Close

Our Privacy Statement & Cookie Policy

All Thomson Reuters websites use cookies to improve your online experience. They were placed on your computer when you launched this website. You can change your cookie settings through your browser.


Print this pageForward this document  What's new for T1 Internet version 20.10?

The latest DT Max program update is now available for downloading. It features the T1/TP-1 program for the tax years 2005 to 2016 inclusively and fully supports T1/TP-1 EFILE. Installing this version will update your version of DT Max to 20.10.

Please note that all program versions are available on the Internet.

In this version...

DT Max T1

  1. Program certification
  2. Version highlights
    1. Known issue fixed in version 20.10: Taking into account the deduction for US pension plan contributions in calculating the net foreign non-business income on form T2209
    2. Client suggestion: Keyword TEACHER moved to a new SmartStart section, in relation to the school supply amount for eligible educators
    3. Calculation of the Quebec tax shield (TP-1, Line 460)
  3. New forms
  4. Revised forms
  5. New keywords
  6. Revised keywords
  7. Deleted keywords
  8. New options
  9. Revised option
  10. Deleted options
  11. Exchange rates and other prescribed rates
  12. New diagnostics
    1. Notes and diagnostics
    2. Error prevention reports
  13. New variables for the client letter
  14. Notes and reminders
    1. EFILE
    2. Demo database
    3. Carryforwards
  15. Messages from the CRA
  16. Messages from Revenu Québec
  17. DT Max references (links to our Knowledge Base)

 

DT Max T1

  1. Program certification

    DT Max T1 is certified for paper filing under the following authorization numbers:

    Federal: RC-16-119

    Quebec: RQ16-TP02

  2. Version highlights

    1. Known issue fixed in version 20.10: Taking into account the deduction for US pension plan contributions in calculating the net foreign non-business income on form T2209

      When the taxpayer participates in his US employer's pension plan, he may deduct on line 207 of his Canadian tax return the contributions he made to his US pension plan if he meets the conditions for eligibility. However, when calculating the federal foreign tax credit on form T2209, this eligible deduction must be excluded from the foreign income to which it relates. The software will now account for the deduction for US pension plan contributions to correctly determine the net foreign non-business income on line 433 of form T2209.

    2. Client suggestion: Keyword TEACHER moved to a new SmartStart section, in relation to the school supply amount for eligible educators

      Until tax year 2015, the keyword Teacher could be found in the SmartStart section under the header "Provincial Tax and Credits" because it was an existing credit for residents of Prince Edward Island. Beginning in 2016, this same keyword is also used to claim the equivalent federal credit. Since this keyword is no longer strictly related to a provincial credit, our clients suggested that it be moved to another SmartStart section that would be more appropriate. The keyword Teacher was therefore moved to the "Other tax credits" section of the SmartStart client profile.

    3. Calculation of the Quebec tax shield (TP-1, Line 460)

      Taxpayers who are entitled to the tax credit for childcare expenses and/or the tax credits respecting the work premium in 2016 may qualify for the tax shield if their 2016 family income and eligible work income have increased compared to those earned in 2015.

      Automatic calculation for an existing client

      For your existing clients in 2015 who qualify for the tax shield in 2016, the software will automatically complete Form TP-1029.BF by retrieving the details pertaining to the work income earned in 2015. In order to view the 2015 work income amounts in the Data entry section, you must display them on the right-hand side of the screen by selecting the option "C/F to stub period/post-bankruptcy". If changes must be made to the 2015 work income amounts, you can either enter them manually using the keyword Work-Income-QC.h , or modify the retrieved data from 2015 by first copying them from the right-hand side to the left before making the appropriate changes to this keyword.

      Manual entry for a new client

      Since eligibility to the tax shield depends on the income earned in the prior year, the following information must be entered manually in the file of a new client, as well as in the spouse's file if applicable, in order for the software to calculate the credit on Form TP-1029.BF:

      Verification of the amounts used in the calculation for all eligible clients

      In all cases, a message will be displayed in the Notes and diagnostics to remind you to verify whether the amounts used in the calculation agree with those that appear on the latest 2015 Notice of Assessment from Revenu Québec. We recommend that you use the keyword Data-Verified.h from the keyword group Income-Hist to confirm that you have verified the accuracy of the amounts used in the calculation.

