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Print this pageForward this document  What's new for T1 Internet version 25.10?

The latest DT Max program update is now available for downloading. It features the T1/TP-1 program for the tax years 2009 to 2021 inclusively and fully supports T1/TP-1 EFILE. Installing this version will update your version of DT Max to 25.10.

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. Version highlights
    1. Quebec: Employment expenses related to working from home due to the COVID-19 pandemic - Temporary fixed-rate method (Harmonization with federal legislation)
    2. Quebec: Enhancement of the senior assistance tax credit (Form TP-1029.SA)
    3. Northern residents deductions (Form T2222) - Changes affecting the travel deduction
    4. Quebec: Harmonization with federal legislation regarding the travel deduction for individuals living in a designated remote area (Form TP-350.1)
    5. New refundable tax credit for the return of fuel charge proceeds to farmers (Form T2043)
    6. E-signature of Form RC71: pending Royal Assent
    7. Customer suggestion implemented in version 25.10: New billable items added in the automatic billing setup
  4. Exchange rate and other prescribed rates
  5. New forms
  6. Revised forms
  7. New diagnostics
    1. Notes and diagnostics
  8. New keywords
  9. New options
  10. Deleted options
  11. Changes pertaining to the client letter

 

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 25.10 of DT Max, starting February 21, 2022, for the delivery of 2021 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 2020, 2019, 2018, 2017 and 2016 tax years.

    The following new tax items can be downloaded from the Auto-fill my return service into DT Max for the 2021 and subsequent tax years:

    • The Canada Training Credit Limit

    • An indicator will appear if the client has elected to pay Employment Insurance on self-employment earnings.

    • T5013, Statement of Partnership Income

      • Box 002 - Partner code

      • Box 003 - Country code

      • Box 004 - Recipient type

      • Box 005 - Partner's share (%) of partnership

      • Box 010 - Total limited partner's business income (loss)

      • Box 020 - Total business income (loss)

      • Box 030 - Total capital gains (losses)

      • Box 040 - Capital cost allowance

    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 25.10 of DT Max, starting February 21, 2022, for the delivery of 2021 tax year data. As of this date, the delivery of tax data will continue to be available for the 2020, 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. Version highlights

    1. Quebec: Employment expenses related to working from home due to the COVID-19 pandemic - Temporary fixed-rate method (Harmonization with federal legislation)

      The Government of Quebec will extend, for the 2021 and 2022 taxation years, the use of the temporary fixed-rate method of claiming the deduction for teleworking expenses introduced last year.

      In addition, the maximum amount has increased from $400 to $500 per year for this simplified method.

    2. Quebec: Enhancement of the senior assistance tax credit (Form TP-1029.SA)

      The maximum tax credit amount increases from $209 to $400 for an eligible individual, and from $418 to $800 if both spouses are eligible individuals.

    3. Northern residents deductions (Form T2222) - Changes affecting the travel deduction

      The deduction for travel benefits will be amended and expanded to be available to eligible northern residents who take a trip even though their employer does not provide benefits for their personal travel.

      As of January 1, 2021, if the taxpayer received, in the course of their employment, taxable benefits related to trips taken by an eligible member of his family and they do not claim the deduction relating to these benefits, or if they did not receive taxable travel benefits, they may claim, for the year, all or part of a $1,200 standard amount for each eligible member of their family in respect of trips they took during the year.

      Note that starting in 2021, for each eligible family member, only two trips can qualify for a deduction if these trips were taken for non-medical reasons. This limit does not apply to travel for medical purposes. You can therefore claim a deduction for an unlimited number of trips for medical purposes taken by you or by an eligible family member.

      By default, the software will optimize the calculation of the travel deduction for each family member using the more advantageous between the value of the taxable travel benefit and the $1,200 standard amount. In addition, given the new restriction of two non-medical trips, if a person has taken more than two trips for non-medical reasons, the program will optimize the calculation by claiming the two most advantageous trips.

