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Print this pageForward this document  Toolbar for the data entry screen

Three tabs appear systematically 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.

enables you to add a new keyword to a client's file in a dialogue box that appears in the centre of the screen.

will tell you what a particular keyword does, and how it is used by DT Max.

allows you to activate and disable the SmartStart sections.

allows you to select the relevant SmartStart sections.

enables you to reduce the display font size.

enables you to increase the display font size.

is used to show 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 mark the client's keyword data as verified.

enables you to print the keywords for the client whose data is being entered.

is used to save information you have just entered. This is only necessary when you want to make sure that your latest changes to a client's file are saved immediately.

enables you to see what errors and warnings are present in the data you have entered. Note that this icon is highlighted only when warnings or errors are in fact present in your client's keyword data.

is used to add a new client to your database.

appears only in the T1 program. It enables you to go to the data entry screen of another family member quickly without having to return to the client list first.

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.

provides context-sensitive help which, in this case, brings up the main help screen for data entry.

Below the toolbar are two drop-down menus. The first one indicates the type of return being displayed. Choose the type of return you want by clicking the appropriate selection.

The second drop-down menu is a box where you can select information to display on the right-hand side of the screen.

November 10, 2005