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Print this pageForward this document  What's new for T1 Internet version 22.10?

The latest DT Max program update is now available for downloading. It features the T1/TP-1 program for the tax years 2007 to 2018 inclusively and fully supports T1/TP-1 EFILE. Installing this version will update your version of DT Max to 22.10.

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

In this version...

DT Max T1

  1. Revenu Québec - Authorization to communicate confidential information
  2. CRA's Auto-fill my return service now available in DT Max
  3. Quebec Tax Data Download
  4. Coming soon to DT Max... Quebec ReFILE service
  5. Version highlights
    1. Client suggestions implemented in version 22.10
      1. Reminder: New separate keyword for box 85 of the T4 slip since version 21.30
      2. Calculation of the deemed dividend on the non-arm's length sale of shares
      3. Diagnostics added for transfer of tuition fees to a parent not processed
      4. Option not to generate the tax return of the spouse or of a dependant not processed
    2. Change affecting Quebec form TP-1000.TE, Online Filing of the Personal Income Tax Return by an Accredited Person
    3. New in-house form CRA - Auto-fill my return
    4. New Quebec refundable senior assistance tax credit
    5. Income subject to the tax on split income (form T1206)
    6. Calculation of the Canada caregiver credit for children under 18 with an impairment in respect of a dependant who is not a child
    7. New version of forms T776, T2125, T2121, T2042 and T1175
    8. Quebec accelerated depreciation of property that is qualified intellectual property or general-purpose electronic data processing equipment
    9. Tax treatment of the financial compensation (RL-27 slip) for holders of taxi owner's permits
  6. Exchange rate and other prescribed rates
  7. New forms
  8. Revised forms
  9. Changes pertaining to the client letter
    1. New variables
  10. New diagnostics
    1. Notes and diagnostics
    2. Error prevention reports
  11. New keywords
  12. New options

 

DT Max T1

  1. Revenu Québec - Authorization to communicate confidential information

    From now on, for any given taxation year, if you wish to obtain any confidential information pertaining to the income tax return of a client for whom Revenu Québec has issued a notice of assessment, you must first submit to RQ the form Authorization to Communicate Information or Power of Attorney (MR-69), which authorizes you to intervene in the client's file.

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

    Please note that our Auto-fill my return (AFR) service module has now been certified by the CRA and is available starting February 18, 2019, in version 22.10 of DT Max. A new added feature should be noted for this year: RRSP contribution history.

    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.

  3. Quebec Tax Data Download

    The Quebec Tax Data Download service will be available starting March 4, 2019. 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.

  4. Coming soon to DT Max... Quebec ReFILE service

    New this year for Quebec filers is the Quebec ReFILE service (i.e. the electronic submission of an amended Quebec return and its supporting documents).

    An amended Quebec income tax return can be submitted only when the previously filed return was electronically submitted and a notice of assessment was issued.

    The current version of DT Max has not yet been approved for the transmission of amended returns. This service will be available in an upcoming version.

    However, new keywords and diagnostics are already available in the software. See the New diagnostics and New keywords sections for more information.

  5. Version highlights

    1. Client suggestions implemented in version 22.10

      1. Reminder: New separate keyword for box 85 of the T4 slip since version 21.30

        Starting with tax year 2018, the keyword Med-Employee-paid (box 85) has been added to the keyword group T4. As a result, the option corresponding to box 85 has been deleted from the drop-down menu of keyword Footnotes.t4 in the same group.

      2. Calculation of the deemed dividend on the non-arm's length sale of shares

        Starting in tax year 2018, the following two worksheets have been implemented to calculate whether or not a deemed dividend was realized following a non-arm's length transaction:

        • Federal worksheet 120 - Non-arm's length sale of shares (ITA Section 84.1)

        • Quebec work chart 128 - Non-arm's length disposition of shares (TA Section 517.2)

        To perform this calculation, a new option, "Non-arm's length sale of shares (84.1(1) ITA)", has been added for keyword Type.cg in the Capital-Gains keyword group for the disposition of eligible shares. See the New keywords section for details.

