  Client letter variables |
The following is a list of %-variables currently used in the T1 client letter:
Client identification and controls
%1 LastName
%2 FirstName
%19 SIN
%20 Client number
%3 Title
%417 Care-of
0 = No
1 = Yes
%116 Care-of
Address
%4 Street
%5 City
%6 Province
%7 POSTCODE
%16 District taxation office
%17 Status
1 = Single
7 = Common law spouse
2 = Married
5 = Widowed
3 = Separated
4 = Divorced
%18 Age on December 31
%422 Age of spouse on December 31
%160 1 = Deceased
%8 Date (last calculated)
%382 Date of Emigration
%383 Date of Immigration
%9 Taxation year (e.g. 2023)
%13 Taxation year+1 (e.g. 2024)
%398 Taxation year+2 (e.g. 2024)
%281 Taxation year-1 (e.g. 2022)
%282 Taxation year-2 (e.g. 2021)
%283 Taxation year-3 (e.g. 2020)
%10 PROV-RES
(province of residence on December 31):
1 = Quebec
2 = Newfoundland and Labrador
3 = Prince Edward Island
4 = Nova Scotia
5 = New Brunswick
6 = Ontario
7 = Manitoba
8 = Saskatchewan
9 = Alberta
10 = British Columbia
11 = Yukon
12 = North West Territories
18 = Nunavut
13 = Other
%399 1 = Non-resident
%216 Client telephone number (home)
%217 Client telephone number (office)
%304 Client cellular phone number
%218 Client email address
Efile, Discounting, Direct deposit, Authorization, Elections, Bankruptcy
%12 If electronic T1 or TP1 (efile) return has been generated:
0 = No efile
1 = Federal efile return
10 = Quebec efile return
11 = Federal and Quebec efile returns
%14 Discounting
1 = Yes
2 = No
%15 Direct deposit
1 = Yes
2 = No
%453 Quebec - Direct deposit (LM-3)
1 = Yes
2 = No
%374 1 = PWGSC-TPSGC8001-552E(2020-02) - Direct deposit enrolment form
%270 Elections Canada
0 = Blank
1 = Yes
2 = No
%244 Bankruptcy
1 = pre-bankruptcy
2 = post-bankruptcy
3 = Trustee's
6 = Pre-proposal
7 = Post-proposal
%286 Engagement letter
1 = Yes
2 = No
%11 Authorize
T1013 - Authorization - federal:
1 = Current year
2 = None
3 = Current and prior years
4 = All
5 = Cancel current year
6 = Cancel all
7 = Cancel current and prior years
%220 MR-69 - Authorization - Quebec:
1 = Current year
2 = None
3 = Current and prior years
4 = All
%428 1 = MR-69.R - Revocation - Quebec:
%271 1 = T1135 e-submission
Notices of assessment and reassessment
%329 1 = Already registered for online mail
%236 1 = CRA online email notification
%327 1 = T183 - Sign up for online mail
%328 1 = T183 - Efiler will receive the NOA electronically
Federal return
%77 Federal return generated
0 = Yes
1 = No
1 = Yes
2 = No
GST tax credit, child tax benefit, climate action incentive
%74 Estimation of GST credit
%290 Estimation of Canada child benefit (CCB)
%401 Estimation of Ontario Trillium benefit
%420 Estimation of Ontario sales tax credit
%423 1 = Choice for delayed single OTB payment
%411 Estimation of Ontario senior homeowners' property tax grant
%402 Estimation of Saskatchewan low-income tax credit
%416 Estimation of NB HST credit
%403 Estimation of BC HST credit
%410 Estimation of BC low-Income climate action tax credit
%405 Estimation of NL HST credit
%408 Estimation of NL seniors' benefit
%406 Estimation of NS affordable living tax credit
%409 Estimation of NS poverty reduction
%427 1 = Provincial Climate action incentive
%456 Estimation of PE climate action incentive
%457 Estimation of NS climate action incentive
%474 Estimation of NB climate action incentive
%458 Estimation of NL climate action incentive
%459 Estimation of ON climate action incentive
%460 Estimation of MB climate action incentive
%461 Estimation of SK climate action incentive
%462 Estimation of AB climate action incentive
Estimated Old Age Security payments
%314 Table 1 - Estimation maximum monthly GIS
