BeneficiaryUse the keyword Beneficiary to specify the status of the beneficiary of the trust.If the trust is allocating income to its beneficiaries, federal schedule 9 and Quebec schedule C must be filed. In order to complete these schedules, the beneficiary information must be entered within this group. The beneficiary information will also be automatically entered on any relevant T3 slips generated by DT Max. The following options are applicable for the keyword Beneficiary.
See the CRA's general income tax guide: Last-NameUse the keyword Last-Name to enter the family name of the person who is the beneficiary of the trust.This information will appear on the relevant slips.
First-NameFirst-Name first name
BirthDateUse 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
SIN.benUse the keyword SIN.ben to enter the social insurance number of the beneficiary.
StreetUse the keyword Street to enter the civic number and name of the street.
Street-Ln2Use the keyword Street-Ln2 if a second line is required to enter the address.
CityUse the keyword City to enter the name of the city.
ProvinceUse the keyword Province to enter the name of the province.The following options are applicable for the keyword Province.
Postal-CodeUse 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.
StateUse the keyword State to enter the name of the state.
Zip-CodeUse the keyword Zip-Code to enter the U.S.A. zip code.
CountryUse the keyword Country to enter the name of the country if other than Canada.
TTNUse 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.
ITNUse 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.
International-Id.Use the keyword . to enter the entity's international tax identification number.
NameUse the keyword to enter the name of the beneficiary of the trust.
Name-Ln2Use the keyword Name-Ln2 to enter the first name of the beneficiary or if a second line is required to enter the beneficiary's name.
StreetUse the keyword Street to enter the civic number and name of the street.
Street-Ln2Use the keyword Street-Ln2 if a second line is required to enter the address.
CityUse the keyword City to enter the name of the city.
ProvinceUse the keyword Province to enter the name of the province.The following options are applicable for the keyword Province.
Postal-CodeUse 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.
StateUse the keyword State to enter the name of the state.
Zip-CodeUse the keyword Zip-Code to enter the U.S.A. zip code.
For-Post-CodeUse the keyword For-Post-Code to enter the foreign postal code for an address outside of Canada.
CountryUse the keyword Country to enter the name of the country if other than Canada.
TelephoneUse 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.
Phone-OfficeUse 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.
FaxUse the keyword Fax to enter the fax number to which documents may be sent.
This entry is for information purposes only and does not appear anywhere on the tax return.
Name.benUse the keyword to enter the name of the beneficiary of the trust.
Name-Ln2Use the keyword Name-Ln2 to enter the first name of the beneficiary or if a second line is required to enter the beneficiary's name.
BirthDateUse 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
SIN.benUse the keyword SIN.ben to enter the social insurance number of the beneficiary.
StreetUse the keyword Street to enter the civic number and name of the street.
Street-Ln2Use the keyword Street-Ln2 if a second line is required to enter the address.
CityUse the keyword City to enter the name of the city.
ProvinceUse the keyword Province to enter the name of the province.The following options are applicable for the keyword Province.
Postal-CodeUse 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.
StateUse the keyword State to enter the name of the state.
Zip-CodeUse the keyword Zip-Code to enter the U.S.A. zip code.
For-Post-CodeUse the keyword For-Post-Code to enter the foreign postal code for an address outside of Canada.
CountryUse the keyword Country to enter the name of the country if other than Canada.
TelephoneUse 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.
Phone-OfficeUse 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.
FaxUse the keyword Fax to enter the fax number to which documents may be sent.
This entry is for information purposes only and does not appear anywhere on the tax return.
TTNUse 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.
ITNUse 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.
International-Id.Use the keyword . to enter the entity's international tax identification number.
Residence.benUse the keyword Residence.ben to enter the residence of the beneficiary.The following options are applicable for the keyword Residence.ben.
Country.nrCountry.nr country of residence if different from mailing address
Social-SecurityUse the keyword Social-Security to enter the identification number given to non-residents for tax purposes by their country of residence.The number, if available, will be printed on the NR4 slip.
Remitter-IDUse the keyword Remitter-ID to enter the identification number that has been assigned to the non-resident beneficiary.This number will be printed on the NR4 slip.
Design-BenUse the keyword Design-Ben to indicate whether the beneficiary is a designated beneficiary for the purpose of Part XII.2 tax.A designated beneficiary may be: - a non-resident person or a non-resident owned investment corporation; - an entity that is exempt from Part I tax under subs. 149(1), if the interest was ever previously held by a taxable entity; - a trust if any of its beneficiaries is either a trust or a designated beneficiary; - a partnership if any of its members is either a partnership or would be a designated beneficiary if that member held an interest in a trust. A designated beneficiary is not usually entitled to the refundable tax credit for Part XII.2 tax that the trust has paid.
