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Print this pageForward this document  What's new for T1/T3 Internet version 24.10?

The latest DT Max program update is now available for downloading. It features the T1/TP-1 program for the tax years 2009 to 2020 inclusively and fully supports T1/TP-1 EFILE. This version also features the T3/TP-646 program for the tax years ending from 2009 to 2020 inclusively. Installing this version will update your version of DT Max to 24.10.

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 now available in DT Max
  3. CRA's Express NOA service now available in DT Max
  4. Version highlights
    1. Change regarding the earned income for the purposes of the Child Care Expense Deduction (Form T778) and the Disability Supports Deduction (Form T929)
    2. Home Internet access fees
    3. RC71: Elimination of the Manitoba retail sales tax in Part D
    4. Canada Child Benefit (CCB): Temporary support for families with young children
  5. Exchange rate and other prescribed rates
  6. Revised forms
  7. New diagnostics
    1. Notes and diagnostics
    2. Error prevention reports
  8. New keywords
  9. New options

DT Max T3

  1. Version highlights
    1. Federal code numbers for the types of trusts
    2. Changes affecting the T3 slip
      1. Default entries in box 12
      2. Known issue fixed in version 24.10: trust account number not entered in box 12 of the beneficiary copy
  2. Revised forms
  3. 2021 tax brackets and rates

 

DT Max T1

  1. 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 in version 24.10 of DT Max, starting February 22, 2021, for the delivery of 2020 tax year data as well as other information. As of this date, the delivery of tax slips (only) will continue to be available for the 2019, 2018, 2017 and 2016 tax years.

    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 now available in DT Max

    Please note that our Quebec Tax Data Download service module has now been certified by Revenu Québec and is available in version 24.10 of DT Max, starting February 22, 2021, for the delivery of 2020 tax year data. As of this date, the delivery of tax data will continue to be available for the 2019 and 2018 tax years. However, only the power of attorney (MR-69) will allow the preparer to be authenticated in previous years since the Download Code will only be usable in the current year.

    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. CRA's Express NOA service now available in DT Max

    Please note that our Express NOA service module has now been certified by the CRA and is available in version 24.10 of DT Max, starting February 22, 2021, for the delivery of the 2020 tax year notice of assessment in the software.

    For more information on this feature, please consult the CRA Express NOA service and the Procedure to download using the CRA's Express NOA service documents available in our knowledge base.

  4. Version highlights

    1. Change regarding the earned income for the purposes of the Child Care Expense Deduction (Form T778) and the Disability Supports Deduction (Form T929)

      To allow Canadians receiving Employment Insurance (EI) benefits to make the same claims for the Child Care Expense Deduction and Disability Supports Deduction as COVID-19 income support recipients, the following amounts are now treated as earned income calculated on line 6 of Form T778 and line 4 of Form T929:

      • Payments related to COVID-19 from a federal, provincial or territorial government received during the year;

      • EI benefits, EI special benefits and Quebec Parental Insurance Plan benefits.

      The inclusion of these EI and Parental Insurance benefits is a temporary measure that applies to the years 2020 and 2021 in order to align with the processing of payments related to COVID-19.

    2. Home Internet access fees

      Starting in 2020, employees who work from home can include reasonable monthly fees for home Internet access in their home office expenses.

      The new option "Home Internet access fees" has been added to the keyword Home-Expenses. of the keyword group Employment-Exp for home office expenses claimed on federal forms T777 and T777S, as well as on the corresponding Quebec forms TP-59 and TP-59.S respectively.

    3. RC71: Elimination of the Manitoba retail sales tax in Part D

      Effective October 1, 2020, the preparation of personal income tax returns will be exempt from the Manitoba retail sales tax.

      Since the exemption includes personal income tax returns prepared by an income tax refund discounter, the line for retail sales tax (RST) is now removed from Part D of Form RC71.

    4. Canada Child Benefit (CCB): Temporary support for families with young children

      In the 2020 Fall Economic Statement, the Government proposes to provide, in 2021,four payments of:

      • $300 per child under the age of six to families entitled to the CCB with family net income equal to or less than $120,000, and

      • $150 per child under the age of six to families entitled to the CCB with family net income above $120,000.

      These amounts would be payable to the individual who receives a CCB amount for a particular month, i.e., the primary caregiver of the child in January, April, July or October 2021.

      For the amounts that would be payable in the first quarter of 2021 and April, a family's adjusted net income is based on the family's net income in 2019. For the months of July and October, a family's adjusted net income is based on the family's net income in 2020.

      Since the July and October 2021 payments are calculated on the basis of the family income for 2020, a new line 9 has been added to the in-house form entitled Estimation of the Canada Child Benefits (CCB) for the period from July 2021 to June 2022 to calculate the temporary support for each child who is under the age of six at the start of the payment month.

