Edit Client Page Plans Tab

The Plans tab shows all client plans you have access to. You can view summary data for a plan, launch a client plan to view it, and share a plan with Bloomberg Tax Technology Customer Support. With Editor or Owner permission, you can also save changes you make made to plan, add or import a plan, and rename a plan, and view a plan as a PDF file. With Owner permission, you can also remove a plan. For more information, see Permissions.

You can also change the client’s name.

1. On the Edit Client page, click the Edit link next to client’s name.
2. Make the necessary changes.
3. Click Save.

Note that at the top of the Plan column there is a Search field. Use this field to filter the plans that are listed. For example, if you want to see only the plans with 2008 in the name, enter 2008 in the Search field and then press Enter. Only the plans with 2008 in the name will be displayed. To see all the plans again, delete the entry in the Search field and press Enter.

Viewing Summary Data for a Plan

You can view summary data at a glance for a particular plan. 

Using your mouse, simply point to (hover over) the name of a plan name.

A pop-up panel displays the filename of the plan and the following information (if available):

• Date last modified
• Number of Years
• Number of Cases
• First Year of Analysis
• Resident State
• Nonresident State
• Annualization (Y/N)

Opening a Plan

1. Click the Plans tab.
2. In the Plan column, click the name of the plan to be opened. 

Creating a New Plan

Note. You must have Editor or Owner permission to add a new plan.

1. Click the Plans tab.
2. Click the New link.
3. The Planner opens and displays the Main Worksheet of the newly created client file.
4. Enter the data for the new plan.
5. IMPORTANT! You must save the plan in order to store it as saved plan for the selected client. On the program’s main toolbar, click the Save icon  (or click File > Save Client File) and save the file.

Importing Client Plans

You can import multiple client files from your local or network drive. Only valid “.it” files can be imported.

1. On the Plans tab, click Import Client Plans.
2. The Add Plans dialog opens. You can click the gray field to browse for the files to be imported or drag the files from Windows Explorer into the gray field. Either way, when you add files they are immediately imported, assuming they are valid .it files.
3. Click Close to close the Add Plans dialog. The imported client plans are now listed in the Plan column.

What if the Imported Plan has a Linked Excel File? 

If the imported plan contains a link to an Excel file, then upon opening the plan a message will be displayed informing you of the name of the linked Excel file. You will need reestablish the link.

Viewing a Plan as a PDF File

You can view a plan as a PDF file. This is helpful if you want to view a client plan from an iPhone or iPad. When you save a plan in the Planner, a PDF file of the plan is automatically generated. The PDF file consists of all the output worksheets in the plan.

1. On the Plans tab of the Edit Client page, click the ellipsis icon next to the plan to be viewed as a PDF file.
2. On the shortcut menu, click View as PDF. If the View as PDF command is unavailable, it means the plan has not yet been saved. To save it, open the plan, click the Save icon, and close the Planner.
3. Follow your browser-specific instructions to view or save the PDF file.

Copying a Plan from One Client to Other Clients

With the Copy to Clients command, you can copy a plan from one client to other clients. You can also use this command to duplicate a plan for a particular client (see Plan Naming Conflicts, below).

1. On the Plans tab of the Edit Client page, click the ellipsis icon next to the plan you want to copy to other clients.
2. On the shortcut menu, click Copy to Clients. The Plans tab now displays a table of all the clients you can send a copy of the plan to. Note that you can sort and filter the client records in this table just as you can on the Clients page.
3. Click the check box next to the client(s) who will receive a copy of this plan.
4. After selecting the client(s) who will receive a copy of the plan, click Copy (or to cancel the operation, click Cancel).

Plan Naming Conflicts 

If a target client (a client receiving the copied plan) already has a plan with an identical name, the name of the copied plan name is appended with a sequential number before being copied to the target client’s plan list. For example, if you are copying “SamplePlan” from Client A to Client B, and Client B already has a plan named “SamplePlan”, the copied plan is automatically renamed to “SamplePlan1” and added to Client B’s plan list. The same rule applies if you copy a plan from a client (Client A) to the same client (Client A).

Exporting a Plan

If your Subscription Administrator has enabled this feature, you can export a client plan to your local or network drive so that it can be accessed with the desktop program edition. This is useful for firms that subscribe to both the Web and desktop program editions, typically for a brief transition period. Exported plans can also be imported to another client in Income Tax Planner Web.

1. On the Plans tab of the Edit Client page, click the ellipsis icon next to the plan to be exported.
2. On the shortcut menu, click Export. The program converts the client plan to a .it file.
3. Follow your browser-specific instructions to save the client file to a folder on your local or network drive.

Removing a Plan from the Client

1. You can delete a plan for a client that you have access to. Click the Plans tab. 
2. Click the ellipsis icon in the first column.  
3. Click Remove on the shortcut menu. A confirmation messages opens.  
4. Click Remove to confirm your decision to delete the plan. The plan is then removed.  

Renaming a Plan

1. You can rename a client plan. Click the Plans tab. 
2. Click the ellipsis icon in the first column.
3. Click Rename on the shortcut menu. The Rename Plan dialog opens.
4. In the Plan field, enter the new name of the plan and then click Save.

The plan name must not include any of the following special characters:

Sharing a Plan with Customer Support

Sharing a client plan with the Bloomberg Tax Technology Customer Support team is commonly done to allow the Support personnel to help you resolve a problem during a support call. Any client plans you choose to share with Customer Support will be stripped of all the client’s personal data and will be rendered in read-only format.

Customer Support will have access to the shared plan for two weeks unless you choose to stop sharing the plan sooner. You will need to provide Customer Support with an access code which you will receive when you click Share. 

To Share a Plan with Customer Support

1. On the Plans tab, click the ellipsis icon in the first column next to the plan to be shared.
2. Click Share with Technical Support on the shortcut menu. 
3. The Share Plan with Technical Support dialog opens. Enter the name of the Support contact, your phone number, and a brief description of the problem.
4. Click Share. 
5. The next dialog provides the access code you will need to provide to the analyst. After providing the analyst with the access code, click Close.

To Stop Sharing a Plan with Customer Support

1. On the Plans tab, click the ellipsis icon in the first column next to the plan to be unshared.
2. Click Unshare with Technical Support on the shortcut menu.
3. Click Yes on the confirmation message.