FAQ 899: Pattern Plan statutory limits and rates

Problem: Statutory entries are outdated when I create a new plan. How can I prevent this?

Solution: When you update a plan to the next year, many of the statutory entries are also updated provided the old ones are consistent with the old statutory requirements. You should first make sure those limits are correct in your pattern plan, and then each year when the Fall update is released you should update your pattern plans as you do an active case using "Calculations/Update to new period."