Fed-Acct-NumUse the keyword Fed-Acct-Num to enter the business number of the beneficiary.
Trust-Acct-NumUse the keyword Trust-Acct-Num to enter the trust account number of the beneficiary. This information will be entered on the government copy of the T3 slip in box 12, Recipient Identification Number. This number is also required for EFILE purposes.
TTN.benUse the keyword TTN.ben 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.
See the CRA's general income tax guide: ITN.benUse the keyword ITN.ben 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.
See the CRA's general income tax guide: International-Id.bUse the keyword International-Id.b to enter the entity's international tax identification number.
See the CRA's general income tax guide: Qc-Id-NumQc-Id-Num Quebec identification number of the beneficiary
QDT-ElectionUse the keyword QDT-Election to indicate whether the beneficiary is an electing beneficiary. An electing beneficiary is an individual designated as a beneficiary in the instrument that established the trust who makes a joint election with the trust to consider the trust to be a qualified disability trust for the trust year. For the beneficiary's taxation year during which the trust's taxation year ends, the following conditions must be met: - The beneficiary suffers from a severe and prolonged impairment in mental or physical functions. - The impairment is certified by a health professional. - The beneficiary does not make the joint election with another trust, for a taxation year of a trust ending during the beneficiary's taxation year, to consider that this other trust is a qualified disability trust. If the beneficiary is an electing beneficiary, the eligible person's social insurance number will be entered on page 1 of the TP-646 Quebec return.
Ben-OtherTrustUse the keyword Ben-OtherTrust to indicate whether the electing beneficiary is a beneficiary under any other trust. If the answer is yes, then the trust account number must be provided. This information will be captured on Form T3-QDT, Joint election for a trust to be a Qualified Disability Trust.
Trust-AcctNumUse the keyword Trust-AcctNum to enter the account number of the other trust of which the individual is a beneficiary.
Legal-Rep-Name.qdtUse the keyword Legal-Rep-Name.qdt to enter the name of the beneficiary's legal representative, if applicable.The name of the legal representative will be captured, instead of that of the beneficiary's, on the federal form T3QDT.
MinorUse the keyword Minor to indicate whether the beneficiary is a minor.A minor is a person who was under 18 years-old on December 31 of the year in which the income was allocated to them. The following options are applicable for the keyword Minor.
See the CRA's general income tax guide: InfirmUse the keyword Infirm to indicate whether the beneficiary, due to mental or physical infirmity, was financially dependent on the deceased.The following options are applicable for the keyword Infirm.
See the CRA's general income tax guide: DeceasedUse the keyword Deceased to specify whether the beneficiary of the trust is deceased.The following options are applicable for the keyword Deceased.
Date-DeathUse the keyword Date-Death to enter date of death of the beneficiary.
JointElectDeemDispUse the keyword JointElectDeemDisp to indicate that a joint election has been filed to report the income in the beneficiary's final T1 return.For 2016 and future years, where a beneficiary of a testamentary spousal or common-law partner trust, dies, there is a deemed year end of the trust on the date of death of the beneficiary. A joint election between the trust and the deceased beneficiary's graduated rate estate can be filed to report the income that is deemed to be recognized by the trust upon the death of the primary beneficiary in the beneficiary's final T1 return. This income shall be reported on the T3 slip issued to the beneficiary. For the joint election to be valid all the following requirements must be met: - immediately before death, the beneficiary was a resident of Canada. - the trust is a testamentary trust that is a post-1971 spousal or common-law partner trust and was created by the will of a taxpayer who died before 2017. - the trust and the beneficiary's graduated rate estate (GRE) jointly elect in a prescribed form. - a copy of the joint election is filed with both the final T1 return of the beneficiary and the T3 return for the deemed year end of the trust. As the legal representative of the deceased beneficiary, you need to attach to the final return the joint election in the form of a letter which contains: - a heading identifying it as a subsection 104(13.4) election; - the T1 and T3 account numbers; - the income amount that was allocated in the T3 slip and reported on the T1 return of the deceased beneficiary; and - the signatures, names and addresses of both the trustee and the executor for the deceased beneficiary.
