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.
  1. Proforma the client's data from the previous year.
  2. Open the
    5500
    screen in the General folder.
  3. Choose
    L
    or
    S
    from the
    Type of return to calculate
    dropdown list.
    note
    The application prints various schedules and issues diagnostic messages based on your selection.

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