      Request that Revenu Québec perform the calculation

      If you do not have all the information required to properly calculate the amount of the tax shield for the individual, you can request that Revenu Québec perform the calculation by checking Box 99 in Schedule C and/or Box 5 of Schedule P, using the keyword TaxShieldMeth . As per Revenu Québec's guidelines, if one of these boxes is checked, the software must not carry out any calculation of the tax shield on line 460.

  3. New forms

    Federal

    • RC59X - Cancel Business Consent or Delegated Authority

    Quebec

    • TP-726.30 - Income-Averaging for Forest Producers

    • TP-1033.2.A - Deemed Disposition of Property by an Emigrant

  4. Revised forms

    Federal

    • Schedule 9 - Donations and Gifts

      Introduction of the new 33% tax rate in the calculation of the tax credit.

    • T183 - Information Return for Electronic Filing of an Individual's Income Tax and Benefit Return

      Part C of this form has been modified. It is now used to sign up for the new CRA services, namely the instant access to the Notice of Assessment, the pre-authorized debit and the ReFILE service to have an amended T1 return submitted electronically.

    • T657 - Calculation of Capital Gains Deduction for 2016

    • T929 - Disability Supports Deduction

    • T2017 - Summary of Reserves on Dispositions of Capital Property

      Introduction of a new line for the amount of 2015 reserve for dispositions of QFFP (qualified farm or fishing property) after April 20, 2015.

    • T1-ADJ - T1 Adjustment Request

      A section was added to specify the reasons for submitting a T1 adjustment request.

    Quebec

    • TP-726.7 - Capital Gains Deduction on Qualified Property

    • TP-1026 - Calculation of Instalment Payments to Be Made by Individuals - 2017

      • Addition of the Quebec Tax Shield.

      • Addition of the RénoVert tax credit.

      • The line pertaining to the health contribution, which is eliminated as of 2017, has been removed.

      • The "Work chart - Health contribution" section has also been removed (the keyword ESTIM-QUENETINC pertaining to line 1 of this section has been deleted accordingly.)

    • TP-1000.TE - Online Filing of the Personal Income Tax Return by an Accredited Person

      Fields have been added to the section "Preparer of the income tax return" in Part 1 in order to enter the address of the branch (if different from the address of the preparer).

    In-house forms

    • Estimation of the calculation of Quebec instalment payments for 2017 (government method)

      • Addition of the Quebec Tax Shield.

      • Addition of the RénoVert tax credit.

      • The line pertaining to the health contribution, which is eliminated as of 2017, has been removed.

    • Estimation of the calculation of federal instalment payments for 2017 (government method)

      • Addition of the eligible educator school supply tax credit.

      • The line pertaining to the children's fitness tax credit, which is eliminated as of 2017, has been removed.

  5. New keywords

    1. In the Business group, pertaining to the new Quebec form TP-726.30 (Income-Averaging for Forest Producers):

      1. Forest-Averag : Deduction for income-averaging for forest producers [Que. TP-726.PF and line 297 of Quebec return, code 21]

        Use the keyword Forest-Averag to indicate the deduction for income-averaging for forest producers.

      2. WOODLOT-LOCATION : Woodlot location, if different from the city included in your Business identification

      3. FOREST-AVER-INC : Net income earned this year from the operation of a private woodlot [Que. TP-726.30]

        Use the keyword FOREST-AVER-INC to indicate the amount to be used for calculation of the deduction for income-averaging for forest producers.

      4. PORTION-DEDUCTED : Portion of line 21 of TP-726.30 deducted on line 297 of income tax return (L.22, TP-726.30)

        Use the keyword PORTION-DEDUCTED to choose the portion of line 21 of TP-726.30 that should be deducted this year on line 22. If this keyword remain unused, DT Max will systematically use the amount calculated on line 21.

    2. In the Capital-Gains group, pertaining to the type of capital gain when reporting the disposition of a principal residence:

      Non-Resident.cg : Was the taxpayer a non-resident throughout the year of acquisition of the property?

