Probate Plus v5 support articles
Support, troubleshooting and how-to articles for Probate Plus v5
Beneficiaries
Income
- Recording income produced by a bank account created after death
- How do I allocate income to a specific legatee?
- How do I handle accumulation funds and their dividends?
- Record pension payments received after death
- Recording income from assets (PPv5)
- Credit estate with interest from client monies on deposit. See all 7 articles
Legacies
Expenses
- Refund or credit of administration expense
- Record costs paid by the estate on behalf of a legatee
- Record costs associated with a legacy going to residuary beneficiaries?
- Record regular, repeated expenses e.g. direct debits
- How do I show an expense as having been paid in installments? (PPv5)
- Recording expenses (during administration) (PPv5) See all 9 articles
Assets
How do I?
Cash Tracking Accounts
- Credit with Utilities Company - Using a Cash Tracking Account
- Premium Bond Winnings. Using a Cash Tracker.
- What does 'Notionally Collected' mean?
- How do I print transactions from a cash tracking account? (PPv5)
- Do I always need to use cash tracking accounts?
- Cash Accounts: How do I edit a cash tracking account? (PPv5) See all 16 articles
Form filling
- Laserforms - Building an IHT400 Form Bundle (PPv5)
- Does Probate Plus complete the R185?
- Fill in IHT forms using Probate Plus?
- I've opened a PDF form in my Internet browser, why won't Probate Plus fill it in?
- Value for banks and building societies differs between Probate Plus and the IHT form?
- IHT form isn't totalling or calculating. Why? See all 9 articles
Reports and accounts
- Building a bespoke bundle of reports
- Adjust report margins (e.g. if printer can't print full-width)
- Saving your favourite report bundles
- Can't see all figures in numeric column? (PPv5)
- How do I print transactions from a cash tracking account? (PPv5)
- Creating a table of contents for reports (PPv5) See all 15 articles
Using the Document Pack
- Using an external firm to extract the oath
- Difference between addressee's 'Unique Name' and 'Real Name'
- Installing the Word document pack add-on (PPv5)
- How do I get rid of commas and other punctuation in addresses? (PPv5)
- Why are the executor's name &/address missing on an oath? (PPv5)
- How do I turn off page numbering? (PPv5) See all 11 articles