DT Max T3

DT Max T5013

Changes to form T1135 Foreign Income Verification Statement

DT Max is certified for paper filing under the following authorization numbers:

Federal schedules: CRA-13-501
Quebec schedules: RQSF-1301
Federal slips: RC-13-119
Quebec slips: FS1316042

1. Quebec Keying Summaries

   There are four new keying summaries, TPF-646.W, TPF-646.X, TPF-646.Y and TPF-646.Z, which contain data from the TP-646 Trust Income Tax Return and its schedules. A printed copy of the TP-646 Trust Income Tax Return signed by an authorized person must be submitted with the keying summaries to Revenu Québec by the filing deadline. The accompanying schedules from which the data is captured on the keying summaries are no longer required to be printed or filed with the return.

   This change is reflected in the Quebec RQ print destination and in the DT Max forms manager for 2013.

2. Changes affecting Quebec form MR-69

   Changes have been brought to this form. To account for these changes, new items have been integrated in the Preferences menu, when you select "Identification", and then the "Main name and address", "Alternate name and address" and "Identification numbers" tabs from the "Tax preparer identification" window. These items are:

   • Under the "Main name and address" and "Alternate name and address" tabs, the designation to be used for the contact person: Mr. or Mrs./Miss;
   • Under the "Identification numbers" tab: the social insurance number of the designated individual.

    
   

3. Schedule G - Additional Information About a Trust and Its Specified Immovables

   A trust that is not a specified trust and that holds a specified immovable must now complete Schedule G - Additional Information About a Trust and Its Specified Immovables. Information about the settlors, trustees and beneficiaries of the trust, and, if applicable, their relationship, as well as information about the principal lessee, the manager of the immovable, the accountant and the location of the registers can be provided on this schedule.

4. New CCA Class 41.2

   A new CCA Class 41.2 has been added in the options for keyword CCA-Class .

   Class 41.2 (25 per cent CCA rate) includes property other than an oil sands property or eligible mine development property, that is acquired by a taxpayer after March 20, 2013 and before 2021 and that, if acquired on March 20, 2013, would be included in paragraph (a) or (a.1) of Class 41; or that is acquired by a taxpayer after 2020 and that, if acquired on March 20, 2013, would be included in paragraph (a) or (a.1) of Class 41. These separate classes of properties remain eligible for the full accelerated CCA until 2016.

   Beginning with 2017, the accelerated CCA is phased out and the amount of the additional allowance will be reduced each year, regardless of whether the constraint is the level of project income or the amount of the undepreciated capital cost. The percentage allowed, as accelerated CCA, in each calendar year will be 90% for 2017, 80% for 2018, 60% for 2019 and 30% for 2020 of the amount otherwise allowable as accelerated CCA. No accelerated CCA will be allowed and only the regular 25% CCA rate will apply for assets in this Class after 2020.

   Eligible mine development property acquired after March 20, 2013 and before 2018 can be included in Class 41.

5. New 2D barcoded T1013 forms

   DT Max T3 now has 2D barcoded T1013 forms that support the submission of forms authorizing representatives on T3 accounts.

6. 2 new distinct foreign tax credit forms

   The CRA have developed for 2013 distinct foreign tax credit forms for trusts. DT Max previously used forms T2036 and T2209. These forms have now been replaced by the T3PFT and T3FFT respectively.

7. Client suggestion : T1079 - Specified Beneficiaries section

   As per suggestions from our clients, DT Max users can now enter multiple years in the box for the years affected by the designation.

   The keyword Year-Affected has been modified to allow multiple entries. This change, however, removes the year format validation, so a client can now enter a range of years, for example 1999-2013.

