Client Identification - Partnership Information

The first step in preparing a client's file is to enter all their relevant data on the Partnership Information form. This information will automatically be carried forward to other forms as it applies.

Identification

Enter the name of the partnership for which the forms will be prepared.

The language will automatically pre-fill based on the information entered in the Default values section of the Preferences option, in the Tools menu.

Fiscal Year

Enter the start date of the partnership's fiscal year and DT FormMax will input the year-end.

Address

The Partnership Information form allows two entries for the addresses. To indicate which address to print on the forms, choose the appropriate option under "Address to print". If the option is left blank, DT FormMax will default to the head office address.

Business Numbers

Enter all business numbers that apply to this client.

Signing Officer

Certain government forms require the signing officer's information. If the signing officer is chosen as the option under "Contact Person", the information entered in this section will be exported to the forms.

Date

The sign date will automatically pre-fill based on the information entered in the Default values section of the Preferences option, in the Tools menu.

Currently, in order to modify any pre-filled information, right-click on the field and select Override.