CharityReturnUse the keyword CharityReturn to generate an information return for the registered charity.The return must be filed no later than six months after the end of the registered charity's fiscal period. An information return includes: 1) form T3010 titled "Registered Charity Information Return" and a Basic Information sheet; 2) the list of directors/trustees or like officials with all the required information; 3) the list of qualified donees (if applicable) with all the required information; and 4) a copy of the registered charity's own financial statements. The following options are applicable for the keyword CharityReturn.
PrivacyStatementUse the keyword PrivacyStatement to indicate whether or not the Privacy statement found on page 4 of the T3010 has been read by the person who has authority on behalf of the charity.The following options are applicable for the keyword PrivacyStatement.
Amended.chUse the keyword Amended.ch to indicate whether or not the return is an amended return.The following options are applicable for the keyword Amended.ch.
Gov-DocumentsUse the keyword Gov-Documents to indicate whether or not there have been changes to the registered charity's governing documents.The following options are applicable for the keyword Gov-Documents.
LinkageUse the keyword Linkage to indicate whether or not the registered charity has its own governing documents but is, at least in some aspects, subordinate to another organization.Also, use this keyword to indicate whether or not the registered charity is an internal division, that is, an internal branch, section, or other division of another registered charity.
The following options are applicable for the keyword Linkage.
Name-Charity.cUse the keyword Name-Charity.c to enter the name of the other registered charity.
BN-Charity.cUse the keyword BN-Charity.c to enter the registration or business number (BN) of the other registered charity.
DirectorUse the keyword Director to enter the last name of the director/trustee or like official.
FirstName.dUse the keyword FirstName.d to enter the first name of the director/trustee or like official.
Initial.dUse the keyword Initial.d to enter the initial of the director/trustee or like official.
Birthdate.dUse the keyword Birthdate.d to enter the birth date of the director/trustee or like official.
Street.dUse the keyword Street.d to enter the street of the director/trustee's or like official's home address.
City.dUse the keyword City.d to enter the city of the director/trustee's or like official's home address.
Province.dUse the keyword Province.d to enter the province of the director/trustee's or like official's home address.The following options are applicable for the keyword Province.d.
State.dUse the keyword State.d to enter the state of the director/trustee's or like official's home address.
Country.dUse the keyword Country.d to enter the country of the director/trustee's or like official's home address.
PostCode.dUse the keyword PostCode.d to enter the postal code of the director/trustee's or like official's home address.
ZIPCode.dUse the keyword ZIPCode.d to enter the U.S.A zip code of the director/trustee's or like official's home address.
ForeignCode.dUse the keyword ForeignCode.d to enter the foreign postal code of the director/trustee's or like official's home address.
Phone.dUse the keyword Phone.d to enter the telephone number of the director/trustee or like official.
Start-Date.dUse the keyword Start-Date.d to enter the start date of director's/trustee's or like official's term.
End-Date.dUse the keyword End-Date.d to enter the end date of director's/trustee's or like official's term.
Position.dUse the keyword Position.d to enter the position that the director/trustee or like official holds in the registered charity.The following options are applicable for the keyword Position.d.
Bus-Activity.dUse the keyword Bus-Activity.d to specify the profession or sector of activity of the director/trustee or like official.
ArmsLength.dUse the keyword ArmsLength.d to indicate whether or not the director/trustee or like official is at arm's length from all other members of the governing board of the registered charity.The following options are applicable for the keyword ArmsLength.d.
Specify.dUse the keyword Specify.d to specify the type of gifts in kind. This information will appear on the TP-985.22.
Ongoing-ProgUse the keyword Ongoing-Prog to describe every ongoing program the registered charity carried on.
New-ProgUse the keyword New-Prog to describe every new program the registered charity carried on.
Area-ProgramsUse the keyword Area-Programs to indicate whether the programs were carried out in Canada or outside Canada.The following options are applicable for the keyword Area-Programs.
Method.cIf the charity carried on programs, directly or indirectly, outside Canada, use the keyword Method.c to indicate how they were carried out.The following options are applicable for the keyword Method.c.
Country.cUse the keyword Country.c to indicate the country where the registered charity managed or co-managed programs.
CIDA-FundsUse the keyword CIDA-Funds to enter the total amount of funds expended if any of the charity's projects undertaken outside Canada are funded by the Canadian International Development Agency.
