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How do I enter business data when my client is a partner with a share of the business?

In the Business group, use the keyword Bus-Partner to enter information about the other partners, including the percent share for each partner. DT Max will assume the balance to be the percent share of your client. Enter the full amounts of business income and expenses. However, use the keywords Partner-Inc and Partner-Exp for income and expenses respectively that are 100% attributable to your client. Amounts in the Vehicle-Exp subgroup may also be attributed to either the business or partner. Moreover, CCA-Type, in the CCA-Class subgroups within the Business group, allows you to specify whether this CCA is at the business level or at the partner level.

To copy business information between partners:

  1. On the right-hand side of the screen, display the keyword data for the partner that you want to copy from by selecting the option Other client in the drop-down menu titled Right-hand side display, in the keyword data editor, and entering the client number of the partner.

  2. Mark the data that you want to copy using the [Ctrl] key with a left click for a single keyword or [F5] for a block of selected keywords.

  3. From the mouse's right-click menu, select Copy to left-hand side.

  4. At this stage, don't forget to edit the partner information.

October 22, 1999