NameThis is the name of the partnership which will appear on the partnership information return and by which the partnership is identified. Enter the partnership's name exactly as per registration. Do not use abbreviations and make sure the punctuation is correct. This name will appear on the top of each page of the partnership information return.
Name-LongUse the keyword Name-Long if more space is required for the name of partnership.
Operating-NameUse the keyword Operating-Name to enter the operating or trading name if applicable. Do not use abbreviations and make sure the punctuation is correct.
Operat-NameLongUse the keyword Operat-NameLong if more space is required for operating or trading name.
YearEndThis is the year end of the partnership which will appear on the top of each page of the information return.
Partnership-TypeSelect the partnership type at the end of the fiscal period. The partnership type determines whether or not the partnership's members/investors are entitled to certain allocations and deductions.The following options are applicable for the keyword Partnership-Type.
Can-PartnershipUse the keyword Can-Partnership to indicate whether or not the partnership a Canadian partnership throughout the fiscal period. The partnership is a Canadian partnership if the members were Canadian residents throughout the fiscal period.The following options are applicable for the keyword Can-Partnership.
Loss-DeductionEnter the loss or deduction from business or rental. This is required on Quebec Schedule E.The following options are applicable for the keyword Loss-Deduction.
Publicly-TradedIs this a publicly traded partnership?The following options are applicable for the keyword Publicly-Traded.
T5008-SlipAs a publicly traded partnership, were T5008 information slips issued to report transactions of interests in the partnership?The following options are applicable for the keyword T5008-Slip.
SIFTIs this a Specified Investment Flow-Through (SIFT) partnership?The following options are applicable for the keyword SIFT.
Nonportfolio-EarnEnter the taxable non-portfolio earnings for the fiscal period of the partnership.The following options are applicable for the keyword Nonportfolio-Earn.
ActivityThe Activity entered is used for identification purposes; it is printed on the tax return.The following options are applicable for the keyword Activity.
NAICS.actUse the keyword NAICS.act to enter the 6-digit numeric NAICS code that best describes the partnership's main revenue-generating business activity.A complete list of NAICS codes is available here.
VirtualCurrencyUse the keyword VirtualCurrency to indicate whether or not the partnership has received or disposed of (sold, transferred, changed, given, etc.) virtual currency. This information is requested on page 1 of the Quebec TP-600.The following options are applicable for the keyword VirtualCurrency.
Sub-ContractorsUse the keyword Sub-Contractors to indicate whether or not the partnership had any sub-contractors during the year, if the partnership's major business activity was construction.The following options are applicable for the keyword Sub-Contractors.
Cash-MethodDid the partnership use the cash method of accounting?The following options are applicable for the keyword Cash-Method.
NomineeIs this return filed by a nominee or agent?The following options are applicable for the keyword Nominee.
Name.nUse the keyword Name.n to enter the name of the nominee or agent. Enter the name exactly as per the registration of the nominee/agent. In the case of an individual, enter the surname in this keyword and the first name in FirstName.n keyword. Do not use abbreviations and make sure the punctuation is correct.FirstName.nUse this keyword to enter the first name of the nominee or agent, in the case of an individual.Acct-NumberUse the keyword Acct-Number to enter the nominee or agent's federal account number.Phone.nUse this keyword to enter the phone number of the nominee or agent.Title.nSelect the title or position of the nominee or agent.The following options are applicable for the keyword Title.n.
SignDate.nUse this keyword to enter the signing date.If there is no entry, DT Max will use the date on which the return is calculated. Street.nThis is the street address of the nominee or agentAddress-Ln-2.nUse the keyword Address-Ln-2.n to enter additional details regarding the address information of the nominee or agent (e.g. tower, building, etc.)City.nThis is the city in the address of the nominee or agent. DT Max will not check the spelling of the city name.Province.nThis is the Province.n in the address of the nominee or agent.The following options are applicable for the keyword Province.n.
State.nUse the keyword State.n to select the state.PostCode.nThis is the postal code in the address of the nominee or agent. DT Max will make sure that it is in the correct format and will always enter the alphabetic portions in upper case.ZIPCode.nUse the keyword ZIPCode.n to enter the zip code.For-Post.nUse the keyword For-Post.n to enter the foreign postal code.Country.nSelect the country if not Canada.
AddressIf the head office ADDRESS is the same as the mailing address or location of books and records, enter the head office address only. DT Max will print this address as the mailing address and location of books and records.The following options are applicable for the keyword Address.
