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Print this pageForward this document  What's new for T3/T5013 Internet version 23.05?

The latest DT Max program update is now available for downloading. It features the T3/TP-646 program for the tax years ending from 2008 to 2019 inclusively, as well as the fully functional T5013 program for paper and electronic filing of the Partnership Information Return (T5013 forms) for fiscal periods ending from 2013 to 2019. Installing this version will update your version of DT Max to 23.05.

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

In this version...

For all DT Max programs

  1. Client suggestion implemented in version 23.05: Search bar added for NAICS codes and other applicable keywords

 

For DT Max T3 & T5013

  1. E-submission of Quebec form MR-69 now available in DT Max T3 and T5013

 

DT Max T3

  1. Program certification
  2. Version highlights/Tax changes
    1. Known issues fixed in version 23.05
      1. TP-646.R - Request for an Adjustment to a Trust Income Tax Return
    2. Client suggestions for T3 implemented in version 23.05
      1. Limitation of the foreign tax paid to 15% when the trust chooses not to apply the 20(11) deduction
      2. Option to display or not to display the name of a designated person within the company to whom authorization is given on the Quebec MR-69 form
    3. Federal Authorize or cancel a representative forms
      1. New federal authorization form AUT-01 - Authorize a Representative for Access by Phone and Mail
      2. New form AUT-01X - Cancel authorization for a representative
    4. For Quebec forms only - Changes in the client information line
    5. New CCA classes 54 and 55 - Zero-emission vehicles
    6. Processing tax centres
    7. Validations implemented in the Preferences menu
    8. Quebec Schedule H renamed
    9. 2020 tax brackets and rates
    10. Tax changes
      1. Federal and Quebec: Changes to other than eligible dividends tax rates
      2. Quebec: Reduction of the general tax rate for SIFT trusts
  3. New forms
  4. Revised forms
  5. Deleted forms
  6. New diagnostics
    1. Notes and diagnostics
  7. New keywords
  8. Deleted keywords
  9. New options
  10. Revised options
  11. Deleted options

 

DT Max T5013

  1. Program certification
  2. Version highlights
    1. Schedule 8 and Schedule B modified for accelerated investment property
    2. Accelerated Canadian development expenses and Canadian oil and gas property expenses
    3. T661: Increase of pensionable earnings
  3. New forms and related keywords
  4. Revised forms
  5. Deleted forms
  6. New keywords
  7. Deleted keywords
  8. New options
  9. Revised options
  10. Deleted options

 

For all DT Max programs

  1. Client suggestion implemented in version 23.05: Search bar added for NAICS codes and other applicable keywords

    As requested by the clients, a search bar has now been added for all keywords whose list of options appears in a window rather than in a drop-down menu. This new feature will allow you to find the applicable option more quickly.

    Please note that this search feature will be enabled for all applicable keywords and for all tax years, including previous years.

 

 

 

For DT Max T3 & T5013

  1. E-submission of Quebec form MR-69 now available in DT Max T3 and T5013

    Starting with the 2019 taxation year, the MR-69 form may be filed electronically through the software. To this end, a new tab entitled Quebec MR-69 has been added in the Electronic filing setup (EFILE) window accessible via the EFILE setup option of the Efile menu.

    Note that the current version of DT Max has been certified for the efiling of the MR-69 for all DT Max products.

    If the taxpayer agrees to have the authorization or power of attorney efiled by his/her professional representative, the new box 60 must be checked. To check this box, use the new keyword Efile-MR-69 . This box can be checked by default for all your MR-69 eligible customers by enabling the appropriate option in the EFILE setup.

    Before you can use the electronic filing service, you must scan the signed MR-69 form in PDF format and attach it to the keyword MR-69-PDF-Attach .

    If form MR-69 is not eligible for electronic submission, a diagnostic will be generated in the new in-house form entitled MR-69 e-submission ineligibility diagnostics.

