment more relevant than firms seeking broad integrations or a standalone consumer tax application. Choose Planner CS for professional tax projection and scenario work; look elsewhere if your needs are limited to basic individual tax preparation.
Your product? Our editors can test Planner CS in depth and publish a review, labelled as paid · from $149/mo →
Planner CS pricing
Planner CS fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Scenario modeling | Yes |
| Multi-year projection | Yes |
| Capital gains modeling | Not verified |
| Retirement income modeling | Not verified |
| Data import | Yes |
| Client collaboration | Not verified |
| Deployment | Cloud |
| Support | Phone, Live chat |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 2 integrations: UltraTax CS, GoSystem Tax RS |
| Pricing | Pricing on request |
| Website | tax.thomsonreuters.com |
| Facts checked | 21 Sep 2026 |
Planner CS integrations
Planner CS lists 2 integrations on its own site.
- UltraTax CS
- GoSystem Tax RS
Alternatives to Planner CS
- CCH ProSystem fx PlanningA deep CCH-connected planner for firms modeling complex federal and state tax outcomes.9.1
- Thomson Reuters Ready to AdviseA guided tax-planning workflow for firms that want structured advisory delivery.8.9
- BNA Income Tax PlannerA deep planning tool for multi-year, multi-case individual and fiduciary projections.8.7
See all Planner CS alternatives →
Planner CS vs the competition
- Planner CS vs CCH ProSystem fx Planning
- Planner CS vs Thomson Reuters Ready to Advise
- Planner CS vs BNA Income Tax Planner
- Planner CS vs TaxStatus
- Planner CS vs Corporate Tax Analyzer
- Planner CS vs Holistiplan
Compare Planner CS with any tool side by side →
Used Planner CS? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Planner CS for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Planner CS is listed in our Tax Planning Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/planner-cs/"><img src="https://www.itechguides.com/best/badge/planner-cs.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update