DT NetLink client files can only be created using the DT Max software and then only on a computer connected to the Internet.

The DT NetLink files are client data files located on secure Web servers. Using DT Max, you create them from information existing in your client database. Note that you alone can initiate the process, i.e. your clients cannot create their own DT NetLink files.

A DT NetLink file contains data for the entire family unit. It is identified with a user ID and secured with a password. These user ID's and passwords are unique for each file created. They are stored in the family head's keyword data (DTNetLink-ID and DTNetLink-PW) in the DT Max database.

DT NetLink user ID

The user ID is a combination of your DT Max licence number and the client number of the family head, in the DT Max database. Consequently, DT Max clients with active DT NetLink files should not be renumbered.

DT NetLink password

The DT NetLink password originates in DT Max. It can be:

• A - manually entered by you, the DT Max user

  You manually create the password that will appear within the DT NetLink keyword group, in the client's data. This must be done before exporting the client's file.

• B - generated automatically by DT Max at the time of exporting

  Automatically-generated passwords are 6-digit long and consist of alphanumeric characters. They are case-sensitive. To avoid common errors, the letters and digits used do not include i, I, L, l, O, 0, or 1.

Option A is especially useful if you want to invite your clients to use DT NetLink AND provide them with their user ID's and passwords (should they agree to use this service) all in one single communication. In this case, you may wish to stress that no data will be exported to the secure server without their prior consent.

Once you have created a client's DT NetLink file, they will use their user ID and password to access the DT NetLink server where they can enter their tax data, using a Web browser.