What's new for version 2.0?

What's new in DT FormMax version 2.0?

In this version...

1. Forms for tax year 2010

a) New forms

i) Slips and summaries

T5018

- T5018 - Data entry (in-house)
- T5018 - Contract payment summary (in-house)
- T5018 slip - Statement of contract payments
- T5018 Summary

NR4

- NR4 - Data entry (in-house)
- NR4 - Statement of amounts paid or credited to non-residents of Canada - Summary (in-house)
- NR4 slip - Statement of amounts paid or credited to non-residents of Canada
- NR4 Summary

RL-24

- RL-24 - Data entry (in-house)
- RL-24 - Child care expenses Summary (in-house)
- RL-24 slip - Child care expenses
- RL-24 Summary

ii) Federal

CPT forms

- CPT1 - Request for a ruling as to the status of a worker under the Canada Pension Plan or Employment Insurance Act
- CPT100 - Appeal of a ruling under the Canada Pension Plan and/or Employment Insurance Act

GST forms

- GST20 - Election for GST/HST reporting period
- GST44 - Election concerning the acquisition of a business or part of a business
- GST70 - Election or revocation of an election to change a GST/HST fiscal year
- GST71 - Notification of accounting periods
- GST74 - Election and revocation of an election to use the quick method of accounting
- GST370 - Employee and partner GST/HST rebate application
- GST469 - Direct deposit request (non-personalized)

RC forms

- RC1 - Request for a business number
- RC1A - Business number (BN) - GST/HST account information
- RC1B - Business number (BN) - Payroll account information
- RC1C - Business number (BN) - Import/export account information
- RC145 - Request to close business number (BN) program accounts

T1-OVP forms

- T1-OVP - Individual tax return for RRSP excess contributions
- T1-OVP Schedule - Calculating RRSP excess contributions

T137 to T1223 forms

- T137 - Request for destruction of records
- T400A - Objection - Income Tax Act
- T652 - Notice of revocation of waiver
- T1223 - Clergy residence deduction

T2000 to T3012 forms

- T2057 - Election on disposition of property by a taxpayer to a taxable Canadian corporation
- T2058 - Election on disposition of property by a partnership to a taxable Canadian corporation
- T2062A - Request by a non-resident of Canada for a certificate of compliance related to the disposition of certain goods
- T2062A Schedule 1 - Disposition of Canadian resource property by non-residents
- T2069 - Election in respect of amounts not deductible as reserves for the year of death
- T2200 - Declaration of conditions of employment
- T2201 - Disability tax credit certificate
- T2202 - Education and textbook amounts certificate
- T3012A - Tax deducted waiver on the refund of your unused RRSP contributions

Other federal forms

- PD24 - Application for a refund of overdeducted CPP and EI premiums
- TX-19 - Asking for a clearance certificate

iii) Quebec

Sales tax forms

- FPZ-34.CD - Detailed GST/HST calculation
- FPZ-34 - GST/HST return
- FP-500 - Detailed calculations (GST/HST - QST)
- FPZ-500 - GST/HST - QST return
- FPZ-2034.CD - Detailed calculations
- FPZ-500.AR - GST/HST - QST return
- FPZ-58 - GST/HST instalments
- FPZ-558.C - Calculation of instalments - GST/HST and QST
- FPZ-558 - GST/HST and QST instalments
- FP-611 - Request for cancellation or variation of registration
- FP-620 - Election respecting the GST/HST and QST reporting period - FP-670 - Election or revocation of an election respecting a GST/HST and QST fiscal year

Other Quebec forms

- MR-14.A - Notice before distribution of the property of a Succession
- MR-14.B - Notice before distribution of property
- TP-64.3 - General employment conditions
- TP-76 - Residence deduction for a member of the clergy or a religious order
- TP518 - Transfer of property by a taxpayer to a taxable Canadian corporation
- VD358 - Quebec sales tax rebate for employees and partners

b) Modified forms

i) Slips and summaries

T4 and RL-1

- T4 - Data entry (in-house)
- T4 slip - Statement of remuneration paid
- T4 Summary
- RL-1 slip - Employment and other income
- RL-1.M slip - Employment and other income (modified)
- RLZ-1.S - Summary of source deductions and employer contributions

