DT Max Knowledge Base
What's new
What's new for T1/T2 Internet version 23.01?
Versions 22
What's new for T1/T2/T3/T5013 Internet version 22.30?
What's new for T1 Internet version 22.20?
What's new for T2/T5013 Internet version 22.15?
What's new for T1/T3 Internet version 22.14?
What's new for T1 Internet version 22.12?
What's new for T1 Internet version 22.11?
What's new for T1 Internet version 22.10?
What's new for T1/T3/T5013 Internet version 22.05?
What's new for T1/T2 Internet version 22.01?
Versions 21
What's new for T2 Internet version 21.32?
What's new for T1/T2/T3/T5013 Internet version 21.30?
What's new for T1 Internet version 21.20?
What's new for T2 Internet version 21.15?
What's new for T1/T3/T5013 Internet version 21.13?
What's new for T1 Internet version 21.11?
What's new for T1 Internet version 21.10?
What's new for T1 Internet version 21.08?
What's new for T3/T5013 Internet version 21.05?
What's new for T1/T2 Internet version 21.01?
Versions 20
What's new for T1/T2 Internet version 20.32?
What's new for T2 Internet version 20.31?
What's new for T1/T2/T3/T5013 Internet version 20.30?
What's new for T1 Internet version 20.21?
What's new for T1 Internet version 20.20?
What's new for T2/T3/T5013 Internet version 20.15?
What's new for T1 Internet version 20.14?
What's new for T1 Internet version 20.13?
What's new for T1 Internet version 20.12?
What's new for T1 Internet version 20.11?
What's new for T1 Internet version 20.10?
What's new for T3/T5013 Internet version 20.05?
What's new for T2 Internet version 20.03?
What's new for T1/T2 Internet version 20.01/02?
Versions 19
What's new for T1/T2/T3/T5013 Internet version 19.31?
What's new for T1/T2/T3/T5013 version 19.30?
What's new for T1 Internet version 19.20?
What's new for T2/T3 Internet version 19.17?
What's new for T1 Internet version 19.16?
What's new for T1 Internet version 19.13?
What's new for T1 Internet version 19.12?
What's new for T1/T2 Internet version 19.10?
What's new for T3/T5013 Internet version 19.05?
What's new for T1/T2 Internet version 19.01?
Versions 18
What's new for T1/T2/T5013 Internet version 18.32?
What's new for T1 Internet version 18.31?
What's new for T1/T3/T5013 version 18.30?
What's new for T2 Internet version 18.25?
What's new for T1/T3 Internet version 18.20?
What's new for T2/T5013 Internet version 18.15?
What's new for T1/T3 Internet version 18.12?
What's new for T1 Internet version 18.11?
What's new for T1/T3 version 18.10?
What's new for T5013 Internet version 18.05?
What's new for T1/T2 Internet version 18.01?
Versions 17
What's new for T1/T3 version 17.30?
What's new for T2 Internet version 17.25?
What's new for T1 Internet version 17.20?
What's new for T2/T3 Internet version 17.15?
What's new for T1 Internet version 17.14?
What's new for T1/T5013 Internet version 17.13?
What's new for T1 version 17.10/11?
What's new for T3/T5013 Internet version 17.05?
What's new for T1/T2 Internet version 17.01?
Versions 16
What's new for T1/T2/T3 Internet version 16.35?
What's new for T3 Internet version 16.31?
What's new for T1/T3 Internet version 16.30?
What's new for T2 Internet version 16.25?
What's new for T1 Internet version 16.20?
What's new for T2/T3 Internet version 16.15?
What's new for T1/T3 Internet version 16.12?
What's new for T1 Internet version 16.11?
What's new for T1/T2/T3 version 16.10?
What's new for T1/T2 Internet version 16.01?
Versions 15
What's new for T1 Internet version 15.31?
What's new for T1/T3 Internet version 15.30?
What's new for T2 Internet version 15.25?
What's new for T1 Internet version 15.20?
What's new for T2 Internet version 15.15?
What's new for T1 Internet version 15.14?
What's new for DT Max Internet version 15.13?
What's new for T3 Internet version 15.12?
What's new for T1 Internet version 15.11?
What's new for DT Max version 15.10?
What's new for DT Max Internet version 15.02?
What's new for T1/T2 Internet version 15.01?
Versions 14
What's new for T1/T3 version 14.30?
What's new for T2 Internet version 14.25?
What's new for T1 Internet version 14.21?