      3. Diagnostics added for transfer of tuition fees to a parent not processed

        Diagnostics will be generated in the Error prevention reports section, when a student transfers tuition fees to an unprocessed parent or grandparent when their spouse or common-law partner claims an amount for them on line 303 or line 326 of their federal Schedule 1, and/or on lines 5812 or 5864 in their provincial form 428. Please see the New diagnostics section for details.

      4. Option not to generate the tax return of the spouse or of a dependant not processed

        If you are not processing the spouse's or the dependant's tax return for which you had to create a file in order to claim credits for them, you can now choose not to file their income tax returns. To do this, add the keyword Tax-Return in this person's file and select the option "Do not generate a tax return". Note that the information entered in their file will still be taken into account in the calculation of the family head's tax return. If applicable, you should use the appropriate keywords, such as Transfer-OV and Optimize , in the file of the person not processed to indicate credits and/or deductions that should not be claimed by your client.

    2. Change affecting Quebec form TP-1000.TE, Online Filing of the Personal Income Tax Return by an Accredited Person

      Part 3, Authorization to disclose confidential information, has been removed from the Quebec form TP-1000.TE. As of the 2018 taxation year, the Quebec form TP-1000.TE will no longer be used to authorize Revenu Québec to release confidential information to the tax preparer.

      In order to give an authorization or power of attorney to a designated person, the individual must file form MR-69, Authorization to Communicate Information or Power of Attorney.

    3. New in-house form CRA - Auto-fill my return

      This in-house form reproduces certain information obtained on the individual following the use of the CRA's Auto-fill my return service, such as the RRSP contribution history, prior years that have not been filed, etc.

    4. New Quebec refundable senior assistance tax credit

      Note that the calculation of this credit is now available in version 22.10. This credit will automatically be calculated for eligible individuals who are 70 years of age or older as of December 31, 2018. If applicable, use the keyword Optimize to change the claim. See also our Notes and diagnostics section.

    5. Income subject to the tax on split income (Form T1206)

      Major changes have been made to form T1206 as well as to the calculation, due to the expansion of the application of the tax on split income (TOSI) to individuals 18 years of age or older and to other types of income.

      To ensure that income taxed as split income is not also taxed as regular income, the tax legislation provides, when calculating a taxpayer's income for a taxation year, the deduction of an amount equal to the taxpayer's split income for the year. Since a taxpayer's income for a taxation year is used in the calculation of various credits and benefits, consequential amendments relating to the age credit, the GST/HST credit, the Canada child benefit (CCB), the working income tax benefit (WITB) and the Old Age Security tax were made in such a way that the ordinary rule for the calculation of the income (i.e. irrespective of the deduction for split income) is used.

      We also took this opportunity to improve the existing approach in order to accommodate suggestions from our clients.

      First, beginning with the 2018 taxation year, it will be possible to indicate on the T3/T5/T5013 slips whether all or part of the income from the slip is subject to the tax on split income (TOSI). To do this, use the new keyword Split-Income.t added to the keyword group T-Slip in respect of the T3, T5 and T5013.

      For capital gains from the disposition of shares subject to TOSI, as well as other split income, you must continue to enter them in the Split-Note keyword group.

      Secondly, when you enter the dividends subject to TOSI in the keyword group Split-Note , you will no longer be required to enter the grossed-up amount. You can now enter the actual dividend amount directly and the program will automatically apply the appropriate gross-up rate. To this end, an in-house calculation worksheet has been added to the form to display the details of the calculations. Consult the New keywords and New options sections for more details.

    6. Calculation of the Canada caregiver credit for children under 18 with an impairment in respect of a dependant who is not a child

      According to the instructions in the federal guide for line 367, the term "child" includes a person who is wholly dependent on the taxpayer for support and of whom the taxpayer has custody and control. Given this expanded definition of child, nephews, nieces and siblings could be claimed on this line if all conditions are met.

      By default, DT Max automatically claims on this line the minor children of the taxpayer who have an impairment. However, in the case of dependants who are not children of the taxpayer, this credit is not automatically claimed. The keyword Transfer-OV was to be used in the dependant's file to indicate whether the taxpayer wishes to claim the dependant on line 367.

      Beginning in 2018, DT Max will automatically include brothers, sisters, nephews and nieces in the calculation of line 367 if they are minors and have an impairment. If applicable, use the keyword Transfer-OV in the dependant's file to cancel the claim on line 367.