 

 

 

DT Max T3

  1. Program certification

    DT Max T3 is certified under the following authorization numbers:

    Paper filing

    Federal schedules: CRA-19-501

    Quebec schedules: RQFI-1901

    Federal slips: RC-19-0119

    Quebec slips: FS1916003

    MR-69: RQ19-MR69-201911-FI001

    Electronic filing

    Quebec RL-16 slip: RQ-19-16-001

  2. Version highlights/Tax changes

    1. Known issues fixed in version 23.05

      1. TP-646.R - Request for an Adjustment to a Trust Income Tax Return

        An erroneous message "No differences found between Quebec snapshot and production" was being generated when the automatic import of the Quebec differences was requested through the keyword DT-ImportQueDiff . Clients were then required to enter the information manually within the T3-Adjust group. This issue has been fixed for version 23.05.

    2. Client suggestions for T3 implemented in version 23.05

      1. Limitation of the foreign tax paid to 15% when the trust chooses not to apply the 20(11) deduction

        Previously, there was only one option for the keyword For-Deduct-OV which would remove the automatic calculation of subsection 20(11) but not limit the foreign tax paid to 15%. This option has been retained with an additional description that the taxes will not be limited.

        A new option has been created which will remove the automatic calculation of subsection 20(11) but will also limit the foreign tax paid to 15%.

        As per clients' request, a new diagnostic will be generated to verify the foreign tax paid eligible for the foreign tax credit when the keyword For-Deduct-OV or For-Deduct-OV.t has been entered in the clients' data entry.

      2. Option to display or not to display the name of a designated person within the company to whom authorization is given on the Quebec MR-69 form

        Previously, when the name of a contact person was entered in the tax preparer's identifiers, this name was automatically displayed as a designated person within the company to whom an authorization was given.

        In response to the growing demand from our clients, you can now indicate whether you wish to display the name of a designated person or not, by selecting the appropriate option for the new line "Designated person within the business" added in the Authorization form section found in the Preferences menu > User's defaults > under the Tax return tab.

        The option selected in the User's defaults will apply to all clients. If necessary, use the new keyword Bus-ContactName added in the Authorize keyword group to change the default value for clients.

    3. Federal Authorize or cancel a representative forms

      1. New federal authorization form AUT-01 - Authorize a Representative for Access by Phone and Mail

        The existing T1013 and NR95 forms have been discontinued. The T1013, RC59 and NR95 have been combined into the new form AUT-01, Authorize a Representative for Access by Phone and Mail. This form can only be used to request offline access. All AUT-01s submitted to the Canada Revenue Agency will be processed as new requests and override previous T1013 submissions. The new e-authorization process of the federal authorization form does not apply to trusts.

        As a consequence, there have been many modifications to the Authorize keyword group as well as the User's defaults in the Preferences menu in order to meet the new requirements. It is important to review all existing entries pertaining to the authorization.

      2. New form AUT-01X - Cancel authorization for a representative

        A separate form must be submitted to cancel any existing authorizations. As a result, a new option has been added to the Authorize keyword group to generate this new form. However, the option to cancel an authorization through the User's defaults has been removed.

    4. For Quebec forms only - Changes in the client information line

      In compliance with Revenu Québec's new requirements, the following change has been brought to the Quebec forms starting in 2019:

      • The client information line, which was located at the top of each page printed with the software, is now moved to the bottom, in the lower left-side corner of each page.

    5. New CCA classes 54 and 55 - Zero-emission vehicles

      In the 2019 federal budget, the government has announced the introduction of two new CCA classes:

      • Class 54 pertains to zero-emission vehicles that would otherwise be included in classes 10 or 10.1. However, for each eligible vehicle, this class has a limitation of $55,000 (plus sales taxes) on the amount of CCA deductible. The $55,000 limitation will be reviewed annually to ensure it remains responsive to market changes over time.

      • Class 55 should be used for zero-emission vehicles that would otherwise be included in Class 16.

      The 2019 budget provides for a full deduction of the zero-emission vehicle tax for the year in which the vehicle was purchased on or after March 19, 2019, and before January 1, 2024. Eligible vehicles include battery, rechargeable electric hybrid vehicles (with a battery capacity of at least 15 kWh) or hydrogen fuel cell vehicles, including light, medium and heavy vehicles purchased by a company.

