  Accountant / Controls |
Use the keyword Archived if you archive your tax returns. It enables you to record the name and location of the archive file as well as the date at which a file was archived.
Use the keyword Amended to enter the text you wish to see appear as watermark on each page of the tax return.
The following options are applicable for the keyword Amended.
For amended returns, please enter a relevant description of changes using the keyword ReasonChange.a.
The T2 Bar Code Return (T2 BCR) and the CIF format captures information from an amended return. The amended T2 BCR or CIF must include all returns and schedules, i.e. not only the returns and schedules revised. All schedules included in the amended T2 BCR or CIF are considered as amended. This means data from amended schedules will overlay the previous data.
An amended T2 BCR or CIF cannot be used to change the following information:
- 200010: Head office address change
- 200020: Mailing address change
- 200030: Location of books and records change
- 200910, 200914 and 200918: Direct deposit information
- 200990: Language of correspondence
For amended Alberta returns, use the keyword AlbertaReason.a to enter a relevant description of Alberta changes.
The keyword Block is used to prevent the processing of a client and provide a reason for the blocking. Whenever this keyword is used, the processing status will be changed to "Blocked" and no calculation of the client's return will be allowed. To remove the blocking, delete the keyword Block as you would any other keyword, using [Ctrl-Backspace].
If your DT Max security system is being used, select the option "Yes" in the keyword Restrict, in the record of any client, to prevent the data from being accessed by anyone except the accountant responsible. The keyword Partner is used to assign responsibility for a particular client.
The following options are applicable for the keyword Restrict.
If the firm requires a disclaimer, use the Disclaimer keyword and either enter a desired disclaimer statement or choose the option "Generic disclaimer" to indicate the following disclaimer: "Prepared without audit or review from information supplied by management".
The user-defined disclaimer will then be printed at the end of all income tax returns.
The following options are applicable for the keyword Disclaimer.
Generic disclaimer
Other (specify)
To use a customized client letter for this client, enter the keyword ClientLetter and the name of the file containing the client letter. If it is not in the same subdirectory as DT Max, enter the full path as well as the name.
The knowledge base explains how to customize the client letter. The keyword help [Ctrl+F8] for Letter-Data has a current list of %-variables, which can be used in the client letter.
Use the keyword Letter-Data to override the value of any variable that is printed on the client letter.
This keyword can also be used to enter the text for the custom variables %201 to %210 which are put aside for your own use. You can use these custom variables to represent whatever information you want to communicate in your client letter.
Enter the keyword Letter-Data and select the variable code in the tree structure that you want to modify and the text that you wish to print for this variable. If you select a numeric value for Letter-Data, this value can be used in a %IF statement in the client letter. If you enter the same text frequently, you may wish to set up a text macro to enter such a text for Letter-Data.
The keyword Consent tells DT Max whether or not to print a letter of authorization with the tax return, and whether the corporation consents to the release of confidential information to a representative or cancels consent for an existing representative.
The following options are applicable for the keyword Consent.
Authorize representative
Grant power of attorney - QC
Cancel representative
Revoke power of attorney - QC
Do not print CRA consent (already submitted or oth. reason)
Do not print MR69 (already submitted or other reason)
Do not print AB consent (already submitted or other reason)
Do not print MB consent (already submitted or other reason)
Do not print any (already submitted or other reason)
Use the keyword Authorize.rep to indicate whether the corporation consents to the release of confidential information to a representative.
The following options are applicable for the keyword Authorize.rep.
Use the keyword Online-Access if you are authorizing your representative to deal with the CRA through their online services.
The following options are applicable for the keyword Online-Access.
TAXcess is Manitoba's online tax service which allows businesses to access their accounts 24 hours a day, seven days a week in a secure, online environment.
Use the keyword TAXcessConsent to cancel TAXcess authorization for a specific individual or firm.
The following options are applicable for the keyword TAXcessConsent.
Use the keyword TAXcess-UserID to enter the TAXcess "sign-in" user identification.
