DT Max T3 - Trust Tax Get the White Paper

DT Max T3 Trust Tax Software

DT Max T3, Professional Trust Tax Software for Your Firm

The DT Max T3 trust tax software is perfect for Canadian tax professionals who prepare tax returns for testamentary and inter vivos trusts, including graduated rate estates. There is no simpler way to prepare Canadian and Quebec trust tax returns of any kind.

  • Customizable, informative trust database list
  • Advanced calculations with basic tax information
  • Interactive warnings and diagnostics
  • Extensive worksheets and reporting
  • Information sharing by spouses
  • Data conversion from competitive software

Also includes:

  • Integrated Billing Module
  • Automated T3-ADJ

The DT Max Advantage

DT Max tax compliance software products have a unique, intuitive interface that will save you from 30-40% in processing time. Here’s how…

Enter data faster!

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!

Never re-enter amounts

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.

Efile with confidence

DT Max T1 and T2 offer bullet-proof efiling that is automated and easy to do.

Know your carryforward amounts immediately

DT Max calculates carry-forward amounts at the same time as the tax return. Need to do tax planning? You are ready.

Avoid errors and omissions as data is entered

Only with DT Max, can you compare every corresponding amount entered in the prior year.

Never leave DT Max

Work in any of the last ten tax years -- without ever leaving your tax program.

Protection against threats external and internal

DT Max includes a comprehensive security system with encryption.

DT Max backup

DT Max includes an easy backup system for client's data.

Manage your tax season

With solid workflow management tools.

Common Features

DT Max T1, T2 and T3 tax compliance products share a number of valuable features and tools, too.


Create a profile for your clients to customize and streamline data inputting.

Verification System

Determine who may verify returns as complete and ready to file.

Printer controls

Control how many copies of any page of the tax return are printed.

Built-in Tax Planner

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.

Create PDFs of the tax returns you produce.

Process Status tracking

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.

Audit Trail

Provides a record of all activity, in any given client’s file, or your database as a whole.

Full language support

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

See an automatically generated SnapShot of the filed return.

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