T1 planner

Shortly after the end of the tax season, DT Tax and Accounting Software releases a version of DT Max referred to as a the "planner", which constitutes a preliminary version of the program for the current tax year, intended for the next tax season.

The planner features calculations based on information obtained from budget announcements and other such sources. Of course, it does not yet feature the official forms prescribed by the governments, which are only made available at the very end of the year.

With the T1 planner, the preliminary tax planning for your clients is fully integrated with the rest of the program. You can toggle between the different tax years (i.e. the recently completed tax year and the current one) using the Change tax year option from the File menu.

All the planning features described in the document titled Tax planning with DT Max are available in the program at all times and may be useful to you both before and during the tax season.

Deceased or bankrupt taxpayers

While the planner version is not suitable for filing the returns of living taxpayers, it can legally be used to file returns on behalf of deceased taxpayers. Upon calculating, tax plans will appear with our preliminary updates of tax forms for the new tax year but returns of deceased taxpayers will appear on approved forms from the previous tax year, pursuant to the CRA's instructions.

For more information, look up the document titled Preparing the return of a deceased taxpayer.

This also applies to the filing of bankruptcy returns.