      Use the keyword CCA-Class with the option "Class 54 - 30 % (after 18 Mar. 2019 & before 2028)" or "Class 55 - 40 % (after 18 Mar. 2019 & before 2028)" in order to enter information pertaining to these classes.

    6. Processing tax centres

      Trusts residing in Hamilton (Ontario) and surrounding areas and in Kitchener-Waterloo (Ontario) and surrounding area must now send their T3 forms to the Winnipeg Tax Centre.

    7. Validations implemented in the Preferences menu

      Validations for the Quebec enterprise number (NEQ), the Quebec identification number and the MR-69 Quebec RepID have been implemented within the Preferences menu > Identification menu > Identification numbers tab.

    8. Quebec Schedule H renamed

      Quebec Schedule H, Recovery Tax, has been renamed TP-768.1, Recovery Tax.

    9. 2020 tax brackets and rates

      All federal and provincial tax brackets have been updated in DT Max T3 for 2020. The rates are based on information available as of December 31, 2019.

      Please refer to the DT Max knowledge base link below for additional details on the new federal and provincial tax brackets.

    10. Tax changes

      1. Federal and Quebec: Changes to other than eligible dividends tax rates

        The gross-up rate applicable to ordinary dividends paid or deemed paid after 2018 is reduced from 16% to 15% of the actual amount of dividends.

      2. Quebec: Reduction of the general tax rate for SIFT trusts

        A gradual reduction of the general corporation tax rate began in 2017. The rate for 2019 is 11.6% and 11.5% for 2020.

  3. New forms

    Federal

    • AUT-01 - Authorize a representative for access by phone and mail

    • AUT-01X - Cancel authorization for a representative

    Quebec

    • TP-768.1 - Recovery Tax - Qualified Disability Trust (N.B.: This form replaces Schedule H)

    In-house form

    • MR-69 e-submission ineligibility diagnostics

  4. Revised forms

    Federal

    • T3 - Trust Income Tax Return

    • Schedule 1 - Dispositions of Capital Property

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

    • Schedule 2 - Reserves on Dispositions of Capital Property

    • Schedule 3 - Eligible Taxable Capital Gains

    • Schedule 4 - Cumulative Net Investment Loss

    • Schedule 7 - Pension Income Allocations and Designations

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

      The gross-up rate of other than eligible dividends has decreased from 16% to 15%.

    • Schedule 9 - Income Allocations and Designations to Beneficiaries

      The dividend tax credit rate for dividends other than eligible dividends has been modified from 10.0313% to 9.0301%.

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

    • Schedule 11 - Federal Income Tax

      The dividend tax credit rate for dividends other than eligible dividends has been modified from 72.7273% to 69.2308%.

    • Schedule 11A - Donations and Gifts Tax Credit Calculation

      Income threshold amount has been indexed to match the highest federal income tax bracket.

    • Schedule 12 - Minimum Tax

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

      2019:

      All provinces, except Nova Scotia and Prince Edward Island, have indexed their base amounts. Please refer to the knowledge base for a detailed list.

      The rate that applies to the amount of other than eligible dividends, for purposes of the dividend tax credit has been changed for all provinces except BC, NS, NU and PEI.

      T3BC - British Columbia Tax

      The rate that applies to the amount of eligible dividends, for purposes of the dividend tax credit has been changed from 36.32% to 43.58%.

      T3ON - Ontario Tax

      Indexation of three lower tax brackets and the Ontario surtax.

    • NR4 Slip and Summary

    • T3 Slip and summary

    • T3A - Request for Loss Carryback by a Trust

      Processing tax centre for trusts residing in Hamilton or Kitchener-Waterloo and their surrounding areas has changed from the Sudbury tax centre to the Winnipeg tax centre.

