AnnualReturnUse the keyword AnnualReturn to identify the province for which the annual return is being requested.The following options are applicable for the keyword AnnualReturn.
Amended.aUse the keyword Amended.a to indicate if the annual return filed is amended.The following options are applicable for the keyword Amended.a.
Year-End.aUse the keyword Year-End.a to enter the year-end of the amended return.
Change-Address.aUse the keyword Change-Address.a to indicate if the corporation's address or agent for service address has changed.A notice of change of address or notice of address change for agent for service must be attached to the annual return. The appropriate notices can be obtained at: alberta.ca/corporations-cooperatives-organizations-change-notices.aspx The following options are applicable for the keyword Change-Address.a.
Change-Dir-FiledUse the keyword Change-Dir-Filed to indicate whether the form entitled "Notice of change of directors" has previously been filed. The filing of this form is required pursuant to the Canada Business Corporations Act.The following options are applicable for the keyword Change-Dir-Filed.
Agent-LastNameUse the keyword Agent-LastName to enter the last name of the agent for service.
First-Name.attUse the keyword First-Name.att to enter the first name of the agent for service.
Firm-Name.attUse the keyword Firm-Name.att to enter the firm name of the agent for service.
Change-AgentUse the keyword Change-Agent to indicate if the corporation's agent for service has changed.A notice of change of agent for service must be attached to the annual return. The appropriate notice can be obtained at: alberta.ca/corporations-cooperatives-organizations-change-notices.aspx The following options are applicable for the keyword Change-Agent.
RegistrationDateUse the keyword RegistrationDate to enter the date of registration of the corporation found on the État de renseignements of the Registre des entreprises.
InfoChanges.oUse the keyword InfoChanges.o to indicate that changes are required since the last information return was filed with the enterprise register.The following options are applicable for the keyword InfoChanges.o.
Fee-OVThe registration fees of the Registre des entreprises are part of the tax payable. They represent the renewable rate that a client duly registered with the Registre des entreprises is required to pay under the Loi sur la publicité légale.
For corporations, and pursuant to legal form, the 2023 rates are as follows:
Incorporated association $38.00 For corporations, and pursuant to legal form, the 2024 rates are as follows:
Incorporated association $39.00
Registration fees are set at zero for the first registration year and the year following the year of registration. Use the keyword Fee-OV to override the amount of registration fees of the Registre des entreprises calculated by DT Max.
DeferIncPlanEnter payments to deferred income plans which were deducted from income and the details of the plans in the DeferIncPlan group. This information will be printed on schedule 15.The following options are applicable for the keyword DeferIncPlan.
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PlanNameEnter the name of the deferred income plan to print on schedule 15 in PlanName.
Regn#-FedEnter the registration number of the deferred income plan to print on schedule 15 in #-FED here.
Regn#-QueEnter the registration number of the deferred income plan to print on the CO-137 schedule in #-QUE here.
NumEmployeesEnter the number of employees participating in the deferred income plan in NumEmployees. If this corporation's jurisdiction is Quebec, this information will print on the CO-137 form.
EPPTrustEnter the name of the employees' profit sharing plan trust to print on schedule 15 in EPPTrust.
EPPAddressEnter the address of the employees' profit sharing plan trust to print on schedule 15 in EPPAddress. Data entered in this keyword will be the first line of the address.
More-InfoUse the keyword More-Info to enter additional address information. This will be line two of the address.
City.eUse the keyword City.e to enter the city name. DT Max will not check the spelling of the city name.
Province.eUse the keyword Province.e to select the province.The following options are applicable for the keyword Province.e.
State.eUse the keyword State.e to select the state.
Country.eUse the keyword Country.e to select the country.
PostCode.eUse 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.
ZIPCode.eUse the keyword ZIPCode.e to enter the zip code.
For-Post.eUse the keyword For-Post.e to enter the foreign postal code.
FilerOfT4PSEnter the source of the T4PS filing issued by the employees' profit sharing plan trust to print on schedule 15 in FilerOfT4PS.The following options are applicable for the keyword FilerOfT4PS.
CdnBank-DedSection 125.21 of the Act generally allows a Canadian parent bank a non-refundable credit, applicable against its tax payable under Part I of the Act, for certain amounts of non-resident withholding tax paid in respect of interest on an upstream deposit made by a foreign affiliate of the bank. More specifically, section 125.21 permits a corporation that is an eligible Canadian bank (as defined in subsection 95(2.43)) throughout a taxation year to deduct, in computing its tax payable for the year under Part I, the total of all amounts each of which is the amount by which an amount described in paragraph 125.21(a) exceeds an amount described in paragraph 125.21(b).
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See the CRA's general income tax guide:
Election.grUse the keyword Election.gr to make an election or revoke an election.The following options are applicable for the keyword Election.gr.
FirstElectionUse FirstElection to indicate whether it is the first time that the corporation made the election.The following options are applicable for the keyword FirstElection.
Contact-Person.mUse the keyword Contact-Person.m to enter the name of the person to contact for more information for purposes of federal election forms.If the keyword Contact-Person.m is not entered, DT Max will default to the keyword ContactName in the Address group.
Firm-Name.mUse the keyword Firm-Name.m to enter the name of the firm for purposes of federal form T217.
Contact-Phone.mUse the keyword Contact-Phone.m to enter the telephone number of the contact person for the purposes of federal form T217.
Extension.mUse the keyword Extension.m to enter the telephone extension number of the contact person for purposes of federal form T217.
Foreign-AffUse the keyword Foreign-Aff to enter the name of the foreign affiliate of which the filing corporation is a shareholder.
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Equity%Use the keyword Equity% to indicate the equity percentage held by the filing corporation in the foreign affiliate. Any type of share, whether voting or otherwise, qualifies as a shareholding for purposes of the equity percentage calculation.
AffiliateUse the keyword Affiliate to indicate the type of foreign affiliate being reported.The following options are applicable for the keyword Affiliate.
Foreign-InfoThe keyword Foreign-Info allows you to indicate which information return to complete with respect to foreign property.The following options are applicable for the keyword Foreign-Info.
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Elect-CurrencyUse the keyword Elect-Currency to state the alphabetic currency code of the functional currency, if an election has been made to use functional currency.Monetary values should be reported in Canadian dollars except where an election has been made under paragraph 261(3)(b) of the Act to use a functional currency. The following options are applicable for the keyword Elect-Currency.
Amend-ReturnUse the keyword Amend-Return to indicate whether or not the T1134, T1135, T1141 or T1142 information return is an amended return.The following options are applicable for the keyword Amend-Return.
T1134-SummaryUse the keyword T1134-Summary to specify the summary type being generated. If you wish to re-submit the T1134 form electronically, you must modify T1134-Summary to unmodified or amended depending on the action required.The following options are applicable for the keyword T1134-Summary.
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Reporting-EntitiesUse the keyword Reporting-Entities to indicate whether this T1134 summary is filed for one reporting entity or for a group of reporting entities that are related to each other.The following options are applicable for the keyword Reporting-Entities.
NAICS.fUse the keyword NAICS.f to enter the NAICS code(s) of the reporting entity.
Ss233-2(4-1)Use the keyword Ss233-2(4-1) to indicate whether this filing is required because of Ss. 233.2(4.1).The following options are applicable for the keyword Ss233-2(4-1).
Cost-ForeignPropUse the keyword Cost-ForeignProp to select the total cost of all specified foreign property held at any time during the year.The following options are applicable for the keyword Cost-ForeignProp.
