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Print this pageForward this document  What's new for T1 Internet version 21.08?

The latest DT Max program update is now available for downloading. It features the T1/TP-1 program for the tax years 2006 to 2017 inclusively and fully supports TP-1 EFILE. Installing this version will update your version of DT Max to 21.08.

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

In this version...

DT Max T1

  1. CRA's Auto-fill my return service now available in DT Max
  2. Quebec Tax Data Download
  3. Efiling federal returns
  4. Version highlights
    1. Efiling Quebec returns from prior years
    2. Client suggestions implemented in version 21.08
      1. Efiling status for other services (T1135, T1013, pre-authorized debit)
      2. Sharing the business-use-of-home expenses
      3. Copy of federal forms to be sent to Revenu Québec included by default
      4. Entering T5008/Quebec RL-18 slip information in foreign currency
    3. Online payment of balance owing via DT Max
    4. Changes to form T183
      1. Delivery options for notices of assessment
      2. Authorizing the electronic filer to represent the taxpayer
      3. Using the ReFile service to electronically submit an amended return
    5. Northern Residents Deductions
    6. Enhancements
      1. Eligible tuition fees paid in 2017 - Diagnostics and warnings added for Ontario and Saskatchewan students
      2. Newcomer to Canada - Calculation of provincial credits transferred from the spouse or common-law spouse
      3. Calculation of the Yukon Research and Development Tax Credit (form T1232)
      4. Calculation of the Newfoundland and Labrador Research and Development Tax Credit (form T1129)
    7. Quebec: New supplement for the purchase of school supplies
    8. Quebec: Additional 35% deduction for Class 50 and Class 53 property
  5. Exchange rate
  6. New forms
  7. Revised forms
  8. Changes pertaining to the client letter
    1. New variables
  9. New diagnostics
    1. Notes and diagnostics
    2. Error prevention report
  10. New keywords
  11. New options
  12. Revised options

 

DT Max T1

  1. CRA's Auto-fill my return service now available in DT Max

    Version 21.08 of DT Max offers CRA's Auto-fill my return service. New added features should be noted for this year: Home Buyer's Plan Repayable balance and Life Long Learning Plan Repayable balance.

    For more information on this feature, please consult the CRA Auto-fill my return service and the Procedure to download tax data from the CRA documents, available in our knowledge base.

  2. Quebec Tax Data Download

    The Quebec Tax Data Download service will be available starting March 2nd, 2018. For more information on this feature, please consult the Quebec Tax Data Download and the Procedure to download tax data from Revenu Québec documents, available in our knowledge base.

  3. Efiling federal returns

    Although we have received federal approval for T1013 electronic submissions, we continue to work with the Canada Revenue Agency on obtaining EFILE approval for the T1 return itself. A fully certified federal EFILE version will be available prior to the opening date of February 26.

  4. Version highlights

    1. Efiling Quebec returns from prior years

      Starting in tax year 2017, DT Max will support electronic filing of Quebec returns for tax years 2016 and 2017.

      According to information from Revenu Québec, you can electronically file the original tax returns for the 2016 taxation year until 2020, except during a scheduled system closure (such as the one scheduled from January 19 to February 26, 2018).

    2. Client suggestions implemented in version 21.08

      1. Efiling status for other services (T1135, T1013, pre-authorized debit)

        A Processing status - Other column has been added to the Client list. This column allows you to view the statuses for the electronic filing of the T1135, the T1013 and for pre-authorized debit. To display this column in your Client list, go to the Preferences menu > Client list settings > check the box for Processing status - Other (third box in the second column).

        Note that the processing status displayed in this new column will be taken into account when the filter EFILE queue is applied.

        As for the processing status for the CRA's Express NOA (notice of assessment), keep in mind that this information is displayed in the Processing status column, the same used to indicate the processing status for the federal return.

      2. Sharing the business-use-of-home expenses

        From now on, when you use the option "Spouse share - generate business statement with same data" in the keyword Spouse-Partner% of the Business group, the program will generate a statement of business activities in the spouse's file with the same data, while prorating the amount claimed as business-use-of-home expenses on line 9945 in Part 5 of forms T2125, T2042 and T2121 as well as on line 527 of Quebec form TP-80, based on the percentage share indicated for each in the new keywords Home-%Share and Sp-Home-%Share .