Use the keyword Firm-Name to enter the name of the firm that is or was a representative of the corporation.
Use the keyword Rep-FirstName to enter the first name of the individual who is or was a representative of the corporation.
Use the keyword Rep-LastName to enter the last name of the individual who is or was a representative of the corporation.
Use the keyword Designation.rep to specify the way you want to address the designated person.
The following options are applicable for the keyword Designation.rep.
Use the keyword Street.rep to enter the street of the representative of the corporation.
Use the keyword Suite.rep to enter the suite number of the representative of the corporation.
Use the keyword City.rep to enter the city of the representative of the corporation.
Use the keyword Province.rep to enter the province of the representative of the corporation.
The following options are applicable for the keyword Province.rep.
Use the keyword PostalCode.rep to enter the postal code of the representative of the corporation.
Use the keyword Bus-Number.rep to enter the 9-digit number that identifies the business or firm chosen to represent the corporation.
Use the keyword RepID to enter the 7-character alphanumeric code that identifies the representative.
If the representative does not have an identification number, they can register for one online at www.canada.ca/en/revenue-agency/services/e-services/represent-a-client.html.
Use the keyword GroupID to enter the 6-character alphanumeric code, starting with the letter G, that identifies a group of representatives.
If the representative does not have an identification number, they can register for one online at www.canada.ca/en/revenue-agency/services/e-services/represent-a-client.html.
Use the keyword NEQ.rep to enter the Quebec enterprise (NEQ) number of the representative of the corporation.
Use the keyword ID-Num.rep to enter the identification number of the representative of the corporation.
Use the keyword SIN.rep to enter the social insurance number of the representative.
Use the keyword QC-RepID to enter the 7-character alphanumeric code that identifies the representative.
Use the keyword Position.c to enter the position or title of the individual who is or was a representative of the corporation for purposes of the Manitoba consent form.
The following options are applicable for the keyword Position.c.
President The president will be assumed to be the signing officer of the corporation if no signing officer is entered.
Vice-president
Secretary
Treasurer
Secretary-treasurer
Other (specify)
General manager
Chair
Vice-chair
Assistant secretary
Assistant treasurer
Chief manager
Executive director
Managing director
Chief executive officer
Chief financial officer
Chief information officer
Chief operating officer
Chief administrative officer
Comptroller
Authorized signing officer
Other
Use the keyword Phone.c to enter the telephone number of the representative of the corporation.
Use the keyword Extension.c to enter the telephone extension number of the representative of the corporation.
Use the keyword Fax.c to enter the fax number of the representative of the corporation.
Use the keyword Email.rep to enter the E-mail address of the representative of the corporation for purposes of the Manitoba consent form.
Use the keyword Scope.rep to indicate the scope of the authorization, whether to provide and obtain information on specified accounts and/or to provide changes for specified accounts. This information is required for purposes of the Manitoba consent form.
The following options are applicable for the keyword Scope.rep.
Use the keyword Prior-Date to enter the date of the authorization or power of attorney granted to a person or business, and which is now being revoked.
Use the keyword Name.rep to enter the name of the person to whom a power of attorney has been granted.
The name of addressee entered in Care-Of.e will print as the first line of the address when the address entered in this group is printed on the return.
Use the keyword Designation.e to specify the way you want to address the designated person.
The following options are applicable for the keyword Designation.e.
Use the keyword Street.e to enter the street name.
Use the keyword Suite.e to enter the suite number. If this is entered, DT Max will print the hash sign, "#" and the number. Do not enter the word "SUITE" or "#". If nothing is entered, DT Max will understand that there is no relevant suite number and will not print anything.
Use the keyword City.e to enter the city name. DT Max will not check the spelling of the city name.
Use the keyword Province.e to select the province.
The following options are applicable for the keyword Province.e.
Use the keyword PostCode.e to enter the postal code. DT Max will make sure that it is in the correct format and will always enter the alphabetic portions in upper case.
