- What's new for version 3.0?
What's new in DT FormMax version 3.0?
In this version...
1. Version highlights
a) Filing slips through the Internet Filing option
Starting with version 3.0, DT FormMax will allow users to electronically transmit federal and Quebec tax slips through its Internet Filing option. The following Federal slips can currently be filed electronically with DT FormMax: NR4, T4, T4A, T4A-NR, T5, and T5018, as well as the following Quebec slips: RL-1, RL-2, RL-3, RL-11, RL-17, RL-24, and RL-25. To find more details on this new DT FormMax feature, you may refer to the Internet Filing Option section in the DT FormMax Knowledge base.
Please note that filers who submit more than 50 information returns of one information return type are required to file electronically using the Internet. Click here to find out more about filing information returns electronically. Click here for information on transmitting (Quebec) RL slips online.
Please also note that any transmission of Federal or provincial slips should only be performed for 2011. The transmission of 2012 slips will be available in a subsequent version.
b) System changes: Form Viewer Manager and Refresh button
The Form Viewer Manager is a new feature added to DT FormMax that allows users to view and print blank forms. You can access the Form Viewer Manager by clicking on the Forms menu and selecting the option View blank forms.
Also new to DT FormMax, a Refresh button 
has been added to the
toolbar, allowing the users to recalculate all forms in the current
file.
2. Forms for tax year 2011
T4A-NR and RL-1
- T4A-NR – Data entry (in-house)
- T4A-NR – In-house summary
- T4A-NR slip – Statement of fees, commissions, or other amounts paid to non-residents for services rendered in Canada
- T4A-NR Summary
- RL-1 (T4A-NR) slip – Employment and other income
- RLZ-1.S (T4A-NR) – Summary of source deductions and employer contributions
T4A-RCA
- T4A-RCA – Data entry (in-house)
- T4A-RCA slip – Statement of distributions from a retirement compensation arrangement (RCA)
- T4A-RCA – In-house summary
- T4A-RCA Summary
T4PS and RL-25
- T4PS and RL-25 – Data entry (in-house)
- T4PS – In-house summary
- T4PS slip – Statement of employee profit-sharing plan allocations and payments
- T4PS Summary
- RL-25 slip – Income from a profit-sharing plan
- RL-25.S Summary
T10
- T10 – Data entry (in-house)
- T10 – Pension adjustment reversal - In-house summary
- T10 slip – Pension adjustment reversal
- T10 Summary
T101 and RL-11
- T101A – Claim for renouncing Canadian Exploration Expenditures (CEEs) and Canadian Development Expenditures (CDEs)
- T101B – Adjustments to Canadian Exploration Expenditures (CEEs) and Canadian Development Expenditures (CDEs) previously renounced
- T101C – Part XII.6 tax return
- T101D – Summary of assistance
- T101/RL-11 – Data entry (in-house)
- T101/RL-11 – Statement of resources expenses summary (in-house)
- T101 slip – Statement of resources expenses
- CO-726.4.17.15 – Summary of the renunciation of certain issue expenses with respect to Quebec resources
- RL-11.S – Renunciation of expenses or allocation of assistance by a corporation (summary)
- RL-11 slip – Flow-through shares
RL-17
- RL-17 – Employee data entry
- RL-17 – Employer data entry
- RL-17 – Employee summary (in-house)
- RL-17 slip – Remuneration for employment outside Canada
RL-24
- RL-24 – Child care expenses (provider's information)
- T1261 – Application for a Canada Revenue Agency Individual Tax Number (ITN) for non-residents
TPZ-1029.MD
- MR-69.MD – Power of Attorney for advance payments – Tax credit for home-support services for seniors
- TPZ-1029.MD.A – Certification of dependent senior status – Tax credit for home-support services for seniors
- TPZ-1029.MD.5 – Information return – Tax credit for home-support services for seniors
- TPZ-1029.MD.5.C – Cost of eligible services included in condominium fees: Tax credit for home-support services for seniors
Other Quebec forms
- TP-529 – Transfer of property by a partnership to a taxable Canadian corporation (landscape form)
NR4
- NR4 slip – Statement of amounts paid or credited to non-residents of Canada
- NR4 Summary
T4
- T4 – Data entry
- T4 slip – Statement of remuneration paid
- T4 Summary
T4A
- T4A – Data entry
- T4A slip – Statement of pension, retirement, annuity, and other income
- T4A Summary
T5
- T5 – Data entry
- T5 – In-house summary
- T5 slip – Statement of investment income
- T5 Summary
RL-1 and RLZ-1.S
- RL-1 slip – Employment and other income
- RLZ-1.S – Summary of source deductions and employer contributions