    7. New version of forms T776, T2125, T2121, T2042 and T1175

      In the 2018 Fall Economic Statement, the government proposes to introduce an accelerated investment incentive in the form of an enhanced allowance in the first year for capital property that is subject to CCA rules (known as eligible), except for certain properties. The accelerated investment incentive will be available for eligible property acquired after November 20, 2018, and will be phased out from 2024 to 2027.

      The above-listed forms have been modified as follows: three columns were added to the capital cost allowance (CCA) worksheet. These new columns are used for the calculation of the accelerated investment incentive for eligible property acquired after November 20, 2018, in compliance with the changes to the CCA introduced in the Fall Economic Statement.

      For this purpose, the following sub-keywords have been added to the keyword CCA-Class in the Business group: Additions-AIIP.db and Adjust-Curr-AIIP .

    8. Quebec accelerated depreciation of property that is qualified intellectual property or general-purpose electronic data processing equipment

      We have been notified by Revenu Québec that forms TP-80 and TP-128 will not be modified this year. However, the calculation of the capital cost allowance will still be harmonized with the measures announced by the federal government with respect to the above-mentioned accelerated depreciation.

      Moreover, the government of Quebec has announced that for qualified intellectual property (Classes 14, 14.1 and 44) and property composed of general-purpose electronic data processing equipment (Class 50) acquired after December 3, 2018, taxpayers may deduct the full cost of acquisition.

      For this purpose, the sub-keyword Additions-AIIPQ.db has been added to the keyword CCA-Class in the Business group for Classes 14, 14.1, 44 and 50.

    9. Tax treatment of the financial compensation (RL-27 slip) for holders of taxi owner's permits

      Taxi owner's permits are considered depreciable property and the financial assistance received should reduce both the capital cost of the permit and the undepreciated capital cost (UCC) for the permit's class of property, which is either Class 14.1 or 14, depending of the date of acquisition of the permit.

      Use the keyword Adjust-UCC to enter the amount received as a negative amount. If the permit is Class 14 and the UCC becomes negative, you must use the keyword Disposition , select "Yes" and enter the recapture amount in the keyword RecapturOV .

      Reducing the permit's capital cost may increase your capital gain if you sell the permit. Half of the gain will be taxable in the year of the sale.

      Reducing the UCC will reduce the capital cost allowance (CCA) you can claim in respect of your permit in the future. Also, if the compensation you received is greater than the UCC for the class of property, reducing the UCC may result in CCA recapture at the end of the year you received the compensation.

  6. Exchange rate and other prescribed rates

    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 2018 annual average exchange rates for each country, according to information published by the Bank of Canada.

    In addition, the rates for meal and vehicle expenses that are used in the calculation of travel expenses have also been updated.

  7. New forms

    Quebec:

    • TPF-1.C - Explanations Regarding an Amended Income Tax Return

    • TP-517.5.5 - Designating a Deemed Capital Gain Further to the Transfer of a Family Business

    • TP-1029.SA - Senior Assistance Tax Credit

    In-house:

    • CRA - Auto-fill my return

      This in-house form reproduces certain information obtained on the individual following the use of the CRA's Auto-fill my return service, such as the RRSP contribution history, prior years that have not been filed, etc.

    • Worksheet for federal line 120 - Non-arm's length sale of shares (ITA Section 84.1)

    • Work chart for Quebec line 128 - Non-arm's length disposition of shares (TA Section 517.2)

    • T1206(Q) - Tax on Split Income

      This in-house form is a partial reproduction of the equivalent federal form T1206, used for the purposes of calculating the tax on split income (TOSI) in Quebec, given that the Quebec tax system is being harmonized with the federal tax system with respect to the planned changes to the TOSI.

  8. Revised forms

    Federal:

    • T1206 - Tax on Split Income

      Major changes made to the form due to the expansion of the application of the tax on split income (TOSI) to individuals 18 years of age or older and to other types of income.

    • T776, T777, T2121, T2042, T2125 and T1175

      Three new columns were added to the capital cost allowance (CCA) worksheet. They are used for the calculation of the accelerated investment incentive for eligible property acquired after November 20, 2018, in compliance with the changes to the CCA introduced in the Fall Economic Statement.

