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Extensible Markup Language  |  2001-07-25  |  5KB  |  100 lines

  1. <?xml version="1.0"?>
  2. <?xml-stylesheet type='text/xsl' href='hhPreprocess.xsl'?>
  3. <topic sku="dlxbiz" tNum="287155" author="leorabl" xmlns="x-schema:hhTopicSchema.xml">
  4.     <index>
  5.         <title>Enter income information for you and your partner</title>
  6.         <category>lifeplan</category>
  7.         <klink type="prcdr">How do I enter income information for me or for my partner?</klink>
  8.     </index>
  9.     <content>
  10.         <ol>
  11.             <li>On the <emph>Planner</emph> menu, click <emph>Lifetime Planner</emph>.</li>
  12.             <li>In the left pane, click <emph>Income</emph>.</li>
  13.             <li>Click <emph>Your Name Career</emph> or <emph>Your Partner's Name Career</emph>.</li>
  14.             <li>If you've already used the Paycheck wizard to enter your gross pay in Money, link your salary to your paychecks.</li>
  15.             <extend>
  16.                 <tease><showme/></tease>
  17.                 <reveal>
  18.                     <ol>
  19.                         <li>Click <emph>change the link to your paychecks</emph>.</li>
  20.                         <li>Click <emph>Calculate my salary by adding the paychecks selected below</emph>.</li>
  21.                         <li>Select the paychecks that apply to your primary career.</li>
  22.                         <li>Click <emph>OK</emph>.</li>
  23.                     </ol>
  24.                 </reveal>
  25.             </extend>
  26.             <li>If you haven't used the Paycheck wizard before, and don't want to now, do one of the following:</li>
  27.             <ul>
  28.                 <li>If you know your annual salary, enter it in the <emph>Annual gross salary</emph> box.</li>
  29.                 <li>If you know your regular amount of pay and bonuses, click <emph>quick calculation</emph>, enter the requested information, and then click <emph>OK</emph>.</li>
  30.             </ul>
  31.             <li>If you want to use the Paycheck wizard to enter your gross pay, go to the <emph>Manage scheduled bills and deposits</emph> page in the  Accounts & Bills area.</li>
  32.             <extend>
  33.                 <tease><showme/></tease>
  34.                 <reveal>
  35.                     <p>On the <emph>Accounts & Bills</emph> menu, click <emph>Bills & Deposits List</emph>.</p>
  36.                 </reveal>
  37.             </extend>
  38.             <li>After you enter the paycheck, click <emph>Back</emph> to return to the Lifetime Planner.</li>
  39.         </ol>
  40.         <p>You'll be able to link the paycheck you just entered to your lifetime plan.</p>
  41.     </content>
  42.     <footer>
  43.         <extend>
  44.             <tease>What should I do if my career won't start until sometime in the future?</tease>
  45.             <reveal>
  46.                 <ol>
  47.                     <li>In the list of career events, click <emph>Start career</emph>.</li>
  48.                     <li>Click <emph>Edit</emph>.</li>
  49.                     <li>In the <emph>Starts</emph> list, click an option to specify when your career will start.</li>
  50.                     <p>You can specify a particular date or tie the start of your career to another event in your plan.</p>
  51.                     <li>In the <emph>Annual gross salary</emph> box, enter an estimated salary.</li>
  52.                     <li>Click <emph>Finish</emph>.</li>
  53.                 </ol>
  54.             </reveal>
  55.         </extend>
  56.         <extend>
  57.             <tease>How do I choose between the three ways to enter my annual salary?</tease>
  58.             <reveal>
  59.                 <p>It's best to enter information about your paycheck using the Paycheck wizard, and then clicking <emph>change the link to your paychecks</emph> on the <emph>Career</emph> page. This way, as you update information about your paycheck, Money updates your lifetime plan automatically. You can also schedule your paycheck deposits. <alink type="prcdr" href="Schedulemypaycheckdeposit.xml"/></p>
  60.             </reveal>
  61.         </extend>
  62.         <extend>
  63.             <tease>Is it OK to enter an estimated annual gross salary?</tease>
  64.             <reveal>
  65.                 <p>Sure. Perhaps you don't receive regular paychecks or you're paid on commission. Just estimate what you'll earn. You can always adjust the amount later.</p>
  66.             </reveal>
  67.         </extend>
  68.         <extend>
  69.             <tease>I'm retired now. How do enter my income?</tease>
  70.             <reveal>
  71.                 <p>Money handles post-retirement income differently than your pre-retirement salary. Post-retirement income is entered as other income. <alink type="prcdr" href="Enterotherincome(notfrommycareer).xml"/></p>
  72.             </reveal>
  73.         </extend>
  74.         <extend>
  75.             <tease>What if I'm not working now, but might work in the future?</tease>
  76.             <reveal>
  77.                 <ol>
  78.                     <li>In the <emph>Annual gross salary</emph> box, enter zero.</li>
  79.                     <li>In the list of events, click <emph>Start career</emph>.</li>
  80.                     <li>Click <emph>Edit</emph>.</li>
  81.                     <li>Enter the date you plan to start working and how much you think you'll earn, and then click <emph>Finish</emph>.</li>
  82.                 </ol>
  83.             </reveal>
  84.         </extend>
  85.         <extend>
  86.             <tease>What if my partner and I work together and have a combined income?</tease>
  87.             <reveal>
  88.                 <p>Enter your combined income under one partner's name.</p>
  89.             </reveal>
  90.         </extend>
  91.         <p><klink type="auvid" href="mnrefSpecialAvi09"/></p>
  92.         <include href="Enterinformationaboutannualraisesandsalarycap.xml#xpointer(*/index/klink)"/>
  93.         <include href="Entercareereventsthataffectsalary.xml#xpointer(*/index/klink)"/>
  94.         <include href="Enterotherincome(notfrommycareer).xml#xpointer(*/index/klink)"/>
  95.         <include href="Schedulemypaycheckdeposit.xml#xpointer(*/index/klink)"/>
  96.         <include href="Enterselfemploymentincome.xml#xpointer(*/index/klink)"/>
  97.         <include href="LearnabouttheCareerpage.xml#xpointer(*/index/klink)"/>
  98.     </footer>
  99. </topic>
  100.