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Print this pageForward this document  The client letter

DT Max provides you with a client letter which can be used by any tax practitioner as it offers the flexibility to customize it to suit your preferences.

The program automatically generates a customized client letter in accordance with the contents of the taxpayer's return (and the returns of his family members, if any). In it, you can find the areas where the taxpayer's signature is required, an indication of the balance due or refund payable, and various other tax-related information pertaining specifically to the taxpayer (e.g. the maximum RRSP deduction eligible for the following year.)

DT Max's default client letter is located in the DT Max subdirectory under DTnWLET.YYE and DTnWLET.YYF (where the "n" represents the program number and the "YY" part represents the last two digits of the applicable tax year), for the English and French versions respectively.

Do not edit the default client letter as your changes could be overwritten upon installing a subsequent version of DT Max.

Customizing

Customization of the client letter is enabled for the sole purpose of fulfilling your needs. This feature should only be used if needed, as maintenance of customized client letters is rather demanding.

  • If you need or want to edit it during the tax season, you will have to find out which clients were sent the letter already.

  • You should verify the customized client letter when you receive a new version of the program that may contain relevant changes, to ensure that it remains accurate.

  • You will have to check that the syntax is correct (i.e. the required control codes are used in the proper places).

Despite these warnings, there are several excellent reasons for customizing the client letter. For instance:

  • You can translate the letter to a language other than English or French for a particular client.

  • You can expand the letter by adding conditions that will enable you to give your client a more detailed analysis of the tax return.

  • You can modify the margins to fit your company's letterhead.

  • You can adjust the level of formality in the language.

  • You can use it to identify what documents to get from your client, based on what was provided the previous year.

  • You can use it as a reminder to submit instalments to the governments.

For more information, see also ...

March 19, 1999