• What's new in DT FormMax version 15.0?

In this version...

1. Version highlights

   Canada Revenue Agency

   Mandatory electronic filing of returns

   The threshold for mandatory electronic filing of income tax information returns for a calendar year has been lowered from 50 to 5 for information returns filed after December 31, 2023. For the latest information about the penalty for not filing information returns over the Internet, go to https://www.canada.ca/en/revenue-agency/services/tax/businesses/topics/payroll/file-information-returns-slip-summaries/how-to-file.html

   Revenu Québec

   Filing RL slips

   As of January 1, 2024, if you are filing more than 5 RL slips of the same type or if you are filing more than 50 RL-24 slips, you must send them to us online in an XML file using the Transmitting RL Slips service.

    

2. Updated and modified forms

   Forms for tax year 2023
   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. New boxes added: Box 45 – Employer-offered dental benefits Box 16A – Employee's second Canada Pension Plan (CPP) contributions (for taxation year 2024 and subsequent) Box 17A – Employee's second Québec Pension Plan (QPP) contributions (for taxation year 2024 and subsequent)
   T4 Summary	New form version from the CRA
   T4A slip	New form version from the CRA. New box added: Box 015 – Payer-offered dental benefits
   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	New form version from the CRA. New box added: Box 155 (Ontario) – Critical mineral exploration tax credit (CMETC)
   T215 slip	New form version from the CRA
   T215 Summary	New form version from the CRA
   T2202 slip	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
   RL-3 slip	2022 version is still valid for 2023.
   RL-7 slip	2022 version is still valid for 2023.
   RL-8 slip	2022 version is still valid for 2023.
   RL-11 slip	New form version from Revenu Québec
   RL-11 Summary	2022 version is still valid for 2023.
   RL-18 slip	2022 version is still valid for 2023.
   RL-24 slip	New form version from Revenu Québec
   RL-24 Summary	New form version from Revenu Québec. At the time of the release of this version of our software, the English version of this form was not yet available. New box added: Box 10 – Québec enterprise number (NEQ) Box 11 – Social insurance number (SIN) Box 12 – Identification number assigned by the Ministère de la Famille Box 13 – Facility number assigned by the Ministère de la Famille Box 14 – School code assigned by the Ministère de l'Éducation
   RL-25 slip	2022 version is still valid for 2023.
   RL-31 slip	2022 version is still valid for 2023.
   Federal forms
   CPT30	New form version from the CRA
   RC1	New form version from the CRA
   RC7066 SCH	New form version from the CRA
   T1-OVP	New form version from the CRA
   T1E-OVP	New form version from the CRA
   GST66	New form version from the CRA
   TD1IN	New form version from the CRA
   TD1X	New form version from the CRA
   TD3F	New form version from the CRA
   TD4	New form version from the CRA
   Quebec forms
   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	This form has been removed. It can be generated in DT Max.
   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.
   Forms for tax year 2024
   Slips and summaries
   T4 and RL-1 Data entry	Data entry has been modified in order to take into account the new boxes in the T4 and RL-1 slips (the temporary RL-1 slip (2024-01) will be available with version 15.1 of DT FormMax). T4: Box 16A – Employee's second CPP contributions Box 17A – Employee's second QPP contributions RL-1: Box B.A (instead of B) – Contribution to the QPP Box B.B – Supplementary contribution to the QPP Additional information code B-2: Supplementary CPP contribution G-3 (instead of box U): Phased retirement

    

3. EFiling

   The following T-slips and RL-slips for tax year 2023 can now be efiled with version 15.0 of DT FormMax (those for the 2024 tax year can be transmitted electronically with version 15.1):

   • 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. 2023 Form Index

   The form index has been updated for 2023. Click here to view.

December 13, 2023