Question 1

How do I enter separate property?

Accepted Answer

Enter separate property as follows.

1. Go to the Client Info > Assets & Debts screen.

2. At the top, select the option to show separate property, as illustrated below. (Your screen may not look exactly like this.)

3. For each asset (except for defined benefit pensions), you will now have an option to check a box to specify that the asset is entirely separate property of one party or the other.

4. If the asset is partially separate property, click the more info link for that asset. On the "more info" screen, you will be able to specify partial separate property.

Question 2

How do I enter separate property?

Accepted Answer

Enter separate property as follows.

1. Go to the Client Info > Assets & Debts screen.

2. At the top, select the option to show separate property, as illustrated below. (Your screen may not look exactly like this.)

3. For each asset (except for defined benefit pensions), you will now have an option to check a box to specify that the asset is entirely separate property of one party or the other.

4. If the asset is partially separate property, click the more info link for that asset. On the "more info" screen, you will be able to specify partial separate property.