Federal:

• T2210 - Verification of Policy Loan Interest by the Insurer

• Schedule G - Additional Information About the Trust and Its Specified Immovables

• TPF-646.W - Keying Summary for the Trust Income Tax Return 2013

• TPF-646.X - Keying Summary for Schedules A, F and G of the Trust Income Tax Return 2013

• TPF-646.Y - Keying Summary for Forms TP-80-V and TP-128.F-V filed with the Trust Income Tax Return 2013

• TPF-646.Z - Keying Summary for Forms Filed with the Trust Income Tax Return 2013

• TP-163.1 - Interest Paid on a Loan Taken Out on a Life Insurance Policy

• T2125 - 5-year Summary for Professional Business

• TP-653 - Deemed Sale Applicable to Certain Trusts - Supplement

Federal:

• T3 - Trust Income Tax Return

• All provincial tax calculation schedules (T3AB, T3MB, T3NB...)

• Schedule 1 - Dispositions of Capital Property

• Schedule 1A - Capital Gains on Gifts of Certain Capital Property

• Schedule 2 - Reserves on Dispositions of Capital Property

• Schedule 3 - Eligible Taxable Capital Gains

• Schedule 4 - Cumulative Net Investment Loss

• Schedule 5 - Spousal or Common-Law Partner Trust's Capital Gains Deduction in Year of Beneficiary's Death

• Schedule 6 - Trusts' Agreement to Allocate the Basic Exemption from Minimum Tax

• Schedule 7 - Pension Income Allocations and Designations

• Schedule 8 - Investment Income, Carrying Charges, and Gross-up Amount of Dividends Retained by the Trust

• Schedule 9 - Income Allocations and Designations to Beneficiaries

• Schedule 10 - Part XII.2 Tax and Part XIII Non-Resident Withholding Tax

• Schedule 11 - Federal Income Tax

• Schedule 12 - Minimum Tax

• NR4 Slip and summary

• T3 Slip and summary

• TX19 - Asking for a Clearance Certificate

• T3A - Request for Loss Carryback by a Trust

• T3 APP - Application for Trust Account Number

• T3MJ - T3 Provincial and Territorial Taxes for 2013 – Multiple Jurisdictions

• T3M - Environmental Trust Income Tax Return

• T184 - 2012 Capital Gains Refund to a Mutual Fund Trust

• T776 - Statement of Real Estate Rentals

• T1013 - Authorizing or Cancelling a Representative

• T1055 - Summary of Deemed Dispositions

• T1079 - Designation of a Property as a Principal Residence by a Personal Trust

• T1079-WS - Principal Residence Worksheet

• T1135 - Foreign Income Verification Statement

• T1139 - Reconciliation of 2013 Business Income for Tax Purposes

• T1163 - 2013 Statement A - AgriStability and AgriInvest Programs Information and Statement of Farming Activities for Individuals

• T1164 - 2013 Statement B - AgriStability and AgriInvest Programs Information and Statement of Farming Activities for Additional Farming Operations

• T1172 - Additional Tax on Accumulated Income Payments from RESPs

• T1175 - 2013 Farming - Calculation of Capital Cost Allowance (CCA) and Business-use-of-home Expenses

• T1273 - Statement A - Harmonized AgriStability and AgriInvest Programs Information and Statement of Farming Activities for Individuals

• T1274 - Statement B - Harmonized AgriStability and AgriInvest Programs Information and Statement of Farming Activities for Additional Farming Operations

• T2125 - Statement of Business or Professional Activities

• T3PFT - RENAMED FROM T2036 - Provincial or Territorial Foreign Tax Credit

• T3FFT - RENAMED FROM T2209 - Federal Foreign Tax Credits

Quebec:

• TP-646 - Trust Income Tax Return

• Schedule A - Taxable Capital Gains and Designated Net Taxable Capital Gains

• Schedule B - Investment Income, Gross-Up of Dividends Not Designated and Adjustment of Investment Expenses

• Schedule C - Summary of Allocations and Designations

• Schedule D - Carry-Back of a Loss

• Schedule E - Income Tax on the Taxable Distributions Amount and Calculation of Eligible Dividends to Be Designated

• Schedule F - Income Tax Payable by a Specified Trust for a Specified Immovable

• RL-16 Slip

• MR-69 - Power of Attorney, Authorization to Communicate Information, or Revocation