T4A and RL-2

- T4A - Data entry (in-house)
- T4A slip - Statement of pension, retirement, annuity, and other income
- T4A in-house summary
- T4A Summary
- RL-2 - Retirement and annuity income
- RL-2 summary - Retirement and annuity income

T5 and RL-3

- T5 - Data entry (in-house)
- T5 in-house summary
- T5 slip - Return of investment income
- T5 Summary
- RL-3 slip - Investment income
- RL-3 Summary

RL-4

- RL4 summary - Property taxes

ii) Federal

Federal schedules

- T2201 - Disability tax credit certificate
- T2202 - Education and textbook amounts certificate

TD forms

- TD1NL - Newfoundland and Labrador personal tax credits return
- TD1X - Statement of commission income and expenses for payroll tax deductions
- TD4 - Declaration of exemption - Employment at special work site

2. Forms for tax year 2011

a) Modified forms

i) Slips and summaries

- RLZ-1.ST - Temporary summary of source deductions and employer contributions
- RL-1.T - Employment and other income

ii) Federal

TD forms

- TD1 - 2011 personal tax credits return
- TD1-WS - Worksheet for the 2011 personal tax credits return
- TD1AB - 2011 Alberta personal tax credits return
- TD1AB-WS - Worksheet for the 2011 Alberta personal tax credits return
- TD1BC - 2011 British Columbia personal tax credits return
- TD1BC-WS - Worksheet for the 2011 British Columbia personal tax credits return
- TD1MB - 2011 Manitoba personal tax credits return
- TD1MB-WS - Worksheet for the 2011 Manitoba personal tax credits return
- TD1NB - 2011 New Brunswick personal tax credits return
- TD1NB-WS - Worksheet for the 2011 New Brunswick personal tax credits return
- TD1NL - 2011 Newfoundland and Labrador personal tax credits return
- TD1NL-WS - Worksheet for the 2011 Newfoundland and Labrador personal tax credits return
- TD1NS - 2011 Nova Scotia personal tax credits return
- TD1NS-WS - Worksheet for the 2011 Nova Scotia personal tax credits return
- TD1NT - 2011 Northwest Territories personal tax credits return
- TD1NT-WS - Worksheet for the 2011 Northwest Territories personal tax credits return
- TD1NU - 2011 Nunavut personal tax credits return
- TD1NU-WS - Worksheet for the 2011 Nunavut personal tax credits return
- TD1ON - 2011 Ontario personal tax credits return
- TD1ON-WS - Worksheet for the 2011 Ontario personal tax credits return
- TD1PE - 2011 Prince Edward Island personal tax credits return
- TD1PE-WS - Worksheet for the 2011 Prince Edward Island personal tax credits return
- TD1SK - 2011 Saskatchewan personal tax credits return
- TD1SK-WS - Worksheet for the 2011 Saskatchewan personal tax credits return
- TD1YT - 2011 Yukon personal tax credits return
- TD1YT-WS - Worksheet for the 2011 Yukon personal tax credits return

iii) Quebec

- LE-39.0.2 - Calculation of the employer contribution to the financing of the Commission des Normes du Travail
- TP-1015.3 - Source deductions return 2011

3. Version highlights

a) Carry forward feature

A new feature has been included in version 2.0 of DT FormMax, allowing the user to carry forward the information in all relevant fields of a selected tax file from a previous year to a future tax year. This can be done either by selecting the Carry forward icon from the startup screen, or selecting Carry forward from the File menu.

b) Adding individual forms

Starting with version 2.0, users of DT FormMax will be able to select any individual specific tax form or tax slip from any group of forms without having the whole group displayed in the Navigator.

February 24, 2011