      3. Copy of federal forms to be sent to Revenu Québec included by default

        When a Quebec resident makes an election at the federal level to claim the capital gains deduction on eligible property (TP-726.7), to defer payment of income tax on the deemed disposition of property (TP-1033.2) or to designate a property as a principal residence (TP-274), they must send to Revenu Québec a copy of the documents sent to the CRA to prove the designation or the election made. Otherwise, they may be subject to penalties.

        From now on, when printing a Quebec income tax return for filing, a copy of the equivalent federal forms, namely T657, T1244, T1255, T2091, T2017 and/or T2061A, if applicable, will also be generated and included with the documents to be filed for Quebec.

        However, note that other federal forms that are to be sent to Revenu Québec may not print automatically. Make sure to consult the Assembly instructions section for details.

      4. Entering T5008/Quebec RL-18 slip information in foreign currency

        Beginning in 2017, the information in boxes 11 (Recipient type), 13 (Foreign currency), and 15 (Type code of securities) of the T5008 slip will be available for download through the CRA's Auto-fill my return service. Keywords corresponding to these boxes have been added.

        In addition, due to box 13 indicating foreign currency, you can now enter the adjusted cost base, proceeds of disposition and transaction-related expenses in a foreign currency. Additional sub-keywords will be displayed for the keyword INCOME-TYPE allowing you to enter the exchange rate applicable to each of these amounts. The amounts will then be converted at the rate indicated when calculating the tax return. Please refer to our New keywords section to learn about these added keywords.

    3. Online payment of balance owing via DT Max

      Be advised that remittance vouchers (form T7DR) are from now on available only in customized and pre-printed format from the CRA. Should your clients wish to make a payment in person at a financial institution in Canada, they should order a remittance voucher by phone or online using the CRA's My Account service. Please remember that photocopies of remittance vouchers as well as the in-house electronic filing remittance voucher generated by DT Max (Form T7DR(A)) are not accepted when paying taxes in person. For more information, please visit the following CRA link: https://www.canada.ca/en/revenue-agency/services/forms-publications/request-payment-forms-remittance-vouchers.html.

      Online payment via DT Max

      As an EFILE service provider, you may set up and electronically submit a pre-authorized debit (PAD) agreement on behalf of your clients to make a ‘one time' payment for an amount owing. This service allows your clients to set the payment amount they authorize the CRA to withdraw from their bank account on the date they choose. Due to the processes that must take place between the CRA and the financial institution, the selected payment date cannot be within the first five business days following the date the PAD agreement is created.

      Take advantage of the convenience of this service available through DT Max since 2016 to help your clients make their balance payment on time.

      To do so, you can complete Part G of form T183 by selecting the option "Pre-authorized debit" from the keyword Fed-Paid-Method in the Enclosed group. Make sure to have your client sign this part of the form.

      To electronically transmit the payment, go to the EFILE menu and select CRA Pre-Authorized Debit.

      Note that if the payment is accepted, DT Max will display the result in the Progress-EPAD keyword group. If it is rejected, the error code will appear in the keyword Efile-PADError .

    4. Changes to form T183

      1. Delivery options for notices of assessment

        Starting in 2017, taxpayers must choose one or more among the proposed methods of delivery for their notices of assessment (NOA), by checking at least one box in Part F of form T183.

        Online mail

        To check the first box indicating that the taxpayer is already registered for online mail, use the new keyword My-Online-Mail added to the MyAccount group.

        If the taxpayer wishes to register to online mail, check the second box by proceeding as follows: first enter his or her email address in the keyword Email and then select "Yes" for the keyword Email-Conditions to confirm that the taxpayer agrees to the terms and conditions outlined on page 2 of this form. Among other things, he or she must accept and understand that all notices of assessment as well as any other correspondence eligible for online delivery will no longer be sent via regular mail. To access online mail, the taxpayer must be registered at My Account. A paragraph was added to the client letter's default template in order to remind your clients about these terms and conditions and that their notices of assessments will no longer be delivered by regular mail.

        Note that DT Max will automatically carry forward the email address to the following year and will select the option "Already registered for online mail" in the keyword My-Online-Mail .

