The three screens

In the program, these three windows are represented by the following three icons: 

The first icon displays the client list. This list comprises all the clients that you have on this database. These may be individuals, corporations, or trusts. You may customize this list per your preferences, within the options available in the customization feature.

The second icon is the data entry screen for your client's tax information. Note that if you check your client list, the cursor will be sitting on the name of that particular client.

This is where all the tax information is entered for this client's file. It includes the annual tax information entered by the tax preparer as well as the permanent data, and the historical and carryforward information entered automatically by DT Max for reference in future years.

The third window displays the tax return, thus allowing you to see the results of the tax calculations. To refresh the results, simply click that window.

If you are not using a large monitor, you may prefer working in full-screen mode. To do so, click the box in the upper right-hand corner of the screen.