What's new for T1/T2/T3 Internet version 14.20?
What's new for T1 Internet version 14.14?
What's new for T1/T3 version 14.10?
What's new for T1 Internet version 14.01/02?
Versions 13
What's new for T2 Internet version 13.35?
What's new for T1/T3 version 13.30?
What's new for T2 Internet version 13.25?
What's new for T1/T3 Internet version 13.20?
What's new for T2 Internet version 13.15?
What's new for T1 Internet version 13.12?
What's new for T1 Internet version 13.11?
What's new for T1/T3 version 13.10?
What's new for T1 Internet version 13.01?
Versions 12
What's new for T2 Internet version 12.50?
What's new for T2 Internet version 12.35?
What's new for T1/T3 Internet version 12.30?
What's new for T2 Internet version 12.25?
What's new for T1/T3 Internet version 12.20?
What's new for T2 Internet version 12.15?
What's new for T1 Internet version 12.13?
What's new for T1/T3 Internet version 12.10?
What's new for T1 Internet version 12.01?
Versions 11
What's new for T2 Internet version 11.32?
What's new for T1/T3 version 11.30?
What's new for T2 Internet version 11.25?
What's new for T1/T3 Internet version 11.20?
What's new for T1/T2/T3 Internet version 11.12?
What's new for T1 Internet version 11.11?
What's new for T1/T3 version 11.10?
What's new for T1 Internet version 11.01?
Versions 10
What's new for T2 Internet version 10.40?
What's new for T2 Internet version 10.33?
What's new for T2 Internet version 10.32?
What's new for T1/T3 version 10.30?
What's new for T2 Internet version 10.25?
What's new for T1 Internet version 10.23?
What's new for T1 Internet version 10.22?
What's new for T1 version 10.21?
What's new for T1/T3 version 10.20?
What's new for T1 Internet version 10.13?
What's new for T2 Internet version 10.12?
What's new for T1 version 10.10?
What's new for T1/T3 Internet version 10.01?
Versions 9
What's new for T2 Internet version 9.35?
What's new for T2 Internet version 9.32?
What's new for T1/T3 version 9.30?
What's new for T2 Internet version 9.27?
What's new for T2 Internet version 9.25?
What's new for T1 Internet version 9.21?
What's new for T1/T3 version 9.20?
What's new for T1 Internet version 9.12?
What's new for T1/T3 version 9.10?
What's new for T1 version 9.01?
Versions 8
What's new for T2 version 8.35?
What's new for T2 version 8.32?
What's new for T1/T2/T3 version 8.30?
What's new for T2 version 8.25?
What's new for T1 version 8.22?
What's new for T1 version 8.21?
What's new for T1 version 8.12?
What's new for T1 version 8.11?
What's new for T1/T2 version 8.10?
What's new for T1 version 8.01?
What's new for T2 version 8.01?
Versions 7
What's new for T1/T2 version 7.35?
What's new for T1/T2 version 7.30?
What's new for T2 Internet version 7.25?
What's new for T1/T2 version 7.20?
What's new for T1 Internet version 7.14?
What's new for T1/T2 version 7.10?
What's new for T1/T2 version 7.01?
Versions 6
What's new for T1/T2 version 6.30?
What's new for T2 Internet version 6.25?
What's new for T1 patch v6.21?
What's new for T1/T2 version 6.20?
What's new for T1/T2 version 6.10?