%315 Table 2 - Estimation maximum monthly GIS
%316 Table 3 - Estimation maximum monthly GIS
%317 Table 4 - Estimation maximum monthly GIS
%318 Table 4 - Estimation maximum monthly allowance
%319 Table 5 - Estimation maximum monthly allowance for survivor
Federal tax election
%322 Election pursuant to subsection 45(2) ITA
%320 Election pursuant to subsection 45(3) ITA
Federal total income
%21 F10100,10400 Employment income
%22 Pension and RRSP income
%228 F11600 Elected split-pension amount
%24 F11900 Employment insurance benefits
%26 F12000 Dividends income
%421 Federal dividend transferred from spouse
%25 F12100 Interest income
%28 F12200 Limited partnership income
%29 F12600 Rental income
%27 F12700 Taxable capital gains
%23 F12800 Taxable support payments received
%389 T2205 - Amount from a spousal RRSP to include in income
%391 T2205 - Amount from a spousal RRIF to include in income
%36 F13000 Other income
%30 F13500 Business income
%31 F13700 Professional income
%32 F13900 Commission income
%33 F14100 Farming income
%35 Farming was not the main source of income:
1 = Yes
2 = No
%34 F14300 Fishing income
Federal deductions
%48 F20800 RRSP deduction
%47 RRSP contributions of current year
%98 RRSP direct rollover (total)
%463 F20805 FHSA deduction
%227 F21000 Deduction for elected split-pension amount
%259 Split-pension combined federal savings
%82 F21400 Childcare expenses
%57 F21700 Allowable business investment loss
%79 F21699 Gross business investment loss
%45 F22900 TL2 - Claim for meals and lodging expenses
%46 F22000 Support payments made - allowable deduction
%60 F23500 Social benefits repayment
%37 F23600 Net income
%54 F25400 Capital gains deduction
%61 F25500 Northern residents deduction
Federal non refundable tax credits
%80 F30000 Basic personal amount
%81 F30300 Spousal amount
%38 Spouse's net income
%83 F30400 Amount for an eligible dependant
%84 F30425 Canada caregiver amount for spouse or elig. dependant
%88 Amount eligible for CPP or QPP contribution
%92 F30800 CPP contributions
%95 F31200 Employment insurance premiums
%394 F31217 EI premiums on self-employment
%387 F31270 Home buyers' amount
%97 F31400 Pension income amount
%85 F31600 Disability amount
%135 Eligible for disability amount:
1 = 1st year
0 = Not 1st year
%86 F31800 Disability amount transferred from a dependant
%100 F32400 Tuition and education amounts transferred from a child
%87 F32600 Amounts transferred from spouse
%101 F33099 Medical expenses
%103 F33199 Medical expenses adjustment
%39 Other supporting person's net income
Federal refund or balance owing
%111 F41200 ITC claimed this year
%155 F41800 T1172 - Tax for RESP's
%93 F42100 CPP contributions payable
%120 F40500 Foreign tax credit (T2209)
%395 F42120 EI premiums on self-employment
%41 F43500 Federal tax payable
%229 F43700 - Split pension income tax deducted (Pensioner)
%230 F43700 - Split pension income tax deducted (pension transferee)
%94 F44800 CPP overpayment
%96 F45000 Employment insurance overpayment
%469 F45355 Multigenerational home renovation tax credit
%113 F45400 Refund of ITC
%133 F45700 Employee and partner GST/HST rebate (GST-370)
%43 F48400 Federal refund
%42 F48500 Federal balance owing
%295 Federal balance owing - Method of payment:
0 = No method
1 = Cheque
2 = Bank
3 = Internet
4 = Epad
6 = Epad but not eligible
%296 Epad - Date the payment will be taken out of the bank account
T1206 - Tax on split income
%429 T1206 - Total split income
%430 T1206 - Federal tax on split income
%431 T1206 - Tax payable on split income - Alberta
%432 T1206 - Tax payable on split income - British Columbia
%433 T1206 - Tax payable on split income - Manitoba