      If you wish, you can modify the calculation performed by default by the software by specifying the method you wish to use with the help of the new sub-keyword Benefit-Standard added to the keyword Travel of the group NorthernDeduct . Furthermore, you can also change the allocation of the standard amount perfomed by the software using the sub-keyword AllocateStandard$ .

    4. Quebec: Harmonization with federal legislation regarding the travel deduction for individuals living in a designated remote area (Form TP-350.1)

      The Quebec tax legislation will be harmonized with the proposed changes to the federal tax system, namely:

      • The $1,200 standard amount for each eligible family member in respect of trips taken in the year, and

      • The limit of two trips taken for non-medical purposes for each eligible family member.

    5. New refundable tax credit for the return of fuel charge proceeds to farmers (Form T2043)

      Starting in 2021, if the taxpayer is an independent farmer or an individual member of a partnership carrying on a farming business with a permanent establishment in Ontario, Manitoba, Saskatchewan and/or Alberta, and the total of his eligible gross farm expenses are $25,000 or more, they may be eligible for this new refundable credit.

      If the taxpayer is eligible, the credit will automatically be calculated on the new federal Form T2043 and the amount will be included on the new line 47556 of the federal return.

      In addition, since this refundable credit is considered government assistance, it is taxable and must be included in the return for the same tax year in which it was claimed. If the taxpayer operates a farming business (Form T2042, T1163 or T1273) and this refundable credit is calculated according to his eligible farming expenses, it will be automatically added to income on line 9600 for Form T2042 (or line 9959 for Forms T1163/T1273).

    6. E-signature of Form RC71: pending Royal Assent

      As the electronic signature of the RC71 form has not yet received Royal Assent, the Canada Revenue Agency will not accept an RC71 form with an e-signature and will return an EFILE error if the electronic signature is used until Royal Assent is received.

      Reminder: As of 2021 (after receipt of Royal Assent), if Form RC71 is electronically signed by the taxpayer, the date and time of the e-signature is required for the purposes of electronic transmission of the return. This information should be entered using the keywords E-Sign-Date and E-Sign-Time in the E-Signature keyword group.

    7. Customer suggestion implemented in version 25.10: New billable items added in the automatic billing setup

      As suggested by customers, starting in 2021, it is now possible to separately include the following lines among the items to be billed to the customer: lines 21200 (Annual union, professional, or like dues), 22100 (Carrying charges, interest expenses, and other expenses), 23200 (Other deductions), 23210 (Federal COVID-19 benefits repayment), 41000 (Federal political contributions) and 46900 (Eligible educator school supply tax credit) of the federal return, as well as line 24640 of Schedule 7 (Transfers) and line 63110 of provincial Form ON479 (Ontario political contributions).

      In addition, the following keywords have also been added among those used in relation to items that can be billed separately to the client: the keyword Med-Specific regarding the cost of attendant care services and the keyword Return-Type.s pertaining to the final return of a deceased person.

  4. 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 2021 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.

  5. New forms

    Federal

    • T2043 - Return of Fuel Charge Proceeds to Farmers Tax Credit

  6. Revised forms

    Federal

    • T1 - Income Tax and Benefit Return

    New line 47556 for other refundable credits.

    • T1-M - Moving Expenses Deduction

    In Part 3 pertaining to the details of the move, the field Postal code has been renamed Postal or ZIP code.

    • T777S - Statement of Employment Expenses for Working at Home Due to COVID-19

    Lines 13 and 14 added regarding the amount carried forward from the previous year.

    • T1206 - Tax on Split Income

    Part 4 added pertaining to tax on split income for multiple jurisdictions.

    • T1229 - Statement of Resource Expenses and Depletion Allowance

    New line CDE / COPGE claimed in 2017 added to page 2 in the section pertaining to the total reductions net of additions other than accelerated CDE or accelerated COGPE.

    • T2222 - Northern Residents Deductions for 2021

    Chart A added to Step 3 regarding the calculation of the travel deduction.

    Quebec

    • MR-14.A - Notice Before Distribution of the Property of a Succession

      • Form has been completely redesigned and lines were renumbered.