ArrangementUse the keyword Arrangement to indicate whether any of the charity's resources were provided for programs outside Canada under any kind of arrangement including a contract, agency agreement, or joint venture to any other individual or entity.The following options are applicable for the keyword Arrangement.
Name-TransfereeUse the keyword Name-Transferee to enter the name of the transferee who is either an individual or organization whereby expenditures on activities/programs/ projects carried on outside Canada were transfered.
Country.chUse the keyword Country.ch to identify the country where the charity itself carried on programs or provided any of its resources.
Amt-TransferUse the keyword Amt-Transfer to enter the amount transferred to individual or organization.
Export-GoodsUse the keyword Export-Goods to indicate whether or not the charity's programs include exporting goods outside Canada.The following options are applicable for the keyword Export-Goods.
Item.cUse the keyword Item.c to indicate the item being exported.
ValueUse the keyword Value to indicate value of the item being exported.
DestinationUse the keyword Destination to indicate the city or region where the item is being exported to.
Country.exUse the keyword Country.ex to indicate the country where item being exported to.
PublicPolicy-ActA registered charity may carry on public policy dialogue and development activities in furtherance of its stated charitable purposes but must never directly or indirectly support or oppose a political party or a candidate for public office.Use the keyword PublicPolicy-Act to indicate whether or not the registered charity carried out public policy dialogue and development activities. The following options are applicable for the keyword PublicPolicy-Act.
Desc-ActivityUse the keyword Desc-Activity to describe the charity's public policy dialogue and development activities, and explain how these relate to its charitable purposes.
FundraisingUse the keyword Fundraising to enter all fundraising methods used by the registered charity during the fiscal period.The following options are applicable for the keyword Fundraising.
Fund-Pymt-MethUse the keyword Fund-Pymt-Meth to enter the method of payment to the fundraiser.The following options are applicable for the keyword Fund-Pymt-Meth.
Tax-ReceiptsUse the keyword Tax-Receipts to indicate whether or not the fundraisers issued tax receipts on behalf of charity.The following options are applicable for the keyword Tax-Receipts.
Name-FundraiserUse the keyword Name-Fundraiser to enter the name and arm's length status of the external fundraiser.The following options are applicable for the keyword Name-Fundraiser.
NR-DonorUse the keyword NR-Donor to enter the name of the donor who was not a resident in Canada and made a donation of $10,000 or more.
Don-Amt&TypeUse the keyword Don-Amt&Type to enter the value of the donation and specify whether the donor is an organization, a government, or an individual.The following options are applicable for the keyword Don-Amt&Type.
NameQualDoneeRegistered charities can make gifts to qualified donees. Qualified donees are organizations that the Income Tax Act allows to issue official tax receipts for income tax purposes for gifts that individuals or corporations make to them.Use the keyword NameQualDonee to enter the name of each qualified donee.
Asso-CharityUse the keyword Asso-Charity to indicate whether or not the qualified donee is an associated charity.The following options are applicable for the keyword Asso-Charity.
Street.chUse the keyword Street.ch to enter the street of the qualified donees' address.
City.chUse the keyword City.ch to enter the name of the city where the qualified donee is located.
Province.chUse the keyword Province.ch to enter the province where the qualified donee is located.The following options are applicable for the keyword Province.ch.
State.chUse the keyword State.ch to enter the state of the qualified donees' address.
Country.chrUse the keyword Country.chr to enter the country of the qualified donees' address.
PostCode.chUse the keyword PostCode.ch to enter the postal code of the qualified donees' address.
ZIPCode.chUse the keyword ZIPCode.ch to enter the USA ZIP code of the qualified donees' address.
ForeignCode.chUse the keyword ForeignCode.ch to enter the foreign postal code of the qualified donees' address.
BusinessNumUse the keyword BusinessNum to enter the registration or business number (BN) of the qualified donee.
Qc-NumberUse the keyword Qc-Number to enter the registration or identification number of the qualified donee.
Amount-GiftsUse the keyword Amount-Gifts to enter the total amount of the gifts for the fiscal period as well as the amount of designated gifts if any.The following options are applicable for the keyword Amount-Gifts.
NonCashGiftsUse the keyword NonCashGifts to enter all the types of non-cash gifts (gifts in kind) the registered charity received during the fiscal period.The following options are applicable for the keyword NonCashGifts.
GrantsUse the keyword Grants to indicate whether or not the registered charity made qualifying disbursements by way of grants to non-qualified donees (grantees) in the fiscal period.The following options are applicable for the keyword Grants.