%434 T1206 - Tax payable on split income - New Brunswick
%435 T1206 - Tax payable on split income - Newfoundland and Labrador
%436 T1206 - Tax payable on split income - Nova Scotia
%437 T1206 - Tax payable on split income - Northwest Territories
%438 T1206 - Tax payable on split income - Nunavut
%439 T1206 - Tax payable on split income - Ontario
%440 T1206 - Tax payable on split income - Prince Edward Island
%441 T1206 - Tax payable on split income - Saskatchewan
%442 T1206 - Tax payable on split income - Yukon
Provincial schedules
%122 NL 428 - Newfoundland and Labrador tax credits
%123 PE 428 - Prince Edward Island tax credits
%124 NS 479 - Nova Scotia tax credits
%125 NB 428 - New Brunswick tax credits
%121 ON 479 - Ontario tax credits
%126 MB 479 - Manitoba tax credits
%159 MB 479 - Manitoba education property tax credit
%127 SK 428 - Saskatchewan tax credits
%128 AB 428 - Alberta tax credits
%312 AB 428 - Election - AITC shares purchased in the first 60 days
%313 AB 428 - Alberta investor tax credit
%129 BC 479 - British Columbia tax credits
%130 YT 479 - Yukon tax credits
%353 YT(S14) - Yukon general business carbon price rebate
%470 YT(S14) - Yukon mining business carbon price rebate
%131 NT 479 - Northwest Territories tax credits
%63 NU 479 - Nunavut tax credits
%78 T89 - Alberta stock savings plan tax credit
%237 T1014 - BC training tax credit (IND)
%238 T1014.1 - BC training tax credit (EMP)
%414 T1014.2 - BC shipbuilding tax credit (EMP)
%326 T1232 - YT Research and development tax credit
%221 T1256 - Manitoba community enterprise development
%240 T1256-1 - Manitoba community enterprise investment tax credit
%163 T1256-2 - MB employee share purchase refundable tax credit
%165 T1256-2 - MB employee share purchase non refundable tax credit
%222 T1258 - New Brunswick small business investor tax credit
%224 1 = T1272 - NL direct equity tax credit:
%468 1 = T1279 - Sask. mineral exploration tax credit
%136 T1297 NL Resort property tax credits
%471 T1356 BC clean buildings tax credit (non-partnership)
%472 T1356 BC clean buildings tax credit (partnership)
Carryforward amounts and balance - federal
%59 Moving expenses carried forward
%56 Capital gains exemption available (super exemption)
%118 Unused federal dividend tax credit
%112 ITC carryback
%114 ITC carried forward
%58 Reduction of ABIL
%268 Tuition amounts carried forward
%274 Tuition amounts carried forward - Provincial
%269 Interest paid on student loans carried forward
%272 Amount of net capital losses carried forward
%273 Amount of non-capital losses carried forward
%275 Amount of net capital losses carried back to Year-3
%276 Amount of net capital losses carried back to Year-2
%277 Amount of net capital losses carried back to Year-1
%278 Amount of non-capital losses carried back to Year-3
%279 Amount of non-capital losses carried back to Year-2
%280 Amount of non-capital losses carried back to Year-1
Minimum tax - federal
%108 Minimum tax (AMT) for the year - federal
%109 AMT from prior years used - federal
%110 Total AMT to carry forward - federal
RRSP
%49 Total RRSP deduction limit for next year
%50 RRSP overcontribution + carryforward for next year
%51 RRSP overcontribution (exceeding the limit)
%52 RRSP amount withdrawn for Home Buyer's Plan
%53 RRSP Home Buyer's Plan - income inclusion
FHSA
%464 Unused FHSA contributions available to deduct
%465 Excess FHSA amount
%466 Net contributions in the FHSA
%467 Annual FHSA limit
HBP
%262 HBP outstanding amount at the end of the year
%263 HBP years left to repay
%264 HBP amount required to repay for next year
LLP
%265 LLP outstanding amount at the end of the year
