  Settlor information |
Use the keyword Settlor to enter the name of the trust's settlor. This keyword can be repeated if there is more than one settlor.
This information will be entered on the Quebec TP-646.1.
Use the keyword First-Name.set to enter the given name of the trust's settlor.
Use the keyword Street.set to enter the civic number and name of the street.
Use the keyword Suite.set to enter a suite or apartment number.
Use the keyword City.set to enter the name of the city.
Use the keyword Province.set to enter the name of the province.
The following options are applicable for the keyword Province.set.
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.set to enter the name of the state.
Use the keyword For-Post-Code to enter the foreign postal code for an address outside of Canada.
Use the keyword Country.set to enter the name of the country.
Use the keyword Residence.set to enter the province or territory of residence of the settlor of the trust.
The following options are applicable for the keyword Residence.set.
Country.nr country of residence if different from mailing address
Use the keyword Settlor-Type.set to indicate the settlor'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 Settlor-Type.set.
Natural person
Corporation
Trust
Other
Use the keyword Birthdate.re to enter the day of birth of the trustee.
Use the keyword SIN.set to enter the social insurance number of the settlor.
Use the keyword Business-Num.set to enter the entity's tax identification number.
Use the keyword Trust-Acct-Num.set to enter the entity's tax identification number.
Use the keyword TTN.set 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.set 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.s to enter the entity's international tax identification number.
Use the keyword Qc-Id-Num.set to enter the trust's Quebec identification number.
Use the keyword BenOwnInfo.set to indicate whether the settlor's information should be reported on Schedule 15.
If the trust is required to file Schedule 15, it must report the identity of all settlors. 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.set.
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.set to indicate whether the settlor'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 settlors. However, unlike the federal requirements, the information must be filed every year.
The following options are applicable for the keyword BenOwnInfo-QC.set.
Add reportable entity
Do not add entity
Use the keyword Link-Fiduciary.set to indicate whether there is a link with the fiduciary.
Quebec TP-646.1 requires you to indicate whether there is a relationship with the fiduciary. The relationship with each fiduciary must be reported. If there is no link with the fiduciary, then leave the keyword blank.
The following options are applicable for the keyword Link-Fiduciary.set.
Fiduciary 1
Fiduciary 2
Fiduciary 3
Use the keyword Relationship.s to indicate the type of relationship between the trustee and the settlor.
| 
First-Name.set 
Residence.set 
Country.nr