Use the keyword Phone.e to enter the telephone number of the person.
Use the keyword Extension.e to enter the telephone extension number.
Use the keyword NEQ.e to enter the Québec enterprise number of the business to which a power of attorney is granted.
Use the keyword Id-Num.e to enter the RQ identification number of the business to which a power of attorney is granted.
Use the keyword SIN.e to enter the social insurance number of the representative.
Use the keyword RepID.e to enter the 7-character alphanumeric code that identifies the representative.
Use the keyword Cancel.rep to indicate whether the corporation is cancelling consent to the release of confidential information for all representatives or for a specific representative.
The following options are applicable for the keyword Cancel.rep.
Cancel consent for specific representative Cancel consent for a specific representative.
Cancel consent for all representatives Cancel consent for all representatives for purposes of federal Cancel Business Consent Confirmation Page.
Revoke specific power of attorney Revoke power of attorney for purposes of Quebec form MR-69.R.
Revoke all powers of attorney Revoke all previous powers of attorney for purposes of Quebec form MR-69.R.
Use the keyword Online-Access if you are authorizing your representative to deal with the CRA through their online services.
The following options are applicable for the keyword Online-Access.
TAXcess is Manitoba's online tax service which allows businesses to access their accounts 24 hours a day, seven days a week in a secure, online environment.
Use the keyword TAXcessConsent to cancel TAXcess authorization for a specific individual or firm.
The following options are applicable for the keyword TAXcessConsent.
Use the keyword TAXcess-UserID to enter the TAXcess "sign-in" user identification.
Use the keyword Firm-Name to enter the name of the firm that is or was a representative of the corporation.
Use the keyword Rep-FirstName to enter the first name of the individual who is or was a representative of the corporation.
Use the keyword Rep-LastName to enter the last name of the individual who is or was a representative of the corporation.
Use the keyword Designation.rep to specify the way you want to address the designated person.
The following options are applicable for the keyword Designation.rep.
Use the keyword Street.rep to enter the street of the representative of the corporation.
Use the keyword Suite.rep to enter the suite number of the representative of the corporation.
Use the keyword City.rep to enter the city of the representative of the corporation.
Use the keyword Province.rep to enter the province of the representative of the corporation.
The following options are applicable for the keyword Province.rep.
Use the keyword PostalCode.rep to enter the postal code of the representative of the corporation.
Use the keyword Bus-Number.rep to enter the 9-digit number that identifies the business or firm chosen to represent the corporation.
Use the keyword RepID to enter the 7-character alphanumeric code that identifies the representative.
If the representative does not have an identification number, they can register for one online at www.canada.ca/en/revenue-agency/services/e-services/represent-a-client.html.
Use the keyword GroupID to enter the 6-character alphanumeric code, starting with the letter G, that identifies a group of representatives.
If the representative does not have an identification number, they can register for one online at www.canada.ca/en/revenue-agency/services/e-services/represent-a-client.html.
Use the keyword NEQ.rep to enter the Quebec enterprise (NEQ) number of the representative of the corporation.
Use the keyword ID-Num.rep to enter the identification number of the representative of the corporation.
Use the keyword SIN.rep to enter the social insurance number of the representative.
Use the keyword QC-RepID to enter the 7-character alphanumeric code that identifies the representative.
Use the keyword Position.c to enter the position or title of the individual who is or was a representative of the corporation for purposes of the Manitoba consent form.
The following options are applicable for the keyword Position.c.
President The president will be assumed to be the signing officer of the corporation if no signing officer is entered.
Vice-president
Secretary
Treasurer
Secretary-treasurer
Other (specify)
General manager
Chair
Vice-chair
Assistant secretary
Assistant treasurer
Chief manager
Executive director
Managing director
Chief executive officer
Chief financial officer
Chief information officer
Chief operating officer
Chief administrative officer
Comptroller
Authorized signing officer
Other
Use the keyword Phone.c to enter the telephone number of the representative of the corporation.