    • T3-ADJ - T3 Adjustment Request

    • T3 APP - Application for Trust Account Number

    • T3-DD - Direct Deposit Request for T3

    • T3FFT - T3 Federal Foreign Tax Credit

    • T3PFT - T3 Provincial or Territorial Foreign Tax Credit

    • T3M - Environmental Trust Income Tax Return

    • T3P - Employees' Pension Plan Income Tax Return

    • T3MJ - Information on Form T3MJ, T3 Provincial Territorial Taxes for 2019 - Multiple Jurisdictions

    • T3QDT - Joint Election for a Trust to be a Qualified Disability Trust

    • T3QDT-WS - Recovery Tax Worksheet

      New column added for third prior tax year.

    • T3-RCA - Retirement Compensation Arrangement (RCA) Part XI.3 Tax Return

    • T184 - 2019 Capital Gains Refund to a Mutual Fund Trust

    • T776 - Statement of Real Estate Rentals

    • T1055 - Summary of Deemed Dispositions

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

      Conditions for completing Part 1 and Part 2 to calculate the capital gain have been modified.

      The new keyword Multi-Property has been added to properly indicate whether Part 3 applies to the trust.

    • T1079-WS - Principal Residence Worksheet

    • T1139 - Reconciliation of 2019 Business Income for Tax Purposes

    • T1163 - 2019 Statement A - AgriStability And AgriInvest Programs Information and Statement of Farming Activities for Individuals

    • T1164 - 2019 Statement B - AgriStability and AgriInvest Programs Information and Statement of Farming Activities for Additional Farming Operations

    • T1172 - Additional Tax on Accumulated Income Payments from RESPs

    • T1175 - 2019 farming - Calculation of Capital Cost Allowance (CCA) and Business-Use-of-Home Expenses

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

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

    • T2038 - Investment Tax Credit

    • T2042 - Statement of Farming Activities

    • T2121 - Statement of Fishing Activities

    • T2125 - Statement of Business or Professional Activities

    Quebec

    • TP-646 - Trust Income Tax Return

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

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

      New lines were added to Part 1.1 and Part 2 to take into consideration the eligible dividends and the ordinary dividends received in different periods.

      The applicable gross-up rate for the actual ordinary dividends received or deemed received in 2018 is 16%.

    • Schedule C - Summary of Allocations and Designations

    • Schedule D - Carry-Back of a Loss

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

      Reduction of the general tax rate for SIFT trusts.

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

      This form has been modified to reflect the introduction of the accelerated investment incentive. As a result, new columns have been added. Column 3.1 has been added for the cost of AIIP acquisitions, as well as column 5.1 for proceeds of disposition available to reduce the UCC of AIIP and column 5.2 has been added for UCC adjustments for AIIP acquired.

    • Schedule G - Additional Information

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

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

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

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

    • RL-16 slip

      2 new codes have been added:

      K-1 Split income: Foreign income tax on business income
      L-1 Split income: Foreign income tax on non-business inc.

      4 codes have been deleted:

      Box C11 Actual amount of eligible dividends (January 1 to March 27, 2018)
      Box C12 Actual amount of eligible dividends (March 28 to December 31, 2018)
      Box C21 Actual amount of ordinary dividends (January 1 to March 27, 2018)
      Box C22 Actual amount of ordinary dividends (March 28 to December 31, 2018)

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

      Part 4 new box 60, confirming the signing and electronic filing of the authorization form.

    • TP-80 - Business or Professional Income and Expenses

      New lines 40, 41 and 42 have been added to enter websites for online commercial activities.

      This form has been modified to reflect the introduction of the accelerated investment incentive. As a result, new columns have been added. Column 3.1 has been added for the cost of AIIP acquisitions, as well as column 5.1 for proceeds of disposition available to reduce the UCC of AIIP and column 5.2 has been added for UCC adjustments for AIIP acquired.

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

      Removed lines which referred to the capital gains deduction.

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

      This form has been modified to reflect the introduction of the accelerated investment incentive. As a result, new columns have been added. Column 3.1 has been added for the cost of AIIP acquisitions, as well as column 5.1 for proceeds of disposition available to reduce the UCC of AIIP and column 5.2 has been added for UCC adjustments for AIIP acquired.