      For more information, please consult the following link: https://budget.gc.ca/fes-eea/2020/report-rapport/anx4-en.html

  5. 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 2020 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.

  6. Revised forms

    Federal

    • RC71 - Statement of Discounting Transaction

      Elimination of the line respecting the Manitoba retail sales tax in Part D.

    In-house

    • Estimation of the Canada Child Benefits (CCB) for the period from July 2021 to June 2022

      Line 9 added in respect of the temporary support for children under the age of six.

  7. New diagnostics

    1. Notes and diagnostics

      Federal

      Deceased - Election made under subsection 104(13.4) ITA

      A subsection 104(13.4) ITA election with the keyword ELECTION-104-13_4 has been made for a deceased taxpayer. However, no income has been reported on a T3 slip. Enter a T3 slip with the keyword T-SLIP and specify the subsection 104(13.4) ITA election amount.

      Deceased - Election made under subsection 104(13.4) ITA

      A subsection 104(13.4) ITA election with the keyword ELECTION-104-13_4 has been made for a deceased taxpayer. A T3 slip has been entered. However, the subsection 104(13.4) ITA election amount has not been specified. Please indicate the election amount with the keyword ELECTION-AMOUNT.

    2. Error prevention reports

      Federal

      AFR - Postal code
      Warning

      According to the information obtained through the CRA's Auto-fill my return (AFR) service, the last three characters of the individual's postal code on file in the CRA's records are different from the postal code entered with the keyword POSTALCODE.

      Please review your data entry.

      22900 T777S - Employment expenses for working at home due to COVID-19

      You are using the keyword EMPLOYMENT-EXP and have selected the detailed method to claim employment expenses for working at home due to COVID-19. The amount of employment expenses is less than $400.00.

      Please check the total number of days the taxpayer worked from home and consider the temporary flat rate method which grants $2 per day if it proves to be more beneficial.

      Quebec

      207 TP-59.S - Expenses related to working remotely because of the COVID-19 pandemic

      You are using the keyword EMPLOYMENT-EXP and have selected the detailed method to claim employment expenses for working at home due to COVID-19. The amount of employment expenses is less than $400.00.

      Please check the total number of days the taxpayer worked from home and consider the temporary fixed rate method which grants $2 per day if it proves to be more beneficial.

  8. New keywords

    1. In the AFR-Indicator keyword group, pertaining to information obtained through the CRA's Auto-fill my return service:

      1. AFR-POSTALCODE : The last three characters of the client's postal code on file with the CRA

    2. In the StatusChange keyword group, pertaining to an election having been made for a deceased taxpayer under subsection 104(13.4) ITA:

      1. Election-Amount : Subsection 104(13.4) election amount

    3. In the T-Slip keyword group, pertaining to the new box 37 on the T4RIF and T4RSP slips:

      1. ALDA-Purchase : Advanced Life Deferred Annuity purchase (for information only)

  9. New options

    1. For the keyword Home-Expenses. in the Employment-Exp keyword group, pertaining to home office expenses:

      Home Internet access fees

    2. For the keyword Footnotes.t in the T-Slip keyword group, pertaining to the new box 37 on the T4A slip:

      [037] Advanced life deferred annuity (information)

    3. For the keyword Resource-Add in the T-Slip group, pertaining to box 206 of the T5013 slip:

      CRCE - Canada renewable and conservation expenses

DT Max T3

  1. Version highlights

    1. Federal code numbers for the types of trusts

      Code numbers pertaining to the types of trusts have been updated for the 2020 taxation year. Intervivos trust code numbers have been modified so that all have numbers in the 300 range, except for the pooled registered pension plans (PRPP) which has been modified from 313 to 519.

      The code number for a spousal or common-law partner testamentary trust has been changed from 001 to 905. All other testamentary trust codes remain the same.

    2. Changes affecting the T3 slip

      1. Default entries in box 12

        As per Form T4013, T3 Trust Guide, depending on the type of beneficiary, if the SIN, business number and program account number, or trust account number have not been received by the time the T3 slips are prepared, DT Max T3 will enter the following information in box 12:

        • for a beneficiary that is an individual (other than a trust): 000000000

        • for a beneficiary that is a business (sole proprietor, corporation or partnership): 000000000RP0000

        • for a beneficiary that is a trust: T00000000

      2. Known issue fixed in version 24.10: trust account number not entered in box 12 of the beneficiary copy

        DT Max T3 was erroneously omitting to enter the trust account number in box 12 of the beneficiary copy of the T3 slip. This issue has been fixed in version 24.10.

  2. Revised forms

    Federal

    • T1139 - Reconciliation of 2020 Business Income for Tax Purposes

  3. 2021 tax brackets and rates

    All federal and provincial tax brackets have been updated in DT Max T3 for 2021. The rates are based on information available as of February 1, 2021.

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

 

 

February 17, 2021