GranteeUse the keyword Grantee to enter information regarding grantees that received grants.The following options are applicable for the keyword Grantee.
Num-GranteesUse the keyword Num-Grantees to enter the total number of grantees that received grants totalling $5,000 or less in the fiscal period.
Total-Amt-GrantsUse the keyword Total-Amt-Grants to enter the total amount paid to grantees that received grants totalling $5,000 or less in the fiscal period.
Name-GranteeUse the keyword Name-Grantee to enter the full name of the non-qualified donee (grantee) that received a grant.If the charity made several grants to the same grantee, repeat the name of the grantee as many times as needed and report each grant individually.
PurposeUse the keyword Purpose to describe the charitable purpose of the grant.
Disburse-AmtUse the keyword Disburse-Amt to enter the amount of non-cash and cash disbursements made to the grantee.The following options are applicable for the keyword Disburse-Amt.
Country-ActIf outside Canada, use the keyword Country-Act to specify the country where the grant activities were carried on.
DAFUse the keyword DAF to indicate whether or not the charity held any donor advised funds (DAF) during fiscal period.The following options are applicable for the keyword DAF.
Accounts-HeldUse the keyword Accounts-Held to enter the number of accounts held at the end of the fiscal period.
DAF-InfoUse the keyword DAF-Info to enter the amount for each of the specified options relating to donor advised funds.The following options are applicable for the keyword DAF-Info.
EmployeesUse the keyword Employees to enter the number of permanent, full-time, compensated employees, as well as the number of part-time or part-year employees the registered charity had in the fiscal period.The following options are applicable for the keyword Employees.
CompensationFor the ten highest compensated positions in the registered charity during the fiscal period, use the keyword Compensation to enter how many fall within each salary range regardless of the type of work.For purposes of Quebec form TP-985.22, for the ten highest compensated positions in the registered charity during the fiscal period, use the keyword Compensation to enter how many fall within each salary range regardless of the type of work. The following options are applicable for the keyword Compensation.
Compens-ExpUse the keyword Compens-Exp to enter the total expenditure on compensation for part-time or part-year employees in the fiscal period.
Official-CompUse the keyword Official-Comp to indicate whether or not the registered charity compensated any of its directors/trustees or like officials during the fiscal period.The following options are applicable for the keyword Official-Comp.
Transfer.cUse the keyword Transfer.c to indicate whether or not the registered charity transferred some of its income or assets to individuals and/or organizations not at arm's length to the registered charity.The following options are applicable for the keyword Transfer.c.
Financial-PrepUse the keyword Financial-Prep to indicate if the financial information reported was prepared on an accrual or cash basis.The following options are applicable for the keyword Financial-Prep.
Assets.cUse the keyword Assets.c to report the assets of the registered charity.The following options are applicable for the keyword Assets.c.
Liabilities.cUse the keyword Liabilities.c to report the liabilities of the registered charity.The following options are applicable for the keyword Liabilities.c.
Revenue.cUse the keyword Revenue.c to report the revenue of the registered charity.The following options are applicable for the keyword Revenue.c.
Expenditures.cUse the keyword Expenditures.c to report the expenditures of the registered charity.The following options are applicable for the keyword Expenditures.c.
OtherInfoUse the keyword OtherInfo to enter other required information of the registered charity.The following options are applicable for the keyword OtherInfo.
Qc-OtherInfoUse the keyword Qc-OtherInfo to enter other required information of the registered charity for purposes of Quebec information return TP-985.22.The following options are applicable for the keyword Qc-OtherInfo.
Reason.cUse the keyword Reason.c to explain why the receipts issued for the sale of goods and services or the rental of the organization's assets are not clearly distinguishable from official donation receipts.
Amount.qcUse the keyword Amount.qc to enter the amount relating to other required information for purposes of Quebec information return TP-985.22.
OfficialReceiptIf the organization is a charity and has accepted a donation made on the explicit or implicit condition that it itself make a donation to a person, association, organization, circle or club that is not a qualified donee, has it issued an official receipt for this donation?The following options are applicable for the keyword OfficialReceipt.
Qc-Accum-PropUse the keyword Qc-Accum-Prop to enter information relating to the accumulation of property with Revenu Québec's authorization.
Amount.qUse the keyword Amount.q to enter the amount relating to Quebec accumulated property information.The following options are applicable for the keyword Amount.q.