        Express NOA service

        If you are the authorized representative for your client and you have a valid Form T1013 on file with the CRA, you can download his/her notice of assessment or reassessment immediately after filing his/her return using the software. To do so, please check the third box to confirm that your client authorizes the CRA to electronically provide his/her assessment results and notices of assessment and reassessment to the electronic filer, by selecting the option "I want instant CRA assessment results" in the keyword Fed-NOA-Express of the Efile group.

        Note that by enabling this feature, the CRA will not send a paper copy of the notices of assessment to your clients. However, they may consult the electronic version if they are registered for online mail. A diagnostic as well as variables in the Client letter have been added to the program for this purpose.

        Express NOA service for discounted returns

        You can enable this option by default for all your clients, or only for those with discounted returns, by selecting the appropriate option in the EFILE menu > EFILE setup > EFILE defaults.

        For more information on how to use the Express NOA service, please visit the pages CRA Express NOA service and Procedure to download using the CRA's Express NOA service in the Knowledge Base.

        Paper notices of assessment

        If none of the first three boxes has been selected, then DT Max will check by default the last box to indicate that the taxpayer would like to receive paper notices of assessment.

      2. Authorizing the electronic filer to represent the taxpayer

        As a result of the removal of Part D - Authorizing an electronic filer to represent you from the 2017 version of form T183, information pertaining to the authorization to represent the client and the expiry date, if applicable, will no longer be displayed on this form. However, as per the CRA's instructions, this information will still be electronically transmitted with the T1 return. Therefore, you may, as in the past, provide this information using the keywords EFILE-AUTHORIZE and Fed-AuthExpire in the Efile group, or by setting the EFILE defaults by selecting the EFILE setup option in the EFILE menu.

      3. Using the ReFile service to electronically submit an amended return

        For tax year 2016, when using the CRA's ReFile service, you were required to check the last box in Part C of form T183. Starting in 2017, checking this box is no longer required, because by signing Part D the taxpayer thereby authorizes the electronic filer to submit an amended return.

        Procedure to follow

        Before transmitting an amended return, remember to use the keyword Fed-ReFILE in the Efile group and to have your client sign a new form T183.

        Starting in 2017, a new option "Federal T1 (Retransmit using ReFile)" has been added to the keyword T1-Adjust . When you select this option, you will be automatically redirected to the keyword Fed-ReFILE in the Efile group.

        Reminder: Since 2016, the procedure for electronically submitting an amended federal tax return is automatically generated in the Notes and diagnostics once the original federal return has been transmitted and accepted for EFILE.

    5. Northern Residents Deductions

      If the taxpayer worked at a special work site, the residency amount calculated on the federal T2222 and the Quebec TP-350.1 forms must be reduced by the amount of the non-taxable benefits received for board and lodging expenses at a special work site (indicated in box 31 of the T4 slip or box 124 of the T4A slip).

      Use of the keyword NonTaxBoard

      You can enter the amount of the reduction to be taken into account in the calculation of the residency amount, using the keyword NonTaxBoard in the NorthernDeduct group. Note that if you do not use this keyword and an amount is shown in box 31 of the T4 slip or in box 124 of the T4A slip, the program will automatically carry forward, starting in 2017, the total of these amounts on lines 4 and/or 9 of federal Form T2222 and on lines 4 and/or 10 of Quebec form TP-350.1 and will use it to reduce the residency amount.

      However, this reduction does not apply if the special work site is located 30 kilometres away or more from the nearest population centre of at least 40,000 people. Messages will be generated in the Notes and diagnostics section to remind you to verify if this exceptional situation applies to your client, and if so, to use the keyword NonTaxBoard to enter the appropriate amount. Please refer to the New diagnostics section to view these messages for the federal and Quebec governments.

      Recognition of the Îles-de-la-Madeleine as a Northern Zone - Quebec

      As of the 2017 taxation year, the Îles-de-la-Madeleine, currently considered an intermediate zone at the federal level, will be considered a northern zone for Quebec tax purposes.

      To account for this specific situation, a new option "Zone B - Intermediate Zone (Fed.)/Northern Zones (Que.)" has been added to the keyword Residence.nr in the NorthernDeduct group. This option is displayed only for Quebec residents.

