How to carry batch forward DT Max Files into ProFile

Extract files from DT Max

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

1. Open DT Max.
2. Select Tools and then Extract from the dropdown menu.
3. Select All clients on the database under Clients to extract.
4. Select All years under Data to extract.
5. Select Browse to choose a destination folder to store the extracted file.

6. Select OK. A confirmation screen displays with the amount of files extracted.
7. Select Close.

8. Close DT Max.

Carry forward into ProFile

1. Open ProFile.
2. Select File and then DT Max Carry Forward... from the dropdown menu.
3. Select the module to be carried forward.
4. Navigate to the location of the extracted file(s) from DT Max.
5. Navigate to the ProFile destination folder to store the carried forward files.
6. Select the appropriate year end to be carried forward.

7. Select CARRY FORWARD.
8. Once finished, open the destination folder or carry forward more files as needed.