Frequently asked questions (FAQ's)
Known issues
22.11 T1
T4A - Indian (Exempt income)
21.20 T2
CO-771 - Quebec small business deduction for tax years ending after March 27, 2018
21.05 T3
Copy of Schedule A, Schedule B and their supplements
21.08 T1
Quebec Line 278 - Retroactive Payment of the UCCB
AFR service between February 12 and February 14, 2018
T778 - Child care expenses for a child in shared custody
21.01 T2
Schedule 8 - Additional deduction of $500
20.30 T2
Unable to EFILE (Québec) the tax return after installing Windows 10 Creators Update
20.21 T1
Calculation of the amount for disabled dependants born in 1998 or earlier on Manitoba's Schedule MB428-A
20.14 T1
Calculation of Manitoba's education property tax credit and the seniors' school tax rebate on Form MB479
Error in the calculation of the basic Working Income Tax Benefit (WITB) for residents of Newfoundland and Labrador
Retroactive elimination of the health contribution for low- and middle-income individuals
20.13 T1
ReFILE service
Impact on Québec lines 447 and 448 when there is a dependent child who turned 18 before December 2016
Designation of a dependant child who turned 18 before December 2016 for purposes of the Quebec work premium (Schedule P)
20.11 T1
Age of eligibility for the age amount remaining at 65 (line 361)
ReFILE service
19.20 T1
Information about the solidarity tax credit
Capital gains (or losses) from resource property – Québec
Calculation of the Quebec work premium (Schedule P) for disabled persons enrolled in part-time studies
Schedule 11 for disabled persons registered in part-time studies
Schedule 9 and federal EFILE eligibility
Net capital losses to carry forward to 2016
19.17 T2
Warning message "Missing DATERECEIVED in INCOMESOURCE - DT Max will use the fiscal year-end"
19.14 T1
Calculation of the Working Income Tax Benefit (WITB) for a disabled person registered in full-time studies
19.12 T1
Calculation of net capital losses of other years in the year of death
18.20 T1
Family Tax Cut calculation and unused tuition credits transferred from a spouse or common-law partner
Modification of Schedule 8 - CPP Contributions
QPIP contribution for Quebec residents with employment income from a province other than Quebec
18.12 T1
CRA TDD (Tax Data Delivery) service and keyword Tuition-CF
Keyword Transfer-OV, option « NOT a dependent child » and calculation of Schedule 1-A
CRA TDD (Tax Data Delivery) service and Box 26 of T-Slip T4/RL-1
18.12 T5013
T5013 Slip - Box 010, Box 020 and Box 030
17.20 T1
Capital gains on gifts of certain capital property
17.14 T1/T2/T3
Pension income splitting: T4A-RCA box 17 and step 5 on Form T1032
T1135 - New 2013 Transitional reporting method and extension of filing due date
Difficulties transmitting T1/TP1 returns electronically
17.10/11 T1
Moving expenses deduction with simplified method
Earnings for CPP/QPP additional contributions (field 373)
16.35 T1
T1 batch filing through the EFILE Online Plus system
16.30 T1/T2/T3
Changes to form T1135 Foreign Income Verification Statement
16.25 T2
Relief for businesses affected by flooding in Alberta
Missing Federal acknowledgement report for a Quebec jurisdiction corporation
16.20 T1
Manitoba Credits (MB479) produced in the file of the spouse for whom the spouse or common partner amount is claimed
Annual registration fee for a sole proprietorship registered for the first time in 2011
Operating hours for Revenu Québec NetFile system
16.12 T1
QPP workchart Line 445 and disability benefits during a portion of the year
Schedule 8 - CPP Contributions on Self-Employment Income
16.11 T1
Calculation of the WITB disability supplement (Schedule 6 (QC))
16.10 T2
Sending the CRA a paper return when required to Internet file
Head office or mailing address change vs. Internet filing
16.10 T1
Self-employed income in pre-bankruptcy generates an incorrect carryforward in post-bankruptcy
CPP/QPP contributions and/or overpayment for a deceased taxpayer
Self-employed individual receiving QPP disability benefits
Electronic transmission of Quebec returns
Calculation of the estimated British Columbia low income climate action tax credit
15.31 T1
Canada Child Tax Benefit (CCTB) vs. Marital Status Change
15.25 T2
Production printing
Corporation Internet Filing vs. change in name, head office/ mailing adresses or direct deposit information
15.20 T1
Estimated Ontario Energy and Property Tax Credit (OEPTC) for a student in residence
Schedule J (Quebec) - Tax Credit for home-support services for seniors
15.11 T1
Saskatchewan Active families benefit
15.10 T1
Health contribution on line 448 of the TP-1
15.02 T1/T2/T3
Accountant (T1, T3) and Partner (T2) keywords
15.02 T2
Schedule 427 - British Columbia tax at the higher rate
Annual registration fees in 2012 (CO-17)
15.01 T1
Ontario children's activity tax credit
14.20 T1
T5004 data reproduced in the spouse's file
ON479 - Property Tax Component vs. non-resident spouse
ON479 - Property Tax Component vs. involuntary separation
14.14 T1
ON479 - Property Tax Component vs. widowed in the year
GRADUATED-CF keyword with respect to the Nova Scotia graduate retention rebate
T4 Box 66 - Eligible retiring allowances transferred to an RRSP
T4A slip Box 135 vs. calculation of medical expenses
13.35 T2
Carryforwards - Provincial amount within a CCA class
13.20 T3
2010 Manitoba tax rates
13.20 T1
Reduction for disabled or infirm dependants (Ontario Tax Reduction, line 55)
RL-10 vs message "Sum of data for this keyword is too high (...)"