      If the taxpayer disposed of a principal residence after October 2, 2016, and was a non-resident throughout the year of acquisition of the property, he/she is not eligible for the "plus 1" rule granted by law in the calculation of the principal residence exemption.

    3. In the Medical group, pertaining to federal Schedule 12 (Home Accessibility Expenses):

      Elig-FedHomesRenOV : Eligible to claim the federal home renovation expenses (Yes)

      Use the keyword Elig-FedHomesRenOV to indicate whether the taxpayer is eligible to claim the federal home renovation expenses.

    4. Standalone keyword, pertaining to line 460 of the TP-1 Quebec return and to Box 99 in Quebec Schedule C and/or Box 5 of Schedule P:

      TaxShieldMeth : Calculation method for the tax shield

      Use this keyword to specify the calculation method to be used for the Quebec tax shield. By default, DT Max will calculate this credit on line 460 of the Quebec return if the taxpayer is eligible and the prior year's information has been entered.

    5. In the keyword PROG-IDENTIFIER from the BUS-CONSENT.RC group, pertaining to federal form RC59 (Business Consent):

      UPDATE-ACCESS.RC : Allow update access (View only option if you select No) [RC59 Part 3]

      This keyword will be available only when the option "Authorize - Selected program accounts and periods" is selected in the drop-down menu for the keyword BUS-CONSENT.RC .

    6. In the BUS-CONSENT.RC group, pertaining to federal form RC59 (Business Consent):

      UPDATE-ACCESS : Allow update access (View only option if you select No) [RC59 Part 3]

      This keyword will be available only when the option "Authorize - All program accounts - All years" is selected in the drop-down menu for the keyword BUS-CONSENT.RC .

    7. In the Split-Note group , pertaining to federal form T1206 (Tax on Split Income - 2016):

      1. SPLIT-PROCEED : Proceeds of disposition

        Use the keyword SPLIT-PROCEED to enter the amount for the proceeds of the disposition of the gain that was subject to the tax on split income.

      2. SPLIT-PAYABLEAFTER : Amount payable after the end of the year

        Use the keyword SPLIT-PAYABLEAFTER to enter the amount payable after the end of the year of the gain that was subject to tax on split income.

      The information provided by the two above keywords is required to determine the reserve amount involved in the calculation of deemed dividends from the dispositions of certain capital property.

    8. In the Authorize group, pertaining to federal form T1013 (Authorizing or Cancelling a Representative):

      1. CORPNAME&TITLE : Name of corporation and title of corporate officer(s) [T1013 Part 5]

        If the legal representative signing Part 5 of form T1013 is a corporate officer, use the keyword CORPNAME&TITLE to enter the name of the corporation and the title of the corporate officer.

    9. In the T1-Adjust group, pertaining to federal form T1-ADJ (T1 Adjustment Request):

      REASON-ADJUSTMENT : Why are you submitting this T1 Adjustment Request? Please select the most applicable (optional).

      This keyword allows you to select the relevant option regarding the reason for filing a T1 Adjustment Request.

    10. In the subgroup SCH12-SUPPLIER , from the main keyword group Medical , pertaining to federal Schedule 12 (Home Accessibility Expenses):

      ELIGIBLE-MED-QUE : Is this expense an allowable Quebec medical expense? (Yes/No)

      Use the keyword ELIGIBLE-MED-QUE to indicate whether or not the expense entered in MED-HOMES-RENOV is eligible to be claimed as a Quebec medical expense.

    11. In the keyword group Efile , pertaining to the electronic filing of federal returns by professional tax preparers:

      1. Fed-ReFILE : An amended federal return will be electronically submitted

        ReFILE allows you to transmit an amended income tax return.

        It should only be used when the initial return has been completed and submitted electronically.

      2. FED-REFILE-SURVEY : CRA ReFILE survey questions (Please select all responses that apply)

        This keyword allows tax preparers to indicate the reason for submitting an amended return electronically. This information will allow the CRA to implement a survey and thus identify the most common reasons for transmitting an amended return.

