The Gap Analysis calculator's data input is divided into seven separate main tabs:
| Note: | Not all tabs are available in every version of the software. |
Data Errors
Note that tabs may be disabled if data on prior tabs is not entered correctly. If this is the case, a button will appear on the top-right of the tab that has the problem data (the right-most enabled tab).
| For Example: | In the image above, the tabs to the right of the Taxation are disabled. This indicates that there is a data error on the taxation tab. |
Clicking on the button will drop down a dialog showing where the data error occurs:
Data Input
On each tab, data is entered for the indicated topic. Click on the link below for more information about a specific tab:
1.Setup
2.Taxation
4.Client & Spouse Retirement Plan
5.TSP/Federal Savings Plan Tabs
Calculation Data
Click here for information about the Calculations tab.
