What is DT Max ?
DT Max is professional tax preparation software from Thomson Reuters designed to help Canadian accountants and tax preparers increase profitability by completing more returns in less time. It supports T1 (personal), T2 (corporate), T3 (trust), and T5013 (partnership) returns B´ÎÔª¹ÙÍøÍøÖ·” all built on the same powerful, cloud-connected platform. DT Max integrates with the DT Professional Suite and Onvio cloud software, eliminating unnecessary manual processing and reducing non-billable time. From fast and reliable data entry to paperless processing and electronic filing, DT Max delivers an end-to-end tax workflow solution.
DT Max Features
Simple. Powerful. Efficient.
Features Shared Across All DT Max B´ÎÔª¹ÙÍøÍøÖ·
Every product in the DT Max tax software family includes a common set of productivity tools designed for high-volume tax practices:
- All-in-one installation B´ÎÔª¹ÙÍøÍøÖ·” single setup for all modules
- Right-hand-side display for simultaneous data comparative
- Centralized, searchable client list
- Quick and efficient one screen data entry
- Real-time status tracking across all files
- Advanced diagnostics and error prevention
- Electronic filing (EFILE) directly from the software
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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. HereB´ÎÔª¹ÙÍøÍøÖ·™s howB´ÎÔª¹ÙÍøÍøÖ·¦
Enter data with DT MaxB´ÎÔª¹ÙÍøÍøÖ·™s rapid-fire input screen: Do not flip from screen to screen to enter data. One client, one screen. So simple, itB´ÎÔª¹ÙÍøÍøÖ·™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.
Common Features
DT Max T1, T2, T3 and T5013 tax compliance products share a number of valuable features and tools, too.
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.
Keep it in your computer folders or easily send it by email if needed.
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 clientB´ÎÔª¹ÙÍøÍøÖ·™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.
DT Max Knowledge Base
Call us at 1 866 653 8629
for any inquiries about pricing for the DT Professional Suite products, or write us atÌýDT-sales@thomsonreuters.com