    Yukon:

    • Worksheets

      An in-house worksheet was added to calculate the disability amount transferred from a dependant who is subject to tax on split income in accordance with the new instructions on form T1206.

    Quebec:

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

      Removal of Part 3, Authorization to disclose confidential information.

    In-house:

    • All the in-house forms used for the estimated calculation of tax credits, such as the GST/HST credit, the Canada child benefit, the Ontario Trillium benefit, etc. with the exception of the estimated calculation forms for Quebec credits.

      Starting in 2018, for taxpayers subject to the tax on split income, the TOSI-adjusted net income, as calculated on line 6 of form T1206, will be used in the calculation of these estimates.

  9. Changes pertaining to the client letter

    1. New variables

      Quebec:

      1. %445 Q462 Senior Assistance Tax Credit (code 35)

        You are entitled to the senior assistance tax credit. An amount of $XX has been added to your refundable tax credits on line 462 of your Quebec tax return.

  10. New diagnostics

    1. Notes and diagnostics

      Federal:

      1. T183 Part F - Delivery of the notices of assessment and reassessment

        Based on the selection made, the CRA will send paper notices of assessment and reassessment to the taxpayer. Note that if the taxpayer has already registered to receive email notifications from the CRA, they will not receive a paper copy of their notice.

        To select one of the electronic delivery options for the notices, use one of the following keywords:

        • My-Online-Mail : if the taxpayer is already registered for Online Mail and can access their notices of assessment online.

        • Email and Email-Conditions : if he wants to be registered for Online Mail.

        • Fed-NOA-Express : if the taxpayer wants the electronic filer to receive their notices of assessment electronically in the software.

      Quebec:

      1. Efiling an amended Quebec income tax return

        An amended Quebec income tax return can be submitted only when the previously filed return was electronically submitted and a notice of assessment was issued.

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

        1. If it has not been granted, obtain a power of attorney,

        2. Enter the required modifications,

        3. Enter the keyword Que-ReFILE and select "Yes",

        4. Complete the Que-ReFILE-Adj keyword,

        5. Attach any supporting documents, if applicable, through the keyword Que-ReFILE-File ,

        6. Ensure each attachment has a unique file name,

        7. Calculate the return and confirm that it is Efile eligible by verifying the Notes and diagnostics page,

        8. Obtain a new signature on the form TP-1000 if TP1 line 470 has undergone a modification of at least $300 or line 431 has been modified, and

        9. Transmit the amended Quebec income tax return (with attachments).

        If the amended Quebec return is accepted by the Revenu Québec web service, but the attachment is not, then please rectify the error code issued and retransmit the attachment by accessing Quebec ReFILE Attachment within the Efile tab.

        The processing status with respect to attachments will be maintained separately within the Client list under the column Processing status - Other. To enable this status simply select Client list settings found underneath Preferences.

        If the attachment, and only the attachment, cannot be electronically submitted then you must mail it to Revenu Québec along with the form Explanations Regarding an Amended Income Tax Return (TPF-1.C).

        If you choose not to efile the amended Quebec income tax return or, if you cannot efile it due to an exclusion, then you must mail the amended return with the form Explanations Regarding an Amended Income Tax Return (TPF-1.C).

        To transmit ONLY attachments (after having successfully submitted the amended Quebec return), please access the Quebec ReFILE Attachment web service, within the Efile tab.

        To transmit a subsequent amendment, please proceed as follows:

        1. Delete and re-enter the keyword Que-ReFILE ,

        2. Delete all previously submitted attachments,

        3. Enter the required modifications,

        4. Update the entry within the keyword Que-ReFILE-Adj ,

        5. Attach any new supporting documents, if applicable, through the keyword Que-ReFILE-File ,

        6. Calculate the return and confirm that it is Efile eligible by verifying the Notes and diagnostics page,

        7. Obtain a new signature on the form TP-1000 if TP1 line 470 has undergone a modification of at least $300 or line 431 has been modified, and

        8. Transmit the amended Quebec income tax return (with attachments).

        If the amended Quebec return is accepted by the Revenu Québec web service, but the attachment is not, then please rectify the error code issued and retransmit the attachment by accessing Quebec ReFILE Attachment within the Efile tab.

