  Accountant / Controls |
Use the keyword Amended to enter the text you wish to see appear as watermark on each page of the return.
The following options are applicable for the keyword Amended.
For amended returns, please enter a relevant description of changes using the keyword ReasonChange.a.
Firm-Address is used to choose which firm address to print on the return and associated documents such as the consent form. This entry will override the user's defaults.
However, if the keyword Firm-Address indicates "Never show firm's address", the two above mentioned user's defaults will be ignored.
The following options are applicable for the keyword Firm-Address.
The keyword Inactive-File is used to prevent the processing of a client's file. Whenever this keyword is used, the processing status will be changed and no calculation of the client's return will be allowed. To remove this restriction, delete the keyword Inactive-File as you would any other keyword, using [Ctrl-Backspace].
The following options are applicable for the keyword Inactive-File.
Final year processed
No longer a client
Other reason
Partnership is active
The keyword Notes is used to record permanent comments or notes in a client's file. These notes remain in the file until they are deleted. Any number of separate notes can be entered. These notes have no effect on calculations or printing of the partnership information return. The data entered with Notes is not sent to the audit trail.
The keyword Notes-Annual is used to record comments or notes relevant to a client's current fiscal year file only. This includes notes regarding the preparation of the client's information return for the current fiscal year. This keyword may be used to communicate with the verifier or partner. Use one such Notes-Annual keyword for every line of text. Any number of separate notes can be entered. This has no effect on calculations or printing of the information return. The data entered using Notes-Annual will not remain in the client's file in the following year, nor will it be sent to the audit trail.
The keyword Notes-Audit is used to record notes pertaining to the client or to the preparation of his partnership information return, in his audit trail. Any number of separate notes can be entered. This keyword has no effect on calculations or printing. When the client's data is saved, his NOTES-AUDIT will be moved from the client's file to his audit trail. Therefore, when you next edit this client's file, both the NOTES-AUDIT keyword and text will have disappeared from the client's file.
Use List-Memo1 to enter a short memo for a given client, which will appear in the client list. For instance, this keyword can be used for reminders.
In order for the List-Memo1 entry to be displayed, you must tick the appropriate box in Preferences > Client list settings so that the memo column will appear in the list.
Note that this memo is an annual entry and as such, it is not carried forward from one year to the next.
Use List-Memo2 to enter a short memo for a given client, which will appear in the client list. For instance, this keyword can be used for reminders.
In order for the List-Memo3 entry to be displayed, you must tick the appropriate box in Preferences > Client list settings so that the memo column will appear in the list.
Note that this memo is an annual entry and as such, it is not carried forward from one year to the next.
Use List-Memo3 to enter a short memo for a given client, which will appear in the client list. For instance, this keyword can be used for reminders.
In order for the List-Memo3 entry to be displayed, you must tick the appropriate box in Preferences > Client list settings so that the memo column will appear in the list.
Note that this memo is an annual entry and as such, it is not carried forward from one year to the next.
Use List-Memo4 to enter a short memo for a given client, which will appear in the client list. For instance, this keyword can be used for reminders.
In order for the List-Memo4 entry to be displayed, you must tick the appropriate box in Preferences > Client list settings so that the memo column will appear in the list.
Note that this memo is an annual entry and as such, it is not carried forward from one year to the next.
Use List-Memo5 to enter a short memo for a given client, which will appear in the client list. For instance, this keyword can be used for reminders.
In order for the List-Memo5 entry to be displayed, you must tick the appropriate box in Preferences > Client list settings so that the memo column will appear in the list.
Note that this memo is an annual entry and as such, it is not carried forward from one year to the next.
When in tax planning mode, the keyword Plan-Title enables you to enter a brief title to distinguish one plan from another. This title will appear on the plan itself.
When in tax planning mode, the keyword Plan-Notes may be used to add notes to the plan. These may serve as a reminder of aspects unique to this tax plan.
The keyword Consent tells DT Max whether or not to print a letter of authorization with the tax return, and whether the partnership consents to the release of confidential information to a representative or cancels consent for an existing representative.
The following options are applicable for the keyword Consent.
