Grouping clients by family unit is essential to proper T1 optimization. It enables DT Max to know what income, deductions or credits can be moved from one person to another. The Relation keyword specifies the relationship between a family member and the head of the family, whereas the keyword Optimize can be used to specify how you want optimization to take place within a family unit. Therefore, the T1 client list defaults to viewing clients by family unit.
Note that when entering client information
or displaying a tax return, you can click
the Open family member's file
You can also create a file for a new member of the family unit, who will then be set up with the default values of the family. These settings are usually those of the family head. Then again, they can also be those of another family member if that new person is linked as their dependant. The family grouping capabilities of DT Max have their limits and will not enable the entry of extended family units unless the link is made via the family head or the spouse.
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icon. This dialogue box
enables you to go to the data entry screen or to display the tax return of another
family member without having to return to the client list first.