The keyword system

The keywords that you use tell DT Max what kind of tax information you have, and the options you choose (where required) make this information more specific and, consequently, more useful.

When using keywords, you don't have to worry about identifying the proper field or line number where to enter the tax information. Data is entered on a single screen, in any order you like. You never need to search through hundreds of forms. The program organizes and manages the data for you, thereby optimizing the tax payable for any given family unit.

Family members are grouped together as a unit in order to enable optimization and simplify client management for the tax preparer. An individual file is created for each member of the family unit, where all relevant data is entered, respectively.

Keyword help (activated by clicking the Keyword help icon or by pressing [F8]) allows you to quickly find the applicable keywords for any tax information. The most commonly used keywords soon become familiar. However, because previous year information is available for comparison on the right-hand side of the screen (as on a financial statement), you should not have to enter new keywords very often.

Also, when creating new client files, you can display the file of a similar client, existing or fictitious, on the right-hand side of your screen to eliminate the need to enter new keywords.

The keyword help system, together with features such as the text macros and the "ditto" key, give you superior speed and convenience in data entry.

Displaying the keyword data of a client's spouse or any of the client's tax plans on the right-hand side of the screen will help tax planning as well as verification of data entry. You can also enter data from plans by selectively marking data on the right-hand side and copying it into the tax file.

After all data is entered in this compact format, you are just one mouse-click away from viewing the complete tax return on the screen, exactly as it would be printed.