See the CRA's general income tax guide: Tax-ExemptUse the keyword Tax-Exempt to indicate whether the beneficiary is exempt from paying income tax. This information is required for the Quebec form TP-1129.53.
PreferredUse the keyword Preferred to indicate whether the beneficiary of the trust is a preferred beneficiary.A "preferred beneficiary", for a taxation year ending after 1996, is a beneficiary under the trust who, at the end of trust's taxation year, is a resident of Canada and who is one of the following: - the settlor of the trust; - the spouse or common-law partner, or former spouse or common-law partner, of the settlor of the trust; - a child, grandchild, or great-grandchild of the settlor of the trust; or - the spouse or common-law partner of a child, grandchild, or great-grandchild of the settlor of the trust. In addition, this person must meet one of the following conditions: - they can claim a disability amount for the taxation year which ends in the trust's taxation year, or could have claimed the disability amount had attendant or nursing home care expenses claimed in respect of his or her care been otherwise ignored; or - they are 18 or older and, for the taxation year which ends in the trust's taxation year, they do not claim a disability amount, and for whom another individual can claim an amount for infirm dependants 18 and older for that beneficiary, or could claim the amount if the beneficiary's income is calculated before including the income from the preferred beneficiary election. The following options are applicable for the keyword Preferred.
BenOwnInfoUse the keyword BenOwnInfo to indicate whether the beneficiary's information should be reported on Schedule 15.If the trust is required to file Schedule 15, it must report the identity of all beneficiaries. 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.
See the CRA's general income tax guide: BenOwnInfo-QCUse the keyword BenOwnInfo-QC to indicate whether the beneficiary'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 beneficiaries. However, unlike the federal requirements, the information must be filed every year.
The following options are applicable for the keyword BenOwnInfo-QC.
See the CRA's general income tax guide: AllocationUse the keyword Allocation to indicate how the trust's income should be allocated.Generally, the income is allocated to the trust's beneficiaries according to the terms of the will or trust document. The income allocated to a beneficiary must be included in their income and deducted from the trust's income. A trust and a preferred beneficiary may jointly elect to have the trust's accumulating income taxed in the hands of the preferred beneficiary. The following options are applicable for the keyword Allocation.
See the CRA's general income tax guide: Allocation-TypeUse the keyword Allocation-Type to indicate whether the income to be allocated is a fixed amount or a percentage of the trust's income.The following options are applicable for the keyword Allocation-Type.
Income-TypeUse the keyword Income-Type to enter the type and percentage of income to be allocated to each beneficiary according to the terms of the will or trust document.The following options are applicable for the keyword Income-Type.
See the CRA's general income tax guide: Income-Type.fUse the keyword Income-Type.f to enter the type and amount of income to be allocated to each beneficiary according to the terms of the will or trust document.The following options are applicable for the keyword Income-Type.f.
See the CRA's general income tax guide: Alloc-ReductionOnly use the keyword Alloc-Reduction if there is more than one beneficiary and there are different types of income allocation.For instance, one beneficiary is allocated a percentage of the income and another beneficary is allocated a fixed amount of the income. This keyword should not be entered if the type of allocation is the same for all beneficiaries. Enter this keyword if the fixed amount of income allocated should reduce the total amount of income to be allocated as a percentage. The following options are applicable for the keyword Alloc-Reduction.
Link-SettlorUse the keyword Link-Settlor to enter whether there is a link with the settlor.Quebec TP-646.1 requires you to indicate whether there is a relationship with the settlor. The relationship with each settlor must be reported. If there is no link with the settlor then the keyword should be left blank. The following options are applicable for the keyword Link-Settlor.
Relationship.sUse the keyword Relationship.s to indicate the type of relationship between the trustee and the settlor.
Link-FiduciaryUse the keyword Link-Fiduciary 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 the keyword should be left blank. The following options are applicable for the keyword Link-Fiduciary.
Relationship.sUse the keyword Relationship.s to indicate the type of relationship between the trustee and the settlor.
Legal-GuardianUse the keyword Legal-Guardian to enter the name of the legal guardian. In many cases, the preferred beneficiary under the trust may not have the capacity to sign the statements required. In such cases, the Minister will accept an election that is signed on behalf of the beneficiary by the legal guardian of the beneficiary's property.
RelationshipUse the keyword Relationship to enter the relationship of the preferred beneficiary to the settlor of the trust.
Disability-CrUse the keyword Disability-Cr to indicate who is claiming the disability credit for the preferred beneficiary.The following options are applicable for the keyword Disability-Cr.
