What's new for T1/T5013 Internet version 23.20?

The latest DT Max program update is now available for downloading. It features the T1/TP-1 program for the tax years 2008 to 2019 inclusively and fully supports T1/TP-1 EFILE. It also features 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 23.20.

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

In this version...

DT Max T1

1. Electronic signatures - Temporary measures
2. Version highlights
   1. First five digits of the SIN hidden on the federal T183 and Quebec TP-1000.TE forms
   2. From our FAQ section: COVID-19 - Increase in the GST credit and Canada child benefit (CCB) for low- and modest-income people
   3. Known issues fixed in version 23.20
      1. From our FAQ section: NB428 line 58600: Tuition amounts transferred from a child whose tax return is not processed
      2. From our FAQ section: Incorrect calculation of line 430 in the Quebec return for people who are subject to tax on split income
3. New diagnostics
   1. Error prevention reports
4. Printing forms to Onvio

DT Max T5013

1. T1135 electronic submission

DT Max T1

1. Electronic signatures - Temporary measures

   Recently the Canada Revenue Agency announced temporary measures immediately enabling electronic signatures for the T183. Revenu Québec implemented similar measures for the TP-1000. For instructions on how to take advantage of these changes in DT Max, please consult the Electronically signing the T183 and TP-1000 in DT Max page in our knowledge base.

2. Version highlights

   1. First five digits of the SIN hidden on the federal T183 and Quebec TP-1000.TE forms

      Due to the COVID-19 outbreak, the CRA announced that, from March 18, 2020, to August 31, 2020, in order to meet the changing expectations of taxpayers and efilers during this difficult time and to reduce the administrative burden, it will recognize form T183, Information Return for Electronic Filing of an Individual's Income Tax and Benefit Return, which contains an electronic signature as having satisfied the signing requirements of the Income Tax Act as a temporary administrative measure.

      Following their announcement, the CRA has authorized tax software to hide the first five digits of the SIN on the T183 form for security and confidentiality reasons, as more and more preparers will send the T183 form electronically to their clients for signature.

      Revenu Québec also confirmed that it allows tax software to hide up to the first 5 digits of the SIN for the TP-1000.TE form. However, in these circumstances, it would be important for the individual's information (NAME and FIRST NAME) to be perfectly legible for the form to be accepted at RQ (if they request it).

      You will therefore notice that the first five digits of the NAS on the T183 and TP-1000.TE forms are now hidden.

      Notes:

      • Hiding part of the SIN is only allowed on forms T183 and TP-1000.TE.

      • We are not allowed to hide the SIN on authorization forms nor on any other form.

   2. From our FAQ section: COVID-19 - Increase in the GST credit and Canada child benefit (CCB) for low- and modest-income people

   3. Known issues fixed in version 23.20

      1. From our FAQ section: NB428 line 58600: Tuition amounts transferred from a child whose tax return is not processed

      2. From our FAQ section: Incorrect calculation of line 430 in the Quebec return for people who are subject to tax on split income

3. New diagnostics

   1. Error prevention reports

      Federal

      31285 Home accessibility expenses

      The taxpayer is 65 years of age or older and may be able to claim the non-refundable tax credit for home accessibility expenses if he or she incurred expenses for eligible renovations related to an eligible dwelling.

      Please refer to line 31285 in the federal guide for more information. Use the keyword HomeRenov-Supplier to enter the eligible expenses if applicable.

      31285 Home accessibility expenses

      The taxpayer is eligible for the disability tax credit. He or she may be able to claim the non-refundable tax credit for home accessibility expenses if he or she incurred expenses for eligible renovations related to an eligible dwelling.

      Please refer to line 31285 in the federal guide for more information. Use the keyword HomeRenov-Supplier to enter the eligible expenses if applicable.

4. Printing forms to Onvio

   Onvio users can now send individual forms to Onvio Documents. This gives them the option of sending either the client copy of the tax return or selected forms. This new feature is available on the PDF tab of the Forms Printing window.

   If Client Centre access has been granted to a client, this feature lets a tax preparer take advantage of the CRA's recent announcement to temporarily allow electronic signatures on the T183 - and RQ's similar announcement concerning the TP-1000.TE - by providing a convenient electronic means to get those documents to the client for electronic signing.

DT Max T5013

1. T1135 electronic submission

   This DT Max T5013 release updates the T1135 software release date.

   The software release date is included within the T1135 xml file when electronically submitting the form.