    6. Enhancements

      1. Eligible tuition fees paid in 2017 - Diagnostics and warnings added for Ontario and Saskatchewan students

        In 2017, Ontario students will only be able to claim the eligible tuition fees for studies that occurred before September 5, 2017, while those in Saskatchewan will only be able to claim tuition fees paid for the period of January 1, 2017 to June 30, 2017.

        Since the amount of federally eligible tuition fees may differ from the provincial amount for Ontario and Saskatchewan students, make sure you enter the amount of the jurisdiction using Alt + J for the keyword TUITION-FEES in the Tuition-Edu group. If no jurisdiction amount is entered for students in these provinces, a warning message will be generated in the Data entry and in the Error prevention report sections as a reminder. Please see the New diagnostics section to learn about these messages.

      2. Newcomer to Canada - Calculation of provincial credits transferred from the spouse or common-law spouse

        When a taxpayer is a newcomer to Canada and reports an immigration entry date, the program must prorate the applicable provincial/territorial non-refundable credits when the equivalent federal amounts have also been prorated (that is, when line A of the statement of income from all sources is less than 90%).

        If this taxpayer has a spouse and if provincial amounts are transferred from the spouse, they must also be prorated on the following lines of the taxpayer's provincial Schedule 2:

        • Line 5900 - Amount for young children less than 6 years of age (Nunavut),

        • Line 5901 - Amount for minor dependent children (Saskatchewan),

        • Line 5902 - Age amount,

        • Line 5903 - Senior supplementary amount (Saskatchewan), and

        • Line 5904 - Caregiver amount for infirm children under 18 years of age (Yukon).

        As a result of the CRA's new instructions, this prorated calculation in the provincial Schedule 2 of the taxpayer is not required when the spouse or common-law partner is also a newcomer to Canada and the amounts above have already been prorated on the latter's form 428 at lines 5823, 5821, 5808, 5822 and 5825 respectively. In this situation, these amounts transferable to the taxpayer on lines 5900, 5901, 5902, 5903 and 5904 of the taxpayer's provincial/territorial Schedule 2 must match the amounts determined in the spouse's or common-law partner's return.

      3. Calculation of the Yukon Research and Development Tax Credit (Form T1232)

        It is now possible to generate Form T1232 in DT Max to claim the Yukon Research and Development Tax Credit. The following keywords are used in the calculation of this credit: R&D-TaxCr in the ProvCredit group, R&D.t for the T5013 slip, and Other-Credits.t corresponding to box 45 of the T3 slip.

      4. Calculation of the Newfoundland and Labrador Research and Development Tax Credit (Form T1129)

        It is now possible to generate Form T1129 in DT Max to claim the Newfoundland and Labrador Research and Development Tax Credit. The following keywords are used in the calculation of this credit: RD-EligExpend in the ProvCredit group, SR&ED.t for the T5013 slip, and Other-Credits.t corresponding to box 45 of the T3 slip.

    7. Quebec: New supplement for the purchase of school supplies

      In November 2017, the Quebec government announced the introduction of a new supplement for the purchase of school supplies of 100$ per dependent child aged 4 to 16. This amount will be added to the child assistance payment for the July payment each year, beginning in July 2018.

      The in-house form Estimated calculation for the child assistance payment (Quebec) for the period July 2018 to June 2019 has been revised to reflect this new supplement.

    8. Quebec: Additional 35% deduction for Class 50 and Class 53 property

      If, after March 28, 2017, the taxpayer acquired a new Class 50 or Class 53 property, he or she may receive an additional 35% deduction on the amount of depreciation deducted for the year if he or she meets the conditions.

      To claim the additional deduction, use the new keyword QueAddDeduction added in the CCA-Class group for Class 50 and/or Class 53 to enter the amount of the additional deduction. This amount will be included with the other expenses claimed on line 246 of Quebec form TP-80, Business or Professional Income and Expenses.

      When you specify the acquisition of a new Class 50 and/or a new Class 53 property in the keyword Additions.db , a diagnostic will be generated in the Error prevention report section to remind you to use the keyword QueAddDeduction , if applicable, to claim the additional deduction. Please refer to the New diagnostics section for more information.

  5. Exchange rate

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

    The wording in the drop-down menu options for the keyword Exchange.t has also been updated to display the 2017 annual average exchange rates for each country, according to information published by the Bank of Canada.