• TP-128.F - Income Earned by a Trust from the Rental of Immovable Property

• TP-274.F - Designation of Property as a Principal Residence of a Personal Trust

• TP-653 - Deemed Sale Applicable to Certain Trusts

• TP-668.1 - Taxable Capital Gains of a Trust That Give Entitlement to a Deduction

• TP-750 - Income Tax Payable by a Trust Resident in Québec That Carries On a Business in Canada, Outside Québec, or by a Trust Resident in Canada, Outside Québec, That Carries On a Business in Québec

• TP-772 - Foreign Tax Credit

• TP-776.47 - Alternative Minimum Tax of a Trust

• TP-80.1 - Calculation of Business or Professional Income, Adjusted to December 31

• TP-1086.R.23.12 - Costs Incurred for Work on an Immovable

In-house schedules:

• Assembly instructions



• Client letter

• Beneficiary Income Allocation

Federal:

• T2042 - Statement of Farming Activities

• T2121 - Statement of Fishing Activities

1. For the new keyword group Interest-Loan , pertaining to Quebec form TP-163.1 (Interest Paid on a Loan Taken Out on a Life Insurance Policy):
   
   
   1. Interest-Loan : Interest paid on the loan

      Use the keyword Interest-Loan to enter the amount of interest paid during the year on the loan taken out on the insurance policy.

   2. INTERESTTYPE : Type of interest expense

      Choose the applicable type of interest expense.

   3. INSURED : Information about the insured

      Use the keyword INSURED to enter information about the insured.

   4. SIN-INSURED : Social insurance number of the insured

      Use the keyword SIN-INSURED to enter the social insurance number of the insured.

   5. LASTNAME.INS : Last name of the insured

      Use the keyword LASTNAME.INS to enter the last name of the insured.

   6. FIRSTNAME.INS : First name of the insured

      Use the keyword FIRSTNAME.INS to enter the first name of the insured.

   7. STREETNUMBER.INS : Enter the street number

      Use the keyword STREETNUMBER.INS to enter the street number of the insured's address.

   8. STREETNAME.INS : Name of the street

      Use the keyword STREETNAME.INS to enter the name of the street.

   9. APARTMENT.INS : Apartment number

      Use the keyword APARTMENT.INS to enter the apartment number of the insured.

   10. CITY.INS : Name of the city

       Use the keyword CITY.INS to enter the name of the city.

   11. PROVINCE.INS : Name of the province

       Use the keyword PROVINCE.INS to enter the name of the province.

   12. POSTAL-CODE.INS : Postal code

       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.

   13. FOREIGNPOSTCODE : Postal code for mailing address outside of Canada

       Use the keyword FOREIGNPOSTCODE to enter the foreign postal code for an address outside of Canada.

   14. TELEPHONE.INS : Phone number [e.g. (123) 456-7890]

       Use the keyword TELEPHONE.INS to enter the phone number of the insured.

       Please note that DT Max will not verify the format of the telephone number; it will accept whatever you enter.

   15. INSURANCECO-NAME : Name of the insurer (insurance company)

       Use the keyword INSURANCECO-NAME to enter the name of the insurance company.

   16. POLICY-NO : Insurance policy number

       Use the keyword POLICY-NO to enter the insurance policy number.

   17. COMPANY-STREETNO : Street number of insurance company address

       Use the keyword COMPANY-STREETNO to enter the street number of the insurance company address.

   18. COMPANY-STREET : Street name

       Use the keyword COMPANY-STREET to enter the street name for the insurance company address.

   19. COMPANY-SUITE : Suite number

       Use the keyword COMPANY-SUITE to enter the company's suite number.

   20. COMPANY-CITY : Name of the city

       Use the keyword COMPANY-CITY to enter the name of the city for the insurance company.

   21. COMPANY-PROVINCE : Name of province

       Use the keyword COMPANY-PROVINCE to enter the name of the province for the insurance company.

   22. CO-POSTAL-CODE : Postal code of insurance company

       Use the keyword CO-POSTAL-CODE to enter the postal code for the insurance company.