Care-OfThe firm name or person entered in Care-Of will print as the first line of the address when the address entered in this group is printed on the return.StreetThis is the street address of the partnership.Address-Ln-2Use the keyword Address-Ln-2 to enter additional details regarding the address information of the partnership (e.g. tower, building, etc.)This information will appear on the federal jacket and on most provincial jackets. SuiteThis is the suite number of the parnership. 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.POBoxThis is the post office box number of the partnership. If this is entered, DT Max will print "P.O. Box" and the number. Do not enter "P.O. Box" or "#". If nothing is entered, DT Max will understand that there is no relevant P.O. box number and will not print anything.CityThis is the city in the address of the partnership. DT Max will not check the spelling of the city name.ProvinceThis is the Province in the address of the partnership.If the Province of the head office is not at the partnership's permanent establishment, or if permanent establishments exist in more than one province, territory or country, make sure that you use the Jurisdiction group to enter the location of all permanent establishments. Otherwise, DT Max will assume that the partnership's only permanent establishment is in the province of the head office. The following options are applicable for the keyword Province.
StateUse the keyword State to select the state.PostCodeThis is the postal code in the address of the partnership. DT Max will make sure that it is in the correct format and will always enter the alphabetic portions in upper case.ZIPCodeUse the keyword ZIPCode to enter the zip code.For-PostUse the keyword For-Post to enter the foreign postal code.CountryCountry is relevant to non-resident partnerships only. When Country is entered in the "Head Office" Address group, DT Max will tick the "NO" box on the T5013 return requesting whether the partnership is a Canadian resident. The country of residence entered will print in the same area of the return.MailAddressMailAddress is used to specify the mailing address to be printed on the return of this partnerhip. Enter this only if this differs from that specified in your user default setup.The following options are applicable for the keyword MailAddress.
BooksAddressBooksAddress is used to specify the location of books and records address to be printed on the return of this partnership.The following options are applicable for the keyword BooksAddress.
Contact-FirstNameThe contact name entered here will be printed when required on the return; otherwise, the information entered can be used for your information purposes only.Contact-LastNameThe contact name entered here will be printed when required on the return. Otherwise, the information entered can be used for your information purposes only.Contact-TitleUse the keyword Contact-Title to enter the position/title of the contact person and the date on which the return was signed.The following options are applicable for the keyword Contact-Title.
Resource-PersonUse this keyword to enter the name of the resource person, if applicable. This will appear on page 1 of the TP-600.PhoneThis is the partnership's day phone number.ExtensionThis is the partnership's day telephone extension number.PrintPhoneUse the PrintPhone keyword if the option desired for printing for this partnership's return is different from your user default setup.The following options are applicable for the keyword PrintPhone.
HomePageUse the keyword HomePage to enter the charity's web address for purposes of federal Registered charity information return (T3010B).ChangeAddressChangeAddress is used to specify if the address of head office, mailing address or location of books and records has changed since the last time the T5013 return was filed.If there has been a change, the address will print on the return. The following options are applicable for the keyword ChangeAddress.
Street-PreviousPrevious street of head office. This information is required for Quebec TP-600.Suite.prevPrevious suite number of head office.City.prevPrevious city of head office.Province.prevSelect the previous province of head office.The following options are applicable for the keyword Province.prev.
State.prevSelect the previous state of head office.PostCode.prevPrevious postal code of head office.ZIPCode.prevPrevious ZIP code of head office.For-Post.prevPrevious foreign postal code of head office.
JurisdictionThe keyword group Jurisdiction allows DT Max to allocate taxable income to different jurisdictions for a partnership which operates in more than one jurisdiction. Use Jurisdiction to enter the appropriate provinces in which the partnership operates. When this group is used, you need to enter information related to the allocation bases, for multi-jurisdiction partnerships only.There should always be a "Federal" Jurisdiction group in the client's file. When there are no other Jurisdiction groups except "Federal", DT Max uses the Province entered in the "Head Office" ADDRESS as the partnership's jurisdiction. The following options are applicable for the keyword Jurisdiction.
Account-NumberUse the keyword Account-Number to enter the federal account number of partnership.Taxshelter-IDNumUse the keyword Taxshelter-IDNum to enter the federal tax shelter identification number. Format is TS123456.RL15-Filing-MethodUse the keyword RL15-Filing-Method to specify the method in which the RL-15 slips will be submitted to Revenu Québec.The following options are applicable for the keyword RL15-Filing-Method.
NEQThis is the Québec enterprise number (NEQ) of the partnership.Tax-AccountThis is the identificaton number of the partnership, which will identify the return.TaxShelter-IDNumQUse the keyword TaxShelter-IDNumQ to enter the Quebec tax shelter identifical number.TaxShelt-ActivitySelect the Quebec tax shelter activity.The following options are applicable for the keyword TaxShelt-Activity.
