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It also documents menu operations, worksheet types, active worksheet behavior, subworksheet usage, and reliable numeric data entry workflows, supported by the guide’s established conventions and customer support process.",{"@graph":14,"@context":72},[15,34,55],{"@type":16,"itemListElement":17},"BreadcrumbList",[18,23,27,31],{"item":19,"name":20,"@type":21,"position":22},"https://docshare.wps.com","Home","ListItem",1,{"item":24,"name":25,"@type":21,"position":26},"https://docshare.wps.com/template/","Template",2,{"item":28,"name":29,"@type":21,"position":30},"https://docshare.wps.com/template/presentations/","Presentations",3,{"item":32,"name":10,"@type":21,"position":33},"https://docshare.wps.com/template/bloomberg-tax-and-accounting-income-tax-planner-operations-guide-version-20203-june-2020/286981/",4,{"url":32,"name":10,"@type":35,"image":36,"author":41,"headline":10,"publisher":44,"fileFormat":47,"inLanguage":8,"description":12,"dateModified":48,"datePublished":49,"encodingFormat":47,"isAccessibleForFree":50,"interactionStatistic":51},"DigitalDocument",{"url":37,"@type":38,"width":39,"height":40},"https://docshare.wps.com/thumbnails/bloomberg-tax-and-accounting-income-tax-planner-operations-guide-version-20203-june-2020/286981.png","ImageObject",442,249,{"name":42,"@type":43},"Lute","Person",{"url":19,"name":45,"@type":46},"DocShare","Organization","application/pdf","2026-09-20","2026-09-17",true,{"@type":52,"interactionType":53,"userInteractionCount":26},"InteractionCounter",{"@type":54},"ViewAction",{"@type":56,"mainEntity":57},"FAQPage",[58,64,68],{"name":59,"@type":60,"acceptedAnswer":61},"What is the purpose of the Income Tax Planner Operations Guide?","Question",{"text":62,"@type":63},"It explains how to use the Income Tax Planner application, including core concepts, navigation, worksheets, menus, and program calculations, following documented conventions and workflows.","Answer",{"name":65,"@type":60,"acceptedAnswer":66},"How does the guide help users work with worksheets?",{"text":67,"@type":63},"It describes worksheet types and rows, when a worksheet becomes active, when to use subworksheets, how worksheets may activate automatically, and how to select and edit worksheet content effectively.",{"name":69,"@type":60,"acceptedAnswer":70},"What tasks does the guide cover for managing files and data versions?",{"text":71,"@type":63},"It provides steps for bridging tax data from other programs, loading files from previous versions, opening a client file, and installing program updates.","https://schema.org",{"og:url":32,"og:type":74,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":76,"canonical":32},"index,follow",{"doc_id":78,"site_id":7},286981,1789631760,{"code":4,"msg":81,"data":82},"success",[83,87,92,97,102,107,112,117,122],{"id":84,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":85,"slug":86},11,90,"presentations",{"id":88,"doc_module":22,"doc_module_name":25,"category_name":89,"show_sort_weight":90,"slug":91},12,"Resumes",80,"resumes",{"id":93,"doc_module":22,"doc_module_name":25,"category_name":94,"show_sort_weight":95,"slug":96},14,"Invoices",70,"invoices",{"id":98,"doc_module":22,"doc_module_name":25,"category_name":99,"show_sort_weight":100,"slug":101},15,"Posters",60,"posters",{"id":103,"doc_module":22,"doc_module_name":25,"category_name":104,"show_sort_weight":105,"slug":106},16,"Social Media",50,"social-media",{"id":108,"doc_module":22,"doc_module_name":25,"category_name":109,"show_sort_weight":110,"slug":111},17,"Forms",40,"forms",{"id":113,"doc_module":22,"doc_module_name":25,"category_name":114,"show_sort_weight":115,"slug":116},18,"Letters",30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":81,"data":127},{"doc_id":78,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":84,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":26,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":135,"language":136,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":12,"update_tm":79,"read_time":140},137454149569,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","Bloomberg Tax and Accounting  \n:::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::  \nINCOME TAX PLANNER™  \nOPERATIONS GUIDE  \nVersion 2020.3 June 2020  \nby KENNETH S. COHEN  \nNew York University (B.S. , Public Accounting, 1964) The Harvard Law School (LL. B. , 1968)  \nAdmitted to Ohio Bar 1969 (Inactive)  \n::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::  \n©2020 Tax Management, Inc. All rights reserved.  \nISSN: 2169-8772  \nMicrosoft, Microsoft Excel, Microsoft Word, Windows Explorer, Windows  \nServer 2008, Windows Server 2012, Windows Server 2016, Windows 7,  \nWindows 8, Window 8 . 