Start page

Enter a User name of your choice. Click on New file in order to create a new file, or click on Open file to access a previously created document. You can also open a file that you've worked on recently by clicking on the name of that file in the Recent files section. To carry forward an existing file from one year to the next, simply click on Carry forward and choose the document to carry forward.

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Entering information

The first step in preparing a client's file is to enter all their relevant data in the Client identification section of the navigator. This information will populate the appropriate fields in all the required forms, as applicable.

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Adding Recipients

Click on the Recipient manager icon in the toolbar, or right-click the Recipients section of the Navigator and select Open the recipient manager. Click the Add a new recipient button . See the Recipient manager page for more information.

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Adding forms

Click on the Add forms button or press [Ctrl+Ins]. A new window will open. Select the form or forms you wish to add (e.g. T4 and RL-1 Summaries), and then click on the Add selected forms button.

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Filters

For easy display and entry of data, DT FormMax provides you with several filters to allow you to view only the forms you need.

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Printing Options

DT FormMax gives you a variety of printing options. You can print the current form by clicking on File -> Print current form, print the current page (e.g., only the page that you are currently viewing of a multi-page form) by either clicking on File -> Print current page or the toolbar icon , or print all or a customized selection of forms by either clicking on File -> Print or the toolbar icon .

To modify your printing preferences, simply click on Tools -> Forms printing manager. See the Forms printing manager page for more information.

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Internet Transmission

Before transmitting your slips via the Internet, make sure to fill out your Preparer information and your transmitter number(s) by clicking on Tools -> Preferences.
Don't forget to select the option E-filing on the toolbar.

Once you are ready, you can prepare your slips for transmission by clicking on to generate a valid XML file for Internet transfer. To transmit your slip(s) via the CRA or RQ website, click on .
Click here for additional information on Internet transmission.