        The processing status with respect to attachments will be maintained separately within the Client list under the column Processing status - Other. You can enable Processing status - Other, from the DT Max Client list, by selecting it within Client list settings found underneath Preferences.

        If the attachment, and only the attachment, cannot be electronically submitted then you must mail the amended return with the form Explanations Regarding an Amended Income Tax Return (TPF-1.C).

        If you choose not to efile the amended Quebec income tax return or, if you cannot efile it due to an exclusion, then you must mail the amended return with the form Explanations Regarding an Amended Income Tax Return (TPF-1.C).

        To transmit ONLY attachments (after having successfully submitted the amended Quebec return) please access the Quebec ReFILE Attachment web service, within the Efile tab.

        Please note that the "As-filed" snapshot will only store a copy of your last electronically submitted Quebec tax return. If you wish to keep a copy of both your original and amended Quebec 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. Items which cannot be updated when efiling an amended Quebec income tax return

        Revenu Québec will not update the following fields when efiling an amended Quebec income tax return:

        • Field 476 (refund transferred to the spouse),

        • Field 477 (amount transferred by the spouse), and

        • Field 480 (accelerate refund).

        Revenu Québec also strongly recommends verifying the following areas before submitting an amended return:

        • The taxpayer's mailing address (and any change in mailing address),

        • Direct deposit entries,

        • Field 481 (amount enclosed),

        • Field 4811 (payment in the next 5 days),

        • Field 4812 (payment after 5 days), and

        • Field 4813 (payment method (1 = cheque, 2 = financial institution, 3 = Internet)).

      3. 462 [ Code 35 ] Senior assistance tax credit

        You have chosen the option that the spouse should claim all the credit.

        DT Max did not allow the credit to the spouse because you did not have a spouse on December 31.

      4. 462 [ Code 35 ] Senior assistance tax credit

        You have chosen the option to share the credit with the spouse.

        DT Max did not allow the credit to the spouse because the spouse is not an eligible individual.

      5. 462 [ Code 35 ] Senior assistance tax credit

        You have chosen the option not to claim.

        DT Max did not allow the credit to the spouse because the spouse is not an eligible individual.

      6. 462 [ Code 35 ] Senior assistance tax credit

        You have chosen the option to claim all the credit.

        DT Max did not allow the credit because the taxpayer is not an eligible individual.

    2. Error prevention reports

      Federal:

      1. Both spouses died in the year

        You indicated with the keyword StatusChange that the taxpayer died in the year in the file of both spouses.

        Please ensure that the keyword StatusChange was entered correctly.

      2. T4A(P) - Death benefit (box 18)

        This amount is already included in box 20. Do not report this amount if you are filing for a deceased person. If you received this amount and you are a beneficiary of the deceased person's estate, report the amount on line 130 of your own return unless a T3 - Trust Income Tax and Information Return is being filed for the estate. For more information, see Guide T4011, Preparing Returns for Deceased Persons.

      3. 327 Schedule 11 - Federal tuition amount transferred

        You cannot transfer the federal tuition amount to a parent not processed because the spouse or common-law partner is claiming an amount for you on line 303 or line 326 of their Schedule 1.

      Provincial:

      1. 5920 Schedule NL(S11) - Provincial amount transferred

        You cannot transfer an amount to a parent not processed because the spouse or common-law partner is claiming an amount for you on line 5812 or line 5864 of their NL428.

      2. 5920 Schedule PE(S11) - Provincial amount transferred

        You cannot transfer an amount to a parent not processed because the spouse or common-law partner is claiming an amount for you on line 5812 or line 5864 of their PE428.

      3. 5920 Schedule NS(S11) - Provincial amount transferred

        You cannot transfer an amount to a parent not processed because the spouse or common-law partner is claiming an amount for you on line 5812 or line 5864 of their NS428.

      4. 5920 Schedule ON(S11) - Provincial amount transferred

        You cannot transfer an amount to a parent not processed because the spouse or common-law partner is claiming an amount for you on line 5812 or line 5864 of their ON428.