AssocCharityUse the keyword AssocCharity to enter the name of the associated charity.
Registration#.cUse the keyword #.C to enter the registration number of the associated charity.
Nonqual-SecUse the keyword Nonqual-Sec to indicate whether or not the registered charity acquired a non-qualifying security.The following options are applicable for the keyword Nonqual-Sec.
Property-UsedUse the keyword Property-Used to indicate whether or not the charity allowed the donor to use any of the charity's property during the fiscal period.The following options are applicable for the keyword Property-Used.
Oth-TaxReceiptsUse the keyword Oth-TaxReceipts to indicate whether or not the charity issued tax receipts for donations on behalf of another organization.The following options are applicable for the keyword Oth-TaxReceipts.
Partner-HoldingsUse the keyword Partner-Holdings to indicate whether or not the charity had direct partnership holdings at any time during the fiscal period.The following options are applicable for the keyword Partner-Holdings.
AvgValue-InvThe average value of investment property not used directly for charitable programs or administration during the 24 months before the beginning of the fiscal period will be reported on line 5900.The average value of investment property not used directly for charitable programs or administration during the 24 months before the end of the fiscal period will be reported on line 5910. Use the keyword AvgValue-Inv to enter this information. The following options are applicable for the keyword AvgValue-Inv.
FoundationUse the keyword Foundation to indicate whether the foundation is private or public.The following options are applicable for the keyword Foundation.
ControlUse the keyword Control to indicate whether the foundation acquired control of a corporation.The following options are applicable for the keyword Control.
NameCorp.cThe keyword NameCorp.c is used to enter the name of the corporation that was subject to an acquisition of control by the foundation.
IdentNumber.cThe keyword IdentNumber.c is used to enter the identification number of the corporation that was subject to an acquisition of control by the foundation.
DebtsUse the keyword Debts to indicate whether the foundation incurred debts other than those for current operating expenses, in purchasing or selling investments, or in administering charitable programs, at any time during the fiscal period.The following options are applicable for the keyword Debts.
Restrict-FundsUse the keyword Restrict-Funds to enter the value of the restricted funds held at the end of the fiscal period and the portion of the amount that the foundation was not permitted to spend due to a funder's written trust or direction.The following options are applicable for the keyword Restrict-Funds.
Nonqual-InvUse the keyword Nonqual-Inv to indicate whether the private foundation held any shares, rights to acquire shares, or debts owing to it that meet the definition of non-qualified investment, at any time during the fiscal period.The following options are applicable for the keyword Nonqual-Inv.
SharesUse the keyword Shares to indicate whether or not the foundation owns more than 2% of any class of shares of a corporation at any time in tax year. If "yes", attach form T2081 - Excess Corporate Holdings Worksheet for Private Corporations.The following options are applicable for the keyword Shares.
Prev-Yr-Info.cUse the keyword Prev-Yr-Info.c to enter previous year information that is required for Quebec information return TP-985.22.The following options are applicable for the keyword Prev-Yr-Info.c.
Payment-EnclIf there is a net shortfall, a special tax equal to the shortfall must be paid to Revenu Québec within six months of the end of the fiscal period.Use the keyword Payment-Encl when a partial payment of special tax owed is enclosed with the Quebec information return (TP-985.22) being filed. The following options are applicable for the keyword Payment-Encl.
ContactName.eUse the keyword ContactName.e to enter the last name of the person who completed the TP-985.22 information return or name of the corporation that the person completing the return represents.
FirstName.eUse this keyword to enter the first name of the individual.
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.
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.
Phone.eUse the keyword Phone.e to enter the telephone number of the person.
DisbursementA disbursement excess exists if an amount spent by the organization to carry out its objectives exceeds the disbursement quota. All or part of the expenditures may be used to offset a disbursement shortfall for the previous fiscal period. The balance (net excess) may be carried forward and used to offset a disbursement shortfall in the next five fiscal periods.Use the keyword Disbursement to enter information about the net excess. The following options are applicable for the keyword Disbursement.
Amount-CF.disbUse the keyword Amount-CF.disb to enter the net excess that has been carried forward from previous years, and which may be used to offset a disbursement shortfall in the current year if applicable.The following options are applicable for the keyword Amount-CF.disb.
Amount-CB.disbUse the keyword Amount-CB.disb to enter the amount of current year net excess that has been carried back to previous years to offset a disbursement shortfall. Use [Alt-J] to enter different values for other jurisdictions.
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