Prop-TypeUse the keyword Prop-Type to enter for each category the required details of each Specified Foreign Property held at any time during the year.The following options are applicable for the keyword Prop-Type.
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Description.tDescription.t description of property
CountryCode.tCountryCode.t country code
Amount-MaxUse the keyword Amount-Max to indicate the maximum cost amount during the year. The cost amount is defined in subsection 248(1) of the Act and generally would be the acquisition cost of the property.If the taxpayer immigrated to Canada, the cost amount is the fair market value of the property at the time of immigration. Similarly, if the taxpayer received Specified Foreign Property as a gift, or inheritance, the cost amount is its fair market value at the time of the gift or inheritance.
Amount-EndUse the keyword Amount-End to indicate the cost amount at year end. The cost amount is defined in subsection 248(1) of the Act and generally would be the acquisition cost of the property.If the taxpayer immigrated to Canada, the cost amount is the fair market value of the property at the time of immigration. Similarly, if the taxpayer received Specified Foreign Property as a gift, or inheritance, the cost amount is its fair market value at the time of the gift or inheritance.
FMV-MaxUse the keyword FMV-Max to indicate the maximum fair market value during the year which may be based on the maximum month-end fair market value.
FMV-EndUse the keyword FMV-End to indicate the fair market value at year end.
Income.tIncome
IncomeReceivedIncome received.
CapitalReceivedCapital received.
Gain-LossGain or loss on disposition.
Prop-Type.simUse the keyword Prop-Type.sim to indicate the type(s) of foreign property held at any time during the year.The following options are applicable for the keyword Prop-Type.sim.
CountryCode.simUse the keyword CountryCode.sim to select the top three countries based on the maximum cost amount of specified foreign property held during the year (T1135 Part A).
Income.simUse the keyword Income.sim to enter the gross income from all specified foreign property (T1135 Part A).
Gain-Loss.simUse the keyword Gain-Loss.sim to enter the gain(loss) from the disposition from all specified foreign property (T1135 Part A).
Org-StructureUse the keyword Org-Structure to enter the reporting entity, related entities and foreign affiliates. This is information required to complete Section 3, Organizational structure.The SIN, business, trust or partnership number entered in this group is linked to the number entered in the RelatedEntity group in order to complete one or more T1134 Supplements. The following options are applicable for the keyword Org-Structure.
Sequence.freThis is the sequence number for the reporting entity according to CRA specifications. This keyword cannot be edited.
Sequence.fThe keyword Sequence.f is a sequential number generated by DT Max due to CRA specifications. If you need to change this keyword, please ensure the same sequence number is entered for all occurrences of this entity.
First-NameUse the keyword First-Name to enter the first name of the related individual.
InitialUse the keyword Initial to enter the initial of the related individual.
Last-NameUse the keyword Last-Name to enter the last name of the related individual.
Name.t1134Use the keyword Name.t1134 to enter the name of the related corporation.
Corp-Name.t1134Use the keyword Corp-Name.t1134 to list the name of the corporation that is not dealing at arm's length with the reporting entity.
Corp-Res-CodeUse the keyword Corp-Res-Code to enter the country code of residence of the corporation.
Partnership-NameUse the keyword Partnership-Name to list the name of each partnership of which the foreign affiliate is a member.
Part-Address-Ln1Use the keyword Part-Address-Ln1 to enter the address of the partnership.
Part-Address-Ln2Use the keyword Part-Address-Ln2 to enter the second line of the address of the partnership
Part-CountryCodeUse the keyword Part-CountryCode to enter the country code of the business location of the partnership of which a foreign affiliate is a member.
Foreign-Aff-NameUse the keyword Foreign-Aff-Name to enter the name of the foreign affiliate.
Foreign-Aff-IDNumUse the keyword Foreign-Aff-IDNum to enter the taxpayer identification number for the foreign affiliate.
For-Aff-SequenceThe keyword For-Aff-Sequence is a sequential number generated by DT Max due to CRA specifications. If you need to change this keyword, please ensure the same sequence number is entered for all occurrences of this foreign affiliate.
For-Aff-CodeUse the keyword For-Aff-Code to enter the country code of the residence of the foreign affiliate.
For-Aff-YearBeginUse the keyword For-Aff-YearBegin to enter the year in which the corporation first became a foreign affiliate of the reporting entity (or any member of the related Canadian group).
For-Aff-DormantUse the keyword For-Aff-Dormant to determine whether or not the foreign affiliate is considered dormant.For purposes of completing Form T1134, a dormant or inactive foreign affiliate means, for a taxation year of the affiliate, one that:
The following options are applicable for the keyword For-Aff-Dormant.
Cost-AmtUse the keyword Cost-Amt to enter the Canadian reporting entity's investment in the dormant affiliate in Canadian dollars.
Gross-ReceiptsUse the keyword Gross-Receipts to enter the gross receipts in Canadian dollars.
Gross-RevenueUse the keyword Gross-Revenue to enter the gross revenue in Canadian dollars.
Prop-Type.t1134Use the keyword Prop-Type.t1134 to select the nature of assets held by the dormant foreign affiliate.The following options are applicable for the keyword Prop-Type.t1134.
Cost-Amt.faUse the keyword Cost-Amt.fa to enter the Canadian reporting entity's investment in the dormant affiliate in Canadian dollars.
Gross-Receipts.faUse the keyword Gross-Receipts.fa to enter the gross receipts in Canadian dollars.
Gross-Revenue.faUse the keyword Gross-Revenue.fa to enter the gross revenue in Canadian dollars.
Prop-Type.faUse the keyword Prop-Type.fa to select the nature of assets held by the dormant foreign affiliate.The following options are applicable for the keyword Prop-Type.fa.
Oth-For-Aff-NameUse the keyword Oth-For-Aff-Name to enter the name of the other foreign affiliate.
Oth-For-Aff-IDNumUse the keyword Oth-For-Aff-IDNum to enter the taxpayer identification number for the other foreign affiliate.
Oth-FA-SequenceThe keyword Oth-FA-Sequence is a sequential number generated by DT Max due to CRA specifications. If you need to change this keyword, please ensure that the same sequence number is entered for all occurrences of this foreign affiliate.
Oth-For-Aff-CodeUse the keyword Oth-For-Aff-Code to enter the country code of the residence of the other foreign affiliate.This information will be entered in Table B of Part I, section 3 of form T1134.
Oth-FA-DormantUse the keyword Oth-FA-Dormant to determine whether or not the foreign affiliate is considered dormant.For purposes of completing Form T1134, a dormant or inactive foreign affiliate means, for a taxation year of the affiliate, one that:
The following options are applicable for the keyword Oth-FA-Dormant.
Cost-Amt.fUse the keyword Cost-Amt.f to enter the Canadian reporting entity's investment in the dormant affiliate in Canadian dollars.
Gross-Receipts.fUse the keyword Gross-Receipts.f to enter the gross receipts in Canadian dollars.
Gross-Revenue.fUse the keyword Gross-Revenue.f to enter the gross revenue in Canadian dollars.
Prop-Type.fUse the keyword Prop-Type.f to select the nature of assets held by the dormant foreign affiliate.The following options are applicable for the keyword Prop-Type.f.
