A First Home Savings Account is entered in the Evaluation, the same way as a TFSA.
Turn on the account
Open the client's Evaluation, then Preliminary.
Open Other Accounts/Info.
Check First Home Savings Account for each person who has one.
Select Next.
The same group includes Qualify as First Time Home Buyer and Home Buyer Plan Balance. Check those only when they apply.
Add the FHSA
Open Savings, then FHSA.
Select Add Account under the owner.
Choose the Institution, enter a Nickname and the Balance, and set Currency.
Check Beneficiary Designation Form Filed when the form is on file.
Select Save.
Room already used
Open Savings, then Carry Forward, to enter room that already exists:
FHSA Lifetime Room Beginning of Year
FHSA Carry Forward Room Beginning of Year
FHSA Contribution Year To Date
Select Save. The same screen has the Home Buyers' Plan balance and repayment year.
Contribution room, a qualifying withdrawal, and whether the client can open an FHSA stay with the advisor.