Record a person's income

Process: Record a financial profile  

The employment record includes the person's current income sources. Enter a separate record for each income if the person has more than one income source.

Record an income record as follows:

1. Click the Income tab. The Income History screen appears. It lists the income records, if any, that have been recorded so far.

2. Click Add Income to create a new income record. The Income Record screen appears.

3. In the Type field, select the type of income source.

4. In the From field, enter the date when the income started.

5. In the Frequency field, select how often the person receives income payment.

6. In the Gross Wage/Amount field, enter the amount of payment.

7. Complete additional fields on the screen if you have the information.

8. Click Save. You are returned to the Income History screen.

9. Click Next Task> below to continue.