• What's new in DT FormMax version 13.0?

In this version...

1. Version highlights

   Filer of Information Returns

   Federal Budget 2021 announced that the threshold for mandatory electronic filing of income tax information returns for a calendar year would be lowered from 50 to 5 information returns.

   The legislation for this measure was not finalized when the guides and forms were published. For the latest information about the penalty for not filing information returns over the Internet, go to the web page Penalty for failure to file information returns over the Internet

   New Open directory button to access Efile transmission working folders

   You can now access the Federal and Quebec Efile working folders directly by clicking the Open directory button on the Efile transmission window under the Efile menu.

   

    

2. Updated and modified forms

   Forms for tax year 2021
   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
   T4A slip	New form version from the CRA.   For 2021 and later tax years, new income code 210 has been introduced to report Postdoctoral Fellowship income. An amount reported here must also be included at "Code 105 – Scholarships, fellowships, bursaries, and artists' project grants."   The amount you enter in box 210 on the Data entry page will also be included in box 105.
   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 slip	New form version from the CRA
   T4PS Summary	New form version from the CRA
   T5 slip	New form version from the CRA
   T5 Summary	New form version from the CRA
   T10 slip	New form version from the CRA
   T10 Summary	New form version from the CRA
   T101 slip	2006 version is still valid for 2021.
   T215 slip	New form version from the CRA
   T215 Summary	New form version from the CRA
   T2202	New form version from the CRA
   T5008 slip	New form version from the CRA
   T5008 Summary	New form version from the CRA
   T5018 slip	New form version from the CRA
   T5018 Summary	New form version from the CRA
   Quebec
   RL-1 slip	New form version from Revenu Québec
   RLZ-1.S	New form version from Revenu Québec
   RL-2 slip	New form version from Revenu Québec. The acronym RVDAA, for an advanced life deferred annuity ("rente viagère différée à un âge avancé") has been added to the box marked "Provenance des revenus" in the RL-2 slip.
   RL-3 slip	2019 version is still valid for 2021.
   RL-7 slip	2018 version is still valid for 2021.
   RL-8 slip	2015 version is still valid for 2021.
   RL-11 slip	2019 version is still valid for 2021.
   RL-11 Summary	2012 version is still valid for 2021.
   RL-18 slip	New form version from Revenu Québec. Added codes in boxes 15 and 22: Code BO1 is for a bulk transaction in bonds for which the quantity cannot be determined. Code DO1 is for a bulk transaction in debt obligations in bearer form for which the quantity cannot be determined. The DEN Commodity ("denrée") code has been eliminated.
   RL-24 slip	2017 version is still valid for 2021.
   RL-24 Summary	2017 version is still valid for 2021.
   RL-25 slip	2019 version is still valid for 2021.
   RL-31 slip	New form version from Revenu Québec
   Federal forms
   T1-OVP	New form version from the CRA
   T1E-OVP	New form version from the CRA
   T1213	New form version from the CRA
   T1213(OAS)	New form version from the CRA
   T2054	New form version from the CRA
   T2062	New form version from the CRA
   T2062A	New form version from the CRA
   TX19	New form version from the CRA
   TD1X	New form version from the CRA
   Quebec forms
   TP-518	New form version from Revenu Québec
   TPZ-1029.MD.5	New form version from Revenu Québec
   TPZ-1029.MD.5.C	New form version from Revenu Québec
   TPZ-1029.MD.7	New form version from Revenu Québec
   TPZ-1029.MD.8	New form version from Revenu Québec
   TPZ-1029.MD.9	New form version from Revenu Québec
   Other document
   IN-412.A	The latest version of this document has been added in Help/Knowledge base/Government Links.

    

3. EFiling

   The following T-slips and RL-slips can now be efiled with version 13.0 of DT FormMax:

   • NR4

   • T4

   • T4A

   • T4A-NR

   • T5

   • T215

   • T2202

   • T5008

   • T5018

   • RL-1 (T4)

   • RL-1 (T4A)

   • RL-1 (T4A-NR)

   • RL-2 (T4A)

   • RL-3

   • RL-7

   • RL-8

   • RL-11

   • RL-18

   • RL-24

   • RL-25

   • RL-31

   For more information on how to file tax slips electronically, click here.

    

4. QuickStart Tutorial

   New to DT FormMax? Our QuickStart Tutorial will help you get started on the right foot.

    

5. 2021 Form Index

   The form index has been updated for 2021. Click here to view.

December 9, 2021