   23. FOR-CO-POSTCODE : Foreign postal code of insurance company

       Use the keyword FOR-CO-POSTCODE to enter the foreign postal code of the insurance company, if applicable.

   24. COMPANY-PHONENO : Telephone number of the insurer

       Use the keyword COMPANY-PHONENO to enter the telephone number of the insurance company.

   25. EXPENSE%CLAIM : Portion of interest paid being claimed

       If the interest paid on a loan is not being claimed at 100%, use the keyword EXPENSE%CLAIM to indicate the portion of the interest being claimed.

2. In the keyword group Loss-CF , the following new keyword has been added to claim a net capital loss carried forward from prior years to offset current year capital gains and, in the process, create or increase the trust's non-capital loss :
   
   
   1. Loss-Claimed : Type of income against which the loss is to be applied

      Use the keyword Loss-Claimed to indicate against which income the net capital loss should be applied.

      If this keyword is left blank or if "Apply to net income" is chosen, the carryforward of the net capital loss from previous years will be applied against the net income. This option will not create a greater loss as the amount applied will be limited to the net income, carrying forward any unapplied amount as a net capital loss which has no expiry date.

      If the option "Apply to current year capital gains" is chosen, the amount of net capital loss carried forward from prior years will be applied against the current year capital gains regardless of net income. This option will reduce the net capital loss carried forward and may create or increase the non-capital loss of the trust which will be carried forward for future years.

3. In the keyword group Business , pertaining to Quebec Schedule F (Income Tax Payable by a Specified Trust for a Specified Immovable) or Schedule G (Additional Information About the Trust and its Specified Immovables), as applicable, the following new subgroup Rental-Info was created :
   
   
   1. Rental-Info : Supplementary information required on specified immovable

      Use this keyword to enter the supplementary information required on specified immovables. This information will be entered on Quebec Schedule F or Schedule G, as applicable.

   2. NAME.R : Name of main tenant

      Use the keyword NAME.R to enter the name or family name, if an individual, of the main tenant. This information will be entered on the Quebec Schedule F form.

   3. FIRST-NAME.R : First name of main tenant

      Use the keyword FIRST-NAME.R to enter the first name, if an individual, of the main tenant. This information will be entered on the Quebec Schedule F form.

   4. SIN.R : Social insurance number

      Use the keyword SIN.R to enter the social insurance number.

   5. ID-NUMBER.R : Identification number of main tenant

      Use the keyword ID-NUMBER.R to enter the Quebec identification number.

      This number will be printed on Schedule F.

   6. SPACE-RENTED-% : Percentage of space rented

      Use the keyword SPACE-RENTED-% to enter the percentage of space rented by the main tenant.

   7. STREET.R : Street

      Use the keyword STREET.R to enter the civic number and name of the street.

   8. CITY.R : Name of city

      Use the keyword CITY.R to enter the name of the city.

   9. PROVINCE.R : Name of the province

      Use the keyword PROVINCE.R to enter the name of the province.

   10. POSTCODE.R : Postal code

       Use this keyword to enter the postal code.

4. In the keyword group Partnership , pertaining to Quebec Schedule F (Income Tax Payable by a Specified Trust for a Specified Immovable) or Schedule G (Additional Information About the Trust and its Specified Immovables):
   
   
   1. Rental-Info.T5013 : Supplementary information required on specified immovable

      Use the keyword Rental-Info.T5013 to enter the supplementary information required on specified immovables. This information will be entered on Quebec Schedule F or Schedule G, as applicable.

5. In the keyword group Foreign-Info , pertaining to federal form T1135 (Foreign Income Verification Statement):
   
   
   1. EXCLUSION-PROP : Whether the specified foreign property held during the year is excluded from the reporting requirements. Where the reporting taxpayer has received a T3 or T5 from a Canadian issuer in respect of a specified foreign property for a taxation year, that specified foreign property is excluded from the T1135 reporting requirement for that taxation year. Use the keyword EXCLUSION-PROP to indicate whether any of the specified foreign property held during the year is excluded from the T1135 reporting requirements.