Equity%.t1134Use the keyword Equity%.t1134 to enter the equity percentage in the foreign affiliate
Direct-Equity%Use the keyword Direct-Equity% to enter the direct equity percentage in the foreign affiliate
For-Aff-Interest%Use the keyword For-Aff-Interest% to enter the foreign affiliate's interest percentage in the partnership.
Street.fUse the keyword Street.f to enter the street address of the related entity.
City.fUse the keyword City.f to enter the city of the related entity.
Province.fUse the keyword Province.f to enter the province of the related entity.The following options are applicable for the keyword Province.f.
State.fUse the keyword State.f to enter the state of the related entity.
Country.fUse the keyword Country.f to enter the country of the related entity.
PostalCode.fUse the keyword PostalCode.f to enter the postal code of the related entity.
ZipCode.fUse the keyword ZipCode.f to enter the zip code of the related entity.
ForeignPost.fUse the keyword ForeignPost.f to enter the foreign postal code of the related entity.
SIN.fUse the keyword SIN.f to enter the SIN of the related individual.
BusNumber.fUse the keyword BusNumber.f to enter the business number of the related corporation.
TrustNumber.fUse the keyword TrustNumber.f to enter the trust number of the related trust.
PartnershipNum.fUse the keyword PartnershipNum.f to enter the account number of the related partnership.
PartnershipCodeUse the keyword PartnershipCode to select the partnership code of the related partnerhip.The following options are applicable for the keyword PartnershipCode.
NAICS.t1134Use the keyword NAICS.t1134 to enter the NAICS code(s) of the related entity.
TransactionsUse the keyword Transactions to select the type of transaction.The following options are applicable for the keyword Transactions.
Supplement-TypeUse the keyword Supplement-Type to specify the type of T1134 supplement being generated. If you wish to re-submit the T1134 form electronically you must modify each T1134 Supplement-Type to unmodified, amended, or deleted depending on the action required.The following options are applicable for the keyword Supplement-Type.
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Sequence.t1134Use the keyword Sequence.t1134 to enter the sequence number of the T1134 supplement. Please begin with the number 1 and increment it by 1 for each additional supplement.
ReasonDeletionUse the keyword ReasonDeletion to explain why the T1134 supplement is being deleted.The following options are applicable for the keyword ReasonDeletion.
Affiliate-IdUse the keyword Affiliate-Id to enter the name of the foreign affiliate. A separate form will be produced for each foreign affiliate identified with this keyword.
Affiliate-IDNumUse the keyword Affiliate-IDNum to enter the taxpayer identification number of the foreign affiliate.
Sequence.faThe keyword Sequence.fa is a sequential number generated by DT Max due to CRA specifications. If you need to change this keyword, please ensure the same sequence number is entered for all occurrences of this foreign affiliate.
Major-BusUse the keyword Major-Bus to specify the principal activities of the foreign affiliate.
Bus-PlaceIdentify the principal places of business of the foreign affiliate with the keyword Bus-Place.
Tax-Pay-PlaceUse the keyword Tax-Pay-Place to enter the country code where income or profits tax was paid or payable.
Residence.faIdentify the country of residence of the foreign affiliate with the keyword Residence.fa.
FirstimeUse the keyword Firstime to indicate whether or not this is the first time the reporting corporation has filed form T1134 for this foreign affiliate.The following options are applicable for the keyword Firstime.
Multi-Yr-EndUse the keyword Multi-Yr-End to indicate if the foreign affiliate has more than one year end in the reporting entity's tax year.The following options are applicable for the keyword Multi-Yr-End.
Address.faUse the keyword Address.fa to enter the head office address of the foreign affiliate.
More-InfoUse the keyword More-Info to enter additional address information. This will be line two of the address.
City.eUse the keyword City.e to enter the city name. DT Max will not check the spelling of the city name.
Province.eUse the keyword Province.e to select the province.The following options are applicable for the keyword Province.e.
State.eUse the keyword State.e to select the state.
Country.eUse the keyword Country.e to select the country.
PostCode.eUse 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.
ZIPCode.eUse the keyword ZIPCode.e to enter the zip code.
For-Post.eUse the keyword For-Post.e to enter the foreign postal code.
RelatedEntityUse the keyword RelatedEntity to select the reporting entity and to enter the SIN, business number, trust account number or partnership account number as applicable of the related Canadian entity. The SIN, business number, trust account number or partnership account number must be an exact match to the entry for that entity in the Org-Structure group.This information is required to complete the T1134 Supplement. The following options are applicable for the keyword RelatedEntity.
SIN.forUse the keyword SIN.for to enter the SIN of the related individual.
BusNumber.forUse the keyword BusNumber.for to enter the business number of the related corporation.
TrustNumber.forUse the keyword TrustNumber.for to enter the trust number of the related trust.
PartnershipNum.forUse the keyword PartnershipNum.for to enter the account number of the related partnership.
Ownership-AFUse the keyword Ownership-AF to indicate if the shares of the foreign affiliate are directly or indirectly owned.The following options are applicable for the keyword Ownership-AF.
Capital-StockUse the keyword Capital-Stock to indicate if the entity is a direct shareholder of the foreign affiliate.The following options are applicable for the keyword Capital-Stock.
Date-BegUse the keyword Date-Beg to enter the date on which the corporation became a foreign affiliate of the reporting corporation.
Date-EndIf applicable, use the keyword Date-End to enter the date on which the corporation or trust ceased to be a foreign affiliate of the reporting corporation.
Disp-ElectUse the keyword Disp-Elect to indicate whether or not an election under ITA subsection 93(1) or 93(1.2) was made or whether such an election will be made with respect to the disposition of shares of the foreign affiliate in the year.The following options are applicable for the keyword Disp-Elect.
Elected-AmtUse the keyword Elected-Amt to provide the actual or estimated amount elected on under ITA subsection 93(1) or 93(1.2).
Currency-CodeUse the keyword Currency-Code to indicate the appropriate currency code if reporting in foreign currency.
Common-SharesUse the keyword Common-Shares to indicate if the entity is a direct owner of commmon shares in the foreign affiliate.The following options are applicable for the keyword Common-Shares.
Ownership%Use the keyword Ownership% to enter the percentage of common shares owned.
#Shares-EUse the keyword #SHARES-E to enter the ACB of common shares at the end of taxation year (in Canadian dollars or elected functional currency (if applicable)).
ACB-ChangeUse the keyword ACB-Change to indicate if there has been an increase or decrease in the ACB of common shares during the year. Do not enter the keyword ACB-Change if there has been no change in the ACB during the year.The following options are applicable for the keyword ACB-Change.
Preferred-SharesUse the keyword Preferred-Shares to indicate if the entity is a direct owner of preferred shares in the foreign affiliate.The following options are applicable for the keyword Preferred-Shares.
Ownership%.pUse the keyword Ownership%.p to enter the percentage of preferred shares owned.
#Shares-E.pUse the keyword #SHARES-E.P to enter the ACB of preferred shares at the end of taxation year (in Canadian dollars or elected functional currency (if applicable)).
ACB-Change.pUse the keyword ACB-Change.p to indicate if there has been an increase or decrease in the ACB of preferred shares during the year. Do not enter the keyword ACB-Change.p if there has been no change in the ACB during the year.The following options are applicable for the keyword ACB-Change.p.
Other-Info-FAUse the keyword Other-Info-FA to indicate if you would like to complete Section 3C "Other information of foreign affiliate".The following options are applicable for the keyword Other-Info-FA.
