How to complete the data in the Personal Summary.

To enter a clients personal details click on the "Personal" link in the navigation bar to be taken to the Personal Projection Data Entry. Go thorough all the tabs and fill out any appropriate sections for your client. Once completed you can take a look at the projections and planners.

Notes:

1. The personal summary is where you can toggle between the current and next tax year.

2. As you edit the tabs you will see the page auto saving your data with a timestamp. It will warn you if you try to navigate away before its saved.

Your clients projection is now completed and you can now review the projection, report, or planners.