Change the plan type
Benefit plans can be large or small. Large plans have 100 members or more, small plans have 99 or fewer. If you don't make a selection, the application defaults to small. Take the following steps to change the plan type.
- Proforma the client's data from the previous year.
- Open the5500screen in the General folder.
- ChooseLorSfrom theType of return to calculatedropdown list.noteThe application prints various schedules and issues diagnostic messages based on your selection.
