Client Income Dialog Box

To add an income record, do the following:

1. In the Income name field, enter a name for the income record.

2. In the Recipient field, click the magnifying glass icon. The Select Members dialog box opens.

3. Select the desired client member and click OK.

4. Click the Type drop-down and select the type of income.

5. Click the Tax Status drop-down and select Taxable, Tax-deferred, or Non-taxable.

6. In the Amount ($) field, enter the dollar amount of the income.

7. Click the Frequency drop-down and select Monthly, Annually, or Lump Sum.

8. In the Start date field, enter the income start date or click the calendar icon to select the date.

9. In the End date field, enter the income end date or click the calendar icon to select the date.

10. Click the Adjustment drop-down and select Yes or No.

11. Click Submit.