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General and Miscellaneous Questions

General and Miscellaneous Questions

Articles that answer common questions about completing the forms in NextChapter

67 articles
Kelly Oldiges avatarMandy Ballinger avatarSara Taylor avatar+1
Written by Kelly Oldiges, Mandy Ballinger, Sara Taylor and 1 other

Dynamic Forms

Which forms will expand in NextChapter?
Kelly Oldiges avatar
Written by Kelly Oldiges. Updated over a week ago

Client Document Storage: Batch Download

How to bulk download from Client Document Storage
Kelly Oldiges avatar
Written by Kelly Oldiges. Updated over a week ago

How to Downgrade Your Account in NextChapter

Steps to downgrade your account through NextChapter Account Settings
Kelly Oldiges avatar
Written by Kelly Oldiges. Updated over a week ago

How to Exit Out of Chat Box

If you are having trouble exiting out of the chat box, read this.
Kelly Oldiges avatar
Written by Kelly Oldiges. Updated over a week ago

How to Change Case Chapter of Bankruptcy

How to change your case to a different chapter after you've already started
Kelly Oldiges avatar
Written by Kelly Oldiges. Updated over a week ago

How to Pay for Cases (Start and Start+ Users)

If you are on a Start or Start + pay-per-case plan, this article goes over how to pay for your case
Kelly Oldiges avatar
Written by Kelly Oldiges. Updated over a week ago

Why is my Schedule C showing two Schedule C's in a joint case?

How to fix this if it happens.
Kelly Oldiges avatar
Written by Kelly Oldiges. Updated over a week ago

Freeze on Credit Report

How to import the credit report once freeze is lifted
Kelly Oldiges avatar
Written by Kelly Oldiges. Updated over a week ago

Download & Print Forms/Schedules

How to download the complete bankruptcy petition or individual forms.
Kelly Oldiges avatar
Written by Kelly Oldiges. Updated over a week ago

How to Change Client's Name

If you need to change your client's name in the case, read this article!
Kelly Oldiges avatar
Written by Kelly Oldiges. Updated over a week ago

CARES Act Updates

To assist attorneys with using some of the benefits from the CARES Act, the following updates are now available:
Kelly Oldiges avatar
Written by Kelly Oldiges. Updated over a week ago

Court Updates on COVID-19

Mandy Ballinger avatar
Written by Mandy Ballinger. Updated over a week ago

Enable/Disable ECF Filing Capabilities for Users

How to enable as well as disable ECF filing capabilities for all users listed on your NextChapter account.
Sara Taylor avatar
Written by Sara Taylor. Updated over a week ago

Adding and Managing Non-Bankruptcy Cases

How to add and manage your non-bankruptcy cases in NextChapter
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Property Analysis

How to use NextChapter's Property Analysis tab
Kelly Oldiges avatar
Written by Kelly Oldiges. Updated over a week ago

Debt Limit Alerts

How to make sure your client doesn't exceed the debt limit
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Download Templates

How to set up a download template in NextChapter
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Vehicle Leases in Executory Contracts

Leases in Executory Contracts can now be linked back to vehicles already listed in the Personal Property section
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Spotlight and Conflicts Search

How to use NextChapter's Spotlight Search Feature
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Submitting feature requests for NextChapter

Mandy Ballinger avatar
Written by Mandy Ballinger. Updated over a week ago

Track Your Progress in NextChapter

The new NextChapter progress bar allows users to track the filing status of any case from start to finish
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Omitting a Claim

Omitting secured and unsecured claims from the creditor matrix and Schedule E/F
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Autosave Update - Sole Proprietor

A Sole Proprietor Business added in the Debtor Profile section will autosave to the Business Related section.
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Monthly Business Income and Expenses

How to create a P&L Statement in NextChapter
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Filing in Northern District of Illinois

How to file your case with wet signatures
Mandy Ballinger avatar
Written by Mandy Ballinger. Updated over a week ago

Printing with Firefox

How to solve a common printing error if you use the Firefox browser
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Interest Rate Calculators

How to amortize balances in NextChapter
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Client Document Storage Tags

How to tag documents in Client Document Storage
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Import and Export Claims

How to import and export claims in NextChapter
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Financial Management Course (Form 423)

How to fill out Form 423 in NextChapter
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Chapter 13 Supplemental Post Petition Schedule I & J

How to generate supplemental post petition Schedule I and Schedule J
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Comments

How to create, edit and delete comments from the Case Dashboard
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Firm Created Events

How to set up custom dates to help better track your cases
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Court Filing Fees

How to pay your filing fee with the court
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Tutorial Videos

Need additional help? Watch some quick tutorial videos!
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Debtor.txt

How to generate a debtor.txt file
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Conduit Payments - Chapter 13 Plans

What is a conduit payment and how do I mark a treatment as conduit?
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Amortizing Balances

How to amortize balances in NextChapter
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Template Filing

How to set up a filing template in NextChapter
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Petition Defaults

How to set up petition defaults in NextChapter
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Common Assets

How to add common assets
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Downloading Forms

How to download a full copy of the petition packet or individual forms from NextChapter
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Chapter 7 Statement of Intention

How to generate the Statement of Intention, Official Form 108
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Common Codebtors

How to save common codebtors in NextChapter
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

All Cases View

How to duplicate, archive, sort, filter, export and more with on your cases
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Common Attorney and Credit Counseling Fees

How to add common attorney and credit counseling fees
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

How to Print from NextChapter

How to use NextChapter screens to generate PDFs
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Does NextChapter Print Mailing Labels?

How to print mailing labels from the Creditor Matrix
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Exemptions

How Enter Exemptions in NextChapter
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Garnishments

How to enter a pay advice when you do not want wage garnishments on Schedule I
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Amendments

How to Download Amended Forms in NextChapter
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Overriding Exemptions

How to override exemptions in Schedule C
Mandy Ballinger avatar
Written by Mandy Ballinger. Updated over a week ago

Unsecured Portion of a Secured Claim

How to enter a claim that is an unsecured portion of a secured claim
Katie Stasiulewicz avatar
Written by Katie Stasiulewicz. Updated over a week ago

Adding Personal Property

How to add personal property to Schedule A/B
Mandy Ballinger avatar
Written by Mandy Ballinger. Updated over a week ago

Schedule J - Car Payments

How to add or remove car payments from Schedule J
Mandy Ballinger avatar
Written by Mandy Ballinger. Updated over a week ago

Schedule J - Do your expenses include expenses of people other than yourself and your dependents?

How to answer line 3 of Schedule J
Mandy Ballinger avatar
Written by Mandy Ballinger. Updated over a week ago

Creating New Exemptions

How to add custom exemptions for your firm
Mandy Ballinger avatar
Written by Mandy Ballinger. Updated over a week ago

Selecting Federal or State Exemptions

How to select which exemptions will be used for a case.
Mandy Ballinger avatar
Written by Mandy Ballinger. Updated over a week ago

How to Start a Business / Non-Individual Case

Preparing a case using the "200" forms.
Mandy Ballinger avatar
Written by Mandy Ballinger. Updated over a week ago

Forms

8 articles
Katie Stasiulewicz avatarMandy Ballinger avatar
Written by Katie Stasiulewicz and Mandy Ballinger