%266 LLP years left to repay
%267 LLP amount required to repay for next year
Registered pension plan (RPP)
%245 Pre-1990 RPP contribution (not a contributor) carried forward
%256 Pre-1990 RPP contribution (a contributor) carried forward
Charitable donation - federal
%105 Charitable donation carried forward - federal
Quebec return
%156 Quebec return generated
0 = Yes
1 = No
Solidarity credit, child assistance payment
%396 1 = Schedule D - Solidarity tax credit
%62 Estimation of Solidarity credit (July Year+1 - Dec. Year+1)
%397 Estimation of Solidarity credit (Jan. Year+2 - Jun. Year+2)
%291 Estimation of Solidarity tax credit - total
%292 Estimation of Solidarity tax credit - quarterly
%293 Estimation of Solidarity tax credit - monthly
%73 Estimation of child assistance payment
Quebec tax election
%323 1 = Election pursuant to subsection 45(2) ITA / 284 IT
%321 1 = Election pursuant to subsection 45(3) ITA / 286.1 IT
Quebec income
%231 Q123 Pension income transferred by your spouse
Quebec deductions
%145 Q207 TP-66 - Expenses for meals and accommodation
%140 Q214 RRSP deduction
%99 Q228 Moving expenses
%198 Q233 Gross allowable business investment loss
%150 Q234 Allowable business investment loss
%153 Q236 Deduction for residents of designated remote areas
%232 Q250 Deduction for pension income transferred by your spouse
%260 Split-pension combined Quebec savings
%137 Q275 Net income
%188 Q287 Deduction for strategic investments
%147 Q292 Taxable capital gains exemption
Quebec non refundable tax credits
%172 Q350 Basic amount
%89 Q351 Contributions to the QPP
%193 Q361 Deduction for a person living alone
%174 Q367 Amount respecting dependent children
%175 Q367 Amount respecting other dependants
%176 Q376 Amount for severe & prolonged mental/physical impairment
%178 Q381 Amount for medical expenses
%177 Q386 Disability amount transferred by a dependant
%426 Q396 Home buyers' tax credit
%180 Medical expenses adjustment - Quebec
%181 Charitable donations transferred to spouse - Quebec
%138 Spouse's net income - Quebec
%139 Other supporting person's net income - Quebec
Quebec refund or balance owing
%257 Q438 Annual registration fee for the Québec enterprise register
%258 Q436 Information about the business changed
0 = No
1 = Yes
%158 Q443 Special tax respecting RESP's
%424 Q443 RL-5, Box O - Revenu Quebec will calculate Q443
0 = No
1 = Yes
%90 Q445 QPP contributions required
%194 Q446 Contributions to the Health Services Fund
%179 Schedule K - Premium payable by the spouse
0 = No
1 = Yes
%134 Q447 Premium payable - Quebec prescription drug insurance plan
%141 Q450 Quebec tax payable
%233 Q451.1 Income tax transferred to your spouse
%234 Q451.3 Income tax transferred by your spouse
%91 Q452 Contributions overpaid to the QPP
%191 Q455 Tax credit for childcare expenses
%261 Q458 Schedule J - Senior residence
%196 Q459 QST rebate for employees and partners (VD-358)
%195 Q462 Schedule H - Natural caregiver tax credit
%445 Q462 Senior assistance tax credit (TP-1029.SA)
%347 Senior assistance tax credit (TP-1029.SA) with eligible spouse
%148 Q476 Refund transferred to the spouse
%149 Q477 Amount transferred by the spouse
%143 Q478 Refund to which you are entitled
%142 Q479 Balance due
%297 Quebec balance owing - Method of payment:
0 = No method
1 = Cheque
2 = Bank
3 = Internet
T1206(Q) - Tax on split income
%443 T1206(Q) - Total split income
%444 T1206(Q) - Quebec tax on split income
Carryforward amounts and balance - Quebec
%151 Reduction of ABIL - Quebec
%152 Moving expenses carried forward - Quebec
%345 Pre-1990 RPP (not a contributor) carried forward - Quebec
%356 Pre-1990 RPP (a contributor) carried forward - Quebec