    Change affecting the options for keyword EXCHANGE.T

    Keep in mind that starting in 2017, the Bank of Canada will publish the average exchange rates for about 20 countries only. Therefore, for countries whose exchange rate is not published by the Bank of Canada, you will notice that no rate will be entered after the country's name in the drop-down menu of the keyword Exchange.t .

  6. New forms

    Provincial

    • T1129 - Newfoundland and Labrador Research and Development Tax Credit (Individuals)

    • T1232 - Yukon Research and Development Tax Credit (Individuals)

  7. Revised forms

    Federal

    • T776 - Statement of Real Estate Rentals

      The following fields have been added in Part 1 - Identification : Business name, Business number and Business address. Keywords BUSINESS-NAME.B , BUSINESS-ADDRESS.B and BUSINESS-NO.B have been added to the Business keyword group regarding rental income.

    • T657 - Calculation of Capital Gains Deduction for 2017

      The part regarding the calculation of the $250,000 maximum capital gains deduction for the dispositions of QFP, QXP or QSBCS prior to March 19, 2007, has been removed, due to the expiry of the time limit to include reserves pertaining to these gains in the income.

      The part regarding the calculation of the $375,000 maximum capital gains deduction has been modified to exclude the dispositions of QFP, QXP or QSBCS made between March 19, 2007, and December 31, 2007, due to the expiry of the time limit to include reserves pertaining to these gains in the income.

    • T2036 - Provincial or Territorial Foreign Tax Credit

    • T2203 - Provincial and Territorial Taxes for 2017 - Multiple Jurisdictions

    In-house

    • Estimated calculation for the child assistance payment (Quebec) for the period July 2018 to June 2019

      Addition of a new $100 supplement per school-aged child for the purchase of school supplies.

  8. Changes pertaining to the client letter

    1. New variables

      Federal

      • %327 T183 - Sign up for online mail [1=Yes, 0=No]

        You have accepted the following terms and conditions: by providing an email address on your federal tax return, you are registering for online mail and authorizing the CRA to send you email notifications when there is mail for you to view on My Account.

        When you register for online mail, any notices and future correspondence eligible for online mail will no longer be mailed. Instead, you will receive an email notification that there is mail for you to view on the My Account secure online service.

        Once CRA process your return, CRA will send you a registration email notification to the email address you have provided, confirming your registration for online mail. To view your correspondence, you must be registered for the CRA's My Account service. To register, go to canada.ca/my-cra-account.

      • %328 T183 - Efiler will receive the NOA electronically [1=Yes, 0=No]

        You have accepted that your electronic filer will receive your notices of assessment and reassessment through their software.

        CRA will not send you a paper copy of the notices of assessment and reassessment.

        This electronic option is valid for current tax year assessments and reassessments only, and will not affect any other correspondence, any CCB, GST/HST credit and related provincial payments, WITB advance payment, or any other deemed overpayment of tax.

      • %329 Already registered for online mail [1=Yes, 0=No]

      Yukon

      • %326 T1232 - YT Research and development tax credit [$]

  9. New diagnostics

    1. Notes and diagnostics

      Federal

      • T183 Part F - Notice of assessment electronic delivery (Express NOA service)

        You have selected the option for the electronic filer to receive the taxpayer's notices of assessment and reassessment through the software. By selecting this option, the CRA will not send a paper copy of the notices of assessment and reassessment to the taxpayer.

        It is the responsibility of the electronic filer to provide a copy of the notice of assessment to the taxpayer. In order for the taxpayer to also receive his or her notices of assessment electronically, make sure they sign up for online mail or that they are already registered.

      • T183 Part F - Notice of assessment electronic delivery (Express NOA service)

        You have selected to have the electronic filer receive the taxpayer's notices of assessment and reassessment through the software.

        The electronic filer must have a valid T1013 Form, Authorizing or Cancelling a Representative, on file with the CRA in order to receive the notices of assessment and reassessment.

      • T183 Part F - Online mail

        You indicated that the taxpayer would like to sign up for online mail and would like to view his or her notices of assessment online anytime. However, the taxpayer's email address is missing or invalid. Please enter the taxpayer's email address using the keyword Email.

      • T2222 - Northern residents deductions

        You entered non-taxable benefits for board and lodging at a special work site (shown in either box 31 of the T4 slip or box 124 of the T4A slip).

