DT Max - Notes

Notes

Notes

Use the keyword Notes to record permanent comments or notes in a client's file.

Any number of separate notes can be entered.

These notes will remain in the file until they are deleted.

They have no impact on the calculation or printing of the tax return.

Notes-Annual

Use the keyword Notes-Annual to record comments or notes that are relevant to a client's current tax year file only. This includes notes regarding the preparation of the client's tax return for the current taxation year.

This keyword may be used to communicate with the verifier or partner in charge.

Use Notes-Annual once for each line of text. You can enter as many separate Notes-Annual as you require.

These notes have no impact on the calculation or printing of the tax return.

Notes-Audit

Use the keyword Notes-Audit to record notes, in the audit trail, about the client or his/her return. Any number of separate notes can be entered.

These notes have no impact on the calculation or printing of the return.

When the client's data is saved, the Notes-Audit keyword is moved from the file to the audit trail. Therefore, when you next access the client's data, you will notice that the Notes-Audit keyword is no longer present in the client's file.

List-Memo1

Use List-Memo1 to enter a short memo for a given client, which will appear in the client list. For instance, this keyword can be used for reminders.

In order for the List-Memo1 entry to be displayed, you must tick the appropriate box in Preferences > Client list settings so that the memo column will appear in the list.

Note that this memo is an annual entry and as such, it is not carried forward from one year to the next.

List-Memo2

Use List-Memo2 to enter a short memo for a given client, which will appear in the client list. For instance, this keyword can be used for reminders.

In order for the List-Memo3 entry to be displayed, you must tick the appropriate box in Preferences > Client list settings so that the memo column will appear in the list.

Note that this memo is an annual entry and as such, it is not carried forward from one year to the next.

List-Memo3

Use List-Memo3 to enter a short memo for a given client, which will appear in the client list. For instance, this keyword can be used for reminders.

In order for the List-Memo3 entry to be displayed, you must tick the appropriate box in Preferences > Client list settings so that the memo column will appear in the list.

Note that this memo is an annual entry and as such, it is not carried forward from one year to the next.

List-Memo4

Use List-Memo4 to enter a short memo for a given client, which will appear in the client list. For instance, this keyword can be used for reminders.

In order for the List-Memo4 entry to be displayed, you must tick the appropriate box in Preferences > Client list settings so that the memo column will appear in the list.

Note that this memo is an annual entry and as such, it is not carried forward from one year to the next.

List-Memo5

Use List-Memo5 to enter a short memo for a given client, which will appear in the client list. For instance, this keyword can be used for reminders.

In order for the List-Memo5 entry to be displayed, you must tick the appropriate box in Preferences > Client list settings so that the memo column will appear in the list.

Note that this memo is an annual entry and as such, it is not carried forward from one year to the next.

Plan-Title

When in tax planning mode, the keyword Plan-Title enables you to enter a brief title to distinguish one plan from another. This title will appear on the plan itself.