Why can’t I access the spouse’s fields in Planning Toolkit?

Back to Help

Make sure that the Client/Spouse box is checked in the 2. Select Type of Plan section on the Main Menu screen AND make sure that “Married” or “Common-law” is selected as the Marital Status of the Client on the Identificaiton data entry screen of the Personal Data module.

Select “client & spouse” on Main Menu screen

Select “Married” for Marital Status


Back to Help