- Client Identification - Trust Information
The first step in preparing a client's file is to enter all
their relevant data on the Trust Information form. This
information will automatically be carried forward to other forms as
it applies.
Identification
Enter the name of the trust for which the forms will be prepared.The language will automatically pre-fill based on the information entered in the Default values section of the Preferences option, in the Tools menu.
Fiscal Year
Enter the start date of the trust's fiscal year and DT FormMax will input the year-end.Address
The Trust Information form allows two entries for the addresses. To indicate which address to print on the forms, choose the appropriate option under "Address to print". If the option is left blank, DT FormMax will default to the trustee's address.Business Numbers:
Enter all business numbers that apply to this client.Date
The sign date will automatically pre-fill based on the information entered in the Default values section of the Preferences option, in the Tools menu.Currently, in order to modify any pre-filled information, right-click on the field and select Override.