Federal AUT-01 - Authorize
Federal AUT-01X - Cancel authorization
QC MR-69 - Authorization/power of attorney
QC MR-69.R - Revoke authorization/power of attorney
Do not print (submitted in previous year or other reason)
Use the keyword Authorize-Level to select the level of authorization.
The following options are applicable for the keyword Authorize-Level.
Authorization
Power of attorney
Use this keyword to enter the first name of the individual.
Use this keyword to enter the last name of the individual.
Use this keyword to enter the name of the firm that is the representative of the partnership.
Use the keyword NEQ.e to enter the Québec enterprise number of the business to which a power of attorney is granted.
Use the keyword SIN.e to enter the social insurance number of the representative.
Use the keyword Id-Num.e to enter the RQ identification number of the business to which a power of attorney is granted.
Use the keyword RepID.e to enter the 7-character alphanumeric code that identifies the representative.
Use the keyword Designation.e to specify the way you want to address the designated person.
The following options are applicable for the keyword Designation.e.
Use the keyword Street.e to enter the street name.
Use 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.
Use the keyword City.e to enter the city name. DT Max will not check the spelling of the city name.
Use the keyword Province.e to select the province.
The following options are applicable for the keyword Province.e.
Use 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.
Use the keyword Phone.e to enter the telephone number of the person.
This is the person's day telephone extension number.
Use the keyword Authorize.rep to indicate whether the partnership consents to the release of confidential information to a representative.
The following options are applicable for the keyword Authorize.rep.
Use the keyword Online-Access if you are authorizing your representative to deal with the CRA through their online services.
The following options are applicable for the keyword Online-Access.
Use the keyword Firm-Name to enter the name of the firm that is or was a representative of the business.
Use the keyword Rep-Name to enter the name of the individual who is or was a representative of the business.
Use the keyword Designation.rep to specify the way you want to address the designated person.
The following options are applicable for the keyword Designation.rep.
Use the keyword Street.rep to enter the street of the representative of the business.
Use the keyword Suite.rep to enter the suite number of the representative of the business.
Use the keyword City.rep to enter the city of the representative of the business.
Use the keyword Province.rep to enter the province of the representative of the business.
The following options are applicable for the keyword Province.rep.
Use the keyword PostalCode.rep to enter the postal code of the representative of the business.
Use the keyword NEQ.rep to enter the Quebec enterprise (NEQ) number of the representative.
Use the keyword ID-Num.rep to enter the identification number of the representative.
Use the keyword SIN.rep to enter the social insurance number of the representative.
Use the keyword QC-RepID to enter the 7-character alphanumeric code that identifies the representative.
Use the keyword Phone.c to enter the telephone number of the representative.
Use the keyword Extension.c to enter the extension number of the representative.
Use the keyword Fax.c to enter the fax number of the representative.
Use the keyword Prior-Date to enter the date of the authorization or power of attorney granted to a person or business, and which is now being revoked.
Use the keyword Cancel.rep to indicate whether the partnersip is cancelling consent to the release of confidential information for all representatives or for a specific representative.
The following options are applicable for the keyword Cancel.rep.
Cancel consent for specific representative
Cancel consent for all representatives
Revoke specific authorization
Revoke specific power of attorney
Revoke all authorizations and powers of attorney
Use the keyword Online-Access if you are authorizing your representative to deal with the CRA through their online services.
The following options are applicable for the keyword Online-Access.
Use the keyword Firm-Name to enter the name of the firm that is or was a representative of the business.
Use the keyword Rep-Name to enter the name of the individual who is or was a representative of the business.
Use the keyword Designation.rep to specify the way you want to address the designated person.
The following options are applicable for the keyword Designation.rep.
Use the keyword Street.rep to enter the street of the representative of the business.
Use the keyword Suite.rep to enter the suite number of the representative of the business.
Use the keyword City.rep to enter the city of the representative of the business.
Use the keyword Province.rep to enter the province of the representative of the business.
The following options are applicable for the keyword Province.rep.
Use the keyword PostalCode.rep to enter the postal code of the representative of the business.