      5. 5920 Schedule MB(S11) - Provincial amount transferred

        You cannot transfer an amount to a parent not processed because the spouse or common-law partner is claiming an amount for you on line 5812 or line 5864 of their MB428.

      6. 5920 Schedule SK(S11) - Provincial amount transferred

        You cannot transfer an amount to a parent not processed because the spouse or common-law partner is claiming an amount for you on line 5812 or line 5864 of their SK428.

      7. 5920 Schedule AB(S11) - Provincial amount transferred

        You cannot transfer an amount to a parent not processed because the spouse or common-law partner is claiming an amount for you on line 5812 or line 5864 of their AB428.

      8. 5920 Schedule BC(S11) - Provincial amount transferred

        You cannot transfer an amount to a parent not processed because the spouse or common-law partner is claiming an amount for you on line 5812 or line 5864 of their BC428.

      9. 5920 Schedule YT(S11) - Provincial amount transferred

        You cannot transfer an amount to a parent not processed because the spouse or common-law partner is claiming an amount for you on line 5812 or line 5864 of their YT428.

      10. 5920 Schedule NT(S11) - Provincial amount transferred

        You cannot transfer an amount to a parent not processed because the spouse or common-law partner is claiming an amount for you on line 5812 or line 5864 of their NT428.

      11. 5920 Schedule NU(S11) - Provincial amount transferred

        You cannot transfer an amount to a parent not processed because the spouse or common-law partner is claiming an amount for you on line 5812 or line 5864 of their NU428.

      12. Schedule 11P - Provincial tuition carryover amounts

        We have detected the current province of residence is different from that of the preceding tax year.

        To ensure you are correctly including unused amounts in calculating the claim for provincial tuition and education amounts, please refer to the note at the bottom of the provincial Schedule 11 of the current province of residence.

      Quebec:

      1. 105 TP-517.5.5 - Designating a deemed capital gain further to the transfer of a family business

        You have a disposition of eligible shares of a corporation and a business investment loss (shares or debts) in a small business corporation.

        The amount designated as a capital gain on line 105 of the form TP-517.5.5 reduces the amount of the business investment loss (TP-232.1 line 21.1) and the amount of the loss in respect of an investment in a business reduces the capital gains limit gains of the business for 2018 in part 3.1 in the TP-517.5.5.

  11. New keywords

    1. In the Efile group, pertaining to the efiling of an amended Quebec tax return:

      1. Que-ReFILE : An amended Quebec return will be electronically submitted.

      2. Que-ReFILE-Adj : Details of the adjustment being made within the amended Quebec return.

      3. Que-ReFILE-File : Attachment being included with the amended Quebec return.

      4. Que-ReFILE-OthAtt : Will an additional attachment be submitted without including the amended Quebec return?

      5. Que-ReFILE-File.o : Attachment being included without submitting an amended Quebec return.

    2. In the SmartStart section "Print and display":

      1. Tax-Return : Do not display a tax return.

    3. In the keyword Type.cg from the keyword group Capital-Gains , pertaining to non-arm's length sales of qualified small business corporation shares (QSBCS), qualified farm property (QFP) or qualified fishing property (QXP):

      1. Increase-PUC : Increase in the purchaser corporation's paid-up capital resulting from the issue of new shares as consideration for the subject shares.

      2. FMV-BOOT-Received : Fair market value (FMV) of all consideration (other than the new shares (BOOT)) received.

      3. PUC-SharesDisp : Paid-up capital of the subject shares.

      4. ACB-mod-SharesDisp : Adjusted cost base (ACB) of the subject shares (Modified ACB).

      5. PUC-Reduction : Total of amounts required to be deducted by the purchaser in computing the paid-up capital of any class of its capital stock.

      6. PortionEligibleDiv : Amount of the dividend that qualify as eligible dividend.

      7. FedDeemedDiv-OV : Determined amount reported in your federal income tax return as a deemed dividend respecting the subject shares.

      8. DeemedDiv-OV : Determined amount reported in your federal income tax return as a deemed dividend respecting the subject shares.

      9. QueDeemedDiv-OV : Determined amount reported in your Quebec income tax return as a deemed dividend respecting the subject shares.

      10. Que-ElectDeemed-CG : Enter the amount of the deemed capital gain before reserves that you designate (TP-517.5.5 Ln 105).