Equity%-BegUse the keyword Equity%-Beg to indicate what the reporting entity's or the member of the related Canadian group's percentage in the foreign affiliate was at the beginning of the taxation year.
Equity%-EndUse the keyword Equity%-End to indicate what the reporting entity's or the member of the related Canadian group's percentage in the foreign affiliate was at the end of the taxation year.
Qualifying-IntUse the keyword Qualifying-Int to indicate whether the entity would have a qualifying interest in the foreign affiliate at either the beginning or end of the taxation year, if the Act were read without paragraph 95(2.2)(a).The following options are applicable for the keyword Qualifying-Int.
Gross-DebtUse the keyword Gross-Debt to indicate the gross amount of debt owed to the reporting entity by the foreign affiliate, or owed to the foreign affiliate by the reporting entity at the end of the reporting entity's taxation year, that has not been reported on a T106.The following options are applicable for the keyword Gross-Debt.
Debt-ElectionUse the keyword Debt-Election to indicate if an election was made in respect of this loan (such as the PLOI election) under subsection 212.3(11).The following options are applicable for the keyword Debt-Election.
Tracking-InterestUse the keyword Tracking-Interest to select the type of tracking interest.The following options are applicable for the keyword Tracking-Interest.
Joint-ElectionUse the keyword Joint-Election to indicate that the entity is a party to a joint election under subsection 91(1.4).The following options are applicable for the keyword Joint-Election.
Dumping-RulesUse the keyword Dumping-Rules to select the appropriate dumping rules.The following options are applicable for the keyword Dumping-Rules.
Exempt-SurplusUse the keyword Exempt-Surplus to enter the amount of exempt surplus dividend the reporting entity or member of the Canadian group received.
Hybrid-SurplusUse the keyword Hybrid-Surplus to enter the amount of hybrid surplus dividend the reporting entity or member of the Canadian group received.
Taxable-SurplusUse the keyword Taxable-Surplus to indicate if the reporting entity or member of the Canadian group received a taxable surplus dividend.The following options are applicable for the keyword Taxable-Surplus.
Amount.tUse the keyword Amount.t to enter the amount of taxable surplus dividend the reporting entity or member of the Canadian group received.
Election.tUse the keyword Election.t to select the election applicable to the taxable surplus dividend.The following options are applicable for the keyword Election.t.
Pre-Acq-SurplusUse the keyword Pre-Acq-Surplus to indicate if the reporting entity or member of the Canadian group received a pre-acquistion surplus dividend.The following options are applicable for the keyword Pre-Acq-Surplus.
Amount.pUse the keyword Amount.p to enter the amount of pre-acquistion surplus dividend the reporting entity or member of the Canadian group received.
Election.pUse the keyword Election.p to select the election applicable to the pre-acquistion surplus dividend.The following options are applicable for the keyword Election.p.
Upstream-LoanUse the keyword Upstream-Loan to indicate the subsection(s) that applies to the upstream loan.The following options are applicable for the keyword Upstream-Loan.
Transactions.rUse the keyword Transactions.r to indicate the applicable section or subsection of the transformation transaction at the Canadian reporting entity level.The following options are applicable for the keyword Transactions.r.
Acq-Disp-ShUse the keyword Acq-Disp-Sh to indicate whether or not the reporting entity, or any member of the related Canadian group, or another foreign affiliate of the reporting entity (-ies) acquire or dispose of a share of the capital stock of the foreign affiliate.The following options are applicable for the keyword Acq-Disp-Sh.
Equity-SurplusUse the keyword Equity-Surplus to indicate changes in equity percentage and surplus entitlement percentage.The following options are applicable for the keyword Equity-Surplus.
Corp-ChangeUse the keyword Corp-Change to indicate whether or not, at any time in the taxation year, the reporting entity or any member of the related Canadian group or any foreign affiliate of the reporting entity (-ies) was involved in a corporate reorganization or in any other types of reorganization, amalgamation, merger, winding-up, liquidation, dissolution, division, or an issuance, redemption, or cancellation of share capital or a similar transaction in a manner that effected the exempt surplus, exempt deficit, hybrid surplus, hybrid deficit, taxable surplus, taxable deficit, hybrid underlying tax or underlying foreign tax of the affiliate in respect of the reporting corporation.The following options are applicable for the keyword Corp-Change.
Partic-%Use the keyword Partic-% to provide the participating percentage for the year. If the foreign affiliate's FAPI for the year is less than $5,000, the participating percentage is nil.The following options are applicable for the keyword Partic-%.
For-Aff-BeginUse the keyword For-Aff-Begin to specify the taxation year start of the foreign affiliate for which the information on the return is reported.
For-Aff-EndUse the keyword For-Aff-End to specify the taxation year-end of the foreign affiliate for which the information on the return is reported.
VotingShares-FAUse the keyword VotingShares-FA to indicate if the reporting entity or any member of the related Canadian group holds at least 20% voting shares in the foreign affiliate.The following options are applicable for the keyword VotingShares-FA.
FS-InformationUse the keyword FS-Information to indicate if the financial statements of the foreign affiliate are available and if they are included with the T1134 form.The following options are applicable for the keyword FS-Information.
Surplus-DivUse the keyword Surplus-Div to enter the amount of dividends paid by the foreign affiliate.The following options are applicable for the keyword Surplus-Div.
Surplus-CalcIf the option "YES" was selected in the keyword Surplus-Div, use the keyword Surplus-Calc to provide a detailed and descriptive calculation of the exempt surplus, exempt deficit, taxable surplus, taxable deficit, hybrid surplus, hybrid deficit, and underlying foreign tax of the foreign affiliate at the end of the affiliate's last taxation year ending in the reporting entity's taxation year in support of the dividend deduction claimed.Documentation supporting these calculations need not be filed but should be retained as it may be requested for examination.
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Cash-DividendUse the keyword Cash-Dividend to indicate the currency code and total cash dividend received from foreign affiliate.
Stock-DividendUse the keyword Stock-Dividend to indicate the currency code and total cash dividend received from foreign affiliate.
FA-TransactionUse the keyword FA-Transaction to indicate if the foreign affiliate was involved in any transaction in respect of which subsections 93(1.1) or (1.3) applied.The following options are applicable for the keyword FA-Transaction.
Acq-Disp-ShareUse the keyword Acq-Disp-Share to indicate the subsection or regulation pertaining to the acquisition or disposal of capital stock of the foreign affiliate if applicable.The following options are applicable for the keyword Acq-Disp-Share.
Excl-PropUse the keyword Excl-Prop to indicate whether or not the foreign affiliate disposed of capital property that was excluded property.The following options are applicable for the keyword Excl-Prop.
NonExcl-PropUse the keyword NonExcl-Prop to indicate whether or not the foreign affiliate disposed of capital property that was not excluded property.The following options are applicable for the keyword NonExcl-Prop.
Bus-EmployUse the keyword Bus-Employ to indicate the number of full-time employees or employee equivalents.
The following options are applicable for the keyword Bus-Employ.
Services-OthEmployUse the keyword Services-OthEmploy to indicate if the operator of the business described in paragraph (a) of the definition "investment business", relied on the services provided by persons described in subparagraph (c)(ii) of that definition.The following options are applicable for the keyword Services-OthEmploy.
Rev-BreakdownUse the keyword Rev-Breakdown to indicate if the controlled foreign affiliate is providing a breakdown of each income category between arm's length and non-arm's length sources.The following options are applicable for the keyword Rev-Breakdown.
