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.

    Open DT Max and go to Tools > Extract



    Under "Clients to extract", select "All clients on the database"
    Under "Data to extract" select "All years"
    Select a destination folder to store the extracted file by clicking on Browse


     
    Click on OK
    A confirmation screen will appear with the amount of files extracted, click on "Close"


     
    Close DT max


To carry forward into ProFile:

    Open ProFile
    Go To File > DT Max Carry Forward?


    
    Select the T2 module to be carried forward.


    
    Browse to the extracted file(s) from DT Max.
    Browse to the ProFile destination folder to store the carried forward files.
    Select the appropriate yearend to be carried forward.


    
    Click on Carry Forward.
    Finish, open the destination folder or carry forward more files.


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