What's new for T1 Internet version 21.20?

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 T1/TP-1 EFILE. Installing this version will update your version of DT Max to 21.20.

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

In this version...

DT Max T1

1. Revised forms
2. New diagnostics
   1. Notes and diagnostics
   2. Error prevention reports
3. New options

DT Max T1

1. Revised forms

   In-house forms

   • Application for the Guaranteed Income Supplement or Statement of Income for the Allowance or Allowance for the Survivor for Payment Period of July 2018 - June 2019

     The maximum annual income amounts have been updated to reflect the applicable quarterly amounts for the period of April to June 2018.

   • Estimated Old Age Security (OAS) Payments

     The amounts have been updated to reflect the applicable quarterly amounts for the period of April to June 2018.

2. New diagnostics

   1. Notes and diagnostics

      Federal

      • 330  Medical expenses for yourself

        The dependant has working income and medical expenses. DT Max assumed that the medical expenses were paid by the dependant and has therefore automatically claimed these expenses on line 330 and the refundable medical expense supplement on line 452 of their federal return.

        Please ensure that the medical expenses were paid by the dependant. If not, use the Transfer-OV keyword in the dependant's file to transfer the claim back to the family head or the spouse of the family head.

      • 331  Allowable amount of medical expenses for other dependants

        DT Max assumed that the medical expenses were paid by the family head or the spouse of the family head and has therefore automatically transferred the medical expenses entered in the file of the following dependants:

        First name	Last name	Relation	Amount

        Since these dependants have a net income exceeding the basic personal amount, please verify who paid for their medical expenses.

        If the expenses were paid by the dependant, use the Transfer-OV keyword in the dependant's file to transfer the claim back to the dependant.

      Quebec

      • 381  Medical expenses

        DT Max assumed that the medical expenses were paid by the family head or the spouse of the family head and has therefore automatically transferred the medical expenses entered in the file of the following dependants:

        First name	Last name	Relation	Amount

        Since these dependants have a net income exceeding the basic personal amount, please verify who paid for their medical expenses.

        If the expenses were paid by the dependant, use the Transfer-OV keyword in the dependant's file to transfer the claim back to the dependant.

      • 381  Medical expenses

        The dependant has working income and medical expenses. DT Max assumed that the medical expenses were paid by the dependant and has therefore automatically claimed these expenses on line 381 and the refundable tax credit for medical expenses on line 462 of their Quebec return.

        Please ensure that the medical expenses were paid by the dependant. If not, use the Transfer-OV keyword in the dependant's file to transfer the claim back to the family head or the spouse of the family head.

      Provincial

      • 428  Ontario tax reduction (both spouses have the same net income)

        Only the spouse or common-law partner with the higher net income (line 236 of his or her return) can claim the reduction for:

        • a dependent child born in 1999 or later, or

        • a dependant with a mental or physical impairment.

        DT Max claimed those amounts in the family head's file.

        If you want to modify this allocation, you must use the keyword Optimize and select the option "ON428 - Tax reduction (spouses have the same net income)".

   2. Error prevention reports

      • T4 - Workers' compensation benefits repaid to the employer (box 77)

        You have chosen in the keyword Footnotes.t4 the option "[77] Workers' comp. benef. repaid to the employer". This amount is deducted on line 229 of the federal tax return only.

        Verify if an amount is shown in box A-3 or O-4 of the RL-1 slip.

        If so, please select the option "[77] Workers' comp. benef. repaid (RL-1, A-3, O-4)". The amount will be deducted on line 229 of the federal return and on line 207 of the Quebec return with code 12 on line 206.

      • T4A - Scholarships, bursaries, fellowships, artists' project grants, and prizes (box 105)

        You have selected in the keyword Other-Income.t of the T4A the option "[105] F130 Scholarships, bursaries, fellowship". This option is a scholarship for full-time students but you indicated with the keyword SchoolMonths that the student was enrolled in part-time studies.

        Verify if a portion of the scholarship is taxable. If so, please change for the option "[105] F130 Part-time program scholarships".

      • T4A - Scholarships, bursaries, fellowships, artists' project grants, and prizes (box 105)

        You have selected in the keyword Other-Income.t of the T4A the option "[105] F130 Part-time program, scholarships". This option is a scholarship for part-time students but you indicated with the keyword SchoolMonths that the student was enrolled in full-time studies or in part-time studies because of a major functional deficiency.

        Verify if the scholarship is taxable. If not, please change for the option "[105] F130 Scholarships, bursaries, fellowship".

      • T4A - Other assistance (box 028)

        An amount is entered in T4A box 28 as other assistance. Verify if the taxpayer is eligible for a tuition credit.

3. New options

   1. For the keyword Optimize pertaining to Ontario residents (ON428):

      ON428 - Tax reduction (spouses have the same net income)

      When both spouses have the same net income, DT Max will claim by default the tax reduction for dependant children born in 1999 or later and the reduction for dependants with a mental or physical impairment in the family head's file. If applicable, use this option to indicate the person claiming these amounts.