    12. In the new keyword group AFR-Indicator , pertaining to the indicators retrieved from the CRA's Auto-fill my return (AFR) service:

      1. AFR-Indicator : AFR indicator

      2. AFR-EFILE-Inelig : This account is ineligible to file electronically

      3. AFR-NO-Debt-Owing : There is no outstanding balance with the CRA

      4. AFR-DirectDeposit : Client is not registered for direct deposit with the CRA

      5. AFR-Insolvency : Client may be insolvent

      6. AFR-ONLINEMAIL : A valid email address is stored in CRA

      7. AFR-PageAccess : Information on this client's account has previously been requested

      8. AFR-CollectibDebt : Taxpayer has a debt in other CRA account

      9. AFR-T1135-Prior : Field 266 was completed on the previous year's tax return (T1135)

    13. In the Non-Resident group, pertaining to Quebec form TP-1033.2.A (Deemed Disposition of Property by an Emigrant), regarding a taxpayer leaving Canada:

      1. Address-Prior : Address in Canada prior to departure

      2. PostalCode-Prior : Postal code in Canada prior to departure

  6. Revised keywords

    Following the merging of the Commission des normes du travail (CNT), the Commission de l'équité salariale (CES) and the Commission de la santé et de la sécurité du travail (CSST), under the new organization called the Commission des normes, de l'équité, de la santé et de la sécurité du travail, known by the acronym CNESST, Box C of the Quebec RL-5 slip now refers to the compensation received from the CNESST instead of the CSST. As a result, the following keywords have been modified:

    1. CSST-FED, found in the T-Slip group, in relation to Box 10 of the federal T5007 released in the province of Quebec, has been changed to CNESST-Fed .

    2. CSST-QUEBEC, found in the T-Slip group, in relation to Box C of the Quebec RL-5 slip, has been changed to CNESST-Quebec .

  7. Deleted keywords

    1. In the Efile group, pertaining to Part C, Alternative Address Information, which has been removed from federal form T183 (Information Return for Electronic Filing of an Individual's Income Tax and Benefit Return):

      FED-ADDRESS : Authorization to use an alternative address [T183 Part C]

    2. In the InstalMethod group, pertaining to the calculation of instalment payments for Quebec form TP-1026 (Calculation of Instalment Payments to Be Made by Individuals - 2017):

      ESTIM-QUENETINC : Estimated Quebec net income of 2017 for the calculation of the health contribution for the instalment payments

      This keyword has been deleted since the health contribution has been eliminated as of 2017.

  8. New options

    1. For the keyword TaxShieldMeth , pertaining to the Quebec tax shield :

      Revenu Québec will calculate the credit
      Calculate the credit (prior year information entered)

    2. For the keyword Inst-Estim in the InstalMethod group, pertaining to the federal instalment payments for 2017, calculated according to the current year method:

      Federal Line 12 Eligible educator school supply tax credit (line 469)

    3. For the keyword AFR-Indicator :

      AFR indicator

    4. For the keywords AFR-EFILE-Inelig , AFR-NO-Debt-Owing , AFR-DirectDeposit , AFR-Insolvency , AFR-ONLINEMAIL , AFR-PageAccess , AFR-CollectibDebt and AFR-T1135-Prior in the AFR-Indicator group, pertaining to the indicators retrieved from the Auto-fill my return (AFR) service:

      Yes
      No

  9. Revised option

    As indicated on Revenu Québec's website, seniors living in a health establishment may claim the tax credit for home-support services for certain expenses incurred for services that are not provided by the health establishment. Since none of the existing options for the keyword Home-Support could be used to specify that the individual was living in a health establishment, the following option was modified to account for this situation:

    Former option:

    Lived in own house

    Revised option:

    Lived in own house or in a health establishment

  10. Deleted options

    1. For the keyword ITC-Invest in the T-Slip group, pertaining to Box 40 of the T3 slip regarding the 5% investment tax credit for qualified resource property, which has been eliminated in 2016:

      [6723] ITC at 5% Qualified resource property

    2. For the keyword FED-ADDRESS , pertaining to Part C of federal form T183 (Information Return for Electronic Filing of an Individual's Income Tax and Benefit Return):

      Assessment / refund - taxpayer's address (default)
      Assessment / refund - efiler's mailing address
      Assessment / refund - efiler's business address
      Assessment only - efiler's mailing address
      Assessment only - efiler's business address

    3. For the keyword Inst-Estim in the InstalMethod group, pertaining to the Quebec instalment payments (TP-1026) for 2017, calculated according to the current year method:

      TP1026 - Line 48 Q448 - Health contribution

      This option has been deleted due to the elimination of the health contribution as of 2017.