Use the keyword Extension.c to enter the telephone extension number of the representative of the corporation.
Use the keyword Fax.c to enter the fax number of the representative of the corporation.
Use the keyword Email.rep to enter the E-mail address of the representative of the corporation for purposes of the Manitoba consent form.
Use the keyword Scope.rep to indicate the scope of the authorization, whether to provide and obtain information on specified accounts and/or to provide changes for specified accounts. This information is required for purposes of the Manitoba consent form.
The following options are applicable for the keyword Scope.rep.
Use the keyword Prior-Date to enter the date of the authorization or power of attorney granted to a person or business, and which is now being revoked.
Use the keyword Year-Info to indicate the period to which the consent to the release of confidential information or the cancellation of such consent applies.
The following options are applicable for the keyword Year-Info.
All years
This year
This year and prior years
This year and future years
Specific year(s)
Specific year(s) and future years
Specific period
Specific period and future periods
Use the keyword Specified-Years to enter the taxation years applicable to this authorization or power of attorney. This information will be entered on the MR-69 form.
Use the keyword Specified-Period to enter the taxation period applicable to this authorization or power of attorney. This information will be entered on the MR-69 form.
The following options are applicable for the keyword Specified-Period.
Use the keyword Account to indicate to which accounts the consent applies, or does not apply.
The following options are applicable for the keyword Account.
All files at the CRA, RQ, and AB TRA
All files at the CRA
All files at RQ on tax legislation and Excise tax (box 21)
All files at Alberta TRA
RC Corporate income tax returns
Personal income tax returns
Trust income tax returns
Advance payments for seniors home-support
Shelter allowance
Solidarity tax credit
Licence duties returns
Appl. for Registr. GST, QST, source ded., tax
GST/HST and QST returns and remittances
RT GST / HST returns and remittances
Files concerning mandatory billing
Fuel tax returns and remittances
CT Carbon charge
LT Luxury Tax
RM Import/export
RE Excise Tax
RZ Information returns
RN Insurance Premium Tax
RD Excise Duty
RG Air Travelers Security Charge
RR Registered charities
Tobacco tax returns and remittances
Support payments per tax returns
RP Source deductions and employer contributions
RU Underused housing tax
ZA CERS, THRP, HHBRP
Source deductions and employer contributions
Source deductions of support payments
Mining tax return(s)
Emissions tax on coal (Manitoba)
Insurance corporations tax (Manitoba)
Health & post-secondary education tax (Manitoba)
Mining Tax (Manitoba)
Credit unions/caisses populaires profits tax (Manitoba)
Specific file (specify)
Use the keyword File-Number to specify the file number being assigned to a representative under the authorization request.
The following options are applicable for the keyword File-Number.
All accounts
Specific account
Use the keyword File-Number.a to specify the file number being assigned to a representative under the authorization request.
Use the keyword Level-Authorize to indicate the level of authorization applicable for the tax years.
The following options are applicable for the keyword Level-Authorize.
Use the keyword Expiry-Date if the consent is to end at a particular date. Otherwise, the authorization will continue until CRA is advised.
Use the keyword Consent-Expire if the authorization or power of attorney indicated on the MR-69 form is to expire on a particular date. The authorization or power of attorney will remain valid until the specified date unless it is revoked by the person identified in Part 1 of the MR-69 form or by that person's legal or authorized representative.
If no entry is made for this keyword, the authorization or power or attorney will remain valid indefinitely.
The keyword Custom-Sched enables you to enter a customized message or schedule in DT Max. After you enter this keyword, choose the appropriate option to tell DT Max what you want to do with the sum, result or calculation.
You may want to create a supporting schedule for a calculation for your own files, for your client or to send to the CRA. If this involves a calculation, enter the amount and short description with the keyword Item. Then enter positive amounts for items to be added and negative amounts for items to be deducted. DT Max will produce a list of the items entered.
See the keyword Custom-Text to obtain information on how to customize a schedule.
The following options are applicable for the keyword Custom-Sched.