        The amount of non-taxable benefits have been used on line 4 or line 9 by DT Max to reduce the residency amount.

        Verify the accuracy of this processing.

        If the special work site is 30 kilometres or more from the nearest boundary of any population centre that has a population of at least 40,000 individuals, the amount of non-taxable benefits should not reduce the residency amounts.

        Use the keyword NonTaxBoard and enter the amount of non-taxable benefits that must reduce the residency amounts.

      • 210 Election to split pension income

        Claim expired

        You are preparing a 2017 return more than three (3) calendar years after the filing due date of your 2017 return. You can no longer elect to split your pension income.

      • 372 Election to stop contributing to the CPP

        Claim expired

        You are preparing a 2017 return more than twelve (12) months after June 15, 2018, the filing due date of your 2017 return. You can no longer elect to stop contributing to the CPP.

      • 374 Revoke an election to stop contributing to the CPP

        Claim expired

        You are preparing a 2017 return more than twelve (12) months after June 15, 2018, the filing due date of your 2017 return. You can no longer revoke an election made in a prior year to stop contributing to the CPP.

      Quebec

      • TP-350.1 - Northern residents deductions

        You entered non-taxable benefits for board and lodging at a special work site (shown in box V-1 of the RL-1).

        The amount of non-taxable benefits have been used on line 4 or line 10 by DT Max to reduce the residency amounts.

        Verify the accuracy of this processing.

        If the special work site is 30 kilometres or more from the nearest boundary of any population centre that has a population of at least 40,000 individuals, the amount of non-taxable benefits should not reduce the residency amounts. Use the keyword NonTaxBoard and enter the amount of non-taxable benefits that must reduce the residency amounts.

      • 462 [Code 33] Tax credit for the upgrading of residential waste water treatment systems

        The following expenses were excluded from the upgrading of residential waste water treatment systems expenses because they were not incurred during an eligible period.

        The contract period must be after March 31, 2017, and before April 1, 2022, and the expenses have to be paid in the taxation year.

      • 462 [Code 34] Tax credit for the restoration of a secondary residence

        The following expenses were excluded from the expenses for the restoration of a secondary residence because they were not incurred during an eligible period.

        The expenses have to be paid in the taxation year and after the severe flooding that hit a number of Quebec municipalities from April 5 to May 16, 2017. The date of the contract with the contractor must be in the taxation year and after the severe flooding that hit a number of Quebec municipalities from April 5 to May 16, 2017.

    2. Error prevention report

      Federal

      • Other employment expenses (Motor-vehicle expenses)

        Name of employer: _________________

        Per-kilometre allowance: _____________________

        As per the general employment conditions (T2200), the employee received a per-kilometre allowance.

        If you have received a non-taxable motor vehicle allowance and can show that the employment-related motor vehicle expenses are in excess of the allowance and voluntarily include the amount of the allowance in your income, you can deduct the motor vehicle expenses.

        If you did not include the amount of the allowance in the income, you should enter the amount of non-taxable allowance received by the employee in the keyword Allowance.c within the Vehicle-Exp group.

      • Other employment expenses (Work-space-in-the-home expenses)

        Name of employer: ______________

        As per the general employment conditions (T2200), the percentage of the employee's duties of employment were performed at their home office is equal to 50% or less.

        Please verify that the conditions are met.

        You can deduct expenses you paid in 2017 for the employment use of a work space in your home, as long as you had to pay for them under your contract of employment. These expenses must be used directly in your work and your employer has not reimbursed and will not reimburse you. Also, you must meet one of the following conditions:

        • The work space is where you mainly (more than 50% of the time) do your work.

        • You use the work space only to earn your employment income. You also have to use it on a regular and continuous basis for meeting clients, customers, or other people in the course of your employment duties.

      • Class 14.1 - Negative balance

        You have a disposition in CCA Class 14.1 with a negative balance for the following business:________

        The negative balance must reduce the balance of other Class 14.1 assets. Once the other balance is reduced, the difference must be considered a capital gain.

        Please review your data entry.

        Use the keyword Cap-GainOV.cca within the CCA-Class group to override the capital gain calculation and use the keyword Adjust-UCC within the CCA-Class group to adjust the UCC.