QueActivityThese are activity classifications for Quebec.The following options are applicable for the keyword QueActivity.
Country.qcIf the partnership had business activities in a foreign country, use this keyword to select the country and enter the gross revenue. This information is required for the TP-600.Bus%-QueDT Max calculates the percentage entered in box 42 of the RL-15 slip. Use the keyword Bus%-Que if you would like to enter a different percentage.BeginDateUse the keyword BeginDate to enter the beginning date of business operations.FirstReturnIf this is the first return for the jurisdiction entered, this information will be printed where requested.The following options are applicable for the keyword FirstReturn.
LastReturnSelect yes if this is the final return up to dissolution.The following options are applicable for the keyword LastReturn.
Funct-CurrencyA federal decision to adopt functional currency reporting for tax purposes, allowing functional currency reporting for partnership return filings is expected to ease compliance and promote more representative financial reporting.Use the keyword Funct-Currency to state the functional currency used, if other than Canadian. The following options are applicable for the keyword Funct-Currency.
Alloc-WagesThis is the entry for salaries and wages paid to employees in a particular jurisdiction, to be used as an allocation base for determining the portion of taxable income attributable to that jurisdiction.Enter this information only if this is a multi-jurisdiction partnership. Alloc-RevsThis is the entry for gross revenues earned in a particular jurisdiction, to be used as an allocation base for determining the portion of taxable income attributable to that jurisdiction.Enter this information only if this is a multi-jurisdiction partnership. TaxRate-OVUse the keyword TaxRate-OV if you wish to use a tax rate other than the rate DT Max uses.Here are the rates DT Max is currently using:
BlockThe keyword Block is used to prevent the processing of a client and provide a reason for the blocking. Whenever this keyword is used, the processing status will be changed to "Blocked" and no calculation of the client's return will be allowed. To remove the blocking, delete the keyword Block as you would any other keyword, using [Ctrl-Backspace].
RestrictIf your DT Max security system is being used, select the option "Yes" in the keyword Restrict, in the record of any client, to prevent the data from being accessed by anyone except the accountant responsible. The keyword Partner is used to assign responsibility for a particular client.The following options are applicable for the keyword Restrict.
PartnerThe keyword Partner is entered with the partner's ID. This will allocate the client to that partner. The ID will be associated with the client in the Client list, and you will be able to filter according to "partner" to see his clients only, or to check their progress.
StaffUse the keyword Staff to assign responsibility for entering a client's data to a particular staff member.
VerifierUse the keyword Verifier to indicate what member of staff is responsible for verifying the client's partnership information return.
Client-CodeUse the keyword Client-Code to 'identify or locate a client's file.
PrintFileAny ASCII file can be printed as part of the return. The file must be saved without any fonts or formatting (as what is often called a "print file", perhaps with a ".prn" suffix). Enter the keyword PrintFile and the complete name and path of your file, as in the following example: PrintFile "F:\T5013\ABC-INC\R&D.PRN". This file may have been generated with another software, such as an accounting package, a spreadsheet program or a word processor. The file would then be printed as directed in the setup of your output controls from the Printing option in the Setup and preferences menu.
EfileT1135ErrorThe keyword EfileT1135Error lists the T1135 e-submission error message(s) received. Please refer to our knowledge base for a listing of all the T1135 error messages.
EfileMR69ErrorThe keyword EfileMR69Error lists the MR-69 e-submission error message(s) received.
ProgressThe keyword Progress can be used to record the progress of your file. You can enter each action as it takes place, with the date and some notes to enable you to keep track of your progress.Enter the date of the change in the progress status and select from the options available. Note that this information can also be entered for a batch of clients by changing the client status in the Client list. The following options are applicable for the keyword Progress.
File-NameFile-Name name of the archived file of the returnFile-PasswordFile-Password file password of the archived file of the returnThe following options are applicable for the keyword File-Password.
Note.prUse the keyword Note.pr to enter notes pertaining to the progress status recorded, if need be.CRC-NumberThe keyword CRC-Number contains the Cyclic Redundancy Check (CRC). The CRC is a number calculated by the DT Max software to uniquely identify a file.E-Doc-Name.aThe keyword E-Doc-Name.a displays the name of the electronically submitted document.TimeStampThe keyword TimeStamp displays the date and time of the electronically submitted document.ACK-NumberThe keyword ACK-Number displays the confirmation number of the electronically submitted document.
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