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Use the Joint Source Window Options

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  1. Select one of the following in Is the source a jointly held source?:
     

  • The source is held jointly with spouse:
    Specify one of the following in How is the income shared:

    • 50/50 Split: Share the income equally

    • Client's percentage of total is: Enter the share that the client owns, for example 20%.

  •  The source is held jointly with other person(s):

Specify one of the following in How is the income shared:

  • Client receives 50% of source: Allocate half of income to the client

  • Client's percentage of total is: Enter share that the client owns, for example 20%

 Note: The How is the Income Shared options change depending upon the source type selected.

  1. (Optional) Click the Allocate rounding differences to the client check box.

  2. Click OK.

Note: You cannot select the Allocate rounding differences to the client check box if you select the option I will enter the amounts applicable to the client directly.

 

Related

Open the Joint Source Window
The Joint Source window appears in various sections throughout the software and allows you to split the income that you have received. For example, you can specify the share status of the income that you have received in the Interest from UK Banks etc and Non-qualifying distributions/ Loans written off section.
Remove a Joint Source
Add Foreign Dividends Interest and Other Savings Income
Add non-qualifying distribution
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