   In addition to this new keyword, the following new keywords have been added in the subgroup Prop-Type in Foreign-Info :

   1. DESCRIPTION.T : Description of property

   2. COUNTRYCODE.T : Country code

   3. AMOUNT-MAX : Maximum cost amount during the year

      Use the keyword AMOUNT-MAX to indicate the maximum cost amount during the year. The cost amount is defined in subsection 248(1) of the Act and generally would be the acquisition cost of the property.

      If the taxpayer immigrated to Canada, the cost amount is the fair market value of the property at the time of immigration.

      Similarly, if the taxpayer received Specified Foreign Property as a gift, or inheritance, the cost amount is its fair market value at the time of the gift or inheritance.

   4. AMOUNT-END : Cost amount at year end

      Use the keyword AMOUNT-END to indicate the cost amount at year end.

      The cost amount is defined in subsection 248(1) of the Act and generally would be the acquisition cost of the property.

      If the taxpayer immigrated to Canada, the cost amount is the fair market value of the property at the time of immigration.

      Similarly, if the taxpayer received Specified Foreign Property as a gift, or inheritance, the cost amount is its fair market value at the time of the gift or inheritance.

   5. INCOME-LOSS : Income or loss

   6. INCOMERECEIVED : Income received

   7. CAPITALRECEIVED : Capital received

   8. GAIN-LOSS : Gain or loss on disposition

6. In the keyword group T-Slip :

   1. Exchange.t : Foreign exchange rate

      Use the keyword Exchange.t to enter the exchange rate at which income is to be converted to Canadian dollars. If you entered the amount in Canadian dollars, no entry is required here.

      Click here for the CRA's records of average exchange rates.

7. In the keyword group Partnership , pertaining to the T5013 slip :

   
   
   
   1. Exchange.t5013 : Foreign exchange rate

      Use the keyword Exchange.t5013 to enter the exchange rate at which income is to be converted to Canadian dollars. If you entered the amount in Canadian dollars, no entry is required here.

      Click here for the CRA's records of average exchange rates.

8. In the keyword group Trustee :

   
   
   

   1. Extension : Telephone extension number

9. In the keyword group Business , under the subgroup Bus-Partner , pertaining to Quebec form TP-128.F (Income Earned by a Trust from the Rental of Immovable Property) and Schedule F (Income Tax Payable by a Specified Trust for a Specified Immovable) :

   
   
   

   1. ID-NUMBER.M : Quebec identification number

      Use the keyword ID-NUMBER.M to enter the Quebec identification number.

10. In the keyword group Business :
    
    
    1. NO-WEBPAGES : How many Internet Web pages and/or sites does the business earn income from?
    
    
    2. WEBPAGE-%GROSSINC : Percentage of the gross income generated from the webpages and websites
    
    
    3. WEBPAGEADDRESS : Provide the main webpage or site address(es) (also known as URL address(es))
    
    

11. In the keyword group Consent-Rep :
    
    
    1. DESIGNATION.REP : Title used for the designated person.
       
       Use the keyword DESIGNATION.REP to specify the way you want to address the designated person.
    
    
    
    2. SUITE.REP : Representative's suite number.
       
       Use the keyword SUITE.REP to enter the representative's suite number.

12. In the keyword group Cancel-rep , pertaining to Quebec form MR-69 (Power of Attorney, Authorization to Communicate Information, or Revocation) :
    
    
    1. NEQ-NO.C : Quebec enterprise no.(NEQ) of the representative

       Use the keyword NEQ-NO.C to enter the Quebec enterprise number applicable to the representative. This information will be entered on the MR-69 in the section for the revocation of a representative.

    2. MRQ-ID-NO.C : MRQ identification number of the rep.

       Use the keyword MRQ-ID-NO.C to enter the MRQ identification number applicable to the representative. This information will be entered on the MR-69 in the section for the revocation of a representative.

    3. PROF-REP-NO.C : Professional representative number

       Use the keyword PROF-REP-NO.C to enter the representative's professional number. This information will be entered on the MR-69 in the section for the revocation of a representative.

