The DT Max T1 program treats all clients as members of family units in order to efficiently Optimize their respective taxes. One member of any given family unit must be designated as the family head. The particular identity of the family member designated for that purpose is of very little importance. Note, however, that the family head must be entered in the database prior to the spouse and dependants. Incidentally, for purposes of its T2 and T3 programs, DT Max treats all corporations and trusts on an individual basis.
Adding a new clientGenerally, clients are added to the client database from the client list. When viewing the list, click the right button of your mouse and choose Add new client or press [F3]. In the dialogue box that appears, select the type of client you wish to add depending on whether it will be a family head, a spouse (married or common-law) or a dependant. If you are adding a spouse or dependant (T1), make sure that the cursor is placed on the family head.DT Max will suggest a client number to be assigned to this new client but you may change this recommendation freely as long as the number that you wish to use is not already being used for another client currently on the database. If your new client is not a member of an existing family, DT Max will treat that person as the head of a new family unit. The client addition is implemented by clicking OK. The program then creates an outline data record for this new client and puts it into the data entry screen, waiting for you to enter the rest of this client's tax information.
Adding a spouse or dependant to a T1 clientWhen adding a spouse or dependant to the database, DT Max will insert for you, in the proper fields, all the information that it can enter automatically. These are standard or default values. Please make sure that you verify these entries before accepting them. For purposes of the spouse's file, these fields are LastName, Relation, Status, Sex, PROV-RES and Language. In the file of a dependant, no entry will be made in Sex. However, a blank SIN (000-000-000) will be used for that person.In addition to a family head and a spouse, DT Max allows each family unit to have up to 15 dependants. Because DT Max assumes that all members of a family unit reside at the same address, you are only prompted to enter the address for the family head and not for the spouse or the dependants. However, if the spouse or a dependant has a different address, it may be specified in that person's own file at any time. Avoid entering the same address separately in the individual files of several family members as this would make your work difficult if a family moves. It might also cause mistakes to occur in the tax calculations in certain cases where you may have entered an address slightly differently for family members who actually reside at the same address.
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