%357 Adjustment of investment expenses carried forward - Quebec
%368 Tuition amounts carried forward - Quebec
%369 Interest paid on student loans carried forward - Quebec
%372 Amount of net capital losses carried forward - Quebec
%373 Amount of non-capital losses carried forward - Quebec
%375 Amount of net capital losses carried back to Year-3 - Quebec
%376 Amount of net capital losses carried back to Year-2 - Quebec
%377 Amount of net capital losses carried back to Year-1 - Quebec
%378 Amount of non-capital losses carried back to Year-3 - Quebec
%379 Amount of non-capital losses carried back to Year-2 - Quebec
%380 Amount of non-capital losses carried back to Year-1 - Quebec
Charitable donations - Quebec
%182 Charitable donations carried forward - Quebec
%189 Credit for first major donation carried forward - Quebec
%190 Cr. for donations of cultural patronage carried forward - Quebec
Minimum tax - Quebec
%185 Minimum tax (AMT) for the year - Quebec
%186 AMT from prior years used - Quebec
%187 Total AMT to carry forward - Quebec
Instalments
%66 Method
1 = Prior
2 = Current
3 = Government
4 = Memo
5 = Recommended
%44 Instalment March this year - federal
%67 Instalment to pay March - federal
%68 Instalment to pay June - federal
%69 Instalment to pay September - federal
%70 Instalment to pay December - federal
%71 Instalment to pay March next year - federal
%72 Instalment to pay June next year - federal
%144 Instalment March this year - Quebec
%166 Instalment to pay March - Quebec
%167 Instalment to pay June - Quebec
%168 Instalment to pay September - Quebec
%169 Instalment to pay December - Quebec
%170 Instalment to pay March next year - Quebec
%171 Instalment to pay June next year - Quebec
Federal forms
%161 1 = DC905 - Bankruptcy identification
%454 1 = NR5 - Reduction in the amount to be withheld
%164 1 = NR6 - Rental income of a non-resident
%337 RC65 - Marital Status Change
1 = Married
2 = Living common-law
3 = Widowed
4 = Divorced
5 = Separated
6 = Single
%64 1 = T1-ADJ - T1 adjustment request
%425 1 = T1-OVP - Tax on RRSP excess contributions, balance owing
%40 1 = T1A - Request for loss carryback
%305 1 = T657 - Calculation of capital gains deduction
%154 1 = T1135 - Foreign income statement
%162 1 = T1136 - Old age security return
%76 1 = T1139 - Alternative method
%102 1 = T1141 - Transfers or loans to non resident trust
%115 1 = T1142 - Distr./indebtedness - non resident trust
%117 1 = T1159 - Election under section 216
%384 1 = T1161 - List of properties by an emigrant
%381 1 = T1243 - Deemed disposition by an emigrant
%307 1 = T1244 - Defer federal tax
%308 1 = T1244 - Defer provincial or territorial tax
%311 1 = T1255 - Designation as a principal residence (deceased)
%306 1 = T2017 - Reserves on dispositions of capital property
%455 T2039 - Air quality improvement tax credit
%451 T2043 - Return of fuel charge proceeds to farmers tax credit
%385 1 = T2061A - Election by an emigrant to report deemed disp.
%200 1 = T2091 - Designation as a principal residence
%199 1 = T2200 - Declaration of conditions of employment
%418 1 = T2210 - Verif. of policy loan interest by the insurer
%336 1 = SC ISP-3032 - Election to remove pension income splitting for GIS, ALW or ALWS calculations purposes
Quebec forms
%225 RL-1 Box I - personal use of employer's vehicle
%132 1 = TP-1.R - Request for an adjustment
%146 1 = TP-64.3 - General employment conditions
%157 1 = TP-80.1 - Alternative method
%419 1 = TP-163.1 - Interest paid on a loan of a life insurance
%211 1 = TP-274 - Designation as a principal residence
%303 1 = T2061A(Q) - Elec. by an emigrant to report deemed disp.
