1 DT MAX Dos and Don'ts

Do

• Check for updates periodically or check automatically: Tools > Check for program updates

• Finalize returns in chronological order. Finalize a year before accessing the next year

• When copying from right to left, exclude/suppress progress and carry forward keywords

• Always recalculate after changing preferences and/or settings or before an EFILE or production print

• Always review Notes and Diagnostics, warnings and optimization reports prior to finalizing a return and transmitting the return by EFILE.

Don't

• Don't keep backups locally, use external drives or devices. Secure cloud storage is OK for backups

• Don't use the following tax year to run scenarios, use current year plans. Use the DT MAX planner edition if the previous year has been finalized

• Don't use the cloud for the DT MAX program or database. Please make sure DT MAX databases are stored on local drives or file servers

• Don't EFILE if authorization forms haven't been signed (T183, TP-100, T1013, T1135, MR-69).