Rev-SourceUse the keyword Rev-Source to indicate the source of the foreign affiliate's gross revenue.The following options are applicable for the keyword Rev-Source.
Total-RevUse the keyword Total-Rev to indicate the total amount of the foreign affiliate's gross revenue from a business or property.
Currency-Code.grUse the keyword Currency-Code.gr to enter the currency code of the foreign affiliate's gross revenue.
Rev-Source.fUse the keyword Rev-Source.f to indicate the source of the foreign affiliate's gross revenue.The following options are applicable for the keyword Rev-Source.f.
ArmLength-RevUse the keyword ArmLength-Rev to enter gross revenues from arm's length sources for this category of income.
NonArmLength-RevUse the keyword NonArmLength-Rev to enter gross revenues from non-arm's length sources for this category of income.
Currency-Code.fUse the keyword Currency-Code.f to select the currency code.
FAPI-FAPL-FACLUse the keyword FAPI-FAPL-FACL to indicate whether or not the foreign affiliate earned FAPI or incurred any FAPL or FACL in the taxation year.The following options are applicable for the keyword FAPI-FAPL-FACL.
Transactions.fUse the keyword TRANSACTIONS.F to select the type of FAPI-FAPL-FACL transaction.The following options are applicable for the keyword Transactions.f.
S95FAPIUse the keyword S95FAPI to enter the amount of FAPI (+) or FAPL (-) from the foreign affiliate in the year that is income or loss from property under subsection 95(1) of the ITA.
S952A1FAPIUse the keyword S952A1FAPI to enter the amount of FAPI(+) or FAPL(-) of the foreign affiliate in the year that resulted from the sale of property under paragraph 95(2)(a.1) of the ITA.
S952A2FAPIUse the keyword S952A2FAPI to enter the amount of FAPI (+) or FAPL (-) of the foreign affiliate in the year that resulted from the insurance or reinsurance of risks under paragraph 95(2)(a.2) of the ITA.
S952A3FAPIUse the keyword S952A3FAPI to enter the amount of FAPI (+) or FAPL (-) from the foreign affiliate in the year that resulted from indebtedness and lease obligations under paragraph 95(2)(a.3) of the ITA.
S952A4FAPIUse the keyword S952A4FAPI to enter the amount of FAPI (+) or FAPL (-) form the foreign affiliate in the year that resulted from indebtedness and lease obligations under paragraph 95(2)(a.4) of the ITA.
S952BFAPIUse the keyword S952BFAPI to enter the amount of FAPI (+) or FAPL (-) from the foreign affiliate in the year that resulted from the provision of services under paragraph 95(2)(b) of the ITA.
S952LFAPIUse the keyword S952LFAPI to enter the amount of FAPI (+) or FAPL (-) from the foreign affiliate in the year that is income or loss from property under paragraph 95(2)(l) of the ITA.
DISP-FAPIUse the keyword DISP-FAPI to enter the amount of FAPI (+) or FAPL (-) of the foreign affiliate in the year that resulted from the disposition of capital property.The following options are applicable for the keyword DISP-FAPI.
S951CFAPIUse the keyword S951CFAPI to enter the amount of FAPI earned by the foreign affiliate in the year that resulted under the description of C in the definition of FAPI in subsection 95(1) of the ITA.
Inc-Incl-ABIUse the keyword Inc-Incl-ABI to indicate whether or not income of the foreign affiliate that would otherwise have been included in its income from property or a business was included in its income from an active business.The following options are applicable for the keyword Inc-Incl-ABI.
Info-RequestUse the keyword Info-Request to indicate whether or not any information requested in this return is unavailable.The following options are applicable for the keyword Info-Request.
Spec-ReasonUse the keyword Spec-Reason to specify the information that is not available and the reason why it is not.
TrustReturnUse the keyword TrustReturn to indicate whether or not it is the first year that a T1141 return is being filed for the trust. If it is the first year for filing the return, a copy of the trust documents, including terms of the trust, memorandum of wishes, and any subsequent variance to the original trust documents, must be attached to the return.If a previous return has been filed, a copy of the trust documents that have been changed or created since the previous reporting period must be attached to the return. If the foreign trust prepares financial statements, attach a copy of the financial statements for the reporting period. The following options are applicable for the keyword TrustReturn.
ReportPeriodIf this is not the first year of filing the T1141 form, indicate whether or not the reporting period for the current year begins and ends on the same dates as last year's period, with the keyword ReportPeriod.The following options are applicable for the keyword ReportPeriod.
PeriodChangeIf there is a change in the reporting period, as indicated with the keyword ReportPeriod, specify the reason for the change with the keyword PeriodChange.
Period-StartIf the non-resident trust has a fiscal period, the reporting period for purposes of the T1141 return will be the same as the fiscal period of the trust. Use the keyword Period-Start to indicate the start of the reporting period based on the fiscal period of the trust.If the non-resident trust does not have a fiscal period, the reporting period for purposes of the T1141 return will be the same as the taxation year of the reporting corporation.
Period-EndIf the non-resident trust has a fiscal period, the reporting period for purposes of the T1141 return will be the same as the fiscal period of the trust. Use the keyword Period-End to indicate the end of the reporting period based on the fiscal period of the trust.If the non-resident trust does not have a fiscal period, the reporting period for purposes of the T1141 return will be the same as the taxation year of the reporting corporation.
TrusteeChangedUse the keyword TrusteeChanged to indicate if the trustee, or those responsible for making decisions regarding the trust arrangement or entity, changed from its last reporting.The following options are applicable for the keyword TrusteeChanged.
Reason-For-ChangeUse the keyword Reason-For-Change to enter the reason for change of trustee.
Trust-InfoUse the keyword Trust-Info to provide the name of the non-resident trust.
TrustNumber.trUse the keyword TrustNumber.tr to enter the trust account number of the foreign trust.
Trustee.trUse the keyword Trustee.tr to enter the name of the trustee for the non-resident trust.
Care-Of.trUse the keyword Care-Of.tr to enter the name of the person or organization to whom material is sent for the trustee.
Street.trUse the keyword Street.tr to enter the street of the trustee for the non-resident trust.
City.trUse the keyword City.tr to enter the city of residence of the trustee for the non-resident trust.
Province.trUse the keyword Province.tr to indicate the province of the mailing address of the trustee.The following options are applicable for the keyword Province.tr.
State.trUse the keyword State.tr to indicate the state of the mailing address of the trustee.
PostCode.trUse the keyword PostCode.tr to enter the postal code of the trustee for the non-resident trust. DT Max will not verify the format of the postal code as it varies depending on the country.
Country.trUse the keyword Country.tr to enter the country of residence of the trustee for the non-resident trust.
Phone-Num.trUse the keyword Phone-Num.tr to enter the telephone number of the trustee, executor, or administrator.
Residence.trIndicate the country of residence of the trust at the end of the taxation year with the keyword Residence.tr.
CountryLawUse the keyword CountryLaw to indicate which country's laws the trust is governed by.
TrustPartySpecify the type of parties involved with the trust with the keyword TrustParty.The following options are applicable for the keyword TrustParty.
Name.prUse the keyword Name.pr to enter the name of the person involved with the trust.
Street.prUse the keyword Street.pr to enter the street of the person involved with the trust.
City.prUse the keyword City.pr to enter the city of the person involved with the trust.
Province.prUse the keyword Province.pr to enter the province of the person involved with the trust.The following options are applicable for the keyword Province.pr.
