You can alter any of your default assumptions through the use of the Assumptions tab. The data entered here will apply to all new client files. Enter the new default assumptions to be used and click 
.
Default Province: Select the default province that will be set in Province field on the Address tab of Step 1 for new client files.
Inflation Rate: Enter the default percentage that is entered into the Inflation field on the Indexing tab in the Settings area of the data entry wizard.
Real Estate Index: Enter the default percentage that is entered into the Real Estate field on the Indexing tab in the Settings area of the data entry wizard.
Business Value Index: Enter the default percentage that is entered into the Business field on the Indexing tab in the Settings area of the data entry wizard.
Lifestyle Debt Index: Enter the default percentage that is entered into the Lifestyle Debt field on the Indexing tab in the Settings area of the data entry wizard.
CPP/QPP Start At: Select the default setting for the Start At field on the CPP/QPP tab on Step 2 of the data entry wizard. Select Retirement to start CPP at the planned retirement age. To default CPP to start at a certain age, select Age and then enter an age.
Pension Withholding Tax %: Enter the default percentage that is entered into the Pension Withholding Tax field on the Pensions tab on Step 2 of the data entry area. This percentage is removed from any pension income prior to the incomes being received from a cash flow perspective.
Life Insurance: Select the default setting for the Life Insurance field on the Human Capital tab in the Settings area of the data entry wizard.
Critical Illness: Select the default setting for the Critical Illness field on the Human Capital tab in the Settings area of the data entry wizard.
Disability: Select the default setting for the Disability field on the Human Capital tab in the Settings area of the data entry wizard.
DI % Income: Select the default setting for the DI % Income field on the Human Capital tab in the Settings area of the data entry wizard.
LTC % Income: Select the default setting for the LTC % Income field on the Human Capital tab in the Settings area of the data entry wizard.
Auto Allocate TFSA: Select the default setting for the Auto Allocate field on the TFSA tab on Step 3 of the data entry wizard.
Assumed Life Expectancy: Select the default age for the Assumed Life Expectancy fields on the Life Expectancy tab in the Settings area of the data entry wizard.
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