The following sequence portrays typical data entry, document compilation, and retrieval.
1. Schedule F is selected from the Data tab of the ddbtor's Documents Menu (finished documents have a > in front of them):
2. The following data screen comes up after clicking Continue (you will immediately go to the screen in Step 3 if data has previously been entered):
3. You have an opportunity to immediately review, edit, add to your entries:
4. You can then either double-check, edit, or add to your entries; compile the form; or wait to compile or recheck your data later (Step 3 will come up when going back into a form which has previously-entered data):
5. Compiling will take you back to the Documents menu at which you can go to the Edit/View/Print tab (right-most) and select the document(s) for retrieval/editing/viewing/printing:
6. You will then be sitting in the document(s) - shown without pagination footer:
7. FreshStart can then be restarted from the custom toolbar. You'll be taken directly back to the Documents Menu for the last-visited debtor file (Step 5 above) at which you can either retrieve more documents or click the Data tab (Step 1):
FreshStart bankruptcy software features an interface which virtually eliminates the need to enter data directly into the document. User prompts are confined to those essential for entering pertinent client information. Forms generation, data manipulation, and statistical computations are carried out in the background.
- Mailing List automatically generated.
- Documents automatically format to your default printer.
- Skips questions irrelevant to the active client's filing status.
- Zeros out blank fields with 0.00, None, n/a, or a blank check box.
- Automatically compiles/updates Petition, Summary, Summary of Statistics, Declaration Concerning Debtor's Schedules, Mailing List (matrix), Form 21 (SSN), and ECF Header/Declaration.
All documents can be modified and added-to as required; and a blank or "None" form will be generated when a document's data fields are empty. To facilitate data entry, all calculable numbers are automatically punctuated and converted to currency format when placed in final documents.
Schedule C exemption citations are selected/installed as needed for then-current debtor file. Two exemption lists can be accessed; Federal and state (two state lists in California). Also, commonly-used creditors (Schedules D and F) can be pre-loaded/edited.
An emergency Petition can be generated within minutes of opening a client's file.
A set of individual forms includes, but is not necessarily limited to, the Petition, Summary of Schedules, Summary of Statistics, Schedules A-J, Declaration, Mailing List, Mailing List Verification, Attorney Fee Disclosure, Mailing Affidavits or Certificates, Statement of Financial Affairs, Statement of Intent, Reaffirmation Agreement, Means Test, Credit Counseling, and /Financial Management course certificate.
- Chapters 7, 9, 11, 12, and 13.
- Includes current Official Forms.
- Context-sensitive and CHM Help.
- Maintain unlimited debtor/client files.
- Intuitive, simplified data input screens.
- Output in typeset-style Official Forms format.
- Runs in Microsoft® Word 2000-2010 for Windows.
- Same-office network/multi-machine use permitted.
- Vertical and horizontal Mailing List (matrix) formats.
- Auto-enters Office/County codes for electronic filing.
- Official Forms output includes document name and version date.
- Automatic Official Form building, calculations and data transfers.
- Accommodates use by Bankruptcy Petition Preparers and Attorneys.
- Auto-enters Summary information, Petition statistics, and Summary of Statistics.
- Auto-transfers A and B properties to Schedule C for easy allocation of exemptions.
- Electronic filing (ECF) compatible with Adobe Acrobat or cost-free MS-Office Add-in.
- Auto-transfers A and B properties to Schedule D to facilitate entry of secured interests.
- Editable/self-calculating Form B22A (Income and Means Test) containing internet hyperlinks
- Auto-transfers secured claims, executory contracts, and unexpired leases to Statement of Intent.
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