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Open the Joint Source Window

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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.

Add Joint Source

  • Click the value in the Joint column, for example No or 50% to open the Joint Source window.

    Display Joint Source.jpg

Note:  When adding a new row to a section for the first time, you cannot open the Joint Source window until you complete the fields preceding it. For example, in the Interest from UK Bank etc section, you have to enter the Bank/ lender name before you can click No to open the Joint Source window.


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