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

    • TP-726.30 - Income Averaging for Forest Producers

      New lines added in Part 5 and 6 to take into account the amounts deducted in the three previous years and their respective amounts to be included in the 2019 taxable income.

    • TP-772 - Foreign Tax Credit

      New lines for split foreign business and non-business income.

    • TP-776.42.F - Alternative Minimum Tax of a Trust

    • TP-1129.53 - Income Tax Return for Environmental Trusts

      New line for Federal account number shown on form T3M.

    • TP-1129.64 - Special Tax Relating to a Registered Education Savings Plan

    • T1163(Q) - 2019 Statement A - AgriStability And AgriInvest Programs Information and Statement of Farming Activities for Individuals

    • T1164(Q) - 2019 Statement B - AgriStability and AgriInvest Programs Information and Statement of Farming Activities for Additional Farming Operations

    • T1175(Q) - 2019 farming - Calculation of Capital Cost Allowance (CCA) and Business-Use-of-Home Expenses

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

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

    • T2042(Q) - Statement of Farming Activities

    • T2121(Q) - Statement of Fishing Activities

    In-house forms

    • Assembly instructions

    • Allocation of Expenses - QC

    • Beneficiary Income Allocation (Federal and Quebec)

    • Client letter

    • Invoice

  5. Deleted forms

    Federal

    • T1013 - Authorizing or Cancelling a Representative

    • NR95 - Authorizing or Cancelling a Representative for a Non-Resident Tax Account

    Quebec

    • Schedule H - Recovery Tax

  6. New diagnostics

    1. Notes and diagnostics

      Quebec MR-69 Internet Filing

      Please note the MR-69 is not included within the transmission of the RL-16 slips. To successfully submit an MR-69 electronically, you must transmit it separately by selecting the option MR-69 e-submission from the Efile menu.

  7. New keywords

    1. In the Consent-Rep keyword subgroup within the Authorize group, pertaining to the new federal form AUT-01:

      1. Bus-ContactName. : Whether authorizing the firm or the individual within the company

        Use the keyword Bus-ContactName. to indicate whether the authorized representative is the firm or the individual within the business. This information will be entered in Part 2 of form AUT-01.

    2. In the Legal-Rep-Name keyword subgroup within the Authorize group, use the following keywords to enter the name and mailing address of the person signing the new federal form AUT-01 on behalf of the trust. This information will be captured in Part 5 - Certification of form AUT-01:

      1. Last-Name.lr : Last name of signing authority

      2. First-Name.lr : First name of signing authority

      3. Street.lr : Street and number of mailing address of signing authority

      4. City.lr : City of mailing address of signing authority

      5. Province.lr : Province of mailing address of signing authority

      6. Postal-Code.lr : Postal code of mailing address of signing authority

      7. State.lr : State of mailing address of signing authority (if applicable)

      8. Zip-Code.lr : Zip code of mailing address of signing authority

      9. For-Post-Code.lr : Foreign postal code of signing authority

      10. Country.lr : Country of signing authority

    3. In the Consent-Rep keyword subgroup within the Authorize group, pertaining to Quebec form MR-69:

      1. Bus-ContactName : Whether to print the name of the contact person within the company

        Use the keyword Bus-ContactName to control the display of the first and last name of the designated person within the company or trust (lines 13a and 13b of Part 2 of MR-69). The option "Leave contact blank" does not complete lines 13a and 13b. Otherwise, only the person who is designated within the company or trust will be able to communicate with the government for information.

    4. In the CCA-Class keyword subgroup within the Business group, pertaining to the disposition of zero-emission vehicles:

      1. Proceeds.cca : Proceeds of disposition - amount and description

        Use Proceeds.cca to enter the total amount of the proceeds of disposition of an asset within this group with a description of the asset.

        In order to properly identify the asset being disposed of in the group, it is imperative to enter the description of the asset. The exact same description must also be entered for all keywords affiliated to the asset. DT Max will automatically search the descriptions within the group to calculate any recapture, terminal loss or capital gains.

      2. ACB-Disp.cc : ACB of the disposition - amount and description

        Enter the ACB of the capital assets in this group which were disposed of during the year.

