Client Identification - Trust Information

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

Identification

Enter the name of the trust 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 trust's fiscal year and DT FormMax will input the year-end.

Address

The Trust 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 trustee's address.

Business Numbers:

Enter all business numbers that apply to this client.

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.