Forms manager

To specify the printing condition of a particular form for any given destination, click the appropriate cell using the right button of your mouse, and then choose the required condition from the "Printing conditions" section located at the top of the window. Alternatively, right-click the appropriate cell and select a printing option from the drop-down menu. The options offered are described below.

Note that the printing options available for any given destination are restricted to those that are relevant to this particular destination. For example, because no form can be efiled to the office, that specific option would not appear in the menu for that destination.

• Print if required (paper)

  The form will be printed only if without it, the tax return would be missing a required component or otherwise be considered incomplete.

  Note that DT Max will not print schedules with results of zero or less (except for income and expenses schedules and capital gains schedules). DT Max will also not print such forms when efiling.

• Print if required (efile or paper)

  The form will be printed even when the client's return is being efiled. Typically, this form must be sent to the government even when efiling.

• Print if data exist

  The form will be printed not only if required to make a complete tax return, but also if it contains any information that may be useful in understanding or verifying the return.

  Keep in mind that DT Max will display all forms relevant to a tax return, regardless of the printing conditions selected for the various destinations. Therefore, if you want to print any of the forms displayed, for your client or for verification, this is the option to select.

• Do not print

  The form will not be printed for this destination.

To apply the same printing condition to a block of destinations, a block of forms or both, hold down the [Ctrl] key, use the left button of your mouse to select a range of cells, and then choose the appropriate printing condition using one of the two methods described above. To select all forms for a particular destination, click on the name of the destination with the left button of your mouse.

The forms and schedules can be listed three different ways. This is done by choosing the desired order from the "Form order" section located in the upper-right corner of the window. The options offered are described below.

• Screen order

  The forms and schedules will be listed in the same order that they are displayed on the tax return screen.

• Print order

  The forms and schedules will be listed in the same order in which they are printed.

• Alphabetical order

  The forms and schedules will be listed in alphabetical order. This makes it easy to find a given form or schedule.

Once you have completed defining the printing condition for a form, click Save to save your changes and repeat the procedure for other forms, as required.

Any changes made to this setup will become the current default settings until standard default values are restored. This can be done with the Form mapping reset button which gives you two options to choose from:

• Reset to company's defaults

  This will allow you to restore the default settings of your firm as previously set by your system supervisor.

• Reset to DT Max defaults

  This will allow you to restore the default settings originally incorporated in the DT Max program.