Toolbar for displayed tax return

Three icons appear on all screens while working in DT Max.

will take you directly to the client list.

will bring you to the data entry screen.

enables you to display the tax return.

The fourth item on the toolbar is a drop-down box which specifies the type of return that is being displayed. Choose the type of return you want by clicking the appropriate selection.

will show the page selection index.

will take you to the equivalent form for the other jurisdiction (i.e., federal or provincial). Note that the toolbar icon is highlighted only when an equivalent page exists for the other jurisdiction.

will take you to the previous page of the tax return.

will take you to the next page of the tax return.

will take you back to the last page viewed.

will take you back to the next page viewed.

enables you to view more of the tax return by making it smaller.

enables you to see a specific section of the tax return better by making it larger.

gives you access to the processing status information. It will bring up a dialogue box indicating everything you need to know about the processing status of your client.

enables you to verify the tax return displayed on the screen.

enables you to select pages of the tax return that is displayed on the screen for printing to your printer.

enables you to select pages of the tax return that is displayed on the screen for printing to DT FileCabinet.

is used to save the pages displayed as a PDF file, and to email them, if need be.

enables you to print the entire tax return.

is used to efile a client's tax return.

will open DT FileCabinet. If the current DT Max client exists in DT FileCabinet, that client will be selected automatically in DT FileCabinet. If not, the home page will be displayed.

enables you to display the tax return of a family member of the T1 client whose return is currently displayed on the screen.

provides context-sensitive help which, in this case, brings up the main help screen for displaying tax returns.