• What's new in DT FormMax version 4.0?

In this version...

1. Version highlights

   1. Periods of pensionable employment for calculation of CPP/QPP contributions

      The calculation of the employee's CPP/QPP contributions (in box 16/box 17) on the T4 and RL-1 data entry page now takes into account the number of periods of pensionable earnings for employees who did not work the full year.

      In the T4 and RL-1 data entry page for the recipient, select the type of Pay period during which the employee earned a salary or wages (weekly, bi-weekly, monthly, etc.). If the employee did not work for the full year, use the right-click override option on the field Periods of pensionable employment CPP/QPP and enter the applicable number of periods. DT FormMax will then use the amount reported in box 26 – CPP/QPP pensionable earnings, the type of pay period, and the periods of pensionable employment to calculate the employee's CPP or QPP contributions in box 16 or box 17 respectively.

   2. Two-dimensional information barcode for Quebec

      The government copies of the RL-1, RL-2, RL-3, RL-24 and RL-25 slips now contain the two-dimensional information barcode required for paper filers. DT FormMax automatically creates the two-dimensional barcode on the government copy with the information entered for both the client and the slip recipient.

   3. Carryforward of client information

      When carrying forward a client's file, the information entered in the Client identification form is automatically carried forward from one year to the next. This information is used to complete the relevant areas of forms added to the client's file. This way, when adding forms in the current year, this common information will automatically be completed. For more information on the steps of the carryforward procedure, click here.

      1. Slips and summaries

         The Data entry page for each slip recipient entered in the client's file will be carried forward from one year to the next with the recipient's identification information carried forward, saving the need to enter this information again each year. Information entered that is specific to the year, such as box details, will not be brought forward, leaving the data entry page blank to enter the current year's information.

         After carrying forward a file, use the new "Show all forms" icon in the Navigator menu, located on the left-hand side (fifth icon from the left, see image below), to view the slips related to the recipients' data entry page. For example, if you have carried forward a client's file with one or more T4 data entry forms and T4 slips, click on the "Show all forms" icon to view the T4 slip in the Navigator.

         

         Then, to include the federal and/or provincial summaries, you need to use the "Add forms" icon (first icon on the left) and select the desired summaries to be included in the current year.

      2. RL-24

         To comply with the new two-dimensional barcode specifications, the RL-24 slip now contains the information pertaining to three children in version 4.0, instead of four children.

         Please take note: If you are carrying forward a client's file with four children (from a previous version), you will need to manually add the fourth child's information in a new data entry page in version 4.0. Similarly, if you are opening a 2012 file created in version 3.0/3.1 in version 4.0, you will need to manually add the fourth child's information in a new data entry page.

      3. T4PS and RL-25

         The new version of the T4PS Summary now specifically asks for the trustee's name, the employer's name and the employer's address, regardless of which party is completing the form. To facilitate the reporting of this information, a new in-house form, "Employer and Trustee Information" was added to the T4PS and RL-25 group.

         If you are carrying forward a client's file with the T4PS/RL-25 forms, use the "Add forms" icon and select "T4PS/RL-25 – Employer, Trustee info" to add this new in-house form to the Navigator.

   4. New tax for specified employees

      The T4PS slip now includes box 40 (Specified employee) and box 41 (Employees profit-sharing plan contributions) to report "the total amount of employer contributions made to the employees profit sharing plan and allocated to the specified employee for actual contributions made after March 28, 2012, unless the contributions are made in relation to a written agreement or arrangement signed before March 29, 2012, where the contributions were made in 2012 but after March 28, 2012. If you are unsure if the employee is a specified employee, leave box 40 blank but enter the amount in box 41, as applicable."

      The recipient is instructed to use this amount “to determine if he/she has an excess employee profit-sharing plan amount and to calculate the corresponding taxes on Form RC359, Tax on Excess Employee Profit-Sharing Plan Amounts.”

