Add Self-Employment Ledger

Job Information tab:

  1. Double click on the Self Employment Task
  2. Select the add button
  3. The Add Self-Employment Income window will display.
  4. Select the person for whom self-employment is being added.(it will default to the person at the top of the list).
  5. Select the method of recording income and expenses, Tax Return or Ledger. (It defaults to Tax Returns).
  6. Select OK.

 Ledger Flow

  1. From the Add Self-Employment Income window select the person who has self-employment income.
  2. Select Ledger in the Method box if there is no tax return. Click OK.
  3. The Add SE Income From Ledger window will display.
  4. The Add SE Income From Ledger window will display.
  5. Select the appropriate radial button to show if self-employment is farming.
  6. Select the Ledger tab.
  7. Enter the month of receipt by entering the month and year.
  8. Enter the total receipts for the month.
  9. Enter the total allowable monthly expenses.
  10. Enter the verification source used if available.
  11. Click on the Add Ledger button.
  12. The ledger information will display in the upper section of the Ledger page.
  13. Repeat the process for additional ledger months that need to be entered.
  14. When all ledger months have been entered select OK if self-employment information is complete or Next if there is additional self-employment to add to the case
  15. Information will display on the Current tab of the Self-employment task.

Note: If you notice that the info just entered is incorrect, double click on the row, and it will be moved back and can then be corrected.

(04-2006)