      • Additional deduction of 35% for classes 50 and 53

        You have an addition in CCA class 50 and/or 53 for the following business: _________________

        If, after March 28, 2017, you acquired a new property of Class 50 or 53, you could benefit from an additional deduction of 35% of the amount of depreciation deducted for the year if the following conditions are met:

        • it is acquired after March 28, 2017 but before April 1, 2019;

        • it is put into service within a reasonable time following its acquisition;

        • it is a new property;

        • it is used by the individual primarily in Quebec and primarily in the course of operating the business during a period of 730 consecutive days following the day on which its utilization begins.

        This additional deduction may be claimed for the taxation year that includes the bringing into use of the property and the one that follows it. To claim the additional deduction, use the keyword QueAddDeduction within the CCA-Class group of Class 50 and/or Class 53 and enter the amount of the additional deduction.

      Provincial

      • S11 Ontario tuition fees

        You have entered an amount of eligible tuition fees paid for 2017.

        The Ontario tuition and education tax credits are being discontinued. Ontario students will still be able to claim the tuition amount for eligible tuition fees for periods of studies before September 5, 2017.

        Use [Alt+J] to enter the eligible Ontario tuition fees paid for periods of studies before September 5, 2017.

      • S11 Saskatchewan tuition fees

        You have entered an amount of eligible tuition fees paid for 2017.

        The Saskatchewan tuition and education tax credits are being discontinued. Saskatchewan students will still be able to claim the tuition amount for eligible tuition fees for studies for the period of January 1 to June 30, 2017.

        Use [Alt+J] to enter the eligible Saskatchewan tuition fees paid for the period of January 1 to June 30, 2017.

      Quebec

      • 207 Other employment expenses (Motor-vehicle expenses)

        Name of employer: _________________

        Per-kilometre allowance: _____________________

        As per the general employment conditions (TP-64.3), the employee received a per-kilometre allowance.

        If you have received a non-taxable motor vehicle allowance and can show that the employment-related motor vehicle expenses are in excess of the allowance and voluntarily include the amount of the allowance in your income, you can deduct the motor vehicle expenses.

        If you did not include the amount of the allowance in the income, you should enter the amount of non-taxable allowance received by the employee in the keyword Allowance.c within the Vehicle-Exp group.

      • 207 Employment expenses (Work-space-in-the-home expenses)

        Name of employer: ________________

        As per the general employment conditions (TP-64.3), the employee did not perform his or her duties primarily (more than 50%) at that office. The employee did not use that office exclusively to earn employment income, and to meet clients or other people on a regular and ongoing basis in the normal course of his or her duties.

        Please verify that the conditions are met.

        You can deduct expenses you paid in 2017 for the employment use of a work space in your home, as long as you had to pay for them under your contract of employment. These expenses must be used directly in your work and your employer has not reimbursed and will not reimburse you. Also, you must meet one of the following conditions:

        • The work space is where you mainly (more than 50% of the time) do your work.

        • You use the work space only to earn your employment income. You also have to use it on a regular and continuous basis for meeting clients, customers, or other people in the course of your employment duties.

  10. New keywords

    1. In the Volunteer group, pertaining to the volunteer firefighters' amount for residents of Newfoundland and Labrador:

      1. FIREFIGHTERS : The taxpayer is eligible to the volunteer firefighters' amount [NL L.5830]

        By default, if the taxpayer is eligible, the volunteer firefighters' amount will be claimed both on line 362 of federal Schedule 1 and on line 5830 of form NL428. However, if the taxpayer is not eligible for the provincial amount, use this keyword to claim the amount at the federal level.

    2. For purposes of the calculation of the Working income tax benefit (WITB), the following keyword has been added:

      1. Diplomat-Family : Is the taxpayer an officer or a servant of another country, such as a diplomat, or a family member or employee of such a person?

        If the taxpayer is an officer or a servant of another country, such as a diplomat, or a family member or employee of such a person and doesn't have to pay tax at any time in the taxation year, then this return is not eligible for the WITB credit.

    3. In the Business group, pertaining to business income:

      1. Home-%Share : Enter the percentage share of business use of the home to claim (Fed. L.9945) (TP-80 L.527).

      2. Sp-Home-%Share : Enter the percentage share of business use of the home to claim by the spouse (Fed. L.9945) (TP-80 L.527).