Use the keyword NEQ.rep to enter the Quebec enterprise (NEQ) number of the representative.
Use the keyword ID-Num.rep to enter the identification number of the representative.
Use the keyword SIN.rep to enter the social insurance number of the representative.
Use the keyword QC-RepID to enter the 7-character alphanumeric code that identifies the representative.
Use the keyword Phone.c to enter the telephone number of the representative.
Use the keyword Extension.c to enter the extension number of the representative.
Use the keyword Fax.c to enter the fax number of the representative.
Use the keyword Prior-Date to enter the date of the authorization or power of attorney granted to a person or business, and which is now being revoked.
Use the keyword Year-Info to indicate the period to which the consent to the release of confidential information or the cancellation of such consent applies.
The following options are applicable for the keyword Year-Info.
All years
This year
This year and prior years
This year and future years
Specific year(s)
Specific year(s) and future years
Specific period
Specific period and future periods
Use the keyword Specified-Years to enter the taxation years applicable to this authorization or power of attorney. This information will be entered on the MR-69 form.
Use the keyword Specified-Period to enter the taxation period applicable to this authorization or power of attorney. This information will be entered on the MR-69 form.
The following options are applicable for the keyword Specified-Period.
Use the keyword Account to indicate to which accounts the consent applies, or does not apply.
The following options are applicable for the keyword Account.
All files at the CRA
All files at RQ on tax legislation and Excise tax (box 21)
Partnership returns
Corpmorate returns
RZ Information returns
CT Fuel charge
LT Luxury tax
RC Corporate income tax returns
RD Excise Duty
RE Excise Tax
RG Air Travelers Security Charge
RM Import/export
RN Insurance Premium Tax
RP Source deductions and employer contributions
RR Registered charities
RT GST / HST returns and remittances
RU Underused Housing Tax
ZA Canada Emergency Rent Subsidy & Recovery Programs
Personal income tax returns
Trust income tax returns
Advance payments for seniors home-support
Shelter allowance
Solidarity tax credit
Licence duties returns
Appl. for Registr. GST, QST, source ded., tax
QST returns and remittances
Files concerning mandatory billing
Fuel tax returns and remittances
Tobacco tax returns and remittances
Support payments per tax returns
Source deductions and employer contributions
Source deductions of support payments
Mining tax return(s)
Specific file (specify)
Use the keyword File-Number to specify the file number being assigned to a representative under the authorization request.
The following options are applicable for the keyword File-Number.
All accounts
Specific account
Use the keyword File-Number.a to specify the file number being assigned to a representative under the authorization request.
Use the keyword Level-Authorize to indicate the level of authorization applicable for the tax years.
The following options are applicable for the keyword Level-Authorize.
View only
Allow update access
Use the keyword Expiry-Date if the consent is to end at a particular date. Otherwise, the authorization will continue until CRA is advised.
Use the keyword Account.can to select the account(s) for which authorization is to be cancelled.
The following options are applicable for the keyword Account.can.
All files at the CRA
RZ Information returns
CT Fuel charge
LT Luxury tax
RC Corporate income tax returns
RD Excise Duty
RE Excise Tax
RG Air Travelers Security Charge
RM Import/export
RN Insurance Premium Tax
RP Source deductions and employer contributions
RR Registered charities
RT GST / HST returns and remittances
RU Underused Housing Tax
ZA Canada Emergency Rent Subsidy & Recovery Programs
Use the keyword File-Number.can to enter the reference number (last 4 digits) of the account for which authorization is to be cancelled.
The following options are applicable for the keyword File-Number.can.
All accounts
Specific account
Use the keyword Consent-Expire if the authorization or power of attorney indicated on the MR-69 form is to expire on a particular date. The authorization or power of attorney will remain valid until the specified date unless it is revoked by the person identified in Part 1 of the MR-69 form or by that person's legal or authorized representative.
If no entry is made for this keyword, the authorization or power or attorney will remain valid indefinitely.
Use the keyword Archived if you archive your returns. It enables you to record the name and location of the archive file as well as the date at which a file was archived.
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ReasonChange.a 
Authorize-Level 
FirstName.e