• What's new in DT FormMax version 6.3?

In this version...

1. Enhancements

   1. Recipient manager and default values in the Preferences menu

      The new Recipient manager makes it easy to manage your recipients and their associated forms from a single location. You can now easily add recipients, enter their basic information (e.g., names and addresses), delete recipients, add forms, and delete forms all in the same window. Previously, it was necessary to go to several different places in the program to accomplish these tasks. Additionally, a new feature lets you import recipients from another DT FormMax file.

      Thanks to improvements in the Preferences, you can even automate many recipient-related tasks. For example, you can now configure a file to have DT FormMax automatically add any slips you wish whenever a new recipient is added. Also, many frequently-used fields can be configured so that they will automatically be populated with appropriate data. These fields include both general ones for the recipient (e.g., "city", "province", and "country" in the recipient address), as well as ones specific to particular slips (e.g., "Province of employment", "Employment code", and "Pay periods" on a T4/RL-1). Naturally, you can easily change any of these values where required.

      Finally, the jurisdiction can now be set in the Preferences to either all forms/slips (i.e., both federal and Quebec) or only federal forms/slips. When set to the latter, only federal forms/slips will be available for selection when adding forms to a recipient, and in data entry forms, only federal fields will be enabled. As was the case above, the jurisdiction can easily be changed on a case-by-case basis.

      All of these changes should make managing your recipients dramatically easier and more efficient.

      For more information on the enhancements to the Preferences menu, click here. To know more about the Recipient manager, click here.

       

2. New forms

   Slips and summaries
   Federal
   T5008	Statement of Securities Transactions
   T5008 Summary	Return of Securities Transactions
   Quebec
   RL-18	Securities Transactions
   RL-18 Summary	Securities Transactions
   Federal forms
   GST29	Educational Services – Election and Revocation of the Election to Make Certain Supplies Taxable
   GST60	GST/HST Return for Acquisition of Real Property
   GST146	Notice of Revocation of Waiver
   Quebec forms
   FP-2010-V	Application to File Separate Returns, Request to File Separate Rebate Applications, Revocation of Application or Request
   TP-1086.R.23.12-V	Costs Incurred for Work on an Immovable

    

3. Updated and modified forms

   Forms for tax year 2015
   Slips and summaries
   T4 and RL-1 Data entry	Data entry has been modified: from now on, QPP pensionable earnings (Box G and Box 26) will include amounts from Box J and Box P by default. However, you may need to override the amount in Box G if the amount in Box J or P is a taxable benefit paid in kind (if no remuneration was paid to the employee in cash or by cheque for the pay period during which the benefit was granted). Report it in Box G-1 instead.
   Quebec
   RLZ-1.ST	New form version from Revenu Québec. The contribution to the Workforce Skills Development and Recognition Fund (WSDRF) is calculated if the payroll exceeds $2,000,000.
   Federal forms
   CPT100	New form version from the CRA
   T1-OVP	New form version from the CRA
   T1E-OVP	New form version from the CRA
   T1261	New form version from the CRA
   T2057	New form version from the CRA
   GST10	New form version from the CRA
   GST17	New form version from the CRA
   GST20	New form version from the CRA
   GST24	New form version from the CRA
   GST44	New form version from the CRA
   GST70	New form version from the CRA
   TD1IN	New form version from the CRA
   Quebec forms
   LE-39.0.2-V	New form version from Revenu Québec
   TP-1015.3-V	New form version from Revenu Québec
   TP-1029.CS.3-V	New form version from Revenu Québec
   VD-358-V	New form version from Revenu Québec

July 2, 2015