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Posted: Aug 07, 2009

How can I revise the format and content of a Chapter 13 plan generated by EZ-Filing?

In EZ-Filing > Chapter 13 plans

Answer

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You can revise the format and content of any individual filled-out Chapter 13 plan (except Puerto Rico) that was generated from an EZ-Filing plan template. For example, you can manually fill in fields that weren't automatically filled in, create text or format unique to the individual plan, or overwrite case-specific data that doesn't reflect your intent. Revising a plan in this way overwrites the case-specific data in the generated plan but not at its source in the bankruptcy forms and schedules.

  1. In the main menu bar, select Client>Chapter 13 Plans>Worksheet/Calculator.
  2. Click (or ) to open the plan in the text editor.
    (The icon is green if you've previously saved an edited plan.)
  3. Edit the plan in the text editor.
    For more information, see How do I use the EZ-Filing text editor?
  4. In main menu bar, select File>Exit to save your work and close the plan.


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