Support-NameUse the keyword Support-Name to enter the name of supporting individual who is claiming the disability tax credit on behalf of the preferred beneficiary.
Support-AddressSupport-Address address of supporting individual
Support-SINSupport-SIN social insurance number of supporting individual
Specified-BenUse the keyword Specified-Ben to indicate whether the beneficiary is someone who is both beneficially interested in the trust and who ordinarily inhabits the housing unit.A personal trust may qualify for the use of the principal residence exemption if the trustees identify at least one specified beneficiary who ordinarily inhabits the property.
See the CRA's general income tax guide: Year-AffectedYear-Affected year affected by the designation
Spouse-NameUse the keyword Spouse-Name to enter the name of the specified beneficiary's spouse, former spouse or child. This information is required for form TP-274.A to certify that no other property has been designated as a principal residence by a member of the specified beneficiary's family.
Transferor.benUse the keyword Transferor.ben to indicate whether the trust must issue a slip to allocate an income or a capital gain to this person who has transferred or loaned property to the trust under circumstances to which the income attribution rule applies. The information for this beneficiary will be entered in Part 4 of Quebec Schedule C.The following options are applicable for the keyword Transferor.ben.
Elect-ContributorUse the keyword Elect-Contributor if the beneficiary (or contributor) has elected to be attributed and taxed on the income and gains on the property that he or she contributed to the trust.The name of the electing beneficiary will be entered on the Quebec Schedule C in Section 4.
Cost-Base-AdjUse the keyword Cost-Base-Adj to enter the amount by which the cost base of a beneficiary's interest in the trust may be reduced or increased. This amount will be entered on line 942 of schedule 9. The beneficiary's share of the amount will appear in box 42 of the T3 slip.The beneficiary should keep track of this amount and include it when calculating the adjusted cost base in the year of disposition of the interest in the trust. If the trust receives a T3 slip with an amount showing in box 42, the amount should not be entered with this keyword. Rather, the amount from the slip should be used to determine the ACB and entered in the CapitalProp group.
Allocation-OVUse the keyword Allocation-OV to indicate the type of income that is subject to the override.The following options are applicable for the keyword Allocation-OV.
See the CRA's general income tax guide: Amount.OVUse the keyword Amount.OV to override the automatic calculation of the income to be allocated to the beneficiary.The following options are applicable for the keyword Amount.OV.
QSBCSReserve.OVUse the keyword QSBCSReserve.OV to override the automatic calculation of the income to be allocated to the beneficiary on the Beneficiary Income Allocation form.The year and the amount will be entered on the beneficiary's T3 slip in the footnote section. Use [Alt-J] to enter different values for other jurisdictions.
QFPReserve.OVUse the keyword QFPReserve.OV to override the automatic calculation of the income to be allocated to the beneficiary on the Beneficiary Income Allocation form.The year and the amount will be entered on the beneficiary's T3 slip in the footnote section. Use [Alt-J] to enter different values for other jurisdictions.
QXPReserve.OVUse the keyword QXPReserve.OV to override the automatic calculation of the income to be allocated to the beneficiary on the Beneficiary Income Allocation form.The year and the amount will be entered on the beneficiary's T3 slip in the footnote section. Use [Alt-J] to enter different values for other jurisdictions.
QC-Dividends.OVUse the keyword QC-Dividends.OV to override the automatic calculation of the actual dividends to be allocated to the beneficiary.The following options are applicable for the keyword QC-Dividends.OV.
Amt-DesignatedUse the keyword Amt-Designated to override the automatic calculation of the designated amount to be allocated to the beneficiary.The following options are applicable for the keyword Amt-Designated.
Deemed-Div-OVDT Max will automatically redistribute the amount of non-deductible non-portfolio earnings. Use the keyword Deemed-Div-OV to override this automatic distribution of the designated amount of deemed eligible dividends on the beneficiary income allocation form.The following options are applicable for the keyword Deemed-Div-OV.
Expenses-OVUse the keyword Expenses-OV to override the automatic calculation of the amount of qualified investment expenses to be allocated.The following options are applicable for the keyword Expenses-OV.
Beneficiary-CodeUse the keyword Beneficiary-Code to identify the type of beneficiary.The following options are applicable for the keyword Beneficiary-Code.
Beneficiary-TypeUse the keyword Beneficiary-Type to indicate whether the other beneficiary holding the joint account is an individual or not.If the other beneficiary is an individual, the name and social insurance number will be captured on the RL-16 slip. The following options are applicable for the keyword Beneficiary-Type.
