Frequently Asked Questions

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Click here for a search by topic... Click here for a complete list of all the topics with responses... Order Can I run the software on a Macintosh? Should I order the Personal or Professional Edition If my client has the Personal Edition, how do I as a financial advisor add value to the process? How can I change the credit card I am using? Install Software Unable to Start Up Storing Files How Can I Access Files from Anywhere (the Cloud)? How Can I Run the Software on an iPad or other Tablet How can I specify a default folder on the Macintosh that i can see in Finder, or in DropBox How can I get a custom cover - my firm name and firm logo to print on reports? Should I install the Professional and Personal editions on the same PC? How can I use the software on two PCs, one at work and one at home? How can I set up the folders on a local area network? How can I restart the trial period? How do I enter a new KeyCode? How can I download the latest revision of the software? How can I send and receive files via e-mail or floppy disk? I can not find the software How can I change the screen resolution? How can I Remove Family Law Software from my hard drive? Contact Us How Can I E-Mail You a Client File? In More Detail, How Can I E-Mail You a File from Outlook? Printing How can I print a PDF on the Macintosh? How can I create a PDF file of a Family Law Software Report? How can I shrink the print to fit on a page? How can I print from a Mac running Snow Leopard to my Canon ImageRunner Printer? Send_Files How Can I Send a Data File To Another Person? How can I send files between two computers (e.g., home and work)? How Does the Client Edition work? How Can Both Spouses Work in the Client Edition Software? How Can I Move a Data To Another Computer? How Can I Get Files from my Assistant Who Works Off Site? How Can I Send a File to my Client? Data Entry Where Do I Enter Tax Withholding or Estimated Tax Payments How do I specify self-employment income? How can I specify that all available income will be spent? How can I enter an interest-bearing buyout or property settlement that will occur over a period of years? How can I show that one spouse will keep real estate (for example) in exchange for $100,000 in cash and securities (for example)? The debt amortization does not look right, why not? How do I show expenses being reduced as children become emancipated? Where are bank accounts and cash in the program? How do I show a business ending when the client retires. How do I enter a business buyout note? Where do I compute the child support guideline amount? Why aren't my Planner amounts carrying to the child support module? Does the data flow between Planner, Arrears, Pension and Calculator modules? Does the Child Credit calculation stop automatically when the child turns age 17? How can I handle deferred compensation? How do I handle reimbursement from marital property for the expenditure of marital assets for separate purposes? How do I handle reimbursement from marital property for the expenditure of separate assets for marital purposes? Why does the prohibition against "double dipping" make no sense? How can I use the software as a general financial planning tool? Why Does the Budget Report not match the New York Net Worth Statement? How Can I Calculate Family Support? How Should I handle Health Spending Account (HSA) Balances? Client Data I can't get data files that were sent to me How can I send a data file to a client? I can't find the client file on my computer Are there blank data sheets in the Planner that I can print for clients? Children Can I enter "Shared Custody" in the Planner? How Can I Show Reductions of Child Support? How Can I Show Children's Assets (including 529 Plans) being used for College? Investment Are "Investment Assets" different than "Financial" investments? How does the software show compounding of reinvested income? What is Accumulated Savings? Can I specify a fixed-dollar reinvestment in specific Investments? How can I enter the future grants of stock options? How should I deal with the exercise of stock options? What value should I give to unvested stock options? How should I enter restricted vs unrestricted stock options? How can I enter Non-Qualified Annuities from an Insurance Company? How can I Handle Installment Sales and Notes Receivable? How do liquidations work in the software? How can I enter capital loss carryforwards? If one spouse is paying off another for his or her share in marital property, should this one-time cash payoff be listed under Investments? Living Expenses How do I show itemized deductions? How do I show all itemized deductions as a single number? IRA How can I calculate the separate property portion of an IRA? How can I represent a loan from a 401k that is being paid back? Pension Do you calculate defined benefit pension valuations for joint lives (survivorships)? What mortality tables to you use for defined benefit pension valuations? In estimating the benefit, what if "percent of compensation" has two levels? In estimating benefit, what if the plan uses a percentage of most recent monthly, not annual compensation? How are Pension Present Value and pension payments coordinated? What Interest Rate Do You Use? What If the Pension Payments Decline? What If the COLA does not start immediately? What if I have an employer statement of value that differs from the pension calculation? I am going to testify in court about the pension valuation. Real Estate How Do I Indicate That A Real Estate property Will Be Sold? What is the Price at which a Real Estate Property Will Be Sold? What if Part of the Home Was Rented Before Sale? How Do I Handle Depreciation Recapture? How Can I Reflect a Buy-Out of the Home? What if a Refinancing is Buying Out Separate Property? What if One Spouse Has Contributed to the Downpayment? How are Home Sale Proceeds Reflected? What if a Home Sale is being Used to Fund a Downpayment? How Can I Specify That Parties are Sharing the Cost of the Mortgage? Should I Enter the Property As Real Estate or Cash & Investment? How Can I Show Responsibility for the Mortgage Shifting from Wife to Husband? How do I enter rent for a party who is paying rent? Spousal Support Present Value Calculation How did you get the tax rate you are using for the Spousal Support Present Value calculation? How did you get the discount rate you are using for the Spousal Support Present Value Calculation? In the Present Value calculation, why do you reduce both the alimony payments and investment income for taxes? Social Security The Social Security amount seems off. Why? Why is the Social Security amount less than the amount I entered? What If A Spouse Is Going To Take Half The Other Spouse's Social Security? Taxes Why would taxes for guidelines be different than "actual" taxes? Why are state taxes different for itemized deductions than for "actual" state taxes? Reports What are the Summary Totals Spreadsheet numbers? How can I get reports and graphs into PowerPoint? How can I make a presentation using Family Law Software? "What If" How Can I Split Alimony Savings Between the Parties? State Specific Pennsylvania Child Care - Should Obligor Payee Get a Reduction