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Print this pageForward this document  Client letter options

The DT Max default client letter is located in the DT Max system directory (C:\Program Files\DT Max\). The English default letter is DTnWLET.yyE and the French default letter is DTnWLET.yyF, where "n" represents the program number and "yy" represents the applicable tax year.

If you wish to use a different client letter as a default, you may use the feature titled Create new letter template found under the Client letter option of the Preferences menu.

  1. Select the letter that you wish to use as a template for your new customized letter among the existing English, French and other letters. DT Max will then prompt you to enter the file name of the new letter template. We recommend that the template files be named DTnLET.yyE for the English, and DTnLET.yyF for the French, and that they be saved in the \T1\yyyy year-specific database sub-folder.

  2. Once you have assigned a name to your new client letter, click Create new template and the template letter chosen will then be copied to the new path, under the new name.

  3. Next, click the Edit template button in order to easily edit the letter using the Notepad program. More details are available in the document Customizing the client letter.

  4. Once you are satisfied with your new letter, use it whenever you wish by selecting it instead of the DT Max default letter. To do so, simply tick and browse. DT Max will search for the desired letter in the following locations:

    1. First, it will try the letter template file indicated in the keyword ClientLetter , if any.
    2. Then, if the client letter options specify a particular letter to be used rather than the default, it will look for that one.
    3. Thirdly, it will look for the template DTnLET.yyE year-specific database sub-folder.
    4. Last, it will look for the letter DTnWLET.yyE in the DT Max system directory.

If your firm uses both English and French to communicate with clients, make sure that a new default client letter is created in French as well.

For more information, see also ...

March 4, 2003