- RL-1 (T4A) slip – Employment and other income
- RLZ-1.S (T4A) – Summary of source deductions and employer contributions
RL-2
- RL-2 slip – Retirement and annuity income
RL-3
- RL-3 slip – Investment income
- RL-3 Summary
RL-24
- RL-24 slip – Child care expenses
- RL-24 – In-house summary
TD forms
- TD1-IN – Determination of exemption of an Indian's employment income
- TD1X – Statement of commission income and expenses for payroll tax deductions
- TD3F – Fisher's election to have tax deducted at source
- TD4 – Declaration of exemption - Employment at special work site
Other federal forms
- CPT100 – Appeal of a ruling under the Canada Pension Plan and/or Employment Insurance Act
- PD24 – Application for a refund of overdeducted CPP contributions or EI premiums
- T1-OVP – 2011 individual tax return for RRSP excess contributions
- T137 – Request for destruction of records
- T626 – Overseas employment tax credit
- T1223 – Clergy residence deduction
- 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 deduction waiver on the refund of your unused RRSP contributions made in (tax year)
- TX-19 – Asking for a clearance certificate
- GST370 – Employee and partner GST/HST rebate application
FP forms
- FPZ-500 – GST/HST-QST return
- FPZ-2034.CD – Detailed calculations (GST/HST-QST)
- FPZ-34.CD – Detailed GST/HST Calculation
- FPZ-558.C – Calculation of instalments - GST/HST and QST
- FP-611 – Request for cancellation or variation of registration
Other Quebec forms
- LE-39.0.2 – Calculation of the employer contribution to the financing of the Commission des Normes du Travail
- MR-14.A – Notice before distribution of the property of a Succession
- TP-1097 – Notice of disposition or proposed disposition of taxable Quebec property, by an individual or corporation not resident in Canada
- VD-358 – Quebec sales tax rebate for employees and partners
3. Forms for tax year 2012
- RC18 – Calculating automobile benefits for 2012
N. B.: As of 2012, the general prescribed rate used to determine the taxable benefit relating to the personal portion of automobile operating expenses paid by employers will increase by 2 cents to 26 cents per kilometre. For taxpayers employed principally in selling or leasing automobiles, the prescribed rate will increase by 2 cents to 23 cents per kilometre.
- TD1 – 2012 personal tax credits return
- TD1-WS – Worksheet for the 2012 personal tax credits return
- TD1AB – 2012 Alberta personal tax credits return
- TD1AB-WS – Worksheet for the 2012 Alberta personal tax credits return
- TD1BC – 2012 British Columbia personal tax credits return
- TD1BC-WS – Worksheet for the 2012 British Columbia personal tax credits return
- TD1MB – 2012 Manitoba personal tax credits return
- TD1MB-WS – Worksheet for the 2012 Manitoba personal tax credits return
- TD1NB – 2012 New Brunswick personal tax credits return
- TD1NB-WS – Worksheet for the 2012 New Brunswick personal tax credits return
- TD1NL – 2012 Newfoundland and Labrador personal tax credits return
- TD1NL-WS – Worksheet for the 2012 Newfoundland and Labrador personal tax credits return
- TD1NS – 2012 Nova Scotia personal tax credits return
- TD1NS-WS – Worksheet for the 2012 Nova Scotia personal tax credits return
- TD1NT – 2012 Northwest Territories personal tax credits return
- TD1NT-WS – Worksheet for the 2012 Northwest Territories personal tax credits return
- TD1NU – 2012 Nunavut personal tax credits return
- TD1NU-WS – Worksheet for the 2012 Nunavut personal tax credits return
- TD1ON – 2012 Ontario personal tax credits return
- TD1ON-WS – Worksheet for the 2012 Ontario personal tax credits return
- TD1PE – 2012 Prince Edward Island personal tax credits return
- TD1PE-WS – Worksheet for the 2012 Prince Edward Island personal tax credits return
- TD1SK – 2012 Saskatchewan personal tax credits return
- TD1SK-WS – Worksheet for the 2012 Saskatchewan personal tax credits return
- TD1YT – 2012 Yukon personal tax credits return
- TD1YT-WS – Worksheet for the 2012 Yukon personal tax credits return
- TPZ-1029.MD.7 – Application for advance payments based on rent and services included in rent: Tax credit for home-support services for seniors
- TPZ-1029.MD.8 – Application for advance payments for services included in condominium fees: Tax credit for home-support services for seniors
- TPZ-1029.MD.9 – Application for advance payments for occasional services: Tax credit for home-support services for seniors
4. Deleted forms
- RL-4 slip – Property taxes
- RL-4 – In-house summary
- RL-4 – Summary
- RL-4 – Work chart