Processing statuses and client management

As each client file progresses through the stages of income tax return preparation, DT Max maintains a current processing status for the clients in the database. This status is used by the program to ensure that a client has correctly reached a certain stage before moving on to the next stage.

DT Max automatically records data entry, tax calculations, printing and efile statuses for all clients. It also enables you to keep track of manual tasks such as verification, assembly, mailing and reception of assessment notice for each client's return.

The current processing status for a client is shown at all times in the client list.

In DT Max, a variety of other features provide useful client management tools when considered in light of processing statuses.

• The processing status summary gives a breakdown of the number of clients having reached a particular stage.

• Using the client filters together with the status summary will give you a good idea of the progress and workload of each tax preparer.

  The filter system can help you identify the clients who have reached a particular processing stage such as, for example, those who are ready to be verified.

• The verification system can ensure that tax returns are verified by key personnel.

• The DT Max security system can apply restrictions as to which users are allowed to carry out tasks such as setting the status of a client to "verified".

• The keyword Block can be used to stop the processing of any client.

More information on processing statuses is available in the documents below:

• Listing of individual processing statuses
• Viewing status information for a particular client
• Changing processing statuses