        DT Max will calculate the CCA claim, the depreciation recapture, and if the class is liquidated, the terminal loss.

        If the class is liquidated, specify "Yes" with the keyword Liquidate .

      3. NAL-Disp : Description of the asset if it is a non-arm's length disposition

        Use the keyword NAL-Disp to enter the description of the asset if it is disposed of to a person or partnership with which the trust deals at non-arm's length.

    5. In the SmartStart section entitled "Efile", the following keywords have been added regarding the e-submission of Quebec form MR-69:

      1. Efile-MR-69 : Submit the MR-69 form electronically

        Use the keyword Efile-MR-69 to indicate whether the MR-69 form is to be electronically filed. This keyword enables you to override the default setting in the electronic filing setup tab.

      2. MR-69-PDF-Attach : Attach the signed MR-69 pdf form (file name cannot exceed 60 characters)

        The keyword MR-69-PDF-Attach allows you to attach and transmit the signed MR-69 form. The MR-69 attachment must be included in order to successfully complete the electronic submission. The file name cannot include accented characters, special characters, or spaces and cannot exceed 60 characters. The only extension supported by Revenu Québec is pdf.

      3. Additional-Attach : Attachment of an additional supporting file (file name cannot exceed 60 characters)

        The keyword Additional-Attach allows you to attach and transmit one additional file when accessing the MR-69 electronic submission service. The file name cannot include accented characters, special characters, or spaces and cannot exceed 60 characters. The file name must also differ from the one specified within the keyword MR-69-PDF-Attach .

        The following extensions are supported by Revenu Québec:

        • pdf

        • jpg

        • tiff

      4. EfileMR69Error : MR-69 error code

        The keyword EfileMR69Error lists the MR-69 e-submission error message(s) received.

    6. In the T-Slip group, pertaining to the federal T5 slip and the Quebec RL-3 slip:

      1. LinkNotes-Interest : Equity linked notes interest (T5 box 30) (RL-3 box K)

        Use the keyword LinkNotes-Interest to enter the total interest that is deemed to accrue pursuant to subsection 20(14.2) of the Act from the assignment or transfer of linked notes as indicated in box 30 of the T5 slip.

  8. Deleted keywords

    1. All the keywords below pertained to federal form NR95, which has been replaced by the new form AUT-01:

      1. CRA-IDENTIFIER : Type of CRA identifier

      2. BUS-NUMBER.NR : Business number

      3. SIN-ITN-TTN.NR : Social insurance number or other tax number

      4. TRUST-NUMBER.NR : Trust account number

      5. FOREIGN-PHONENO.R : Representative's international telephone number

      6. CANCEL-REP.NR : Cancellation of existing authorizations

      7. BUSINESS-NUM.NR : Representative's business number

  9. New options

    1. For the keyword For-Deduct-OV within the IncomeSource group, pertaining to the in-house form Summary of Foreign Income:

      Deduction under subsection 20(11) (no tax limit)
      Deduction under subsection 20(11) (15% income tax limit)

    2. For the Authorize keyword group, pertaining to the new federal forms AUT-01 and AUT-01X:

      AUT-01X - Federal (cancel authorization)
      Do not print AUT-01 (submitted prior year, other reason)
      Do not print MR-69 (submitted prior year, other reason)

    3. For the subkeyword Bus-ContactName within the Authorize group, pertaining to the MR-69 form:

      Enter contact name
      Do not enter contact name
      Authorize individual
      Authorize firm

    4. For the subkeyword Footnote within the Beneficiary group pertaining to the Quebec RL-16 slip:

      K-1 Split income: Foreign income tax on business income L-1 Split income: Foreign income tax on non-business inc.

