ProgressUse the keyword Progress to record the progress of a file. This will enable you to better monitor the entire tax preparation process. Enter the date at which each activity takes place in the progress status field and select from the options available.This will also provide easy reference if you need to communicate such information to the CRA or to your client. Note that this information can also be entered for a batch of clients by changing the client status in the client list. The following options are applicable for the keyword Progress.
Invoice-NumberEnter the invoice number.
Income-Type.pEnter the income type.
Payment-AmountEnter the payment amount.
Payment-TypeEnter the payment type.The following options are applicable for the keyword Payment-Type.
Received-ByRecord who has received the payment.
RC71-Add-InfoIf you discount an additional refund resulting from an adjustment to the return, complete a new Form RC71 and attach it to the adjustment request. Write "Additional information" in the blank box at the top of the form.
Discounter-CodeEnter the discounter code expected to be shown in box 2 of Form RC71 [RC72 box 3].
Discounter-NameEnter the discounter's name as shown in box 1 of Form RC71 [RC72 box 6].
Discounter-Add1First line - Enter the discounter's permanent mailing address as shown in box 3 of Form RC71 [RC72 box 7].
Discounter-Add2Second line - Enter the discounter's permanent mailing address as shown in box 3 of Form RC71 [RC72 box 7].
Estimated-RefundEnter the estimated refund as shown in box A of Form RC71 (line 65050) [RC72 box B].
Actual-RefundEnter the actual refund (line 48400 of federal income tax return).
Minimum-FirstEnter the amount from RC71 Box B i) - Payment on the first $300 of the refund
Minimum-RemainingEnter the amount from RC71 Box B ii) - Payment on the remaining part
AmountOwedToClientEnter the amount from RC71 Box C - Amount owed to the client by the discounter (line 65070)
RC71-TaxesEnter the amount from RC71 Box D that corresponds to the goods and services tax (GST), the harmonized sales tax (HST), the provincial sales tax (PST), the Quebec sales tax (QST) or the retail sales tax (RST). The types and/or rates of tax to be applied to discounting transactions vary by province.The following options are applicable for the keyword RC71-Taxes.
Disc-Name-Box11Enter the name of the person who signed in box 10 of the RC71 form.
Location.prEnter the name of the municipality where the representative signed this form (from Box 12 of the RC71 form) [RC72 box 11].
Disc-Date-Box13Enter the date on which the taxpayer or an authorized person acquired the right to the refund and paid the minimum amount (from Box 13 of the RC71 form).
Disc-Date-Box14Enter the date on which the client signed Form RC71 and received the required amount (from Box 14 of the RC71 form).
Disc-LocationBox17Enter the name of the municipality where the discounting transaction took place (from Box 17 of the RC71 form).
Amount-Owing.prEnter the amount owing to the government.
Interest-ChargeEnter the amount of the interest charge as shown on the Notice of Assessment.
Refund-ReceivedEnter the refund received from government.
Refund-InterestEnter the amount of the refund interest included in the refund as shown on the Notice of Assessment.
File-NameEnter the name of the archived file of the tax return.
File-PasswordEnter the file password of the archived file of the tax return.The following options are applicable for the keyword File-Password.
FedRepWSeriesThe W-Series response codes are informational codes, which can be returned on authorization or cancellation requests, that have been accepted for processing. The goal of these informational codes is to indicate to the tax preparer that during the initial validation of the submitted requests, the web service has identified a situation that is going to require additional processing. Code W101 reads as:
Code W106 reads as:
Code W107 reads as:
Code W861 reads as: We are currently experiencing technical difficulties updating our electronically submitted authorizations. You can continue to submit your requests electronically. The authorizations will be updated as applicable when the technical difficulties have been resolved. The authorization/cancellation requests will not need to be sent a second time.
NOA-File-NameName of the notice of assessment file of the tax return.
NOA-ResultChangeThe notice of assessment differs from the tax return.
Note.prUse the keyword Note.pr to enter a note regarding the processing status recorded. DT Max will also automatically update an acknowledged return by specifying information such as the document control number and the date of transmission. For CRA Authorize/cancel a representative and T1135 e-submission purposes, the confirmation number would be displayed.
T1-AutofillTax data downloaded from the CRA Auto-fill my return service.The following options are applicable for the keyword T1-Autofill.
AFR-DataSection of incomplete data from CRA.The following options are applicable for the keyword AFR-Data.
CRA-RemarkRemark from the Canada Revenue Agency (CRA): Some or all of the tax data in this section has been found but is suppressed.
AFR-T5008-FileNameName of the T5008 file name. This keyword contains the path of the archived file.The T5008 slip data is saved to this file, it will not be displayed in T-Slip "T5008" keyword groups. It will have the .CSV extension, generally recognized by most spreadsheet software on the market. If this is the case, by clicking on the yellow button the spreadsheet software should normally open with the received data, ready to receive your calculations. It is then preferable to save any modifications or additional calculations to a file in the native format of this software (i.e., if Excel, save as an .xls file). On the other hand, if your spreadsheet software does not recognize the .CSV extension, or if you use online software, you will need to use the function that allows you to import "comma-separated data" type files (see the documentation of your spreadsheet software on this, i.e., if Google Sheets, you will need to open it and import the .csv file by clicking on File -> Import). You can simply enter the total amounts in DT Max that you have calculated using the spreadsheet.
DataEntered-T5008Confirm that T5008 data has been entered?
NOA-ChangesThe notice of assessment differs from the tax return.
NOA-Line-NumberLine number of the jacket regarding the adjustment.
NOA-AmountNOA-Amount Revised amount claimed on jacket
T1-AmountT1-Amount Amount claimed on transmited tax return
NOA-DetailsEnter the details, if any, regarding the adjusment.
Progress-EPADUse the keyword Progress-EPAD to record the progress of a pre-authorization debit. This will enable you to better monitor the entire process. Enter the date on which the pre-authorize debit request takes place and select from the options available.This will also provide easy reference if you need to communicate such information to the CRA or to your client. The following options are applicable for the keyword Progress-EPAD.
Note.epadUse the keyword Note.epad to enter a note regarding the request for a pre-authorization debit. DT Max will also automatically update a pre-authorized debit request by specifying information such as the confirmation number.
AFR-Date-DownloadDate at which the tax data delivery was done.The following options are applicable for the keyword AFR-Date-Download.
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