  Trustee information |
Use the keyword Trustee to enter the last name or the business name of the trustee who is the legal title holder to property in trust for trust beneficiaries.
The trustee is also an executor, administrator, assignee, receiver, or liquidator who owns or controls property for some other person.
First-Name.tr first name of trustee (if an individual)
BusinessName-Ln2 business name line 2
Use the keyword Designation.tr to specify the way you want to address the trustee on the client letter. You can enter any designation or title you wish printed including Ms., Dr., and Prof., among others.
The following options are applicable for the keyword Designation.tr.
Mr.
Mrs.
Ms.
Miss
Other (specify)
Use the keyword Title to enter the position or title of the trustee.
The following options are applicable for the keyword Title.
Use the keyword Trustee-Type.tr to indicate the trustee's entity classification. This information is required for Schedule 15. Based on the entity's classification different information will be required in order to complete the schedule.
If a reportable entity is a natural person, the name, date of birth, tax identification type and number, country of residence and full address will be required.
The following options are applicable for the keyword Trustee-Type.tr.
Natural person
Corporation
Trust
Other
Use the keyword Birthdate.re to enter the day of birth of the trustee.
Use the keyword Residence.tr to enter the province or territory of residence of the trustee.
The following options are applicable for the keyword Residence.tr.
Country.nr country of residence if different from mailing address
Use the keyword Address to enter the trustee's address in Canada or abroad.
The following options are applicable for the keyword Address.
Trustee's address
Mailing address (if different than trustee's)
Address on last year's return
Address of books and records
The name of the firm or person entered in Care-of will appear as the first item in the mailing address when it is printed on the return.
Use the keyword Street to enter the civic number and name of the street.
Use the keyword Street-Ln2 if a second line is required to enter the address.
Use the keyword Suite to enter a suite number.
If you do enter a suite number, DT Max will print the hash sign "#" and the number. Otherwise, DT Max will not print anything.
Do not enter the word "SUITE" or the hash sign "#" itself. If a suite number is available, enter the number only.
Use the keyword City to enter the name of the city.
Use the keyword Province to enter the name of the province.
The following options are applicable for the keyword Province.
Use this keyword to enter the postal code. DT Max will ensure that it is printed in the correct format (A1B 2C3) on the tax return.
Use the keyword State to enter the name of the state.
Use the keyword Zip-Code to enter the U.S.A. zip code.
Use the keyword For-Post-Code to enter the foreign postal code for an address outside of Canada.
Use the keyword Country to enter the name of the country if other than Canada.
Use the keyword Telephone to enter the home phone number.
Please note that DT Max will not verify the format of the telephone number; it will accept whatever you enter.
Use the keyword Phone-Office to enter the phone number at the office.
Please note that DT Max will not verify the format of the telephone number; it will accept whatever you enter. Given the wide range of possibilities respecting area codes, locals, extensions, etc., it is next to impossible to verify the phone numbers without being too exclusionary.
Use the keyword Extension to enter the trustee's telephone extension number.
Use the keyword Fax to enter the fax number to which documents may be sent.
Use the keyword Email to enter the electronic mailing address.
This entry is for information purposes only and does not appear anywhere on the tax return.
Use the keyword SIN.tr to enter the social insurance number of the trustee.
Use the keyword Business-Num.tr to enter the entity's tax identification number.
Use the keyword Trust-Acct-Num.tr to enter the entity's tax identification number.
Use the keyword Id-Number.tr to enter the identification number of the trustee or the liquidator of the succession.
NEQ.tr Quebec enterprise number (NEQ) of the firm
Use the keyword TTN.tr to enter the entity's tax identification number. Temporary tax numbers are generally issued to Canadian residents who have not yet received their SIN from ESDC.
Use the keyword ITN.tr to enter the entity's tax identification number. CRA issues an ITN to a non-resident of Canada who is not eligible to obtain a SIN.
Use the keyword International-Id.t to enter the entity's international tax identification number.
Use the keyword BenOwnInfo.tr to indicate whether the trustee's information should be reported on Schedule 15.
If the trust is required to file Schedule 15, it must report the identity of all trustees. The schedule must be filed every year. However, entities that have been previously reported will be carried forward by the CRA. Once an entity has been reported, DT Max T3 will convert the option for this keyword in the following year to indicate that it has been reported.
To modify or remove a previously reported entity, change the option for this keyword. In both cases, the complete information on the entity must be entered.
The following options are applicable for the keyword BenOwnInfo.tr.
Add reportable entity
Add reportable entity - Part of tax year
Modify reportable entity
Remove reported entity
Previously reported entity
Previously removed entity
Use the keyword BenOwnInfo-QC.tr to indicate whether the trustee's information should be reported on the Quebec Trust income tax return or any applicable Quebec schedules.
If the trust is required to file the additional information, it must report the identity of all trustees. However, unlike the federal requirements, the information must be filed every year.
The following options are applicable for the keyword BenOwnInfo-QC.tr.
Add reportable entity
Do not add entity
Use the keyword Custodian-Acct to enter the custodian account number which is used to monitor the balance of the refundable tax on hand for the RCA trust.