Add total to line number of tax return The total will be added to the amount calculated by DT Max, at the line number (or field) of the income tax return indicated with the Field keyword in the Custom-Sched group.
DT Max will itemize and total the amounts indicated with the Item keyword.
Override line number of tax return The total will override the amount calculated by DT Max, at the line number (or field) of the income tax return indicated with the Field keyword in the Custom-Sched group.
Ignore total The total will be ignored by DT Max in preparing the income tax return. In this case, the schedule may consist of text only, or may explain amounts entered (which don't appear on the income tax return) or amounts calculated by DT Max.
Use the keyword Title.cus to enter the title of the customized schedule or message.
Use the keyword Custom-Text to enter the text that you want to appear on a custom schedule (see Custom-Sched).
You may also enter a title or heading for your form or schedule. This title will appear exactly as you have entered it.
Enter as much text as you require to explain the purpose of the schedule. If necessary, you may continue by using a second Custom-Text keyword. Make sure that you have a sensible beginning and ending for every screenful of text (the beginning and end of a paragraph, for example) as these will be preceded and followed by a blank line. You can enter as many screenfuls of text as you want.
DT Max can handle different texts for different jurisdictions. However, once a new text box is opened using [ALT-J], the entire text box is replaced. If you only want to replace a portion of text, enter it in a separate text box.
If the customized schedule (see Custom-Sched) refers to a particular form associated with the tax return, use the keyword Form to identify the schedule to be affected.
If the customized schedule (see Custom-Sched) refers to a particular field or line number of the income tax return, use the keyword Field to identify the field or line number to be affected. DT Max will then add to or override that field, as requested.
Use the keyword Item to create an itemized list. It will print each amount next to its associated text.
The keyword E-Signature is used to specify the form which is to be electronically signed.
The following options are applicable for the keyword E-Signature.
Date specified within Part 3 of the T183 form:
When selecting the option Client signed electronically, use the keyword E-Sign-Date to indicate the date on which the T183 form is to be electronically signed. The date and time will be transmitted to the Canada Revenue Agency. Any modification to the date and time must be made prior to requesting an electronic signature. The date being transmitted to the Canada Revenue Agency must match the date specified on the T183 form.
When selecting the option Client signed and dated electronically, use the keyword E-Sign-Date to indicate the date on which the T183 form was electronically signed. If the T183 form is being electronically signed and dated, then it is the client who will be completing the date on the T183 form. The date and time of the T183 electronic signature are transmitted to the Canada Revenue Agency. The transmitted date must match the information specified on the electronically signed T183 form.
The T183 form must always be completed prior to transmitting the federal income tax return.
The following options are applicable for the keyword E-Sign-Date.
The keyword E-Sign-Time specifies the time the T183 form was electronically signed. The allowable format is HH:MM:SS.
Note: If the return is being electronically signed and dated, then it is the client who will be completing the date on the T183 form. The time can be entered with the keyword E-Sign-Time . The date and time of the T183 signature are transmitted to the Canada Revenue Agency. The transmitted date must match the information specified on the electronically signed T183 form.
The T183 form must always be completed prior to transmitting the federal income tax return.
InfoSchedule allows you to enter any forms on page 2 of the T2 return which will be done manually by you. These forms will be ticked as attached to the return on page 2 of the T2 return. These forms are not supported by DT Max at this time, but you can use the Custom-Sched keyword group to design the form you require.
The following options are applicable for the keyword InfoSchedule.
Part XIII.1 tax - Schedule 92 Schedule 92 is used to calculate part XIII.1 tax, which is an additional tax on authorized foreign banks.
Stat. of tax shelter loss/ded. - T5004 Form T5004 is the statement of tax shelter loss or deduction from a tax shelter acquired after Aug.31/89. The form should be given to the corporation by the promoter of the tax shelter.