GST/HST credit application vs related provincial credits for the provinces of Ontario, Saskatchewan, and British Columbia
Partnership's filer identification number
13.12 T1
Fees for a residential and long-term care centre for other dependant (F331)
Farming income vs. premium payable under the Québec prescription drug insurance plan
Tuition or examination fees transferred on line 65 of Part D of Schedule A
13.10 T1
How to enter an RL-10 slip from FONDACTION (CSN)
Medical refundable credit supplement (F452)
13.01 T1
Reduction for dependent children born in 1991 or later (ON 428 lines 6269 and 54)
12.35 T2
Quebec form LE-630 filing in 2009
12.30 T1
The NetFile Québec service is now available until September 30, 2009
12.20 T1
Quebec eligible pension income to split for a person born after December 31, 1943
Manitoba tuition fee income tax rebate (T1005)
Calculation of the deduction under subsection 20(12)
Request for advance payments of the tax credit for home-support services in 2009 vs Quebec instalment payments
Provincial disability amount vs. fees for a residential and long-term care centre
Provincial Tuition and Education Amounts transferred to spouse (ON(S11))
Application for the 2009 Ontario Senior Homeowners' Property Tax Grant
12.15 T2
Allocation of the Alberta Small Business Deduction between associated corporations
Quebec Tax Credit for the Reporting of Tips in 2008
Quebec form LE-630 filing in 2008
12.13 T1
25% reduction of the 2008 registered retirement income fund (RRIF) minimum amount
GST and Ontario PST portion on a class 10.1 vehicle addition
12.10/11 T1
Supplement for Personal care service (TP1 Schedule J)
Schedule 11 vs. taxable income from line 260
Ontario Senior Homeowners' Property Tax Grant (OHSPTG)
Transmitting electronic returns
11.30 T1
Proration of the Quebec childcare credit vs. business with multiple jurisdictions
11.25 T2
Allocation of the Alberta Small Business Deduction between associated corporations
11.20 T1
Quebec dividend tax credit refused
Elementary and secondary school scholarship reported on line 30 of Schedule F
Alberta political contributions and multiple jurisdictions
Total of self-employment income reported on Schedule 6
Ontario additional amount regarding the cost of attendant care
Ontario additional amount regarding expenses for a van adapted for wheelchairs and moving expenses for a more functional dwelling
Recapture from disposition of motor vehicle (TP-1 line 107)
Reduction of the amount for a severe and prolonged impairment in mental or physical functions (Q376)
Dependent child with different address in Quebec
More than $100,000 of the net income with eligible pension income to split
Text overlapping on page 1 of T1163
11.10 T1
Allocation of UCCB income
Disposal of class 10.1 vehicle
11.10 T3
Disposal of class 10.1 vehicle
10.40 T2
Name of signing officer does not appear
10.33 T2
Interrupted Quebec corporate return efile transmission
10.30 T3
2004 unused non-capital losses and ABIL
10.25 T2
Calculation of the GRIP addition for 2006
Calculation of the Alberta small business deduction
10.23 T1
Amount from line 9 of Form T691 (AMT)
Minimum amount from line 59 of Form T691 incorrect (T2038)
Political contribution for a Nova-Scotia resident
T4E box 18 tax exempt benefits (Indians)
Incorrect AMT amount on Schedule 1
Incorrect net farming (CAIS) income on line 141 of the federal jacket
CPP contributions on income from self-employment not deducted on TP-1 return
10.21 T1
Taxation of dividends in Quebec for multiple jurisdictions
Car allowance not fully deducted against motor vehicle expenses
T5013 concordance table
10.13 T1
Pension income amount
Irrelevant Quebec carryforwards
Employment expense allowance is not deducted on TP-59
10.10 T1
Ontario property and sales tax credits
Motor-vehicle leasing costs prorated twice on Quebec form TP-59.
QST refunded on union or professional dues not deducted from amount on line 373.