    4. In the sub-keyword NR6-Agent from the keyword group Non-Resident , pertaining to a tax return by a non-resident receiving rent from real or immovable property (federal form NR6):

      1. Other-CRA-ID : Other CRA Identification number.

    5. In the keyword group Split-Note , pertaining to the tax on split income (form T1206):

      1. TOSI-REGDIV-BEF : Description and actual amount of dividends other than eligible dividends (before March 28, 2018).

      2. TOSI-RegDividend : Description and actual amount of dividends other than eligible dividends.

      3. TOSI-REGDIV-BEF : Description and actual amount of dividends other than eligible dividends (before March 28, 2018).

      4. TOSI-ELIGDIV-BEF : Description and actual amount of eligible dividends (before March 28, 2018).

      5. TOSI-EligDividend : Description and actual amount of eligible dividends.

      6. TOSI-ForeignNonBus : Description and amount of foreign non-business income.

      7. TOSI-ForeignBus : Description and amount of foreign business income.

      8. TOSI-TaxCapGains : Description and amount of taxable capital gains.

      9. TOSI-Interest : Description and amount of interest income.

      10. TOSI-Other : Description and amount of other split income.

    6. In the keyword group T-Slip , pertaining to the T3/T5/T5013 slips:

      1. Split-Income.t : Does the income splitting rules apply for this slip?

      2. Split-Source.t : Select how to enter the split income amounts.

      3. Dividend.split : Select the type of dividend and enter the amount (T1206).

      4. ForeignInc.split : Select the type of foreign income and enter the amount (T1206).

      5. OtherInc.split : Select the type of other income and enter the amount (T1206).

    7. In the keyword group RelatedParty , pertaining to the tax return of a spouse not processed:

      1. TOSI-NetIncome.r : TOSI-adjusted net income (T1206, line 6).

    8. In the keyword group RelatedParty , pertaining to the ex-spouse's tax return:

      1. TOSI-NI-BefChange : TOSI-adjusted net income of ex-spouse prior to divorce or separation (T1206, line 6).

    9. For the keyword CCA-Class in the Business group, pertaining to eligible property acquired after November 20, 2018, the following sub-keywords were added:

      1. Additions-AIIP.db : Capital additions (after November 20, 2018) - amounts and descriptions (determined on a declining balance basis)

      2. Additions-AIIP.sl : Capital additions (after November 20, 2018) - amount and number of months to lease/asset expiry (determined on a straight-line basis).

      3. Adjust-Curr-AIIP : Adjustments to the CCA in the year of acquisition (after November 20, 2018).

    10. For the keyword CCA-Class in the Business group, pertaining to the Quebec accelerated depreciation for eligible property acquired after December 3, 2018, the following sub-keywords were added:

      1. Additions-AIIPQ.db : Capital additions (after December 3, 2018) - amounts and descriptions (for Classes 14.1, 44 and 50).

      2. Additions-AIIPQ.sl : Capital additions (after December 3, 2018) - amount and number of months to lease/asset expiry (for Class 14).

  12. New options

    1. In the keyword group Progress , pertaining to the efiling of attachments for Quebec:

      Efile acknowledgement - Quebec attachment
      Efile acknowledgement - Quebec attachment (Historical)

    2. For the keyword Tax-Return , in the SmartStart section "Print and display":

      Do not generate a tax return

    3. For the keyword Type.cg from the keyword group Capital-Gains , pertaining to non-arm's length sales of qualified small business corporation shares (QSBCS), qualified farm property (QFP) or qualified fishing property (QXP):

      Non-arm's length sale of shares (84.1(1) ITA)
      Non-arm's length sale of shares (transf. family business) (N.B.: This option is enabled for Quebec residents only.)

    4. For the keyword Cap-Gains in the T-Slip group, pertaining to box 21 of the T3 slip:

      Portion - Split income: C/G deemed to be an ordinary div.
      Portion - Split income: C/G deemed to be a foreign dividend
      Portion - Foreign capital gain

    5. For the keyword Split-Source.t in the T-Slip group, pertaining to T3/T5/T5013 slips:

      All eligible split income
      Enter the split income amount

 

 

February 13, 2019