The client database

The DT Max database is independent from the program itself. This is why you must indicate the desired database location on the DT Max splash screen, thereby telling the program where to go find it so that you can access it.

You can choose the location of your database and create it in the directory of your choice. For instance, in the relevant field on the splash screen, you could simply enter "C:\Clients" and DT Max would automatically create the new directory named "Clients" on your hard drive.

Within a database, each taxpayer has his own unique client number and is managed independently from the other taxpayers present in the same database.

In the T1 program, the notion of family comes into play to create groups of clients brought together using the keyword Relation. The database keeps not only the tax information pertaining to your client but also that of each of his family members. Then, in the client list, when you select the option Family in the drop-down menu located in the upper-left area of the screen, you can see the name of the family head, with the name of the spouse slightly to the left, and the names of dependants to the right. DT Max uses all the tax information available with respect to a family unit in order to optimize the tax results for the entire family.

This data is what you will see when displaying the tax return, although some of it may be used in financial or tax planning.

Information about a client's processing status, i.e. where the client stands in the tax preparation process, is also stored in the client database.

The client database is a permanent record of such information. You can access it at all times to check up on the tax data, see what status a client has reached in the tax preparation cycle, verify your investment advice, or even just to locate a client's address and phone number or notes added to a client's file.

There is no maximum number of databases that can be created, used and managed. The only limitation stems from the fact that a client belonging to database X can not be merged into database Y unless his client number in X is not currently in use by another client already present in database Y.

No matter how large your client database is, a search only takes a few seconds.