%473 1 = TP-726.20.2 - Capital gains deduction on resource property
%310 1 = TP-785.2.5 - List of properties by an emigrant
%192 1 = TP-1012.A - Loss carryback
%173 1 = TP-1012.B - Carryback ded./credit
%302 TP-1026.0.1.9 - Remittance Slip [Payment code]
%334 1 = TP-1029.AE - Waste water treatment systems
%335 1 = TP-1029.RE - Restoration of a secondary residence
%390 1 = TP-1029.RR - Home Improvement and Renovation
%226 TP-1029.8.61.64 - Credit natural caregiver
%309 TP-1033.2 - Defer Quebec income tax
%197 1 = TP-1086.R.23.12 - Labour costs
%241 1 = TPZ-1029.MD.7 - Advance payments for seniors (rent)
%242 1 = TPZ-1029.MD.8 - Advance payments for seniors (condo)
%243 1 = TPZ-1029.MD.9 - Advance payments for seniors (other)
%393 1 = A copy of form T1139 enclosed with the Quebec return
Accountant variables
%212 Accountant responsible for the client file
%213 Person responsible for verification
%214 Staff member in charge of the client file
%246 Account contact title
%247 Account contact name
%248 Accountant fax number
%249 Accountant phone number
%250 Accountant postal code
%251 Accountant province (address)
%252 Accountant city
%253 Accountant street
%254 Accountant name
%255 1 = Use default letterhead
%55 Amount of client invoice
%215 Billing code on the invoice / reference number
%287 Pro form questionnaire [1=Yes, 2=No]
User-defined variables
%201 User-defined variable (see LETTER-DATA keyword)
%202 User-defined variable (see LETTER-DATA keyword)
%203 User-defined variable (see LETTER-DATA keyword)
%204 User-defined variable (see LETTER-DATA keyword)
%205 User-defined variable (see LETTER-DATA keyword)
%206 User-defined variable (see LETTER-DATA keyword)
%207 User-defined variable (see LETTER-DATA keyword)
%208 User-defined variable (see LETTER-DATA keyword)
%209 User-defined variable (see LETTER-DATA keyword)
%210 User-defined variable (see LETTER-DATA keyword)
The following is a list of %-variables currently used in the T2 client letter:
Identification
%1 FirstName, MiddleName and Name.Officer
%3 CorpOfficers
%6 Title.officer
%7 Date (last calculated)
%8 Name
%9 Care-Of
%10 Street
%11 Address-Ln-2
%12 Suite
%13 POBox
%14 City
%15 Province
%16 State-Abbrev
%17 PostCode
%18 ZipCode
%19 For-Post
%20 Country-Abbrev
%21 Address
%54 YearEnd
%86 Jurisdiction (1=Federal)
%87 Jurisdiction (2=Quebec)
%88 Jurisdiction (9=Ontario)
%89 Jurisdiction (12=Alberta)
%90 Jurisdiction (10=manitoba)
%91 Jurisdiction (11=Saskatchewan)
%159 TaxHoliday
Efile
%100 Efile [0=No, 1=Federal, 2=Quebec 3=Federal & Quebec]
Federal return
%77 Federal return generated [0=No, 1=Yes]
%60 Federal balance owing [$]
%61 Federal refund [$]
Federal forms
%55 T183 - Information return for filing electronically [0=No, 1=Yes]
%22 RC59 - Business consent form [0=No, 1=Yes]
%23 T661 - Claim for SR&ED carried out in Canada [0=No, 1=Yes]
%24 T106 - Information return of non-arm's length transactions with NR
%25 T137 - Request for destruction of records [0=No, 1=Yes]
%26 T400A - Objection - Income Tax Act [0=No, 1=Yes]
%27 T1044 - NPO information return [0=No, 1=Yes]
%28 T1134-A - Return relating to not controlled foreign affiliates
%29 T1134-B - Return relating to controlled foreign affiliates
