Within the structured income plan you can create a new scenario by replicating the accounts and incomes from previous scenarios under the create new scenario function.
Step 1: Edit: Click on the green Edit button underneath the Structured Income Planning sub-heading.
Step 2: Edit or Add Scenario: Click on the green Edit or Add Scenario button underneath the Structured Income Planning sub-heading.
Step 3: Create New Scenario As: Click in the text box next to the green button titled Create New Scenario As.
Step 4: Edit the Text Box: Delete default name and type in the new title for the current scenario.
Step 5: Clicking: Double click on the green Rename Current Scenario to button located next to the text box.
Step 6: Accounts Drop Down Carrot Arrow: Click on the drop-down carrot arrow in the text box located in the accounts section.
Step 7: Account: Select which account you would like to replicate.
Step 8: Replicate: Click on the green replicate button on the righthand side of the screen.
Step 9: Repeat: Repeat until all accounts have been replicated.
Step 10: Incomes Drop Down Carrot Arrow: Click on the drop-down carrot arrow in the text box located in the incomes section.
Step 11: Income: Select which income you would like to replicate.
Step 12: Replicate: Click on the green replicate button on the righthand side of the screen.
Step 13: Repeat: Repeat until all incomes have been replicated.
Step 14: Target Drop Down Carrot Arrow: Click on the drop-down carrot arrow in the text box located in the target section.
Step 15: Target: Select which target you would like to replicate.
Step 16: Replicate: Click on the green replicate button on the righthand side of the screen.
Step 17:Limitations: SIPS will only allow you to select one target income.
Step 18: Tax Drop Down Carrot Arrow: Click on the drop-down carrot arrow in the text box located in the target section.
Step 19:Tax: Select which tax you would like to replicate.
Step 20: Replicate: Click on the green replicate button on the righthand side of the screen.
Step 21: Limitations: SIPS will only allow you to select one tax.
Step 22: Save: Click on the green save button underneath the manage scenario subheading.
Step 23: Structured Income Plan Scenario: In the text box the new scenario should be reflected.
Step 24: Saving the Structured Income Planning Scenario: Click the green Save button underneath the Structured Income Planning subheading.
Step 25: Edit: If you need to make an edit to the structured income plan click on the green edit button underneath the Structured Income Planning heading.
Step 26: Cancel: If you need to go back to the previous page, click on the green Cancel button underneath the Structured Income Planning subheading.
Step 27: Logout: To sign out of SIPS, click on the Sign Out heading that is located in the upper right-hand side of the screen.
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