    4. SIN.C : Social insurance number

       Use the keyword SIN.C to enter the social insurance number applicable to the representative. This information will be entered on the MR-69 in the section for the revocation of a representative.

13. In the keyword group Consent-Years , pertaining to Quebec form MR-69 (Power of Attorney, Authorization to Communicate Information, or Revocation) :
    
    
    1. SPECIFIED-YEARS : Taxation years covered by the authorization

       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.

    2. SPECIFIED-PERIOD : Taxation period covered by the authorization

       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.

14. In the keyword subgroup Crop-Inventory , pertaining to federal form T1273 (Statement A – Harmonized AgriStability and AgriInvest Programs Information and Statement of Farming Activities for Individuals) :
    
    
    1. UNSEEDABLEACRES : Column e - number of unseedable acres [T1273 Section 8]

       Used to complete corresponding questions in T1273 Section 8

15. In the keyword group Settlor , pertaining to Quebec Schedule G (Additional Information About the Trust and Its Specified Immovables) and Quebec form TP-646.1 (Trust Information Return) :
    
    
    1. Settlor : Name of settlor

       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 Schedule G and the TP-646.1.

    2. First-Name.set : First name of settlor (if an individual)

       Use the keyword First-Name.set to enter the given name of the trust's settlor.

    3. Street.set : Name of the street

       Use the keyword Street.set to enter the civic number and name of the street.

    4. Suite.set : Suite number

       Use the keyword Suite.set to enter a suite or apartment number.

    5. City.set : Name of the city

       Use the keyword City.set to enter the name of the city.

    6. Province.set : Name of the province

       Use the keyword Province.set to enter the name of the province.

    7. Postal-Code.set : Postal code

       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.

    8. For-Post-Code.set : Postal code for mailing address outside of Canada

       Use the keyword For-Post-Code to enter the foreign postal code for an address outside of Canada.

    9. SIN.set : Social insurance number of the settlor

       Use the keyword SIN.set to enter the social insurance number of the settlor.

    10. Qc-Id-Num.set : Quebec identification number

        Use the keyword Qc-Id-Num.set to enter the trust's Quebec identification number.

    11. Link-Fiduciary.set : Link or ties to the fiduciary/trustee

        Use the keyword Link-Fiduciary.set to indicate whether there is a link with the fiduciary.

        Quebec Schedule G 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.

16. In the keyword group Beneficiary , pertaining to Quebec Schedule G (Additional Information About the Trust and its Specified Immovables):
    
    
    1. Link-Settlor : Link or ties with the settlor

       Use the keyword Link-Settlor to enter whether there is a link with the settlor.

       Quebec Schedule G 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 keyword Link-Settlor also includes the following new keyword:

       1. RELATIONSHIP.S : Indicate the type of relationship

          Use the keyword RELATIONSHIP.S to indicate the type of relationship between the trustee and the settlor.

    2. Link-Fiduciary : Link or ties to the fiduciary/trustee

       Use the keyword Link-Fiduciary to indicate whether there is a link with the fiduciary.

       Quebec Schedule G 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.

    3. Elect-Contributor : Whether the beneficiary is an electing contributor

       Use 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.

17. New keyword pertaining to federal Schedule 9 (Income Allocations and Designations to Beneficiaries):
    
    
    1. Inc-Alloc-Info : Information on income allocated to beneficiaries

       Use the keyword Inc-Alloc-Info to enter information concerning income allocation to the beneficiaries. This information will be entered on federal Schedule 9.

1. In the keyword group Foreign-Info :

   1. PROP-LOCATED : Location of foreign property holdings
   2. PROP-INCOME : Income from foreign property reported on tax return

1. For the keyword Loss-Claimed :

   Apply to net income

   If you choose this option, the amount of capital loss carried forward from prior years will be used to reduce the net income. If the trust is at a loss, no capital loss carried forward will be deducted on line 52 of the trust return.