10.01 T1
Capital losses not showing on lines 197 and 199 of schedule 3
9.21 T1
Disability amount (forms MB428 and MB479)
Calculation of additional deduction for Quebec resources (line 287)
9.20 T3
Capital additions calculated incorrectly in CCA classes
9.20 T1
Transfer of the amount for infirm dependants age 18 or older (BC428)
Tax credit respecting the work premium for a resident outside Quebec
Amount from line 395 of the TP1 return not matching the total of lines 359 through 389
Incorrect Quebec instalment estimates for 2006 and 2007
Line 34 of Schedule B not equal to line 32 minus line 33
9.12 T1
Expenses qualifying for a provincial credit vs. T1 line 224 and T2038 line 6717
Amount on line 42 of Schedule K
Total deductions on line 254 of Quebec return incorrect in certain circumstances
Amount on line 279 of Quebec jacket different than total of lines 275 to 277
9.10/11 T1
Amount from box P of RL-5 being reported on line 232 of the T1 return
Tax credit respecting the work premium granted to the designated child
Quebec non refundable tax credits carried forward although needed in the year
Spouse with no income, dependent children (SK)
Other employment income and work premium (Schedule P)
Canadian interest income paid in US funds
Quebec efile error codes L00515 and L00516
9.01 T1
Street number being reported as the apartment number
8.35 T2
New rate of the tax credit with respect to salaries for acorporation
8.32 T2
Windows errors occurring when filing a CO-17 return over the Internet
Capital tax election of associated group agreement for allocation of taxable capital deduction
Claiming an investment capital tax credit in DT Max
8.22 T1
Quebec resident with business income outside Quebec and AMT carryforward
Capital gain from T3 slip with capital gain exemption claimed for Quebec
Ontario AMT and ITC
Incorrect 2003 AMT calculation
Ontario tax reduction and AMT
Provincial dividend tax credit claimed on T2203 for non-resident of province
ABIL from T5013 slip calculated incorrectly
CAIS program payments not showing on Quebec form T2042Q
Limit to tuition fees on Quebec schedule M
8.21 T1
Dividends not showing on schedule 4
Ontario health premium calculated for taxpayer not residing in Ontario
Incorrect calculation of Quebec AMT on form TP-776.42
Foreign tax credit not calculated for foreign tax entered in T4PS
Carryforward of Quebec prescription drug insurance plan premium from 2003
Ontario co-operative education tax credit for client with partnership income
Inaccurate number of payments in instalment table
Amount from T3 box 26 showing on federal schedule 4
Inconsistent amount of student grant repayment
Child tax benefits erroneously claimed federally
8.12 T1
Ontario reduction for disabled dependants not calculated
Inconsistent GST rebate carryforward
HBP carryforward not including year of RRSP withdrawal
No reminder to sign form T2202 in client letter
No reminder to sign form TP-1012.A in client letter
Entering a negative value from RL-5
Dividends transfer not showing on federal schedule 4
Previous year ITC not included in calculation of Quebec resource deduction
Carryforward of unused deduction for eligible tools
8.11 T1
Claim for provincial age amount lower than expected
Foreign tax credit calculated incorrectly
Ontario Health Premium for non-resident
Erroneous amount of deduction for Canadian Forces personnel and police
Quebec efile error code HB0470
8.10 T1
Deferred stock options benefits
Erroneous calculation of Quebec child support payment estimates
Amount for single-parent family not included in minimum child support amount
Calculation of child disability benefit not performed
Quebec foreign tax credit respecting business income
Erroneous amount of non capital loss on TP-1012.A
Client letter and non existent labour costs
Non capital loss carryforwards not applied against 2004 income
Erroneous claim of QST credit by dependent child
8.10 T2
Ontario apprenticeship training tax credit (ATTC)
Inaccurate calculation of general tax reduction
New calculation of Ontario capital tax
Gross amount of part I.3 tax
Nova Scotia tax
7.35 T1
Medical expenses omitted by DT Max
Illegible characters in client list printout
2003 Quebec AMT special filter and simplified tax system
2003 Quebec AMT and the tax systems
7.35 T2
Other deductions from Ontario
Temporary exemption for farming corporations
EFF form generated erroneously in CT23 final year
7.30 T1
Transfer of unused credits in pre-bankruptcy
Refundable medical expense supplement in post-bankruptcy
7.30 T2
Processing error detected
Multiple instances of GIFI data
Provincial non capital loss not carried forward
SR&ED limits on schedules 31 and 49
Additional credit for SR&ED claimed erroneously
Portion of meal expenses due to regular travel - Qc