State.prUse the keyword State.pr to enter the state of the person involved with the trust.
PostCode.prUse the keyword PostCode.pr to enter the postal code of the person involved with the trust.
Country.prUse the keyword Country.pr to enter the country of residence of the person involved with the trust.
Trust-TransUse the keyword Trust-Trans to select the type of transaction summary that will be reported.The following options are applicable for the keyword Trust-Trans.
Name.tuUse the keyword Name.tu to identify the person involved in the transaction type indicated with the keyword Trust-Trans.
SIN.tuUse the keyword SIN.tu to provide the social insurance number of the person involved in the transaction type indicated with the keyword Trust-Trans.
Business-Num.tuUse the keyword Business-Num.tu to provide the business number of the person involved in the transaction type indicated with the keyword Trust-Trans.
Trust-Number.tuUse the keyword Trust-Number.tu to provide the trust number of the trust involved in the transaction type indicated with the keyword Trust-Trans.
Street.tuUse the keyword Street.tu to provide the street of the person involved in the transaction type indicated with the keyword Trust-Trans.
City.tuUse the keyword City.tu to indicate the city of the person involved in the transaction type indicated with the keyword Trust-Trans.
Province.tuUse the keyword Province.tu to enter the province of the person involved in the transaction type indicated with the keyword Trust-Trans.The following options are applicable for the keyword Province.tu.
State.tuUse the keyword State.tu to enter the state of the person involved in the transaction type indicated with the keyword Trust-Trans.
PostCode.tuUse the keyword PostCode.tu to indicate the city of the person involved in the transaction type indicated with the keyword Trust-Trans.
Country.tuUse the keyword Country.tu to indicate the country of the person involved in the transaction type indicated with the keyword Trust-Trans.
Descript.tuUse the keyword Descript.tu to provide a description of the transaction type indicated with the keyword Trust-Trans.
Trans-YearUse the keyword Trans-Year to indicate the year of origin of the transfers, distributions, or loans to the trust and to each non-resident corporation controlled by the trust.
Amount.tuUse the keyword Amount.tu to enter the amount of the transaction type indicated with the keyword Trust-Trans.
Distribution-TypeUse the keyword Distribution-Type to indicate whether the distribution was cash or capital in nature.The following options are applicable for the keyword Distribution-Type.
Amount-Max.tuUse the keyword Amount-Max.tu to enter the maximum amount owed during the year.
Interest-Rate.tuUse the keyword Interest-Rate.tu to enter the interest rate applicable to the amount owed.
Trust-DistrChoose the type of property received from a non-resident trust at any time in the taxation year.The following options are applicable for the keyword Trust-Distr.
See the Taxnet Pro™ T2 Line-by-Line Guide (subscription required):
Amount.fUse the keyword Amount.f to enter the amount of funds received from a non-resident trust.
Description.fUse the keyword Description.f to provide a description of the funds or other property received from a non-resident trust.
FMV-PropUse the keyword FMV-Prop to enter the fair market value of property received from a non-resident trust, when the property received is not in the form of funds.
ReceipTypeUse the keyword ReceipType to indicate whether the funds or other property received from a non-resident trust is income or capital in nature.The following options are applicable for the keyword ReceipType.
Trust-IndebtUse the keyword Trust-Indebt to enter the principal amount of the debt owed to a non-resident trust.
Date.iUse the keyword Date.i to indicate when the debt to the non-resident trust was originally incurred.
Unpaid-YeUse the keyword Unpaid-Ye to indicate the amount outstanding to the non-resident trust at year end and whether the amount due is principal or interests in nature.The following options are applicable for the keyword Unpaid-Ye.
Int-RateUse the keyword Int-Rate to enter the interest rate payable on the debt to the non-resident trust.
IntPaid-AmountUse the keyword IntPaid-Amount to enter the amount of interest paid or credited on the debt in the taxation year.
PartXIII-TaxUse the keyword PartXIII-Tax to indicate if Part XIII was withheld.The following options are applicable for the keyword PartXIII-Tax.
AttachmentsUse the keyword Attachments to indicate the documents attached to the return. The constituting documents and memoranda of wishes need only be attached in the first year of filing.The following options are applicable for the keyword Attachments.
E-DocEnter the keyword E-Doc to specify whether you will be electronically submitting documentation, relating to a Foreign Reporting Return, with the Canada Revenue Agency.The following options are applicable for the keyword E-Doc.
See the Taxnet Pro™ T2 Line-by-Line Guide (subscription required):
E-Doc-SubmitUse the keyword E-Doc-Submit to specify which information is to be electronically submitted when accessing the Foreign Reporting Return web service.The following options are applicable for the keyword E-Doc-Submit.
E-Doc-IDUse the keyword E-Doc-ID to specify the type of document being attached.The following options are applicable for the keyword E-Doc-ID.
E-Doc-NameUse the keyword E-Doc-Name to specify the name and location of the file being attached. For amended returns, please re-submit the attachment only if the attachment information has changed.You should also take note of the following restrictions:
CRC-Number.eThe keyword CRC-Number.e contains the Cyclic Redundancy Check (CRC). The CRC is a number calculated by the DT Max software to uniquely identify a file.
E-Doc.t1134Enter the keyword E-Doc.t1134 to specify whether you will be electronically submitting documentation, relating to a Foreign Reporting Return, with the Canada Revenue Agency.The following options are applicable for the keyword E-Doc.t1134.
See the Taxnet Pro™ T2 Line-by-Line Guide (subscription required):
E-Doc-SubmitUse the keyword E-Doc-Submit to specify which information is to be electronically submitted when accessing the Foreign Reporting Return web service.The following options are applicable for the keyword E-Doc-Submit.
E-Doc-IDUse the keyword E-Doc-ID to specify the type of document being attached.The following options are applicable for the keyword E-Doc-ID.
E-Doc-NameUse the keyword E-Doc-Name to specify the name and location of the file being attached. For amended returns, please re-submit the attachment only if the attachment information has changed.You should also take note of the following restrictions:
CRC-Number.eThe keyword CRC-Number.e contains the Cyclic Redundancy Check (CRC). The CRC is a number calculated by the DT Max software to uniquely identify a file.
Labour-CostsThis keyword is to be used if you wish to file Quebec form TP-1086.R.23.12. This form is to be completed by a corporation that, as owner, tenant or administrator, incurred expenses during a taxation year for the renovation, improvement, maintenance or repair of a building, a structure or land that is property located in Québec, where the property was used in the course of carrying on a business or in order to earn income.This form is not required for filing if the corporation's assets of the prior year (including the assets of affiliated corporations) is $25 million or more. The following options are applicable for the keyword Labour-Costs.
Street.immThis is the street of the immovable for which the Quebec statement of labour costs is completed.
City.immThis is the city of the immovable for which the Quebec statement of labour costs is completed.
Province.immThis is the province of the immovable for which the Quebec statement of labour costs is completed.The following options are applicable for the keyword Province.imm.
PostCode.immThis is the postal code of the immovable for which the Quebec statement of labour costs is completed.
CostOfWorkUse the keyword CostOfWork to enter the individual labour costs associated with each immovable identified and the identification to whom payments were made.
Street.lUse the keyword Street.l to enter the street of the party to whom payments were made.
City.lUse the keyword City.l to enter the city of the party to whom payments were made.