      • New Parts 4 and 6 added.

      • New lines added to Parts 2 and 5.

    • TP-59.S - Expenses Related to Working Remotely Because of the COVID-19 Pandemic

    For the temporary fixed-rate method, the maximum amount has increased from $400 to $500 per year.

    • TP-350.1 - Calculation of the Deduction for Residents of Designated Remote Areas

    Columns A.1 and E.1 added in Part 2.2 pertaining to the calculation of the travel deduction.

    • TP-1026 - Calculation of Instalment Payments to Be Made by Individuals - 2022

    Removal of line 22 pertaining to the tax credit for taxi drivers or taxi owners, due to the expiration of this credit in 2022.

    • TP-1029.SA - Senior Assistance Tax Credit

    The maximum tax credit amount increases from $209 to $400 for an eligible individual, and from $418 to $800 if both spouses are eligible individuals.

    In-house forms

    • Estimation of the calculation of Quebec instalment payments for 2022 (government method)

    Removal of line 22 pertaining to the tax credit for taxi drivers or taxi owners, due to the expiration of this credit in 2022.

    • Estimation of the calculation of federal instalment payments for 2022 using the government method

    Removal of line 45110 pertaining to the climate action incentive, following the elimination of this refundable credit as of 2021.

    • Worksheet for calculating 2022 instalment payments

    Removal of line 45110 pertaining to the climate action incentive, following the elimination of this refundable credit as of 2021.

  7. New diagnostics

    1. Notes and diagnostics

      Federal

      Email address
      Warning

      Taxpayer is already registered to receive email notifications and will view and access their notices online through My Account.

      Paper notices will not be mailed to the taxpayer from the CRA.

  8. New keywords

    1. For the T-Slip group, pertaining to box 237 of the T5013 slip:

      1. FarmerFuelCharge : T5013 Box 237 - Farmer fuel charge tax credit [Fed. L.47556]

    2. For the keyword Travel in the NorthernDeduct group, pertaining to the northern residents deduction (federal Form T2222 and Quebec Form TP-350.1):

      1. Benefit-Standard : Select the method to be used between the taxable benefit and the standard amount

      2. AllocateStandard$ : Indicate which part of the standard amount you want to use for this trip

    3. For the new option "Standard amount claimed by another person" of the keyword Travel in the NorthernDeduct group, pertaining to the northern residents deduction (federal Form T2222 and Quebec Form TP-350.1):

      1. Traveller-Name : Name of the person who travelled and for whom you are claiming the travel deduction

      2. Claiming-Name : Name of the person who is claiming the travel deduction

      3. Standard-Claimed : Enter the total or portion of the $1,200 standard amount allocated

    4. For the keyword Address.move in the Moving group, pertaining to the moving expenses deduction:

      1. ZIPCode.m : ZIP code

    5. For the Business group, pertaining to farming businesses:

      1. FuelCharge-Cr : Claim return of fuel charge proceeds to farmers tax credit (T2043)

      2. NonArms-transac : Total farming expenses of non-arm's length transaction (T2043, Chart A L.4)

      3. GrossInc-Alloc : Percentage of gross income (line 9659) allocated to the permanent establishment(s) in the designated province

      4. Salaries-Alloc : Percentage of the salaries and wages paid (line 9814) allocated to the permanent establishment(s) in the designated province

    6. For the Clearance group, pertaining to the request for a clearance certificate (Quebec Form MR-14.A):

      1. Correspondence : Person to whom communications regarding the processing of the MR-14.A form and the distribution certificate should be mailed

      2. NameDesignatedPers : Name of designated person (last name and first name, in the case of an individual) (MR-14.A)

      3. Que-NEQ-No.mr14 : Québec entreprise number (NEQ)

      4. Business-Name.mr14 : Business name

      5. DistributionType : What kind of distribution does the liquidator need a certificate for?

      6. PostDeathIncome : Enter the total income reported in the TP-646 form(s) filed for all the taxation years

    7. For the Legal-Represent group, regarding the information on the taxpayer's guardian or legal representative:

      1. Rep-Que-NEQ-No : Legal representative's Quebec enterprise number (NEQ)

      2. Rep-BusinessName : Legal representative's business name

    8. For the Resource-Pool group, pertaining to Canadian development expenses (CDE) and Canadian oil and gas property expenses (COGPE):