      It should be noted that no new boxes are added to the latest version of the RL-25 slip (2012-10) to indicate amounts allocated to specified employees, although the new Quebec “Special Tax on an Excess Amount Received Under a Profit-Sharing Plan” takes the March 28, 2012 date into consideration. Revenu Québec has suggested using a separate RL-25 slip for contributions for the period after March 28, 2012. However, a note may be included with the RL-25 slip so as to provide further instructions for the recipient. A “Footnotes” section on the T4PS and RL-25 data entry page has been included for this purpose.

   5. New in-house form: TPZ-1029.MD.5 - Condominium information

      As per clients' request, a new in-house form has been added to the TPZ-1029.MD.5 work chart group to facilitate the reporting of the common information in Part 1 – Identification of the co-owner on the TPZ-1029.MD.5 information return. Specifically, the address information (except the apartment number) will now be automatically propagated from this in-house work chart, leaving only the co-owner's name and apartment number to be completed on the form. Note that the information used to complete Part 2 – Identification of the syndicate now also comes from this new in-house form.

2. New features

   1. Field note

      You can now add a note to a field. By right-clicking on the field, the following menu will appear:

      

      Click on Add, edit a note and the following window will be displayed:

      

      This window allows you to enter a note of up to 500 characters.

      You can either save the note or erase it by clicking on Clear.

      Once the note is saved, in the field for which you entered the note, a triangle will appear on the upper-right side, as shown below:

      

      You can activate/deactivate this feature in the Preferences dialog from the Tools menu. To do so, select the Appearance tab, and under Notes check the box for Flag visible.

      

      As you may have noticed on the image above, there is another way for you to view the note without having to right-click and select Edit note. Just go to Tools->Preferences->Appearance, check the box for Post-it visible and you will be able to view the note when you hover your mouse over it.

      

   2. Cut, Copy and Paste in the Field menu

      You can now select cut, copy or paste from the right-click menu:

      

   3. Setting the colour for the active tab

      You can now set the active document's colour. To do so, select Tools->Preferences->Appearance.

      Under Active tab, select the colour for the fore colour, which means the characters' colour, and the back colour for the background.

      

      This will allow you to view the active tab more accurately:

      

   4. New Form Selector

      The Form Selector has been redesigned to support new features like the ability to choose between two forms from a same family.

      

      This feature can make a form exclusive for a particular file, e.g. T101A vs. T101B.

      The maximum number of forms that you can add to the current document is limited to 600 per document. Due to current technical limitations, you cannot add more than 100 forms at a time. However, keep in mind that these issues will be addressed in the future.

      

   5. New Form Navigator

      The Form Navigator has been redesigned for quicker navigation between the selected forms, and has been optimized to allow the implementation of new features with future releases.

      

      The scrolling has been redesigned and new Select all and Clear selections buttons are now available. However, please keep in mind that if you select a filter and click the button Select all, it will check all items in the Navigator, not only those that are visible. The navigation through the Navigator is now performed with the arrow keys of the keyboard, as well as the Page up, Page down, Home and End keys.

   6. Newly designed Navigator filters

      

      The Form Filter has been redesigned to fix some of the issues like the re-sizing of this window. However, you must keep in mind that the filter is there only for form navigation purposes. This means that, when you select Input, the Navigator will display only the input forms. You cannot use this feature to make some printing selections.

   7. Printing only the current page

      You may print the current page by clicking on the following icon:

      

      Or you can print it by going to File->Print current page, or by using the shortcut key Ctrl+Alt+P.

   8. Printing the current form

      Likewise, you may choose to print only the current form. You can access this feature as follows:

      

      Or you can use the shortcut key Ctrl+Alt+F to print the current form.

   9. Display of licence validation when opening a document

      DT FormMax differs significantly from DT Max, because of the multiple documents that DT FormMax can handle. This means that the program will validate the licence for each document that is opened, created or carried forward. If you already have a DT FormMax licence key for 2011, when you start version 4.0, your splash screen will probably appear with the year 2011 as follows:

      

      If you look at the bottom of this dialog, you will see that your licence is valid. However, if you select the year 2012 or 2013, the licence will only be shown as Demo version.