Attach copy 2 of form T5004 to the T2 return filed & claim the loss or deduction by entering it as a negative amount in the "Other" option of the Net-Inc-Ded keyword. The amount will then appear on Schedule 1 (T2S(1)) as a deduction from net income.
Stat. of partnership income - T5013 Form T5013 is the statement of partnership income of the corporation which is a member of a partnership to which a partnership identification number has been assigned. Attach the T5013 Supp. to the T2 return filed.
 See the Taxnet Pro™ T2 Line-by-Line Guide (subscription required):
Line 166 - T5004
Line 167 - T5013
Line 255 - Part XIII tax
Line 727 - Part XIII.1 tax
 See the CRA's general income tax guide:
Line 727 - Part XIII.1 tax payable
The keyword Notes is used to record permanent comments or notes in a client's file. These notes remain in the file until they are deleted. Any number of separate notes can be entered. These notes have no effect on tax calculations or printing of the tax return. The data entered with Notes is not sent to the audit trail.
The keyword Notes-Annual is used to record comments or notes relevant to a client's current tax year file only. This includes notes regarding the preparation of the client's tax return for the current tax year. This keyword may be used to communicate with the verifier or partner. Use one such Notes-Annual keyword for every line of text. Any number of separate notes can be entered. This has no effect on tax calculations or printing of the tax return. The data entered using Notes-Annual will not remain in the client's file in the following year, nor will it be sent to the audit trail.
The keyword Notes-Audit is used to record notes pertaining to the client or to the preparation of his income tax return, in his audit trail. Any number of separate notes can be entered. This keyword has no effect on tax calculations or printing. When the client's data is saved, his NOTES-AUDIT will be moved from the client's file to his audit trail. Therefore, when you next edit this client's file, both the NOTES-AUDIT keyword and text will have disappeared from the client's file.
Use List-Memo1 to enter a short memo for a given client, which will appear in the client list. For instance, this keyword can be used for reminders.
In order for the List-Memo1 entry to be displayed, you must tick the appropriate box in Preferences > Client list settings so that the memo column will appear in the list.
Note that this memo is an annual entry and as such, it is not carried forward from one year to the next.
Use List-Memo2 to enter a short memo for a given client, which will appear in the client list. For instance, this keyword can be used for reminders.
In order for the List-Memo2 entry to be displayed, you must tick the appropriate box in Preferences > Client list settings so that the memo column will appear in the list.
Note that this memo is an annual entry and as such, it is not carried forward from one year to the next.
Use List-Memo3 to enter a short memo for a given client, which will appear in the client list. For instance, this keyword can be used for reminders.
In order for the List-Memo3 entry to be displayed, you must tick the appropriate box in Preferences > Client list settings so that the memo column will appear in the list.
Note that this memo is an annual entry and as such, it is not carried forward from one year to the next.
Use List-Memo4 to enter a short memo for a given client, which will appear in the client list. For instance, this keyword can be used for reminders.
In order for the List-Memo4 entry to be displayed, you must tick the appropriate box in Preferences > Client list settings so that the memo column will appear in the list.
Note that this memo is an annual entry and as such, it is not carried forward from one year to the next.
Use List-Memo5 to enter a short memo for a given client, which will appear in the client list. For instance, this keyword can be used for reminders.
In order for the List-Memo5 entry to be displayed, you must tick the appropriate box in Preferences > Client list settings so that the memo column will appear in the list.
Note that this memo is an annual entry and as such, it is not carried forward from one year to the next.
Use the keyword Optimize to choose the option you want DT Max to optimize.
The following options are applicable for the keyword Optimize.
Provision for taxes (includes tax on capital) Choose this option if you want DT Max to optimize the provision for taxes.
For a Quebec jurisdiction, this option assumes that the Quebec tax on capital was charged to a tax accrual account. As a result, the Quebec tax on capital will be included in the calculation of the provision for taxes and a deduction should be made in computing net income for tax purposes.
