DT Max GIFI editor

The DT Max GIFI editor is displayed when you press [Enter] (or when you double-click) on the description field of the GIFI-FIELD keyword, in the data editor.

The GIFI editor is useful to manually enter GIFI information for a corporation. This editor uses an expandable list to find and enter GIFI amounts. To expand or contract the list, click the plus (+) or minus (-) symbol, or press these keys on your keyboard. Scroll to the desired item and enter the appropriate amount. The list contains either balance sheet or income statement GIFI items. This depends on the selection made for the GIFI-FORM parent of the GIFI-FIELD keyword.

The GIFI is divided into blocks of items. One or more items at the start of each block appear in green. These are generic items which represent the contents of the block. Use a generic item when you cannot find an exact or close match to the item on your financial statements. Note that a generic item at the start of a block does not represent the total of the items in the block.

Certain GIFI items are automatically calculated from component items. These automatic totals are shown in bold and are continually updated by the software as GIFI information is changed. Normally, you should not enter amounts for these totals. However, if you do, the amount you enter will be considered an override and will prevent further updating of that total. Overridden totals are shown with an override icon to the right of the amount. To remove an override, just delete the amount that you entered. The automatic calculation will then resume immediately.

The search feature helps you find GIFI items. To use this feature, enter a search word for the item that you need in the search box located at the bottom of the GIFI editor. Click Find to find the first match then click Next to find subsequent matches. Note that the search will only look in the current list set (i.e. either income statement or balance sheet).

To switch from entering GIFI items for the income statement to GIFI items for the balance sheet (or vice versa):

1. Return to the keyword data editor.
2. Select the appropriate GIFI-FORM.
3. Double-click the desired GIFI-FIELD.

The GIFI editor should now display the other set of GIFI items.

For the CRA's guide to GIFI's, including more information on GIFI items, click here.