1, and Windows 10 are either registered trademarks  \nor trademarks of Microsoft Corporation in the United States and/or other  \ncountries. Lotus and 1-2-3 are trademarks of Lotus Development Corpora  \ntion. Novell and Novell Quattro Pro are trademarks of Novell, Inc. Adobe,  \nAcrobat, and Reader are either registered trademarks or trademarks of  \nAdobe Systems Incorporated in the United States and/or other countries.  \nWordPerfect is a registered trademark of WordPerfect Corporation.  \nSubject to the terms and conditions of the Bloomberg Tax and Accounting  \nLicense Agreement.  \nThis publication is designed to provide accurate and authoritative informa  \ntion in regard to the subject matter covered. It is provided with the  \nunderstanding that the publisher is not engaged in rendering legal, account  \ning or other professional service. If legal or accounting advice or other  \nexpert assistance is required, the services of a competent professional  \nshould be sought. The material contained in Income Tax Planner application  \nand documentation is supplied without representation or warranty of any  \nkind. Bloomberg Tax and Accounting and the author, therefore, assume no  \nresponsibility and shall have no liability, consequential or otherwise, of any  \nkind arising from the use of the program software, manuals, any part  \nthereof, or any supplementary programs and materials subsequently issued  \nby Bloomberg Tax and Accounting.  \nDuplication of the Income Tax Planner Operations Guide, in part or in whole,  \nis prohibited without express permission of Bloomberg Tax and Accounting.  \n::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::  \nCONTENTS  \nChapter 1 Introduction ............................................................................................... 11  \nAbout this Guide .......................................................................................... 11  \nCustomer Support ....................................................................................... 11  \nConventions Used in this Guide .................................................................. 12  \nKeyboard ................................................................................................ 12  \nMouse Pointers ....................................................................................... 12  \nGetting to Know the Program ...................................................................... 12  \nIntroduction to Income Tax Planner ........................................................ 12  \nOpening the Program ............................................................................. 14  \nParts of the Screen ................................................................................. 15  \nProgram Calculations and Features ....................................................... 21  \nBridging Tax Data from Other Programs ................................................ 29  \nAssumptions ........................................................................................... 30  \nLoading Files from Previous Versions ...................................","cbCainf75ONsKfHX","https://ap.wps.com/l/cbCainf75ONsKfHX","pdf",4901936,342,"English","# Chapter 1 Introduction\n## About this Guide\n## Customer Support\n## Conventions Used in this Guide\n## Getting to Know the Program\n## Introduction to Income Tax Planner\n## Opening the Program\n## Parts of the Screen\n## Program Calculations and Features\n## Bridging Tax Data from Other Programs\n## Assumptions\n## Loading Files from Previous Versions\n## Opening a Client File\n## Installing Program Updates\n# Chapter 2 Worksheets & Menus\n## Overview of Worksheets\n## Types of Worksheets\n## Types of Rows\n## What is an Active Worksheet?\n## When to Use Subworksheets\n## Why Are Some Worksheets Activated Automatically?\n## Use Subworksheets for Best Results\n## Which Worksheets Do I Need?\n## Parts of a Worksheet\n## Selecting a Worksheet\n## Numeric Data Entry and Cursor Movement\n## Changing Information on a Worksheet\n## Custom Worksheets\n## Overview of Menus\n## File Menu\n## Edit Menu\n## Assumptions Dialog","[{\"question\":\"What is the purpose of the Income Tax Planner Operations Guide?\",\"answer\":\"It explains how to use the Income Tax Planner application, including core concepts, navigation, worksheets, menus, and program calculations, following documented conventions and workflows.\"},{\"question\":\"How does the guide help users work with worksheets?\",\"answer\":\"It describes worksheet types and rows, when a worksheet becomes active, when to use subworksheets, how worksheets may activate automatically, and how to select and edit worksheet content effectively.\"},{\"question\":\"What tasks does the guide cover for managing files and data versions?\",\"answer\":\"It provides steps for bridging tax data from other programs, loading files from previous versions, opening a client file, and installing program updates.\"}]","Bloomberg Tax and Accounting - INCOME TAX PLANNER - OPERATIONS GUIDE - Version 2020.3 June 2020 | PDF",120]