Name-Ln1.jUse the keyword Name-Ln1.j to enter the family name or the business name of the joint account holder. This name will be printed on the RL-16 slip.
Name-Ln2.jUse the keyword Name-Ln2.j to enter the given name or the business name of the joint account holder. This name will be printed on the RL-16 slip.
SIN.jUse the keyword SIN.j to enter the spouse's social insurance number.
QC-Id-Num.jUse the keyword QC-Id-Num.j to enter the joint beneficiary's Quebec identification number. This number is required for the efiling of the RL-16 slip.
T3-SlipUse the keyword T3-Slip to indicate the type of T3 slip to be produced.DT Max will automatically complete a T3 slip "Statement of Trust Income Allocations and Designations" for each beneficiary resident in Canada to whom the trust allocated income in the year. The following options are applicable for the keyword T3-Slip.
Date.slipUse the keyword Date.slip to enter the date the slip was issued.
FootnotesUse the keyword Footnotes to enter additional footnotes to the T3 slip.
Footnotes-OVUse the keyword Footnotes-OV to override the information in the footnote area of the T3 slip pertaining to the Newfoundland and Labrador taxable amount of dividends received prior to July 1, 2014.The following options are applicable for the keyword Footnotes-OV.
Amendment-NoteUse the keyword Amendment-Note to provide an explanation for the amended T3 slip. This is used for Efile purposes only.
PrintOV-T3SlipThe keyword PrintOV-T3Slip overrides the automatic print setting for the particular beneficiary. This keyword controls the printing of the T3 slip on an individual basis.The following options are applicable for the keyword PrintOV-T3Slip.
NR4-SlipUse the keyword NR4-Slip to indicate the type of NR4 slip to be produced.DT Max will automatically complete an NR4 slip "Statement of Amount Paid of Credited to Non-Residents of Canada" for each beneficiary non-resident in Canada to whom the trust allocated income in the year. The following options are applicable for the keyword NR4-Slip.
Date.slipUse the keyword Date.slip to enter the date the slip was issued.
FootnotesUse the keyword Footnotes to enter additional footnotes to the T3 slip.
Footnotes-OVUse the keyword Footnotes-OV to override the information in the footnote area of the T3 slip pertaining to the Newfoundland and Labrador taxable amount of dividends received prior to July 1, 2014.The following options are applicable for the keyword Footnotes-OV.
Amendment-NoteUse the keyword Amendment-Note to provide an explanation for the amended T3 slip. This is used for Efile purposes only.
NR4-Slip-OVDT Max will automatically fill out the boxes on the NR4 slip. However, you may use the keyword NR4-Slip-OV to override the data entered if need be.The following options are applicable for the keyword NR4-Slip-OV.
See the CRA's general income tax guide: Income-Code.nr4Income-Code.nr4 type of income that appears on the NR4 slip (boxes 14, 24)
Currency-CodeCurrency-Code currency code (boxes 15, 25)
Amount-OV.nr4Amount-OV.nr4 box number and amount to be overriden on the NR4 slipThe following options are applicable for the keyword Amount-OV.nr4.
Exemption-CodeExemption-Code exemption code that applies to the amount enteredThe following options are applicable for the keyword Exemption-Code.
RL16Use the keyword RL16 to indicate the type of RL-16 slip to be produced.DT Max will automatically complete a RL-16 slip for each beneficiary resident in Quebec to whom the trust allocated income in the year. The following options are applicable for the keyword RL16.
See the CRA's general income tax guide: Date.slipUse the keyword Date.slip to enter the date the slip was issued.
Amended-SlipIf an amended RL-16 slip is required, DT Max will automatically generate a new sequential number. This number will be printed in the top right-hand corner of the slip.
Amended-Slip-EfileWhen transmitting an amended RL-16 slip, this keyword will be automatically assigned a number. This number will be based on the RL-16 number range specified within the EFILE setup. The number, assigned by DT Max, should never be modified or deleted.
Currency-Code.sCurrency-Code.s currency code
Consolidate.sUse the keyword Consolidate.s to indicate whether the mutual fund trust is filing consolidated RL-16 slips. Consolidated RL-16 slips may be filed for amounts from different funds held by the same trust or for amounts relating to a joint spousal account.
FootnoteUse the keyword Footnote to enter additional footnotes to the RL-16 slip.The following options are applicable for the keyword Footnote.
