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Income - All Pay Advices
Income - All Pay Advices

How to add income for Schedule I and the Means Test using All Pay Advices

Katie Stasiulewicz avatar
Written by Katie Stasiulewicz
Updated over a week ago

This method will allow you to enter all pay advices from the last 6 months. NextChapter will calculate the monthly average for the means test and and the pay advice you select for Schedule I.

When you enter a pay advice, you will be asked to enter a date. This date will not go anywhere on the forms, it will only be used to calculate monthly gross amounts for the means test.

Make sure to hit Save & Close after you have added all pay advices. These entries do not automatically save. 

If pay advices are similar, you can duplicate them to prevent redundant data entry.

NextChapter will automatically use the most recent pay advice for Schedule I and will use the most recent pay advice for the means test deductions. In this example, it would use the 11/15/2019 advice. If you want to use a different pay advice for Schedule I, click the box Use on Schedule I.

If you do not want to use any of these pay advices on Schedule I, create a new pay advice but date it outside of the last 6 months so it will not affect your means test. For the example below, the pay advice is dated for 2019 and "Use on Schedule I" is selected.

If you want to use an average of all advices entered, you may click on the box "Use 6 Month Average for Schedule I." Please note, this will default into also checking the box to "Use 6 Month Average for Means Test Deductions" but you may override those if necessary in Means Test Questions > Override Expenses from I.

Please note: If your client is no longer employed, it is important to use the All Pay Advices option so we know the months that they were employed to correctly calculate means test figures.

For more information about income click here!

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