   Apply to current year capital gains

   If you choose this option, the amount of capital loss carried forward from prior years will be used to reduce the current year taxable capital gains regardless of the trust's net income or loss. This option will use net capital loss carried forward to offset any current year capital gains and could create a larger non capital loss in the current year which will be carried forward. The significance of this option is apparent in light of the limitation of the deduction of net capital losses carried forward (i.e. net capital losses can only offset capital gains).

2. For the keyword INSURED :

   Trustee
   Other
   

3. For the keyword INTERESTTYPE :

   Do not add as an expense to interest
   Add as an expense to interest
   

4. For the keyword Trust-Info :

   Designated beneficiary of a designated trust
   Trust subject to a loss restriction event

   
   

5. For the keyword Consent-Years :

   Current and future years
   Specific year(s) and future years
   Specific period
   Specific period and future periods
   

6. For the keyword Business :

   T2125 – Professional

7. For the keyword Other-credits :

   Rental housing construction tax credit

8. For the keyword CCA-Class :

   Class 41.2 - 25%

9. For the keyword INCOME-CODE.NR4 :

   PRPP - periodic payment
   PRPP - lump-sum payment
   

10. For the keywords Rental-Info.T5013 and Rental-Info :

    Main tenant
    Property manager
    Accountant
    

As always, we recommend that you verify your carryforwards carefully before processing your client files.

Federal:

DT Max T5013 version 17.05 has received full CRA certification valid for fiscal year 2013 for paper filing under the following authorization numbers:

T5013 slip and T5013SUM: RC-13-119
T5013 FIN and schedules: RC-13-P001

• T5013 FIN - Partnership Financial Return


• Schedule 1 - Net income (Loss) for Income Tax Purposes


• Schedule 1 supp. - Calculation of non-deductible portion for meals and entertainment expenses


• Schedule 2 - Charitable Donations, Gifts, and Political Contributions


• Schedule 5 - Allocations of Salaries and Wages, and Gross Revenue for Multiple Jurisdictions


• Schedule 6 - Summary of Dispositions of Capital Property


• Schedule 8 - Capital Cost Allowance (CCA)


• Schedule 8 rec. - Reconciliation of Change in Fixed Assets per Financial Statements to Amounts used per Tax Return


• Schedule 9 - Affiliated Corporations, Partnerships, Partners or Trusts


• Schedule 10 - Calculations Relating to Cumulative Eligible Capital


• Schedule 12 - Resource-Related Deductions


• Schedule 50 - Partner's Ownership and Account Activity


• Schedule 50 Supp. - Other Adjustments Line 50-350


• Schedule 52 - Summary Information for Partnerships that Allocated Renounced Resource Expenses to their Members


• T661 - Scientific Research and Experimental Development (SR&ED) Expenditures Claim


• T1263 - Third-Party Payments for Scientific Research and Experimental Development (SR&ED)


• T5013 SUM - Summary of Partnership Income


• T5013 slip (partner copy)


• T5013 slip (government copy)

In-house forms:

• Schedule 100 - Balance Sheet Information


• Schedule 125 - Income Statement Information


• Schedule 140 - Summary Statement


• Schedule 141 - Financial Statement Notes Checklist


• Notes to Financial Statements

The Quebec forms are marked < Preliminary version of form > in the upper section of the form and cannot be filed at this time. Here is the list of the forms bearing this mark:

• TP-600 - Partnership Information Return


• TP-600.A - Partner's Interests and At-Risk Amounts


• TP-600.B - Capital Cost Allowance (CCA)


• TP-600.C - Incorporeal Capital Property


• TP-600.D - Member Corporations' Shares of Paid-Up Capital


• TP-600.E - Summary of Certain Information to Enter on RL-15 Slips


• TP-600.F - Net Income for Income Tax Purposes


• TP-600.F Supp. - Calculation of non-deductible portion for meals and entertainment expenses


• RL-15 slip (government copy)


• RL-15 slip (partner's copy)

Please note that we are in the process of obtaining Revenu Québec's certification for:

We will provide an update of the program once we have obtained the approval numbers.