%30 T1135 - Foreign income statement [0=No, 1=Yes]
%31 T1141 - Transfers or loans to non resident trust [0=No, 1=Yes]
%32 T1142 - Distr./indebtedness - non resident trust [0=No, 1=Yes]
%33 T1145 - Agreement to allocate assistance between NAL for SR&ED
%34 T1146 - Agreement to transfer qualified SR&ED exp. contracts
%35 T2002 - Election, or revocation of election not to be a CCPC
%36 T2054 - Election for a capital dividend under subsection 83(2)
Quebec return
%78 Quebec return generated - CO-17 [0=No, 1=Yes]
%37 Quebec return generated - CO-17.SP [0=No, 1=Yes]
%62 Quebec balance owing [$] - CO-17
%63 Quebec balance owing [$] - CO-17.SP
%64 Quebec refund [$]
Quebec forms
%97 CO-17.R - Request for adjust. to an inc. tax return - corporation
%98 CO-17.SP.R - Request for adjust. to an inc. tx. rtn. - non-prof org
%38 CO-737.18.18 - Exemption for small/medium mfg business
%39 CO-771.1.3 - Agreement respecting allocation of business limit
%40 CO-786 - D‚duction pour des ristournes [0=No, 1=Yes]
%41 CO-1012 - Application to carry back a loss [0=No, 1=Yes]
%99 CO-1029.8.36.RX - Agreement - Job creation in a designated region
%42 CO-1029.9 - Tax credit for taxi firms [0=No, 1=Yes]
%43 CO-1138.1 - Deduction for farm/fish corporations [0=No, 1=Yes]
%44 FM-220.3 - Forest producer's property tax refund [0=No, 1=Yes]
%45 RD-222 - Deduction respecting SR&ED expenditures [0=No, 1=Yes]
%46 TP-997.1 - Information return for tax-exempt entities [0=No, 1=Yes]
%47 TP-1029.8.36.VT - Tax credit for modernization of taxi fleet
%48 TP-1086.R.23.12 - Costs for work on an immovable [0=No, 1=Yes]
%49 MR-93.1.1 - Notice of objection
%50 MR-69 - Authorization form [0=No, 1=Yes]
%51 LE-630 - Info. return for enterprise register [0=No, 1=Yes]
Alberta return
%79 Alberta return generated [0=No, 1=Yes]
%65 Alberta balance owing [$]
%66 Alberta refund [$]
Alberta forms
%52 AT1 Schedule 10 [0=No, 1=Yes]
%53 Alberta consent form [0=No, 1=Yes]
Ontario return
%82 Ontario CT23 long return generated [0=No, 1=Yes]
%83 Ontario CT23 short return generated [0=No, 1=Yes]
%84 Ontario CT23 long return generated - EFF [0=No, 1=Yes]
%85 Ontario CT23 short return generated - EFF [0=No, 1=Yes]
%71 Ontario balance owing [$] - CT23 long return
%73 Ontario balance owing [$] - CT23 short return
%72 Ontario refund [$] - CT23 long return
%74 Ontario refund [$] - CT23 short return
Ontario forms
%56 OITC - Ontario innovation tax credit [0=No, 1=Yes]
%57 Ontario consent form
Manitoba return
%80 Manitoba return generated [0=No, 1=Yes]
%67 Manitoba balance owing [$]
%68 Manitoba refund [$]
Saskatchewan return
%81 Saskatchewan return generated [0=No, 1=Yes]
%69 Saskatchewan balance owing [$]
%70 Saskatchewan refund [$]
Instalments
%58 Federal monthly instalments [0=No, 1=Yes]
%92 Federal quarterly instalments [0=No, 1=Yes]
%102 Federal monthly instalments (Ont) [0=No, 1=Yes]
%103 Federal quarterly instalments (Ont) [0=No, 1=Yes]
%59 Quebec monthly instalments [0=No, 1=Yes]
%101 Quebec quarterly instalments [0=No, 1=Yes]
%75 Alberta monthly instalments [0=No, 1=Yes]
%76 Saskatchewan monthly instalments [0=No, 1=Yes]
%93 Manitoba quarterly instalments [0=No, 1=Yes]