      

      This means that you will be able to add forms, perform calculations, carry forward, save and open files, but you will not be able to electronically transmit your file (EFILE) to the government. You will be able to print your file or save it as PDF format, but it will have a "DEMO" watermark across the form.

      When you start the application, the following dialog will appear:

      

      Click "Yes" to enter your new licence key, or "No" or "Cancel" to exit. If you select "No" or "Cancel", you will see the word "DEMO" displayed on the top portion of the screen, that indicates that this document is in "demo" mode. Since DT FormMax handles multiple documents, then you can have an open document which is not in "demo" mode, and another document which is in "demo" mode. In the following example, you can see both types of documents:

      Non "Demo Mode" document

      

      "Demo Mode" document

      

      If you selected "Yes" for the previous dialog, you will be prompted with the following licence installation dialog:

      

   10. Efile transmission

       You can now modify the confirmation number that was previously hidden.

       

   11. Deleted form acknowledgment dialog

       A new dialog box appears when the user wants to delete forms. It will display all the selected forms, so that the user knows which forms he or she is about to delete.

       

3. Enhancements

   1. Calculation

      The calculation is from now on performed on all forms, so the user doesn't have to select all the forms to have the calculation done, nor does he or she need to refresh the page. Incidentally, note that the Refresh button has been renamed Recalc.

   2. Translation

      All of DT FormMax's features have been translated to French, including the Form Viewer.

4. New and modified forms

    