    5. For the keyword Efile-MR-69 :

      Yes - if eligible
      Yes - even if ineligible
      No - do not transmit

    6. For the keyword CCA-Class in the Business group, pertaining to zero-emission vehicles:

      Class 54 - 30 % (after 18 Mar. 2019 & before 2028)
      Class 55 - 40 % (after 18 Mar. 2019 & before 2028)

  10. Revised options

    1. For the Authorize keyword group, pertaining to the new federal forms AUT-01 and AUT-01X:

      AUT-01 - Federal (authorization)

  11. Deleted options

    1. From the Authorize keyword group, pertaining to the new federal forms AUT-01 and AUT-01X:

      NR95 - Federal NR tax accounts

    2. From the subkeyword Bus-ContactName within the Authorize group, pertaining to the MR-69 form:

      Show main address contact
      Show alternate address contact

 

 

 

DT Max T5013

  1. Program certification

    DT Max T5013 is certified for paper filing under the following authorization numbers:

    Federal:

    T5013-FIN and schedules: RC-19-P001

    Quebec:

    TP-600 and schedules: RQSP-1906

    RL-15 slips: FS1915001

    MR-69: RQ19-MR69-201911-SP001

    DT Max T5013 is certified for electronic filing under the following authorization numbers:

    Federal: RC-19-P001

    Quebec slips: RQ-19-15-001

    Please note that the CRA no longer certifies the T5013 slip and T5013 SUM.

  2. Version highlights

    1. Schedule 8 and Schedule B modified for accelerated investment property

      Federal Schedule 8 and Quebec Schedule B have added columns to display the calculations for accelerated investment property.

    2. Accelerated Canadian development expenses and Canadian oil and gas property expenses

      Accelerated Canadian development expenses and Canadian oil and gas property expenses are included on federal Schedule 12 and Quebec Schedule B. Accelerated Canadian development expenses are also included on federal Schedule 52.

      New codes for accelerated Canadian development expenses and Canadian oil and gas property expenses have been added on the Quebec RL-15 slip.

    3. T661: Increase of pensionable earnings

      Please note that for federal form T661, Scientific Research and Experimental Development (SR&ED) Expenditures Claim, the pensionable earnings for 2020 have increased from $57,400 to $58,700.

  3. New forms and related keywords

    Federal

    • AUT-01 - Authorize a Representative for Access by Phone or Mail

      The keyword Consent with the option "Federal AUT-01 - Authorize" opens up the group to enter information pertaining to this form. Form AUT-01 replaces form RC59, Business Consent for Offline Access.

    • AUT-01X - Cancel Authorization for a Representative

      The keyword Consent with the option "Federal AUT-01X - Cancel authorization" opens up the group to enter information pertaining to this form. Form AUT-01X replaces form RC59X, Cancel Business Consent or Delegated Authority.

  4. Revised forms

    Federal

    • T5013-FIN - Partnership Financial Return

    • Schedule 8 - Capital Cost Allowance

    • Schedule 12 - Resource-Related Deductions

    • T5013-INST - Statement of Partnership Income - Instructions for Recipient

    Quebec

    • TP-600 - Partnership Information Return

    • Schedule A - Partners' Interests and At-Risk Amounts

    • Schedule B - Capital Cost Allowance (CCA)

    • Schedule D - Member Corporations' Shares of Paid-Up Capital

    • Schedule E - Summary of Certain Information to Enter on RL-16 Slips

    • Schedule F - Net Income for Income Tax Purposes

    • RL-15 slip (Relevé 15) - Montants attribués aux membres d'une société de personnes (Amounts Allocated to the Members of a Partnership) (N.B. This slip is available in French only.)

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

  5. Deleted forms

    Federal

    • RC59 - Business Consent for Offline Access

      Form RC59 has been replaced by form AUT-01, Authorize a Representative for Access by Phone or Mail.

    • RC59X - Cancel Business Consent or Delegated Authority

      Form RC59X has been replaced by form AUT-01X, Cancel Authorization for a Representative.

  6. New keywords

    1. In the Consent group, pertaining to federal form AUT-01:

      1. Extension.c : Telephone extension number

        Use the keyword Extension.c to enter the extension number of the representative.

    2. In the new keyword group Efile-MR-69 , pertaining to Quebec form MR-69:

      1. Efile-MR-69 : Submit the MR-69 form electronically

        The keyword enables you to control the efiling of this client's MR-69. It also allows you to override the client's Quebec MR-69 efile setup.