Province.lUse the keyword Province.l to enter the province of the party to whom payments were made.The following options are applicable for the keyword Province.l.
PostCode.lUse the keyword PostCode.l to enter the postal code of the party to whom payments were made.
SIN.lUse the keyword SIN.l to enter the SIN (if applicable) of the party to whom payments were made.
QST.lUse the keyword QST.l to enter the QST number (if applicable) of the party to whom payments were made.
NonCdnAdvertUse NonCdnAdvert to enter information (Canadian dollar amount and description) on foreign advertising expenses. DT Max will make separate schedules of non-Canadian advertising expenses entered in NonCdnAdvert for deductible and non deductible amounts.The following options are applicable for the keyword NonCdnAdvert.
DescriptionThe information entered here will be printed on schedule CO-17S(37).
NonQualSec-InfoUse the keyword NonQualSec-Info to report non-qualified securities as per subsection 110(1.9).The following options are applicable for the keyword NonQualSec-Info.
See the Taxnet Pro™ T2 Line-by-Line Guide (subscription required):
See the CRA's general income tax guide: Employee-Name.nqsUse the keyword Employee-Name.nqs to enter the name of the employee.
DateAgreementUse the keyword DateAgreement to enter the date of employee stock option agreement.
DeemNonQualUse the keyword DeemNonQual to indicate if the securities are deemed to be non-qualified securities under subsection 110(1.31) or subsection 110(1.4).The following options are applicable for the keyword DeemNonQual.
VestYrUse the keyword VestYr to enter the vesting year under subsection 110(0.1). It is generally the first calendar year in which the employee may exercise the right to acquire the security.
#NonQualUse the keyword #NONQUAL to enter the number of non-qualified securities.
ExercisePriceUse the keyword ExercisePrice to enter the exercise price per security at the time the employee security option agreement is entered into.
ObjectionUse the keyword Objection to identify the jurisdiction for which the notice of objection applies.The following options are applicable for the keyword Objection.
NoticeUse the keyword Notice if you are not enclosing the Notice of Assessment or Notice of Determination with federal form T400A or Quebec form MR-93.1.1-V.The following options are applicable for the keyword Notice.
Date.nUse the keyword Date.n to enter the date of the Notice of Assessment or Notice of Determination.
NumberUse the keyword Number to enter the number of the Notice of Assessment or Notice of Determination.
Amount.nUse the keyword Amount.n to enter the amount to which the notice of objection applies for purposes of Quebec form MR-93.1.1-V.
Year-EndUse the keyword Year-End to enter the taxation year to which the notice of objection applies.DT Max will automatically default to the current taxation year if no date is entered here.
Title-LawUse the keyword Title-Law to enter the titles of pertinent laws to which the notice of objection applies for purposes of Quebec form MR-93.1.1-V.
FactsUse the keyword Facts to state the relevant facts and reasons for the objection.
OpenBalSheetUse the keyword OpenBalSheet to generate an opening balance sheet (Quebec CO-17S.36) for a new corporation, to be filed with the first return.
CurrAssetThe amount of the current asset and its description entered in CurrAsset will print on Quebec schedule CO-17S.36.The following options are applicable for the keyword CurrAsset.
NonCurrAssetThe amount of the non current asset and its description entered in NONCURRASSET will print on Quebec shedule CO-17S.36.The following options are applicable for the keyword NonCurrAsset.
CurrLiabThe amount of the current liability and its description entered in CurrLiab will print on Quebec schedule CO-17S.36.The following options are applicable for the keyword CurrLiab.
NonCurrLiabThe amount of the non current liability and its description entered in NonCurrLiab will print on Quebec schedule CO-17S.36.The following options are applicable for the keyword NonCurrLiab.
ShareEquityThe amount of the shareholders' equity account and its description entered in ShareEquity will print on Quebec schedule CO-17S.36.The following options are applicable for the keyword ShareEquity.
Partner-Inc-InclusUse the keyword Partner-Inc-Inclus to indicate whether the corporation is an existing or new member of a single-tier or multi-tier partnership.
The following options are applicable for the keyword Partner-Inc-Inclus.
Partner-Name.pUse the keyword Partner-Name.p to enter the partnership's name. If this is an existing partnership, the same name must also be entered in the RelatedParty group in order to allow entry of other data pertaining to the partnership.
PIN-ID.pUse the keyword PIN-ID.p to enter the partnership account number of a new partnership.
NEQ.pThis is the Quebec enterprise number (NEQ) of the new partnership. This number will serve as a prefix to replace all other Québec tax numbers, all of which will appear as suffixes to this number.
QC-PIN-Id.pThe identification number entered in QC-PIN-Id.p, if this keyword group relates to a partnership, will appear on all schedules where this information is requested. In this case, only the name of the partnership will need to be entered in the relevant keyword group to which the partnership relates.
YearBegin.pUse the keyword YearBegin.p to enter the beginning date of partnership's fiscal period that ends after the corporation's year-end.
YearEnd.pUse the keyword YearEnd.p to enter the year-end date of partnership's fiscal period that ends after the corporation's year-end.
PartnerShare-IncUse the keyword PartnerShare-Inc to enter the corporation's share of a new partnership's income.
QCPartnerShare-IncUse the keyword QCPartnerShare-Inc to enter the corporation's share of a new partnership's income. This information is needed for Quebec form CO-17.B.1.The following options are applicable for the keyword QCPartnerShare-Inc.
Designated-AmtUse the keyword Designated-Amt to enter the amount designated by a new corporate member of a partnership. Use [Alt-J] to enter different values for other jurisdictions.
Particular-PeriodUse the keyword Particular-Period to enter the number of days in the particular period and the number of days in both the particular period and the corporation's tax year.The following options are applicable for the keyword Particular-Period.
Period.pUse the keyword Period.p to choose adjusted stub period accrual or base year.The following options are applicable for the keyword Period.p.
Partner-Share.pUse the keyword Partner-Share.p to enter the corporation's share of the partnership's income, loss, capital gain or loss and resource expenses.
The following options are applicable for the keyword Partner-Share.p.
Discretionary-AmtUse the keyword Discretionary-Amt to enter the discretionary amount designated by the corporation. The corporation might have to include in its income an income shortfall adjustment to account for under-reported income when the corporation has made a discretionary designation to reduce the ASPA inclusion for a previous tax year. Use [Alt-J] to enter different values for other jurisdictions.
AvgDaily-IntRateUse the keyword AvgDaily-IntRate to enter average daily interest rate prescribed under paragraph 4301(a) of the Income Tax Regulations. www.canada.ca/en/revenue-agency/services/tax/prescribed-interest-rates.html.
ASPA-PriorYrUse the keyword ASPA-PriorYr to enter the adjusted stub period accrual from base year. This amount is used in the calculation of income shortfall adjustment. Use [Alt-J] to enter different values for other jurisdictions.
QC-ASPA-PriorYrUse the keyword QC-ASPA-PriorYr to enter the adjusted stub period accrual for the prior year broken down by sources of income. These amounts will appear on Quebec form CO-17.B.The following options are applicable for the keyword QC-ASPA-PriorYr.
DiscretAmt-PriorYrUse the keyword DiscretAmt-PriorYr to enter the discretionary amount designated from base year. This amount is used in the calculation of income shortfall adjustment. Use [Alt-J] to enter different values for other jurisdictions.
IncInclus-PriorYrUse the keyword IncInclus-PriorYr to enter the income inclusion for a new corporate member of a partnership from the prior year. Use [Alt-J] to enter different values for other jurisdictions.
