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Print this pageForward this document  Custom schedules

Custom-Sched

The keyword Custom-Sched enables you to enter a customized schedule or a message in DT Max. When entering this keyword, you will have to tell DT Max how you wish to process a total, result or calculation. Simply make the appropriate selection from the options offered.

You may want to create a supporting schedule for a calculation, to keep in your own files, to send to your client or to submit to the CRA. If a calculation is involved, enter the amount(s) and a short description, using the keyword Item. Enter positive amounts for items to be added and negative amounts for items to be deducted. DT Max will produce a list of the items entered and their total. Based on the option selected with Custom-Sched, the total may be ignored, or it may be added to or override the amount showing in the field or line number of the income tax return specified with the Field keyword.

See the keyword Custom-Text for information on how to customize your schedule.

The following options are applicable for the keyword Custom-Sched.

  • Add total to line number of tax return
  • The total will be added to the amount calculated by DT Max, at the line number (or field) of the income tax return indicated with the Field keyword in the Custom-Sched group.

    DT Max will itemize and total the amounts indicated with the Item keyword.

  • Override line number of tax return
  • The total will override the amount calculated by DT Max, at the line number (or field) of the income tax return indicated with the Field keyword in the Custom-Sched group.
  • Ignore total
  • The total will be ignored by DT Max in preparing the income tax return. In this case, the schedule may consist of text only, or may explain amounts entered (which don't appear on the income tax return) or amounts calculated by DT Max.

Secondary keywordTitle.cus

Use the keyword Title.cus to enter the title of the customized schedule or message.

Secondary keywordForm

If the customized schedule (see Custom-Sched) refers to a particular form associated with the tax return, use the keyword Form to identify the schedule to be affected.

Secondary keywordField

If the customized schedule (see Custom-Sched) refers to a particular field or line number of the income tax return, use the keyword Field to identify the field or line number to be affected. DT Max will then add to or override that field, as requested.

Secondary keywordCustom-Text

Use the keyword Custom-Text to enter the text that you want to appear on a custom schedule (see Custom-Sched).

You may also enter a title or heading for your form or schedule. This title will appear exactly as you have entered it.

Enter as much text as you require to explain the purpose of the schedule. If necessary, you may continue by using a second Custom-Text keyword. Make sure that you have a sensible beginning and ending for every screenful of text (the beginning and end of a paragraph, for example) as these will be preceded and followed by a blank line. You can enter as many screenfuls of text as you want.

Secondary keywordItem  ALT-J 

Use the keyword Item to enter the items that will appear on the list that DT Max will add and print for you. It will print each number beside its associated text, add it to the other items in this group and provide you with a sum. If you need to subtract a number, enter a negative amount.

The customized schedule will not support multiplication or division. However, you can use the DT Max calculator to multiply or divide when entering your data.

DT Max will process the total according to your instructions, as entered with Custom-Sched. Use [Alt-J] to enter different values for other jurisdictions.