Provision for taxes (excludes tax on capital) Choose this option if you want DT Max to optimize the provision for income taxes by treating the Quebec tax on capital as an expense. As a result, the Quebec tax on capital will not be included in the calculation of the provision for income taxes and no deduction should be made in computing net income for tax purposes.
Do not optimize provision for taxes Choose this option if you want do not want DT Max to optimize the provision for taxes.
The keyword Partner is entered with the partner's ID. This will allocate the client to that partner. The ID will be associated with the client in the Client list, and you will be able to filter according to "partner" to see his clients only, or to check their progress.
Use the keyword Staff to assign responsibility for entering a client's data to a particular staff member.
Use the keyword Verifier to indicate what member of staff is responsible for verifying the client's T2 return.
Use the keyword Client-Code to identify or locate a client's file.
Firm-Address is used to choose which firm address to print on the tax return and associated documents. This entry will override the user's defaults.
The following options are applicable for the keyword Firm-Address.
The keyword Inactive-File is used to prevent the processing of a client's file. Whenever this keyword is used, the processing status will be changed and no calculation of the client's return will be allowed. To remove this restriction, delete the keyword Inactive-File as you would any other keyword, using [Ctrl-Backspace].
The following options are applicable for the keyword Inactive-File.
Final year processed
No longer a client
Other reason
Corporation is active
When in tax planning mode, the keyword Plan-Title enables you to enter a brief title to distinguish one plan from another. This title will appear on the plan itself.
When in tax planning mode, the keyword Plan-Notes may be used to add notes to the plan. These may serve as a reminder of aspects unique to this tax plan.
Any ASCII file can be printed as part of the tax return. The file must be saved without any fonts or formatting (as what is often called a "print file", perhaps with a ".prn" suffix). Enter the keyword PrintFile and the complete name and path of your file, as in the following example: PrintFile "F:\T2TAX\ABC-INC\R&D.PRN". This file may have been generated with another software, such as an accounting package, a spreadsheet program or a word processor. The file would then be printed as directed in the setup of your output controls from the Printing option in the Setup and preferences menu.
The keyword Progress can be used to record the progress of your file. You can enter each action as it takes place, with the date and some notes to enable you to keep track of your progress.
Enter the date of the change in the progress status and select from the options available.
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.
Tax documents received
Keywords verified
Tax return verified
Printed
Printed - Quebec
Printed - Alberta
Archived
Efile acknowledgement - federal
Efile acknowledgement - federal attachment
Business consent - submitted
Cancel business consent - submitted
T106 Summary form and slips - submitted
T106 Summary form and slips - resubmitted
T106 supporting documents - eDoc submitted
T1134 Summary form and supplements - submitted
T1134 Summary form and supplements - resubmitted
T1134 supporting documents - eDoc submitted
T1135 Foreign income verification statement - submitted
T1135 Foreign income verification statement - resubmitted
T1135 supporting documents - eDoc submitted
MR-69 - Authorization form - submitted (Quebec)
Efile acknowledgement - Quebec
Efile acknowledgement - Alberta
Collated - federal
Collated - Quebec
Collated - Alberta
Signed by client and mailed
Signed by client and mailed - Quebec
Signed by client and mailed - Alberta
Assessment received
Assessment notice received - Quebec
Assessment notice received - Alberta
Professional fees paid
File closed
Name of the notice of assessment file of the tax return.
File-Name name of the archived file of the tax return
File-Password file password of the archived file of the tax return
The following options are applicable for the keyword File-Password.
Not password protected
Password protected - password not saved
Password protected - specify
Database encryption password
Use the keyword Note.pr to enter notes pertaining to the progress status recorded, if need be.
The keyword CRC-Number contains the Cyclic Redundancy Check (CRC). The CRC is a number calculated by the DT Max software to uniquely identify a file.
The keyword E-Doc-Name.a displays the name of the electronically submitted document.
The keyword TimeStamp displays the date and time of the electronically submitted document.
The keyword ACK-Number displays the confirmation number of the electronically submitted document.
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ReasonChange.a 
Authorize.rep 
Online-Access