Customize your client list

Customize the columns displayed in the client list as follows:

• Display the client list

• Click from the top icons or select Preferences > Client List settings

• Check the columns you want displayed and deselect unwanted columns

The following columns are very important:

• Processing status - To track Federal EFILE returns (required for CRA)

• Processing status - Quebec - To track Quebec EFILE returns (required for Quebec)

• Processing status - Other - To track T1013 and T1135 EFILE transmissions

Note: T1013 and T1135 forms are transmitted by EFILE separately.

Other suggested settings

The following recommended options are in Preferences > User interface and are activated by clicking the check boxes.

• Make families more visible

• Remember the filter selection after restarting DT Max

• Differentiate between family members by using different colours

Note: Review Customizing the client list in the knowledge base for more client list options.