Use the following workflow to guide you through the process of filling out Form B22A, B22B, or B22C. The chapter you select on the Voluntary Petition determines the type of Form B22 you must complete. As you proceed through the windows in Form B22, note that some of the fields are already filled in with information that you entered previously in the client case.

Before you begin, you may want to:

• Open the EZ-Filing calculator
• Integrate paycheck information from Form B22 in Schedule I

To fill out Form B22:

1. Add debtor information
2. Add information about wages, salary, tips, bonuses, overtime pay, and commissions. Do either or both of the following:

• Add paycheck information using the default template
• Add paycheck information using a fast-entry template

3. Review the Paycheck and Deduction Summary Worksheets
4. Add other sources of income information
5. Review the Other Income Summary Worksheet
6. Revise the marital adjustment
7. Review the analysis of total monthly income
   
8. Do one of the following:

• If debtor is filing Chapter 11, STOP here.
• If debtor is eligible to file under Chapter 7 or 13, continue with the next steps.

9. Add the IRS standard deduction information
10. Adjust payroll deduction information
11. Add other expense deduction information for § 707(b)
12. Add secured and prior debt information
13. For Chapter 7, determine § 707(b)(2) presumption
14. For Chapter 13, add administrative expenses and § 1325(b)(2) deductions
15. Add additional expense claims
16. Review the completed Form B22

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