      1. Ded-AIIP-2017.r : Deduction claimed in 2017 (amount in box B of the T1229 for 2017)

  9. New options

    1. For the sub-keyword Benefit-Standard of the keyword Travel in the NorthernDeduct group, pertaining to the northern residents deduction (federal Form T2222 and Quebec Form TP-350.1):

      DT Max optimization (default)
      Use the taxable travel benefit
      Use the standard amount of $1,200

    2. For the keyword Travel in the NorthernDeduct group, pertaining to the northern residents deduction (federal Form T2222 and Quebec Form TP-350.1):

      Standard amount claimed by another person

    3. For the keyword Income.bus in the Business group, pertaining to farming businesses:

      T5013 Box 237, Return of fuel charge proc. to farmers cr.

    4. For the keyword Correspondence in the Clearance group, pertaining to the request for a clearance certificate (Quebec Form MR-14.A):

      Liquidator 1 (default)
      Indiv./bus. designated in a specific power of attorney

    5. For the keyword DistributionType in the Clearance group, pertaining to the request for a clearance certificate (Quebec Form MR-14.A):

      Distribution of the deceased pers. property
      Distribution of the succession's post-death income
      Deceased pers. property and succession's post-death income

    6. For the sub-keyword PostDeathIncome of the keyword DistributionType in the Clearance group, pertaining to the request for a clearance certificate (Quebec Form MR-14.A):

      QPP and CPP death benefits
      Retirement income and death benefits
      Net investment income (interest and dividends)
      Net business income
      Net rental income
      Capital gains (taxable capital gains x 2)
      Other income
      Income tax, consumption tax and other amounts paid to Gvn
      Part of the post-death inc. already distrib. to the heirs

    7. For the keyword Property of the Clearance group, pertaining to the request for a clearance certificate (Quebec Form MR-14.A):

      Other immovable property in Canada
      Other immovable property outside Canada
      Precious property (jewellery, coins, painting, stamps, etc.)

    8. For the keyword DistributedProp of the Clearance group, pertaining to the request for a clearance certificate (Quebec Form MR-14.A):

      Income tax, consumption tax and other amounts paid to Gvn
      Other debts related to the succession that have been paid
      Part of the property value already distrib. to heirs

  10. Deleted options

    1. The following options have been deleted from the keyword Inst-Estim in the InstalMethod group when the method "Current year option (estimated)/ov" is selected:

      Federal Line 8 Climate action incentive (line 45510)

      Pertaining to the worksheet for the calculation of Quebec instalment payments for 2022, following the removal of line 8 due to the elimination of the climate action incentive as of 2021.

      TP-1026 - Line 22 Q462 - Tax credit for taxi drivers or taxi owners

      Pertaining to Form TP-1026 for residents of Quebec, following the removal of line 22 due the expiration of the tax credit for taxi drivers or taxi owners in 2022.

  11. Changes pertaining to the client letter

    1. New variables

      Federal

      %451 T2043 - Return of Fuel Charge Proceeds to Farmers Tax Credit

      You are a self-employed farmer or are an individual who is a member of a partnership who operates a farming business with one or more permanent establishment(s) in one or more of the following designated provinces: Ontario (ON), Manitoba (MB), Saskatchewan (SK) or Alberta (AB).

      We have determined that you are eligible for the Return of fuel charge proceeds to farmers tax credit and have completed the corresponding Form T2043. The purpose of this credit is to return a portion of the fuel charge proceeds from the federal carbon pollution pricing system directly to farming businesses in provinces that do not currently have a system that meets the federal requirements. You are entitled to a credit of $XXX.

 

 

February 16, 2022