Entering Income on the Means Test


Creating a New Employment Income

  1. Click the blue button with the plus sign to the right of Employment Income.
  2. Enter an Employer
    1. If the Employer has already been entered for this Matter, then select it from the drop-down menu.
    2. If the Employer has not been entered, click +New and begin to type the Employer's name.
      1. If the Employer is a Contact in the system, select it.
      2. If the Employer is not a Contact in the system, then click on the black magnifying glass and select +New in the pop-up to create a new Contact.
  3. Enter Occupation.
  4. Enter Start and End Dates.
  5. Select the checkbox next to Current Job if they are currently employed there.
  6. Select the Frequency of the paycheck.
    1. If you want to enter a gross amount without entering all of the paycheck information, then click on the checkbox next to "Gross Amount" and enter an amount. This amount will appear on the forms and you will not be able to copy it to Schedule I.
  7. Enter the Regular Income Pay
  8. Enter the date of the check in the Check Date field.
    1. This is used when you copy checks and creates the checks by the Frequency selected.
  9. Enter the tax amounts.
  10. Click +Add Deduction to enter a new deduction.
    1. Select the Deduction Type and enter the amount for the deduction. 
    2. If you would like to remove the deduction, click the red trash can icon to the right of the deduction.
  11. When you finish entering your information, click Save in the top-right corner.


Creating a New Business Income

  1. Click the blue button with the plus sign to the right of Business Income.
  2. Enter the Description.
  3. Enter the Average Income.
  4. Enter the Average Expenses.
  5. Click on the pages icon to copy the average to ever month in the six month period.
  6. Edit any individual months to get a more accurate average.
  7. If the Debtor is the sole proprietor of the business, select the checkbox next to "Sole Proprietor." This information will be used on the Voluntary Petition / Part 3 / Question #12.
  8. When you finish entering your information, click Save in the top-right corner.


Creating a New Rental Income

  1. Click the blue button with the plus sign to the right of Business Income.
  2. Enter the Description.
  3. Enter the Average Income.
  4. Enter the Average Expenses.
  5. Click on the pages icon to copy the average to ever month in the six month period.
  6. Edit any individual months to get a more accurate average.
  7. When you finish entering your information, click Save in the top-right corner.


Creating a New Income From All Other Sources

  1. Click the blue button with the plus sign to the right of Business Income.
  2. Enter the Description.
  3. Enter the Average Income.
  4. Click on the pages icon to copy the average to ever month in the six month period.
  5. Edit any individual months to get a more accurate average.
  6. When you finish entering your information, click Save in the top-right corner.


Using the Quick Entry Income Fields

  1. Click on the income field.
  2. Enter the average six month amount.
    1. To edit the average amount hover your cursor over the income.
    2. Click the blue edit pencil icon.
    3. Edit the amount for the month(s) desired.
  3. Click Save in the top-right corner.