PrintOV-RL16The keyword PrintOV-RL16 overrides the automatic print setting for the particular beneficiary. This keyword controls the printing of the RL-16 slip on an individual basis.The following options are applicable for the keyword PrintOV-RL16.
See the CRA's general income tax guide: RL16-Serial#Sequential numbers are mandatory for all RL-16 slips. These numbers are assigned by the government.DT Max will automatically enter a different sequential number for each beneficiary. This number will appear on the top right-hand corner of the slip.
See the CRA's general income tax guide: RL16-Serial#-EfileWhen transmitting an original RL-16 slip, this keyword will be automatically assigned a number. This number is based on the RL-16 number range specified within the EFILE setup. The number, assigned by DT Max, should never be modified or deleted.
See the CRA's general income tax guide: Sign-Date.benUse the keyword Sign-Date.ben to enter the date on which the beneficiary has signed the document.
Inc-Alloc-InfoUse the keyword Inc-Alloc-Info to enter information concerning income allocation to the beneficiaries. This information will be entered on federal Schedule 9.The following options are applicable for the keyword Inc-Alloc-Info.
Deem-Inc-AllocUse the keyword Deem-Inc-Alloc to allocate the deemed disposition of capital gains and other income to the beneficiaries according to the terms of the will or trust document.The income allocated to a beneficiary must be included in their income and deducted from the trust's income.
The following options are applicable for the keyword Deem-Inc-Alloc.
PartXII-2-TaxUse the keyword PartXII-2-Tax to enter additional information required to calculate Part XII.2 tax.
Specified-Inc.nrUse the keyword Specified-Inc.nr to enter the specified income required to calculate Part XII.2 tax and the refundable tax credit.DT Max will automatically enter on line 10050 the taxable capital gains calculated on Schedule 1. Use this keyword to limit the taxable capital gains coming from the disposition of certain properties. The following options are applicable for the keyword Specified-Inc.nr.
PartXIII-TaxUse the keyword PartXIII-Tax to enter additional information required to calculate Part XIII non-resident withholding tax.
Adjustment.nrUse the keyword Adjustment.nr to enter the amount of adjustment for non-cash items included in the total income paid or payable to non-resident beneficiaries.
Exempt-Amount.nrUse the keyword Exempt-Amount.nr to enter amounts that are not subject to Part XIII tax. Such amounts may consist of distributions made by certain trusts that were established before 1949, or other amounts that are not subject to withholding tax based on tax treaties.The following options are applicable for the keyword Exempt-Amount.nr.
Withhold-Tax-RateEvery non-resident person is required to pay Canadian income tax of 25% under Part XIII of the Act, unless a tax treaty or convention provides for a lower rate.In such a case, use the keyword Withhold-Tax-Rate to enter the applicable rate of Part XIII tax on amounts paid or credited to beneficiaries in countries with which Canada has a tax treaty.
Tax-RemittedUse the keyword Tax-Remitted to enter the amount of tax already remitted on form NR76 entitled "Non-Resident Tax - Statement of Account".
Payers-NR-Acct#Use the keyword # to enter the account number under which the non-resident tax deductions were remitted. This number must match the account number shown on the remittance section of form NR76 entitled "Non-Resident Tax - Statement of Account".This number will be printed on several forms such as the NR4 slip, the NR4 summary as well as Schedule 10.
Contact.nrUse the keyword Contact.nr to identify the person from whom further information may be obtained regarding the NR4 return.The following options are applicable for the keyword Contact.nr.
ClearanceUse the keyword Clearance in order to generate a clearance certificate.Under subsection 159(2) of the Income Tax Act, a legal representative has to get a clearance certificate before distributing property that they control in such capacity. If the property is distributed without a certificate, the legal representative may become liable for any unpaid amounts. A clearance certificate is not required before each distribution, as long as sufficient properties are available to pay any liabilities. For more information, see the information circular titled Clearance Certificate on the CRA's Web site. The following options are applicable for the keyword Clearance.
Personal-InfoUse the keyword Personal-Info to enter the deceased person's last name and other personal information.
First-NameFirst-Name first name
BirthDateUse 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
Id-Number.Use the keyword ID-Number. to enter the identification number which is 10 digits long and is shown on the taxpayer's notice of assessment.This number will be printed on the Quebec MR-14.A form.
StreetUse the keyword Street to enter the civic number and name of the street.
SuiteUse 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.
CityUse the keyword City to enter the name of the city.
