Example Plans

Rather than starting a commonly performed tax analysis from scratch, you can use Example Plans to quickly and easily create a client plan with confidence.

The example plans are read-only, so although you cannot save changes to the example plans themselves, you can copy (or save) an example plan to a client, and then you can save changes to the client plan. Alternatively, you can make changes to an example plan and then copy it to a client, where you can continue to customize it and save changes to it; the example plan remains unchanged and available on the Example Plans page.

Using Example Plans

1. On the Example Plans page, in the Plan column, click to open the example plan that matches your specific tax planning needs. Income Tax Planner opens, showing the worksheets that will be used in the analysis.
2. In the How To column, click to open the corresponding document or video and follow the steps outlined in the document or video.
3. You cannot save changes made to the example plan, so you must copy the sample plan to a client. To do this, use the Save Client File As command on the Planner’s File menu. Note that you must have already added the client to Income Tax Planner Web. For instructions on adding a client, see Add Client Page.
4. After saving the plan to a client, remove any sample data that may be in the plan. For most example plans, the sample data resides in a single case within the plan, so you will need to remove the case containing the sample data, leaving only the case containing the actual client data.

Do you want to suggest an Example Plan that matches your specific tax planning needs?

Click Send Us Your Suggestion to let us know about it. As we make new Example Plans available, we’ll keep you informed through program update emails and Release Notes.