    4. In the Business group, pertaining to rental income (T776):

      1. BUSINESS-NAME.B : Business name for rental property

      2. BUSINESS-ADDRESS.B : Business address for rental property

      3. BUSINESS-NO.B : Business number for rental property

      4. Street.b : Address of business

      5. City.b : City of business

      6. Province.b : Province of business

      7. Postal-Code.b : Postal code of business [A1B 2C3]

    5. In the ProvCredit group, pertaining to the Yukon Research and Development Tax Credit:

      1. R&D-TaxCr : Eligible expenditures for R&D in the tax year [T1232] [YT479 L.6389]

    6. In the ProvCredit group, pertaining to the Newfoundland and Labrador Research and Development Tax Credit:

      1. RD-EligExpend : Total eligible expenditures for R&D in the tax year [T1129]

    7. In the T-Slip group, pertaining to the T5013 slip:

      1. R&D.t : T5013 partner's portion of SR&ED expenditures for ITC (T1232)

      2. SR&ED.t : T5013 partner's portion of SR&ED expenditures for ITC (T1129)

    8. In the T-Slip group, pertaining to the T3 slip:

      1. Other-Credits.t : T3 Box 45 - Other credits - Amount for Form T1129 or Form T1232

    9. In the MyAccount group, pertaining to the CRA's online mail registration:

      1. My-Online-Mail : Delivery of the notices of assessment and reassessment with the government.

      2. My-Email : Email address of client

    10. In the T-Slip group, pertaining to the T5008/RL-18 slip:

      1. Recipient-Type : T5008 Box 11 - Recipient type

      2. Foreign-Currency : T5008 Box 13 - Foreign currency

      3. TypeCodeSecurities : T5008 Box 15 - Type code of securities (RL-18 box 15)

    11. In the keyword INCOME-TYPE , pertaining to capital gains/losses and investment income from the T5008/RL-18 slip, the following sub-keywords will be displayed when box 13 of the T5008 indicates foreign currency:

      1. Cost-Exchange.t : Exchange rate applicable to the adjusted cost base

      2. Proceeds-Exchange : Exchange rate applicable to the proceeds of disposition relating to capital property dispositions

      3. Outlays-Exchange.t : Exchange rate applicable to the outlays and expenses relating to capital property dispositions

    12. In the keyword CCA-Class from the Business group, pertaining to Class 50 and/or Class 53 property:

      1. QueAddDeduction : Additional 35% deduction on CCA amount deducted (Quebec only)

  11. New options

    1. For the keyword FishExpenses in the Business group, pertaining to fishing business income:

      Food stocked on the boat to feed the crew (100%)

    2. For the keyword BUSINESS-NAME.B in the Business group, pertaining to rental income (T776):

      Business Id (Name or description of business)
      Other (specify)

    3. For the keyword BUSINESS-ADDRESS.B in the Business group, pertaining to rental income (T776):

      Taxpayer's address
      Rental address
      Other

    4. For the keyword My-Online-Mail in the MyAccount group, pertaining to the registration to the CRA's online mail:

      Not registered for online mail
      Already registered for online mail

    5. For the keyword Footnotes.t in the T-Slip group, pertaining to the T4A/RL-2 and RL-1 slips:

      124 - Board and lodging at special work sites

    6. For the keyword T1-Adjust pertaining to the electronic transmission of an amended federal return:

      Federal T1 (Retransmit using ReFile)

    7. For the keyword Residence.nr in the NorthernDeduct group pertaining to the Northern residents deductions, the following option is displayed only for Quebec residents:

      Zone B - Intermediate Zone (Fed.)/Northern Zones (Que.)

  12. Revised options

    The Ontario apprenticeship training tax credit has been eliminated. Only the eligible expenditures incurred for qualifying apprentices who have started a program of apprenticeship before November 15, 2017, may be used to calculate the credit. Due to this change, the following option for the sub-keywords Elig-Expenditure and AnnualLimit-Days under the keyword APPRENTICE-NAME , in the APPRENTICE-TRAIN group, has been renamed as follows:

    Former option:

    Program after April 23, 2015

    Revised option:

    Program after April 23, 2015 and before November 15, 2017

 

 

February 12, 2018