ProvinceUse the keyword Province to enter the name of the province.The following options are applicable for the keyword Province.
Postal-CodeUse 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.
Marital-StatusUse the keyword Marital-Status to enter the deceased person's marital status.The following options are applicable for the keyword Marital-Status.
Last-Name.sUse the keyword Last-Name.s to enter the spouse's last or family name.
First-NameFirst-Name first name
SIN.sUse the keyword SIN.s to enter the spouse's social insurance number.
Id-Number.Use the keyword ID-Number. to enter the identification number which is 10 digits long and is shown on the taxpayer's notice of assessment.This number will be printed on the Quebec MR-14.A form.
Date-Death.sUse the keyword Date-Death.s to enter the spouse's date of death.
CorrespondenceUse the keyword Correspondence to indicate who should receive the correspondence concerning the MR-14.B form or the certificate.The following options are applicable for the keyword Correspondence.
Last-Name.mrUse the keyword Last-Name.mr to enter the distributor's last name.
First-Name.mrUse the keyword First-Name.mr to enter the distributor's first name.
Business-Name.mrUse the keyword Business-Name.mr to enter the distributor's business name.
ID-Number.mrUse the keyword ID-Number.mr to enter the distributor's Quebec identification number.
SIN.mrUse the keyword SIN.mr to enter the social insurance number of the applicant.
NEQ.mrUse the keyword NEQ.mr to enter the Quebec enterprise number of the applicant.
StreetNumber.mrUse the keyword StreetNumber.mr to enter the civic number of the address.
Street.mrUse the keyword Street.mr to enter the civic number and name of the street.
Suite.mrUse the keyword Suite.mr 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 "#". If a suite number is available, enter the number only.
City.mrUse the keyword City.mr to enter the name of the city.
Province.mrUse the keyword Province.mr to enter the name of the province.The following options are applicable for the keyword Province.mr.
Country.mrUse the keyword Country.mr to enter the name of the country if other than Canada.
PostCode.mrUse the keyword PostCode.mr to enter the postal code.DT Max will ensure that it is printed in the correct format (A1B 2C3) on the tax return.
ForPostCode.mrUse the keyword ForPostCode.mr to enter the foreign postal code for a mailing address outside of Canada.
Telephone.mrUse the keyword Telephone.mr to enter the home phone number [e.g. (123) 456-7890].
Phone-Office.mrUse the keyword Phone-Office.mr to enter the phone number at the office [e.g. (123) 456-7890].
Extension.mrUse the keyword Extension.mr to enter the telephone extension number.
Returns-filedUse the keyword Returns-filed to indicate whether an income tax return was filed for the year of death.The following options are applicable for the keyword Returns-filed.
Type.fUse the keyword Type.f to enter the types of returns filed.The following options are applicable for the keyword Type.f.
TP646-filedUse the keyword TP646-filed to indicate whether you have to file form TP-646 for the succession.
Distribution-Type.Use the keyword Distribution-Type. to indicate what kind of distribution you need a certificate for.The following options are applicable for the keyword Distribution-Type..
PropertyUse the keyword Property to enter the market value of the property in Canada.This information will be reported on Quebec schedule MR-14.A to determine the value of the property to be distributed. The following options are applicable for the keyword Property.
DebtsUse the keyword Debts to enter the deceased person's outstanding debts.This information will be reported on Quebec schedule MR-14.A to determine the value of the property to be distributed. The following options are applicable for the keyword Debts.
DistributedPropUse the keyword DistributedProp to enter the value of any property already distributed.This information will be reported on Quebec schedule MR-14.A, section 5.3 to determine the value of the property to be distributed. The following options are applicable for the keyword DistributedProp.
Post-DeathIncomeUse the keyword Post-DeathIncome to enter the total income reported in the TP-646 form(s) filed for all the taxation years for the period beginning after the death and ending on the date the succession was liquidated.The following options are applicable for the keyword Post-DeathIncome.
DistributPostDeathUse the keyword DistributPostDeath to enter the total post-death income already distributed.The following options are applicable for the keyword DistributPostDeath.
ApplicantUse the keyword Applicant to identify the person applying for the distribution certificate.The following options are applicable for the keyword Applicant.
Last-Name.mrUse the keyword Last-Name.mr to enter the distributor's last name.
First-Name.mrUse the keyword First-Name.mr to enter the distributor's first name.
Business-Name.mrUse the keyword Business-Name.mr to enter the distributor's business name.
