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How to carry forward DT Max Files into ProFile T1 module

Extracting the files from DT Max:

To batch carry forward returns from DT Max, first the files will need to be extracted from DT Max and then converted into ProFile files.

  1. Open DT Max and go to Tools > Extract


  2. Under ?Clients to extract?, select ?All clients on the database?
  3. Under ?Data to extract? select ?All years?
  4. Select a destination folder to store the extracted file by clicking on Browse


  5. Click on OK
  6. A confirmation screen will appear with the amount of files extracted, click on ?Close?


  7. Close DT max

To carry forward into ProFile:

  1. Open ProFile
  2. Go To File > DT Max Carry Forward?


  3. Select the extracted file by clicking on Open and search for the file
  4. Select the ProFile destination folder to store the carried forward files by clicking Browse
  5. Click Carry Forward


  6. Click OK and the carry forward is complete
  7. Close the Carry Forward tool

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