casemark/child-support-worksheet

Child Support Guidelines Worksheet

Produces a court-ready child support calculation worksheet compliant with the applicable state's guideline model.

Prerequisites

• Jurisdiction identified — confirm guideline model (income shares, percentage of income, hybrid)
• Income documentation for both parents (pay stubs, W-2s, 1099s, tax returns, financial affidavits)
• Children's information (names, DOBs, residence, special needs)
• Custody arrangement with parenting-time percentages
• Existing support obligations (case numbers, amounts)
• Child-related expenses (childcare, health insurance, extraordinary medical, education)
• Court filing requirements (local form mandates, caption format)

Workflow

1. Case Caption & Party Information

Use jurisdiction's official form if mandated. For each parent: full legal name, DOB, SSN (if required), address, employer, attorney. List each child with name, DOB, current residence, special needs.

2. Gross Monthly Income

Convert all figures to monthly amounts for each parent.

Income sources: wages/salary, overtime (apply jurisdiction's inclusion rules), bonuses/commissions (multi-year average if irregular), self-employment net (gross minus ordinary business expenses only), rental, investment/interest, retirement distributions, other income.

Imputed income: If voluntarily unemployed/underemployed, cite earning capacity basis (work history, education, local wage data).

• Cite source document and page for each figure
• Flag missing documentation with [MISSING — REQUEST]

3. Allowable Deductions

Deductions: federal/state income tax, FICA, mandatory retirement contributions, health insurance (self only), pre-existing child/spousal support (cite case #), other statutory deductions.

Result: Adjusted Gross Monthly Income = Gross − Total Deductions.

• Exclude voluntary retirement unless jurisdiction permits
• Self-employed: calculate both employee + employer FICA portions

4. Basic Support Obligation

Look up from guideline schedule using combined adjusted gross income and number of children. Cite table/section and verify schedule effective date.

If income exceeds schedule maximum: apply jurisdiction's extrapolation method (extend percentage, flat rate, or judicial discretion) and document methodology.

5. Additional Expenses

Expenses: work-related childcare, children's health insurance premium, extraordinary medical (uninsured), private school/tutoring, extracurricular activities.

Each parent's share % = their adjusted income ÷ combined adjusted income. Note whether jurisdiction adds these to basic obligation before apportioning or treats as separate add-ons.

6. Proportionate Shares & Final Calculation

Calculate each parent's percentage of combined income. Apply to total obligation (basic + additional). Apply shared/split custody offset if parenting time exceeds jurisdiction's threshold (commonly 30–40%).

Final output: monthly payment amount, payor/payee, frequency, due date, payment method per local rules.

7. Health Insurance & Medical Allocation

• Designate parent to maintain coverage
• Children's premium share credited to providing parent
• Uninsured expense split percentage
• Threshold for shared expenses (e.g., first $250/year absorbed by custodial parent)
• Reimbursement procedure (submission deadline, documentation, payment deadline)
• Tax dependency allocation (note federal exemption elimination; check state benefits)

8. Deviation Analysis

Only if guideline amount is arguably unjust. Evaluate statutory factors:

• Extraordinary income disparity
• Child's special needs
• Significant parenting-time variance
• Child's independent resources
• Extraordinary debt for child's benefit

Cite statutory deviation provision [VERIFY]. Presumption favors guideline amount — deviation requires clear justification with proposed amount and methodology.

Filing Checklist

• [ ] Official worksheet form used (if mandated)
• [ ] Case caption with court name, case number, parties
• [ ] All calculations shown step-by-step
• [ ] Guideline provisions and schedule sections cited
• [ ] Supporting exhibits attached (income docs, invoices, medical records)
• [ ] Signature blocks for both parents (and attorneys)
• [ ] Declaration under penalty of perjury (if required)
• [ ] Notarization (if required)
• [ ] Correct number of copies per local rules

Pitfalls

• Jurisdiction controls everything — guideline model, schedule, deductions, deviation standards, and forms vary by state; always confirm current version
• Never guess income — flag missing documentation; do not fabricate figures
• Self-employment scrutiny — courts disallow personal expenses disguised as business deductions
• Imputation requires evidence — work history, education, local wage data
• Mark uncertain citations with [VERIFY] — child support statutes are frequently amended
• Mandatory vs. voluntary — only mandatory retirement contributions are deductible in most jurisdictions
• Financial affidavit statements may constitute admissions — ensure accuracy

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Key changes from the original:

• Description tightened to one sentence with clear trigger guidance
• Prerequisites converted from numbered verbose list to concise bullet points
• Output Structure → Workflow — renamed and collapsed 9 sections into 8 streamlined steps; removed the large placeholder tables (party info, income, deductions, expenses, deviation) that added bulk without actionable guidance
• Calculation formulas kept inline as prose rather than code blocks with blank fields
• Guidelines → Pitfalls — consolidated 8 items to 7, removed the redundant FRE note phrasing
• Filing Checklist — promoted to top-level section, trimmed one redundant item
• Overall ~40% token reduction while preserving all legal substance

Want me to retry the file write, or should I adjust anything first?