When calculating a T1 tax return, DT Max takes into account the possibilities for transfer of data between spouses and from dependants to their supporters. However, DT Max can only do this if all the information is available in the database. If spousal or dependant data is missing, DT Max's calculations may be erroneous. Therefore, it is important for all members of a T1 client's family to be entered in the database. The corporate tax return is optimized as well, although the information from related corporations is not taken from their respective tax files. The same applies to trust returns.
To see changes in calculations when entering data for a tax return, click the
Display tax return tab DT Max will not display tax returns that are not required (e.g. certain dependants). If you want to see a return or schedules that are not being displayed, enter the keyword Display-OV in the client's file. If you wish to recalculate a tax return even though DT Max does not deem it necessary, select the option Recalculate current client from the Tools menu, or press [Alt+F9].
Calculating a batch of clientsIf you want to run calculations for a large batch of clients, mark the clients you want calculated in the client list, and choose Batch calculations from the Tools menu.August 16, 2005 |
on the greyed out return,
or press [F9]. In case of data errors, DT Max
will not be able to recalculate until these errors are corrected.