   Forms for tax year 2012
   Slips and summaries
   Federal
   NR4 slip	New form version from the CRA.
   NR4 Summary	New form version from the CRA.
   T4 slip	New form version from the CRA.
   T4 Summary	New form version from the CRA.
   Calculating Automobile Benefits	Rates for 2012 operating cost benefit are set to 26 ¢ per km.
   T4A & RL-1/RL-2 Data entry	Data entry for new RL-2 code 210 - Charitable donations was added. Data entry for RL-2 footnotes was removed.
   T4A slip	New form version from the CRA.
   T4A Summary	New form version from the CRA.
   T4A-NR slip	New form version from the CRA.
   T4A-NR Summary	New form version from the CRA.
   T4A-RCA slip	New form version from the CRA.
   T4A-RCA Summary	New form version from the CRA.
   T4PS/RL-25 Employer information	New in-house form to facilitate the entry of the Employer and Trustee information to be displayed on the T4PS and RL-25 forms.
   T4PS/RL-25 Data entry	New fields for Box 40 - Specified employee and Box 41 - Employees profit sharing plan contributions.
   T4PS slips	New form version from the CRA. New fields for Box 40 - Specified employee and Box 41 - Employees profit sharing plan contributions.
   T4PS Summary	New form version from the CRA. New fields for: Box 41, the payroll account number, name of trustee, and the contact's extension number. Removed: Box 51 (total number of T4PS segment forms).
   T5 & RL-3 Data entry	Data entry for RL-3 footnotes was removed.
   T5 slips	New form version from the CRA.
   T5 Summary	New form version from the CRA.
   T10 slip - Data entry	Box 5 is now the slip's "Report Type": Original, Amended, or Cancelled.
   T10 slips	New form version from the CRA. Box 5 is now the slip's "Report Type": Original, Amended, or Cancelled.
   T10 Summary	New form version from the CRA.
   T5018 - slip (2011)	New form version from the CRA.
   T5018 Summary (2011)	New form version from the CRA.
   Quebec
   RL-1 slip	New form version from Revenu Québec. The 2D Information Barcode was added. New Supplementary Information Codes: G-2 "Salary and wages eligible for CPP" and Code 211 "Benefits related to a former job".
   RLZ-1.S	New form version from Revenu Québec.
   RL-2 slip	New form version from Revenu Québec. The 2D Information Barcode was added. New code 210 - charitable donations. Footnotes were removed.
   RL-2 Summary	New form version from Revenu Québec.
   RL-3 slip	New form version from Revenu Québec. The 2D Information Barcode was added. Supplementary Information Code H-1 was removed.
   RL-3 Summary	New form version from Revenu Québec.
   CO-726.4.17.15	New form version from Revenu Québec.
   RL-11 Summary	New form version from Revenu Québec. Negative values are now displayed with a negative sign in front instead of brackets
   RL-11 slip	New form version from Revenu Québec.
   RL-17 Data entry	Data entry for footnotes were removed
   RL-17 slip	New form version from Revenu Québec. Removed footnotes.
   RL-24 Data entry	Fourth child's information has been removed. New diagnostics for the mandatory fields for filing. Data entry for footnotes was removed.
   RL-24 slip	New form version from Revenu Québec. The 2D Information Barcode was added. Fourth child's information was removed. Footnotes were removed.
   RL-24 Summary	New form version from Revenu Québec. New fields for the "Total number of children for whom RL-24 slips were filed" and "Total number of days care entered in box B.1 of the RL-24 slips".
   RL-25 slip	New form version from Revenu Québec. The 2D Information Barcode was added.
   RL-25 Summary	New form version from Revenu Québec. New field for the Preparer's number, as enter in Tools > Preferences > Electronic filing > Quebec.
   Federal Forms
   CPT100	New form version from the CRA.
   PD24	New form version from the CRA.
   RC1	New form version from the CRA. New fields for the extension number of the owner(s) and for the contact person.
   RC1A	New form version from the CRA.
   RC1B	New form version from the CRA. New field for the extension number in the certification section.
   RC1C	New form version from the CRA. New field for the extension number in the certification section.
   RC145 (2011)	New form version from the CRA.
   T1-OVP	New form version from the CRA.
   T137	New form version from the CRA.
   T400A	New form version from the CRA.
   T626	New form version from the CRA.
   T1223	New form version from the CRA.
   T1261	New form version from the CRA.
   T2033 (2011)	New form version from the CRA.
   T2200	New form version from the CRA. New field for the extension number in the employer's declaration.
   T2201	New form version from the CRA.
   T3012A	New form version from the CRA.
   TX-19	New form version from the CRA.
   GST 20	New form version from the CRA. Step 3 threshold is now a ''Field expecting a result from calculation'' (amount calculated from table on page 3).
   GST 44	New form version from the CRA.
   GST 70	New form version from the CRA.
   GST 71	New form version from the CRA.
   GST 74	New form version from the CRA.
   TD1IN	New form version from the CRA.
   TD3F	New form version from the CRA.
   TD4	New form version from the CRA.
   Quebec Forms
   FP-500	New form version from Revenu Québec.
   FPZ-2034.CD	New form version from Revenu Québec. New fields at the top of the form to report identification information.
   FPZ-34.CD	New form version from Revenu Québec.
   FPZ-558.C	New form version from Revenu Québec.
   FPZ-58	New form version from Revenu Québec. New field to enter the payment code.
   FP-620	New form version from Revenu Québec.
   FP-670	New form version from Revenu Québec.
   LE-39.0.2	New form version from Revenu Québec. Contribution amount was increased to $66,000.
   MR-14.A	New form version from Revenu Québec.
   MR-14.B	New form version from Revenu Québec. The form name in English has changed from "Estate" to "Succession".
   MR-69.MD	New form version from Revenu Québec.
   TP-64.3	New form version from Revenu Québec.
   TP-76	New form version from Revenu Québec. The new version of the form was substantially re-formatted. Phone number of the employee is now included. Added identification section for the employer.
   TP518	New form version from Revenu Québec.
   TP1097	New form version from Revenu Québec.
   TPZ-1029.MD.A	New form version from Revenu Québec.
   TPZ-1029.MD.5 - Condominium Information	New in-house work chart used to automatically complete the common information of Part 1 of the TPZ-1029.MD.5.
   TPZ-1029.MD.5	New form version from Revenu Québec. Part 1 information (except for co-owner's name and apartment #) now comes from the in-house form Condominium Information.
   TPZ-1029.MD.5.C	New form version from Revenu Québec.
   TPZ-1029.MD.7	New form version from Revenu Québec. Tick boxes added to specify "Non-dependant" or "Dependant" for taxpayer and taxpayer's spouse.
   TPZ-1029.MD.9	New form version from Revenu Québec. Tick boxes added to specify "Non-dependant" or "Dependant" for taxpayer and taxpayer's spouse.
   VD358	New form version from Revenu Québec.

