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Print this pageForward this document  Finding the right keyword

As soon as you have entered a keyword, DT Max displays a brief one-line description of what the keyword represents, on the status bar at the bottom of the data entry screen. (If the status line is not there, make sure that the Display status bar option on the View menu is checked.) This will help you ensure that you are entering the data correctly. If you input an invalid keyword, an error message will appear.

Online help is available to guide you with the use of the keywords.

The [F8] function key displays a menu offering several methods to find keywords:

  • topic - provides an alphabetical index by tax topics
  • jacket order - provides an index arranged in the order in which items appear on the jacket of the tax return
  • form number - provides an index of the various tax return schedules and forms by number
  • alphabetical list - provides an alphabetical index by keyword
  • secondary keywords - shows a list of all the keywords

Select the method you want to use, then move the cursor to the item you are interested in and press [Enter] to display the candidate keywords for this subject. When you find the keyword you need, click Paste keyword into client's file and press [Enter] (or double-click the keyword) to paste the marked keyword directly into the data input line.

Context-sensitive online keyword help

More information about the use of the keyword and what it is intended to do is also available online from within the program. From the data entry screen, simply place your selector bar on any keyword you want and press [Ctrl+F8]. When searching for a keyword, click the icon Keyword help index. In the window being displayed, select More information about this keyword.

Alternatively, you can also get assistance by selecting Keyword help from the Help menu.

Repeating keywords

Some keywords can be repeated several times in a client's file, while others are intended to be used only once. If you try to re-enter a keyword which can only be used once, DT Max will warn you of the error and ask you to correct it.

Abbreviations

DT Max will recognize keyword abbreviations provided that the first letter of the abbreviated keyword is correct. This enables you to enter data with a minimum of effort while displaying the data with explicit descriptions. If the abbreviation keyword entered is unambiguous, the full length keyword will automatically be shown underneath (together with a short description on the status bar). If the abbreviation entered is ambiguous, a list of keywords matching your abbreviation will be displayed for you to select the one you want.

Aliases

Aliases allow you to type words that are easy to remember, as well as actual keywords. For example, typing the common term WELFARE prompts the DT Max keyword SOCIALASSIST to appear, and the T-slip name T4PS prompts the keyword T-Slip with the cursor sitting on the option T4PS ready to be selected.

August 15, 2005