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Print this pageForward this document  Name change

My client changed his name. How do I enter the change with DT Max and what impact does it have?

Enter the new name as usual using the keywords LastName and FirstName. Then, indicate the previous name with the keyword Old-Name.

By entering the keyword Old-Name, you will be able to efile the client, who would otherwise be rejected because of the change in the name.

Note that in such a case, DT Max will disallow the accelerated refund for Quebec returns.

October 22, 1999