General
Basic data of the phase and personal details of the parents.
Once the result is unlocked the General tab is read-only (orange banner).
To change it, use the Request unlocking of the General tab button and send a reasoned request to technical support.
Before payment, missing required fields are highlighted in red.
Phase data
Reference date *
Calculation date for this phase: it determines the children's ages and the tables in force.
Next to it is the period of the phase (open while there is no following phase).
Family status
Married or not married, with the dates of cohabitation, marriage, separation and divorce.
For married parents the tab shows the length of the marriage and, where relevant, a reminder to consider spousal maintenance.
If spousal maintenance is not owed (e.g. no maintenance after divorce, or waived in the agreement),
the actual marital status stays as it is and the maintenance is excluded in the PRO tab.
Legal basis: Art. 125 CC.
Previous families
Enable it if one or both parents have obligations towards children of previous relationships. It enables the Previous families tab.
Legal basis: Art. 276a CC.
Children
List of the children with their age at the reference date (marked «adult» where relevant).
The Edit children button opens the case for editing.
Children aged 18 to 25 are treated as being in education and calculated separately, under the rules for the maintenance of adult children (Art. 277(2) CC): see the PRO tab (Adult children in education) and the Result tab.
Children aged 18 to 25 are treated as being in education and calculated separately, under the rules for the maintenance of adult children (Art. 277(2) CC): see the PRO tab (Adult children in education) and the Result tab.
Parents
The fields are repeated for P1 — without the children's domicile and P2 — with the children's domicile.
First name *, surname
As they should appear in the PDFs and communications.
Date of birth *
The age at the reference date is shown next to it.
Email *
Used for the invitation to the platform and for notifications. If it matches the parent's login address, it cannot be changed.
Phone, address, postcode, town, country
Optional. They appear in the PDFs for identification.
Occupation
Optional. It appears in the PDFs but is not used in the calculation.
The employment rate is not entered here: it is in the Parent data tab.
Internal notes
Internal notes
The adviser's notes. They are not used in the calculation or the PDFs and are not visible to the parents.
They are saved with the Save notes button.