Use the keyword Trustee-Info to provide supplemental information required for EFILE purposes.
The following options are applicable for the keyword Trustee-Info.
Use the keyword Other-Trustee to enter the last name of the other trustee who is the legal title holder to property in trust for trust beneficiaries.
The trustee is also an executor, administrator, assignee, receiver, or liquidator who owns or controls property for some other person.
First-Name first name
Use the keyword Title to enter the position or title of the trustee.
The following options are applicable for the keyword Title.t.
Use the keyword Trustee-Type.s to indicate the trustee's entity classification. This information is required for Schedule 15. Based on the entity's classification, different information will be required in order to complete the schedule.
If a reportable entity is a natural person, the name, date of birth, tax identification type and number, country of residence and full address will be required.
The following options are applicable for the keyword Trustee-Type.s.
Natural person
Corporation
Trust
Other
Use BirthDate to enter the person's date of birth.
DT Max will use the format DD-MM-YY or DD-MM-YYYY, as indicated on the screen. Use the four-digit year format for all individuals born in 1900 or earlier.
Warning: If you do not know the year of birth, do not use "00" as a standard default for the year. DT Max would interpret this as meaning that the taxpayer was born in the year 1900, which may not be the case
Use the keyword Street to enter the civic number and name of the street.
Use the keyword Suite to enter a suite number.
If you do enter a suite number, DT Max will print the hash sign "#" and the number. Otherwise, DT Max will not print anything.
Do not enter the word "SUITE" or the hash sign "#" itself. If a suite number is available, enter the number only.
Use the keyword City to enter the name of the city.
Use the keyword Province to enter the name of the province.
The following options are applicable for the keyword Province.
Use this keyword to enter the postal code. DT Max will ensure that it is printed in the correct format (A1B 2C3) on the tax return.
Use the keyword State to enter the name of the state.
Use the keyword Zip-Code to enter the U.S.A. zip code.
Use the keyword For-Post-Code to enter the foreign postal code for an address outside of Canada.
Use the keyword Country to enter the name of the country if other than Canada.
Use the keyword . to enter the trustee's country of residence if different from the country entered for the address.
Use the keyword Telephone to enter the home phone number.
Please note that DT Max will not verify the format of the telephone number; it will accept whatever you enter.
Use the keyword Phone-Office to enter the phone number at the office.
Please note that DT Max will not verify the format of the telephone number; it will accept whatever you enter. Given the wide range of possibilities respecting area codes, locals, extensions, etc., it is next to impossible to verify the phone numbers without being too exclusionary.
Use the keyword Extension to enter the trustee's telephone extension number.
Use the keyword Fax to enter the fax number to which documents may be sent.
Use the keyword Email to enter the electronic mailing address.
This entry is for information purposes only and does not appear anywhere on the tax return.
Use the keyword SIN.t to enter the social insurance number of the trustee.
Use the keyword Business-Num. to enter the entity's tax identification number.
Use the keyword Trust-Acct-Num. to enter the entity's tax identification number.
Use the keyword ID-Number.s to enter the trust's Quebec identification number.
This number will be printed on the Quebec form TP-776.42.F.
Use the keyword NEQ.t to enter the Quebec enterprise number of the other trustee.
Use the keyword TTN to enter the entity's tax identification number. Temporary tax numbers are generally issued to Canadian residents who have not yet received their SIN from ESDC.
Use the keyword ITN to enter the entity's tax identification number. CRA issues an ITN to a non-resident of Canada who is not eligible to obtain a SIN.
Use the keyword . to enter the entity's international tax identification number.
Use the keyword BenOwnInfo.s to indicate whether the other trustee's information should be reported on Schedule 15.
If the trust is required to file Schedule 15, it must report the identity of all trustees. The schedule must be filed every year. However, entities that have been previously reported will be carried forward by the CRA. Once an entity has been reported, DT Max T3 will convert the option for this keyword in the following year to indicate that it has been reported.
To modify or remove a previously reported entity, change the option for this keyword. In both cases, the complete information on the entity must be entered.
The following options are applicable for the keyword BenOwnInfo.s.
Add reportable entity
Add reportable entity - Part of tax year
Modify reportable entity
Remove reported entity
Previously reported entity
Previously removed entity
Use the keyword BenOwnInfo-QC.s to indicate whether the other trustee's information should be reported on the Quebec Trust income tax return or any applicable Quebec schedules.
If the trust is required to file the additional information, it must report the identity of all trustees. However, unlike the federal requirements, the information must be filed every year.
The following options are applicable for the keyword BenOwnInfo-QC.s.
Add reportable entity
Do not add entity
Contact-Person.tr person to contact
The following options are applicable for the keyword Contact-Person.tr.
Custodian
Accountant
Other (specify)
Use the keyword First-Name.cp to enter the contact person's given name. This information is required when the trustee is not an individual.
Use the keyword Last-Name.cp to enter the contact person's family name. This information is required when the trustee is not an individual.
Telephone.cp telephone number of contact person
Use the keyword Sign-Date to enter the date the trust return should be signed by an authorized person.
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First-Name.tr 
Trustee-Type.tr 
Birthdate.re