You can select which plan you want to work with by choosing Plan in the View menu. You can also select plans through the Type of return drop-down menu, on the data entry screen toolbar. The six available plans are listed as A through F. Unused plans are listed as blank and plans which have been created earlier will be identified by the names they were given using the keyword Plan-Title. If you have selected a blank plan, a menu will appear for you to select existing data to copy into the plan. The option Previous year will copy the data from the year prior to the current tax year whereas the option Current year will copy this year's data, and Next year will copy next year's data or carryforwards. When using the DT Max T1 program, the "Copy from..." feature will automatically copy the selected information for all members of the family unit. If you want to copy selected data only, choose Keep blank, use the Right-hand side display and the Windows marking conventions, then select Copy to left-hand side from the menu which appears when right-clicking in the data entry screen. July 22, 1999 |