    

   Forms for tax year 2013
   Slips and summaries
   Quebec
   RL-1.T	New form version from Revenu Québec. New supplementary information code 212 - Revenue of an employee aged 65 or older (line 391).
   Federal Forms:
   TD1	New form version from the CRA.
   TD1-WS	New form version from the CRA.
   TD1AB	New form version from the CRA.
   TD1AB-WS	New form version from the CRA.
   TD1BC	New form version from the CRA.
   TD1BC-WS	New form version from the CRA.
   TD1MB	New form version from the CRA.
   TD1MB-WS	New form version from the CRA.
   TD1NB	New form version from the CRA.
   TD1NB-WS	New form version from the CRA.
   TD1NL	New form version from the CRA.
   TD1NL-WS	New form version from the CRA.
   TD1NS	New form version from the CRA.
   TD1NS-WS	New form version from the CRA.
   TD1NT	New form version from the CRA.
   TD1NT-WS	New form version from the CRA.
   TD1NU	New form version from the CRA.
   TD1NU-WS	New form version from the CRA.
   TD1ON	New form version from the CRA.
   TD1ON-WS	New form version from the CRA.
   TD1PE	New form version from the CRA.
   TD1PE-WS	New form version from the CRA.
   TD1SK	New form version from the CRA.
   TD1SK-WS	New form version from the CRA.
   TD1YT	New form version from the CRA.
   TD1YT-WS	New form version from the CRA.
   Quebec Forms
   TP-1015.3	New form version from Revenu Québec.
   TPZ-1029.MD.8	New form version from Revenu Québec. New questions with tick boxes added: "Are you a non-dependant senior or a dependant senior?"; "Is your spouse a non-dependant senior or a dependant senior?".
   LM-1.A	New form from Revenu Québec. LM-1.A replaces form FP-611. The new form also includes sections for the "Request for cancellation of a business's registration for source deductions" and the "Request for cancellation of a business's registration for corporation income tax".
   Deleted Forms
   FP-611	Revenu Québec has replaced FP-611 with form LM-1.A.
   RL-1.M	Cancelled by Revenu Québec as of 2012.
   RL-1.M-T	Cancelled by Revenu Québec as of 2012.
   Other document added
   IN-412.A	New document from Revenu Québec "Information for software users", integrated in the Help and Knowledge Base (Government links).
   Form in progress
   GST 74 – Election and Revocation of an Election to Use the Quick Method of Accounting	Please note that the form GST 74 for 2013 has been released by the CRA. However, due to the timing of the form's release, the 2013 version will be included in the next update of DT FormMax

   	in-house forms
   	new forms

5. Electronic Filing

   The following slips can be electronically transmitted with version 4.0 of DT FormMax:

   NR4
   T4
   T4A
   T4A-NR
   T5
   T5018
   RL-1 (T4)
   RL-1 (T4A)
   RL-1 (T4A-NR)
   RL-2 (T4A)
   RL-3
   RL-11
   RL-17
   RL-24
   RL-25
   

   For more information on the steps involved in electronically filing, click here.

6. QuickStart Tutorial

   New to DT FormMax? Our QuickStart Tutorial will help you get started.

7. 
   

   January 10, 2013