%94 Ontario monthly instalments [0=No, 1=Yes]
Accountant variables
%246 Accountant title
%247 Accountant name
%248 Accountant fax number
%249 Accountant phone number
%250 Accountant postal code
%251 Accountant province (address)
%252 Accountant city
%253 Accountant street
%254 Accountant company name
%255 Use default letterhead [1=Yes, 2=No]
User-defined variables
%201 to %210 : User-defined variable (see LETTER-DATA keyword)
The following is a list of %-variables currently used in the T3 client letter:
Client identification
%1 Trustee
%2 First-Name.tr
%3 Business-Name.tr
%60 Care-of
%4 Street
%61 Suite
%5 City
%6 Province (address)
%7 Postal-Code
%8 Date (last calculated)
%9 Taxation year
%11 Country
%12 Trust-Name
%14 Inter Vivos trust
%15 Testamentary trust
%56 Filing date
Federal return
%77 Federal return generated [0=Yes, 1=No]
%50 Federal balance owing [$]
%51 Federal refund [$]
Federal forms
%17 T3A - Request for loss carryback by a trust [0=No, 1=Yes]
%18 T3-ADJ - T3 adjustment request [0=No, 1=Yes]
%19 T3M - Environemental trust income tax return [0=No, 1=Yes]
%20 T3P - Employees' pension plan income tax return [0=No, 1=Yes]
%21 T1013 - Authorizing or cancelling a representative [0=No, 1=Yes]
%22 T1079 - Designation as a principal residence [0=No, 1=Yes]
%65 T1134-A - Return relating to not controlled foreign affiliates
%66 T1134-B - Return relating to controlled foreign affiliates
%23 T1135 - Foreign income statement [0=No, 1=Yes]
%24 T1139 - Reconciliation of business income [0=No, 1=Yes]
%25 T1141 - Transfers or loans to non resident trust [0=No, 1=Yes]
%26 T1142 - Distr./indebtedness - non resident trust [0=No, 1=Yes]
%27 T1172 - Tax from RESPs [0=No, 1=Yes]
%28 T2038 - Investment tax credit [0=No, 1=Yes]
%29 T2223 - Election to defer payment of income tax [0=No, 1=Yes]
%30 TX-19 - Asking for a clearance certificate [0=No, 1=Yes]
%31 T3 Summary - Summary of trust income allocation [0=No, 1=Yes]
%32 NR4 Summary - Amounts paid to non residents [0=No, 1=Yes]
Quebec return
%78 Quebec return generated [0=Yes, 1=No]
%52 Quebec balance owing [$]
%53 Quebec refund [$]
Quebec forms
%34 TP-1129.53 - Inc. tax return for environmental trusts [0=No, 1=Yes]
%35 MR-69 - Authorization form [0=No, 1=Yes]
%36 TP-80.1 - Income adjusted to December 31 [0=No, 1=Yes]
%37 TP-274.A - Designation as a principal residence [0=No, 1=Yes]
%38 TP-453 - Election on the deduction of a reserve [0=No, 1=Yes]
%39 TP-671.9 - Beneficiary of a designated trust [0=No, 1=Yes]
%40 TP-1012.B - Carryback ded./credit [0=No, 1=Yes]
%41 TP-1086.R.23.12 - Labour costs [0=No, 1=Yes]
%42 TP-1129.64 - Special tax relating to RESP [0=No, 1=Yes]
%43 MR-14.A - Notice before distribution [0=No, 1=Yes]
%44 MR-14.B - Notice before distribution [0=No, 1=Yes]
Accountant variables
%246 Account contact title
%247 Account contact name
%248 Accountant fax number
%249 Accountant phone number
%250 Accountant postal code
%251 Accountant province (address)
%252 Accountant city
%253 Accountant street
%254 Accountant name
%255 Use default letterhead [1=Yes, 2=No]
%55 Amount of client invoice
For more information, see also ...
January 30, 2024
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