Carryforward

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Carrying forward DT FormMax files

If you used DT FormMax in previous years to prepare your forms and slips, there is no need to re-enter your basic information.

Please note that, by default, the DT FormMax files are stored under Documents\DT FormMax. If your DT FormMax files are in a different folder, you can specify the location by clicking on the menu Tools -> Preferences -> File storage , checking the box in the "Main folder location" section, and browsing to the folder you wish to use.

Here's how to carryforward your DT FormMax files from previous years:

• Select the Carry forward option from the Start page or from the File menu.

• The carry forward window will appear.

  

• Select the file to carryforward and click OK.

• DT FormMax will detect the year of the file you selected and will automatically carry it forward to the next year.

• Once the carryforward has been completed, DT FormMax will only display the forms with carried forward data in the Navigator.

• Then, to include the federal and/or provincial summaries, you need to use the Add forms icon and select the desired summaries to be included in the current year.