In the Canadian version of our software, you will need to manually add CPP/QPP & OAS to your client's plan.
Here is an example of how.
1. With the Dashboard selected in the top navigation
2. Click the plus button (+) bottom right.
3. Select CPP/QPP
Under Type: Select Estimate from income. This will cue the software to estimate CPP based on their current income.
Click Save.
For Old Age Security (OAS)
1. With the Dashboard selected in the top navigation
2. Click the plus button (+) bottom right.
3. Select Old Age Security
Under Type: Select Estimate. This will cue the software to estimate their OAS based on current income.
Click Done and this will save their estimated OAS into the plan.