  Request for an adjustment to an income tax return (T1-ADJ) |
Use the keyword to request an adjustment (a reassessment) to an individual income tax return.
For further information, see the document Automated T1-ADJ / TP-1.R adjustment requests here.
The following options are applicable for the keyword T1-Adjust.
Federal T1 (T1-ADJ) (Year 2019 and after)
Federal T1 (T1-ADJ) (Year 2018 and prior)
Federal T1 (Retransmit using ReFile)
Quebec TP1 (TP-1.R)
Quebec TP1 (Retransmit using ReFile)
Enter the relevant taxation year.
The following options are applicable for the keyword Year.t1a.
Enter the relevant taxation year.
Use DT-ImportFedDiff to indicate whether or not DT Max should automatically compare the changes brought to the T1 federal return with the federal "As-filed" snapshot copy for the selected tax year. DT Max will automatically import for each modified line the amounts claimed on the "As-filed" snapshot as well as the new modified amounts on the adjusted return.
If you choose to re-import the difference, you must re-select the option "yes". This will update all keywords in the T1-Adjust group.
This new DT Max feature is available for tax year 2010 onward and allows you to calculate the impact of the changes made to the adjusted return compared to the "As-filed" snapshot copy of the return. To use this new feature, simply follow these steps: - Make sure that you have an "As-filed" snapshot copy of the return for the relevant year (see "As-filed snapshot"). You may view the "As-filed" snapshot copy of the return when you select "As-filed - federal" instead of "Production" in the "Tax return" display screen. Please contact the Support group for more information if you don't have an "As-filed" snapshot copy of the return.
- Modify the data directly in the adjusted version for the selected year in order to reflect the new information that modifies the tax return (Please note that automatic adjustment will apply for tax years 2008 and subsequent. For tax years prior to 2008, you must complete the adjustment request manually.).
- Recalculate the client's return. Following the changes that were made, new amounts will be carried forward automatically to the following tax year. If information has already been entered in the following tax year, the client's status will indicate "Review required" and the new carryforwards will be displayed on the right-hand side as "Calculated carryforwards" and you will have to copy those new carryforwards manually from right to left.
- Go back to the data entry screen for tax year 2010 or subsequent, use the keyword T1-Adjust and choose "Federal T1 (T1-ADJ)". Select the tax year that is affected by the adjustment and choose "Yes" for the new keyword DT-ImportFedDiff . The automated adjustment is available for tax years 2008 and subsequent.
- The line numbers, the line titles, the prior amounts and the corrected amounts will appear automatically in the T1-Adjust group. Enter the other information if necessary, particularly the details of the adjustment that you are requesting, and recalculate the return in order to print and file the T1-ADJ form. You must provide the supporting documents for the total adjusted amount.
Use DT-ImportQueDiff to indicate whether or not DT Max should automatically compare the changes brought to the TP1 Quebec return with the Quebec "As-filed" snapshot copy for the selected tax year. DT Max will automatically import for each modified line the amounts claimed on the "As-filed" snapshot as well as the new modified amounts on the adjusted return.
If you choose to re-import the difference, you must re-select the option "yes". This will update all keywords in the T1-Adjust group.
This new DT Max feature is available for tax year 2010 onward and allows you to calculate the impact of the changes made to the adjusted return compared to the "As-filed" snapshot copy of the return. To use this new feature, simply follow these steps: - Make sure that you have an "As-filed" snapshot copy of the return for the relevant year (see "As-filed snapshot"). You may view the "As-filed" snapshot copy of the return when you select "As-filed - Quebec" instead of "Production" in the "Tax return" display screen. Please contact the Support group for more information if you don't have an "As-filed" snapshot copy of the return.
- Modify the data directly in the adjusted version for the selected year in order to reflect the new information that modifies the tax return (Please note that automatic adjustment will apply for tax years 2008 and subsequent. For tax years prior to 2008, you must complete the adjustment request manually.)
- Recalculate the client's return. Following the changes that were made, new amounts will be carried forward automatically to the following tax year. If information has already been entered in the following tax year, the client's status will indicate "Review required" and the new carryforwards will be displayed on the right-hand side as "Calculated carryforwards" and you will have to copy those new carryforwards manually from right to left.
- Go back to the data entry screen for tax year 2010 or subsequent, use the keyword T1-Adjust and choose "Quebec TP1 (TP-1.R)". Select the tax year that is affected by the adjustment and choose "Yes" for the new keyword DT-ImportQueDiff . The automated adjustment is available for tax years 2008 and subsequent.
- The line numbers, the line titles, the prior amounts and the corrected amounts will appear automatically in the T1-Adjust group. Enter the other information if necessary, particularly the details of the adjustment that you are requesting, and recalculate the return in order to print and file the T1-ADJ form. You must provide the supporting documents for the total adjusted amount.
Indicate the address to use for purposes of form T1-ADJ.
The following options are applicable for the keyword Address.adj.
Enter the name of the street.
Enter the name of the city.
Select the relevant province.
Enter the postal code in the format A1B 2C3.
Provide the information required on the T1-ADJ by choosing the option that applies to the particular income tax return.
The following options are applicable for the keyword Info-Authorize.
Enter the line number of the jacket regarding the adjustment on T1-ADJ.
Enter the previous amount claimed on the jacket before the adjustment.
Enter the new amount being claimed on the jacket after the adjustment.
Enter the line number of the jacket regarding the adjustment on T1-ADJ.
Enter the previous amount claimed on the jacket before the adjustment.
Enter the new amount being claimed on the jacket after the adjustment.
Enter the line number of the jacket regarding the adjustment on TP-1.R.
Enter the previous amount claimed on the jacket before the adjustment.
Enter the new amount being claimed on the jacket after the adjustment.
Indicate the line number on the jacket regarding the adjustment.
Enter the previous amount claimed on the jacket before the adjustment.
Enter the new amount being claimed on the jacket after the adjustment.
Indicate the name of representative, if applicable.
Enter the telephone number to be printed on the T1-ADJ form.
The following options are applicable for the keyword Phone-Number.
Client The client's home address will be printed on the income tax return.
Accountant The accountant's address (as listed in the Name / address of tax preparer section of the Setup and preferences menu) will be printed on the income tax return.
Enter the details, if any, regarding the adjusment.
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Year.t1a 
Address.adj 
Street.m