    4. For the keyword Inst-Estim in the InstalMethod group, pertaining to the federal instalment payments for 2017, calculated according to the current year method:

      Federal Line 12 Children's fitness tax credit (line 459)

      This option has been deleted due to the elimination of the children's fitness tax credit as of 2017.

  11. Exchange rates and other prescribed rates

    Please note that the exchange rate used by default for the conversion of US dollar amounts to Canadian currency has now been updated in DT Max according to the latest information available on the Bank of Canada's website.

    In addition, the rates applicable to meal and vehicle expenses that are used to calculate travelling expenses for 2016 have also been updated according to the latest information available on the CRA's website.

  12. New diagnostics

    1. Notes and diagnostics

      Federal

      Efiling an amended federal income tax return

      If you wish to transmit an amended federal income tax return, please complete the steps below:

      • Enter the required modifications,

      • Enter the keyword Fed-ReFILE and select Yes,

      • If applicable, complete the keyword FED-REFILE-SURVEY ,

      • Calculate the return and confirm that it is EFILE-eligible by verifying the Notes and diagnostics page,

      • Recalculate and transmit the amended federal income tax return.

      If you choose not to efile the amended federal income tax return or, if you cannot efile it due to an exclusion, then you must complete and file a T1 Adjustment Request form.

      To transmit a subsequent amendment, please proceed as follows:

      • Modify the option "Efile acknowledgement - federal" found within the Progress keyword to "Efile acknowledgement - federal (Historical)",

      • Enter the required modifications,

      • If applicable, update the keyword FED-REFILE-SURVEY ,

      • Calculate the return and confirm that it is EFILE-eligible by verifying the Notes and diagnostics page,

      • Recalculate and transmit the newly amended federal income tax return.

      If you choose not to efile the newly amended federal income tax return or, if you cannot efile it due to an exclusion, then you must complete and file a T1 Adjustment Request form.

      Please note the "As-filed" snapshot will only store a copy of your last electronically submitted federal income tax return. If you wish to keep a copy of both your original and amended federal income tax returns, then we would recommend enabling the Archiving and PDF feature found within Preferences. Please also select the option Add a suffix to create a unique name found beside If the file name already exists in order to avoid overwriting an existing file.

    2. Error prevention reports

      Federal

      Schedule 6 - Working Income Tax Benefit

      According to information provided, the taxpayer could be eligible for the working income tax benefit (WITB) and seems to have an eligible spouse for the purpose of the WITB since you used the RelatedParty keyword with the option "Return of spouse not processed". However, details of the spouse's working income must be entered using the keyword Work-Income.r . This information is required to accurately complete Column 2 of the taxpayer's Schedule 6.

      T2091 - Date of acquisition

      You did not enter the date of acquisition. DT Max used 1972.

      T2091 - Date of acquisition

      You did not enter the date of acquisition. DT Max used the beginning date of the designation.

      Quebec

      Schedule P - Tax credits respecting the work premium

      According to information provided, the taxpayer could be eligible for the tax credit respecting the work premium and seems to have a spouse for the purpose of the work premium since you used the RelatedParty keyword with the option "Return of spouse not processed". However, details of the spouse's working income must be entered using the Work-Inc-Que.r keyword. This information is required to accurately complete Part A of the taxpayer's Schedule P.

      460 Tax shield

      For the purposes of calculating the tax shield on form TP-1029.BF, the program retrieved the details of the Quebec's 2015 work income from the previous year's return. Please verify that the information retrieved on this form matches those indicated on the latest 2015 Quebec notice of assessment.

      If changes are to be made to the information retrieved from 2015, you must first display this information on the right-hand side by selecting the option "C/F to stub period/post-bankruptcy". Then copy the data to the left-hand side and make the appropriate changes to the keyword WORK-INCOME-QC .

      456 Tax credits respecting the work premium

      You indicated that the taxpayer is not a Canadian citizen.