ID-Number.mrUse the keyword ID-Number.mr to enter the distributor's Quebec identification number.
SIN.mrUse the keyword SIN.mr to enter the social insurance number of the applicant.
NEQ.mrUse the keyword NEQ.mr to enter the Quebec enterprise number of the applicant.
StreetNumber.mrUse the keyword StreetNumber.mr to enter the civic number of the address.
Street.mrUse the keyword Street.mr to enter the civic number and name of the street.
Suite.mrUse the keyword Suite.mr 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 "#". If a suite number is available, enter the number only.
City.mrUse the keyword City.mr to enter the name of the city.
Province.mrUse the keyword Province.mr to enter the name of the province.The following options are applicable for the keyword Province.mr.
Country.mrUse the keyword Country.mr to enter the name of the country if other than Canada.
PostCode.mrUse the keyword PostCode.mr to enter the postal code.DT Max will ensure that it is printed in the correct format (A1B 2C3) on the tax return.
ForPostCode.mrUse the keyword ForPostCode.mr to enter the foreign postal code for a mailing address outside of Canada.
Telephone.mrUse the keyword Telephone.mr to enter the home phone number [e.g. (123) 456-7890].
Phone-Office.mrUse the keyword Phone-Office.mr to enter the phone number at the office [e.g. (123) 456-7890].
Extension.mrUse the keyword Extension.mr to enter the telephone extension number.
MR14B-FiledUse the keyword MR14B-Filed to indicate whether form MR-14.B has already been filed to notify Revenu Québec of the distribution of a significant part of the owner's property.
Owner-Other-IdUse the keyword Owner-Other-Id to enter other Quebec identification numbers of the owner of the property to be distributed.
Corporation-Id.mrUse the keyword Corporation-Id.mr to enter the corporation identification number of the owner of the property to be distributed.
Employer-SourceDedUse the keyword Employer-SourceDed to enter the Quebec source deductions and employer contributions account number of the owner of the property to be distributed.
QST-Id.mrUse the keyword QST-Id.mr to enter the Quebec sales tax identification number of the owner of the property to be distributed.
GST-ID.mrUse the keyword GST-ID.mr to enter the GST registration number.
Other-Id.mrUse the keyword Other-Id.mr to enter other Quebec identification numbers of the owner of the property to be distributed.
Business-CeasedBusiness-Ceased date on which business activities ceased (if applicable)
Reason.mrUse the keyword Reason.mr to indicate the reason for the application for a "Notice Before Distribution of the Property".The following options are applicable for the keyword Reason.mr.
Book-ValueUse the keyword Book-Value to enter both the value of property administered and the value of any property already distributed.The following options are applicable for the keyword Book-Value.
Market-ValueUse the keyword Market-Value to enter both the value of property administered and the value of any property already distributed.The following options are applicable for the keyword Market-Value.
Last-ReturnUse the keyword Last-Return to indicate the type and date of the last income tax return filed.The following options are applicable for the keyword Last-Return.
Taxation-Year.mrTaxation-Year.mr taxation year
Period.mrUse the keyword Period.mr to specify the period covered by the last return.The following options are applicable for the keyword Period.mr.
Business-InfoUse the keyword Business-Info to indicate whether the individual or corporation carried on a business.
Source-DeductUse the keyword Source-Deduct to choose the type of source deduction return that was last filed.The following options are applicable for the keyword Source-Deduct.
Date.mrDate.mr date a return was last filed
Period.mrUse the keyword Period.mr to specify the period covered by the last return.The following options are applicable for the keyword Period.mr.
QST-ReturnUse the keyword QST-Return to select the type of QST return that was last filed.The following options are applicable for the keyword QST-Return.
Date.mrDate.mr date a return was last filed
Period.mrUse the keyword Period.mr to specify the period covered by the last return.The following options are applicable for the keyword Period.mr.
Other-ReturnOther-Return other return(s) filed
Date.mrDate.mr date a return was last filed
Period.mrUse the keyword Period.mr to specify the period covered by the last return.The following options are applicable for the keyword Period.mr.
RL1-SlipsUse the keyword RL1-Slips to indicate the last filing date of RL-1 slips.
Taxation-Year.mrTaxation-Year.mr taxation year
RLZ-1-SUse the keyword RLZ-1-S to indicate the last filing date of the "Summary of source deductions and employer contributions" or the "Temporary summary of source deductions and employer contributions".
Taxation-Year.mrTaxation-Year.mr taxation year
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