      2. MR-69-PDF-Attach : Attach the signed MR-69 pdf form (file name cannot exceed 60 characters)

        MR-69-PDF-Attach allows you to attach and transmit the signed MR-69 form. The MR-69 attachment must be included in order to successfully complete the electronic submission. The file name cannot include accented characters, special characters, or spaces. The file name cannot exceed 60 characters.

        The only extension supported by Revenu Québec is pdf.

      3. Additional-Attach : Attachment of an additional supporting file (file name cannot exceed 60 characters)

        Additional-Attach allows you to attach and transmit one additional file when accessing the MR-69 electronic submission service. The file name cannot include accented characters, special characters, or spaces. The file name must also differ from the one specified within the keyword MR-69-PDF-Attach . The file name cannot exceed 60 characters.

        The following extensions are supported by Revenu Québec:

        • pdf

        • jpg

        • tiff

    3. Standalone keyword, pertaining to Quebec form MR-69:

      1. EfileMR69Error : MR-69 error code

        The keyword EfileMR69Error lists the MR-69 e-submission error message(s) received.

  7. Deleted keywords

    1. From the Consent group, pertaining to federal form RC59:

      1. BUS-NUMBER.REP: Representative's business identification number

      2. REPID: Representative identification

      3. GROUP-NAME.REP: Group name

      4. GROUPID: Representative's group identification number (GAAAAA)

  8. New options

    1. For the keyword Resource , pertaining to federal Schedule 12 and Quebec Schedule E:

      Accelerated Canadian oil & gas property expenses
      Accelerated Canadian development expenses

    2. For the keyword Renunciation , in the T-Slip group, pertaining to federal Schedule 52 and Quebec Schedule E:

      ACDE - Accelerated Canadian development expenses

    3. For the keyword Assistance.t in the T-Slip group, pertaining to federal Schedule 52 and Quebec Schedule E:

      ACDE - Accelerated Canadian development expenses

    4. For the keyword Adjusted-Exp in the T-Slip group pertaining to Quebec Schedule E:

      ACDE - Accelerated Canadian development expenses

    5. For the keyword Split-Income in the Partners group, pertaining to the Quebec RL-15 slip:

      Rental income [3-4]
      Foreign rental income [4-5]
      Eligible dividends received in 2020 [6-3]
      Ordinary dividends received in 2020 [6-3]
      Canadian interest & other investment income [7-2]
      Other capital gain [12-9]

    6. For the keyword Indian-Exempt , in the Partners group, pertaining to the Quebec RL-15 slip:

      Eligible dividends received in 2020
      Ordinary dividends received in 2020

    7. For the keyword Progress , pertaining to the Quebec form MR-69:

      MR-69 - Authorization form - submitted (Quebec)

    8. For the keyword Efile-MR-69 , pertaining to the Quebec form MR-69:

      Yes - if eligible
      Yes - even if ineligible
      No - do not transmit

  9. Revised options

    1. For the keyword Consent , pertaining to federal forms AUT-01 and AUT-01X, as well as Quebec forms MR69 and MR-69.R:

      Federal AUT-01 - Authorize
      Federal AUT-01X - Cancel authorization

  10. Deleted options

    1. For the keyword QCResource-Exp in the Resource group, pertaining to Quebec RL-15 slip:

      Quebec exploration expenses allowed additional 10% [32-1]
      Quebec exploration expenses allowed additional 25% [32-2]
      QC surface or oil & gas expl. exp. allowed add. 10% [33-1]
      QC surface or oil & gas expl. exp. allowed add. 25% [33-2]

    2. For the keyword Renunciation-Que in the T-Slip group, pertaining to Quebec RL-15 slip:

      Quebec exploration expenses allowed additional 10% [62-1]
      Quebec exploration expenses allowed additional 25% [62-2]
      QC surface mining or oil & gas expl. allowed add 10% [63-1]
      QC surface mining or oil & gas expl. allowed add 25% [63-2]

 

 

January 22, 2020