DT Max T3 trust tax software is perfect for Canadian tax professionals who prepare testamentary, TFSA, ELHT and inter vivos trust tax returns. There is no simpler way to prepare Canadian and Quebec trust tax returns of any kind.
Enter data with DT Max’s rapid-fire input screen: Do not flip from screen to screen to enter data. One client, one screen. So simple, it’s brilliant!
View from other tax data sets such as those of other clients, prior years or tax plans. Then copy them instantly into the current year.
DT Max T1 and T2 offer bullet-proof efiling that is automated and easy to do.
DT Max calculates carry-forward amounts at the same time as the tax return. Need to do tax planning? You are ready.
Only with DT Max, can you compare every corresponding amount entered in the prior year.
Work in any of the last ten tax years -- without ever leaving your tax program.
DT Max includes a comprehensive security system with encryption.
DT Max includes an easy backup system for client's data.
With solid workflow management tools.
Create a profile for your clients to customize and streamline data inputting.
Determine who may verify returns as complete and ready to file.
Control how many copies of any page of the tax return are printed.
Produce up to 6 tax planning scenarios and a comprehensive report. Copy data to any plan from any plan all without altering your production return.
Every client file is tracked as the tax return is processed. Know where your client is, and even view a summary of the status of your database as a whole.
Provides a record of all activity, in any given client’s file, or your database as a whole.
Complete returns in either English or French and print in the language of your client.
Drill down to source any amount on the tax return
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DT Max Knowledge Base DT Max User Guide 2014