QC-IncInclus-PriorUse the keyword QC-IncInclus-Prior to enter the income inclusion for a new corporate member of a partnership from the prior year broken down by sources of income. These amounts will appear on Quebec form CO-17.B.The following options are applicable for the keyword QC-IncInclus-Prior.
Section34-IncomeUse the keyword Section34-Income to choose the character of the income included under section 34.2. In general, amounts included or deducted under subsections 34.2(2), 34.2(3), 34.2(4), 34.2(11), and 34.2(12) are deemed to have the same character and be in the same proportions as the partnership income to which they relate. For example, if a corporation receives $100,000 of partnership income for the partnership's fiscal period ending in its tax year, and that income is made up of $40,000 of active business income, $30,000 of income from property, and $30,000 as a taxable capital gain, the corporation's adjusted stub period accrual (ASPA) in respect of the partnership would be 40% active business income, 30% property income, and 30% taxable capital gains.The following options are applicable for the keyword Section34-Income.
QC-SourceInc-OVUse the keyword QC-SourceInc-OV to override DT Max's automatic calculation of lines 55, 56, 57, 58 and 59 in Part 3 of Quebec form CO-17.B.1 and lines 67, 68, 69, 70 and 72 in Part 4 of Quebec form CO-17.B.1.The following options are applicable for the keyword QC-SourceInc-OV.
StubDays-OVUse the keyword StubDays-OV to override the number of days calculated for the stub period.
PartnerDays-OVUse the keyword PartnerDays-OV if the number of days in the partnership's fiscal year is not 365 or 366 for a leap year.
BaseDays-OVUse the keyword BaseDays-OV to override the number of days in both the base year and the fiscal period of partnership.
BasePartDays-OVUse the keyword BasePartDays-OV to override the number of days in the fiscal period of the partnership.
Elect-Align-OVUse the keyword Elect-Align-OV if the partnership is eligible to and wishes to change fiscal period end.The following options are applicable for the keyword Elect-Align-OV.
PaytToCdnResUse PaytToCdnRes to enter information (amount, payee name and address) on royalties, fees, and similar payments to Canadian residents for which a T5 has not been filed. These payments will be listed on schedule 14. Only amounts exceeding $100 need to be disclosed.The following options are applicable for the keyword PaytToCdnRes.
See the Taxnet Pro™ T2 Line-by-Line Guide (subscription required):
PayeeNameThe name of the Canadian resident payee will print on schedule 14.
PayeeAddressThe address of the Canadian resident payee will print on schedule 14. Data entered in this keyword will be the first line of the address.
More-InfoUse the keyword More-Info to enter additional address information. This will be line two of the address.
City.eUse the keyword City.e to enter the city name. DT Max will not check the spelling of the city name.
Province.eUse the keyword Province.e to select the province.The following options are applicable for the keyword Province.e.
State.eUse the keyword State.e to select the state.
Country.eUse the keyword Country.e to select the country.
PostCode.eUse 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.
ZIPCode.eUse the keyword ZIPCode.e to enter the zip code.
For-Post.eUse the keyword For-Post.e to enter the foreign postal code.
PaytToNonResUse PaytToNonRes to enter information (Canadian dollar amount, payee name and address) on royalties, fees, and similar payments to non-residents for which an NR-type return has not been filed. These payments will be listed on Schedule 29.The following options are applicable for the keyword PaytToNonRes.
See the Taxnet Pro™ T2 Line-by-Line Guide (subscription required):
NR-NameThe name of the non-resident payee will print on schedule 29 schedule.
NR-AddressThe address of the non-resident payee will print on schedule 29 Data entered in this keyword will be the first line of the address.
More-InfoUse the keyword More-Info to enter additional address information. This will be line two of the address.
City.eUse the keyword City.e to enter the city name. DT Max will not check the spelling of the city name.
Province.eUse the keyword Province.e to select the province.The following options are applicable for the keyword Province.e.
State.eUse the keyword State.e to select the state.
Country.eUse the keyword Country.e to select the country.
PostCode.eUse 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.
ZIPCode.eUse the keyword ZIPCode.e to enter the zip code.
For-Post.eUse the keyword For-Post.e to enter the foreign postal code.
TransferorUse the keyword Transferor to enter the transferor's name where all or substantially all (90% or more) of the assets of a non arm's length corporation have been received in the taxation year pursuant to a section 85 election.
See the Taxnet Pro™ T2 Line-by-Line Guide (subscription required):
Date.trUse the keyword Date.tr to enter the date of transfer where all or substantially all (90% or more) of the assets of a non arm's length corporation have been received in the taxation year pursuant to a section 85 election.
Tax-Acct.trUse the keyword Tax-Acct.tr to enter the transferor's business number where all or substantially all (90% or more) of the assets of a non arm's length corporation have been received in the taxation year pursuant to a section 85 election.
Trans-SoeUse the keyword Trans-Soe to specify the type of relationship that existed between the party and the corporation at the time of the transaction.The following options are applicable for the keyword Trans-Soe.
See the Taxnet Pro™ T2 Line-by-Line Guide (subscription required):
Name.soeUse the keyword Name.soe to enter the name of the party involved in the transaction.
See the Taxnet Pro™ T2 Line-by-Line Guide (subscription required):
Trans-Type.sUse the keyword Trans-Type.s to indicate the type and amount of the transaction.The following options are applicable for the keyword Trans-Type.s.
RolloverUse the keyword Rollover to indicate whether or not the transaction involved a rollover.The following options are applicable for the keyword Rollover.
T2-AdjustUse the keyword T2-Adjust if the corporation wishes to modify a tax return that is already filed.The following options are applicable for the keyword T2-Adjust.
YearEnd-AdjUse the keyword YearEnd-Adj to enter the date of fiscal year-end for which the request was made.DT Max will automatically default to the current tax year-end if this keyword has not been used.
Address.adjAddress.adj address to use for purposes of form CO-17.RThe following options are applicable for the keyword Address.adj.
Street.eUse the keyword Street.e to enter the street name.
Suite.eUse 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.
City.eUse the keyword City.e to enter the city name. DT Max will not check the spelling of the city name.
Province.eUse the keyword Province.e to select the province.The following options are applicable for the keyword Province.e.
PostCode.eUse 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.
Line-Number.qEnter the line number of the return regarding the adjustment on CO-17.R or CO-17.SP.R
Code.qEnter the code number (if applicable) on the return regarding the adjustment.
Old-AmountEnter the previous amount claimed on the return before the adjustment.
New-AmountEnter the new amount being claimed on the return after the adjustment.
Other-Line-NoOther-Line-No line number on the return regarding the adjustment
Name-LineEnter the name of the line on the return regarding the adjustment on form CO-17.R.
Code.qEnter the code number (if applicable) on the return regarding the adjustment.
Old-AmountEnter the previous amount claimed on the return before the adjustment.
New-AmountEnter the new amount being claimed on the return after the adjustment.
Adj-DetailsUse the keyword Adj-Details to indicate whether you wish to enter brief or extended details regarding the adjustment.The following options are applicable for the keyword Adj-Details.
Details.qEnter the details, if any, regarding the adjustment.Use this keyword if you wish to enter brief details only. A maximum of 3 lines is permitted here.
DetailsEnter the details, if any, regarding the adjustment.Use this keyword if you wish to enter extended details.
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