      If the taxpayer is not a permanent resident within the meaning of the Immigration and Refugee Protection Act or a person on whom Canada has conferred refugee protection under that Act, he or she is not eligible for the work premium.

      Use the keyword Optimize and select "TP1 - Schedule P - Work premium" with the option "Do not claim".

  13. New variables for the client letter

    Federal

    %392 RC59 - Business Consent [1=Yes, 0=No]

    The value of this variable originates from the keyword BUS-CONSENT.RC , with the option "Authorize - All program accounts - All years" or the option "Authorize - Selected program accounts and periods".

    %298 RC59X - Cancel Business Consent [1=Yes, 0=No]

    The value of this variable originates from the keyword BUS-CONSENT.RC , with the option "Cancel one or more authorizations only".

    Quebec

    %299 Q460 Tax shield

    The value of this variable originates from the amount claimed on line 460 of the Quebec tax return.

    %300 Tax shield (Revenu Québec will calculate the credit) [0=No, 1=Yes]

    The value of this variable originates from the keyword TaxShieldMeth .

    Text displayed in the client letter's default template for these new variables (if applicable)

    Quebec

    1. If variable %299 is higher than $0 (the tax shield is calculated on line 460 of the TP-1):

      We have determined that you are eligible for the Quebec tax shield for an amount of $%299. This amount is already included on your Quebec income tax return. Please keep form TP-1029.BF-V, Tax Shield, for your records.

    2. If variable %300 = 1 (Revenu Québec will calculate the tax shield):

      You requested that Revenu Québec calculate the tax shield for you. For this reason, your Quebec income tax return does not include the tax shield amount. This credit will be calculated by Revenu Québec when assessing your tax return, and therefore, your refund or balance due may be different.

  14. Notes and reminders

    1. EFILE

      Important reminder

      Before transmitting any returns, please verify that you have registered/renewed your federal and, if applicable, Quebec EFILE Number. You should also verify that the EFILE Number and Password is properly reflected within your EFILE Setup and that the options selected within the EFILE Defaults reflect your desired preferences.

      If you act as a representative of the client, submit Quebec returns via EFILE and generate form TP-1000, the Quebec Ministry of Revenue will require a signature on Part 3 of the form even if you have already obtained one for the MR-69 form.

      Pre-bankruptcy return

      Please note that you must paper file CRA's Form DC905 prior to submitting a pre-bankruptcy return to the federal government via EFILE.

    2. Demo database

      Please note that the demo database "DemoClients" should be used for demonstration and learning purposes only. Please create a new database for your actual client tax returns.

    3. Carryforwards

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

  15. Messages from the CRA

    Direct deposit

    Direct deposit is the fastest way to get your money. It is also convenient, easy, and secure. Don't delay - sign up today at www.canada.ca/en/revenue-agency/services/about-canada-revenue-agency-cra/direct-deposit.html .

    CRA's Auto-fill my return service

    The Canada Revenue Agency's (CRA) Auto-fill my return service, formerly called Tax Data Delivery (TDD), will be made available on February 15, 2017. Please note that the Auto-fill my return service module has been integrated in version 20.10 of DT Max.

    See the CRA's Auto-fill my return service knowledge base page for more information on this exciting feature.

  16. Messages from Revenu Québec

    Register for My Account!

    My Account is a secure, personalized space where you can access several practical online services. For example, you can

    • view and change your income tax return information,

    • track the processing of your income tax return,

    • view your notice of assessment, and

    • register for direct deposit.

    For more information about My Account or to register, click MY ACCOUNT FOR INDIVIDUALS .

    Deceased persons and bankruptcy returns for 2016

    Starting in February (date to be confirmed), the tax returns for deceased persons as well as bankruptcy returns for tax year 2016 that are filed with the 2015 version of DT Max will no longer be accepted by Revenu Québec. Returns that are received from this day onward will be sent back along with a notification advising that the returns be filed with version 20.01 and subsequent.

    Tax Data Download Service

    The Tax Data Download module will be integrated in an upcoming version of DT Max, which will be made available in early March 2017, the beginning date of the service.

  17. DT Max references (links to our Knowledge Base)

    Please refer to these Knowledge Base topics for a detailed review of tax changes implemented:

 

 

February 15, 2017