7.20 T1
Provincial AMT for deceased taxpayer
Quebec AMT
Inconsistent amounts of interest income
Reductions from lines 6076, 6072 and 6074 of the MB428
Ontario AMT form T1219-ON not generated
Inconsistent amounts of federal instalments
Code 08 and reimbursement of employment insurance benefits
Combined investment income of spouses
Amount for retirement income not calculated correctly
Motor vehicle expenses not prorated
7.20 T2
Incorrect allocation of business limit on schedule 23
Non deductible meal and entertainment expenses
Deduction for farming or fishing business
7.14 T1
Ontario tax and income from multiple jurisdictions
Calculation of net family income
Incorrect amount for retirement income
7.10 T1
Schedule K line 36
Medical expenses incurred outside of the area
7.01 T1
Unexpected total for non refundable tax credits
Spousal transfer of dividends
6.30 T1
Error 1607 installing v6.30 from the CD
6.30 T2
CT23 short form and small business deduction of a CCPC
Temporary exemption calculation
Temporary exemption from capital tax
6.25 T2
Incorrect small business limit
6.21 T1
Ontario EETC granted to both spouses
6.20 T1
Error when installing DT Max from a CD-ROM
Capital gain inclusion rate from 2000
Carryforward of Ontario 2000 and 2001 AMT
Allocating the allowance for motor vehicle expenses
Incorrect optimization of the provision for taxes
6.10 T1
Incomplete phone number on form TP-1000.TE
Incorrect Quebec AMT calculation in 2001
Total eligible expenses not showing on form VD-358
Quebec maternity benefits
QST credit of a dependent child
Incorrect calculation of Quebec form VD-358 line 2
Irrelevant Quebec carryforwards
Employer name not showing on form T2200
Repayment of a scholarship in Quebec
6.10 T2
Capital dividend account and ECP disposal
Ontario tax rates in 2003
5.36 T2
Schedule 4 generated without continuity of losses
Form CO-1012 generated without Quebec loss carrybacks
5.30 T2
Negative amount of Quebec SR&ED additional credit
Installation and setup
Confidential databases and files
Restricting user access to client database
Managing setup files
Loss of forms manager settings or billing setup
Running DT Max
Error with MFC42.DLL file
User interface
Black screen in DT Max
DT Max features
Client database
New database
Client letter
Creating an additional client letter in DT Max
Keywords system
Deleting keywords
Entering employment expenses
Highlighted keywords
Keyword information
Entering amounts on specific line numbers
Using the SIN to locate a client
Overriding the program's optimization
Quebec amounts different from federal
Entering pensioners' data
Entering education and tuition fees
How to copy marked keyword data
Entering T-slip information
Data for spouse and dependant
Knowledge base
DT Max help file not displaying topic in right-hand side pane
T1 tax calculations
Accountant controls
Creating a form not produced by DT Max
Guaranteed income supplement
Alternative minimum tax
AMT implications for non capital loss carryforwards
Asset management
Follow-up on cost of assets
Bankruptcy
Bankruptcy returns
Business
Entering the amount representing the closing inventory on form T2124
Entering personal portion of labour expenses
Business with multiple jurisdictions
Business reserve
Business reserve on the T1139
T2124 for first year of operation
Option to convert to a December 31 year-end
Fiscal period election on T1139 and TP80.1
T1139 and child care expenses
Capital gains, CNIL
How to limit the net capital losses to be used
CNIL form not required
Limit to capital gain exemption
Disposition of a portion of capital holdings
Carrybacks - T1A
Capital loss carried back to prior year
Carryforwards
Capital gain inclusion rate from 2000
CCA
Business income from disposition of ECP
CCA for deceased taxpayer
Depreciation of computers and softwares
How to enter a disposition of property
Entering a different CCA class for Quebec
Processing the CCA pursuant to Part XVII
Adjustments to capital property
Overriding a CCA class
Limit to capital cost allowance
Box 33 on the TP-128 form
Charitable donations and gifts
Capital gain from gift of capital property
Optimization of donations
Child care expenses
Child care expense deduction
Child care expenses not reported on Quebec schedule C
Child tax benefits, GST credit
Claiming the GST credit
Education
Limit to tuition fees used federally
Preventing carryforward of tuition fees to spouse
Secondary / post-secondary studies
Modifying the transfer of the dependant's tuition fees
Tuition fees outside of Canada
Employment
Ontario income of Quebec resident
Ontario resident working in Quebec
Calculation of CPP/QPP contributions
Terminal loss on form T777
Employment expenses
Commissioned sales people
Employment expenses and commission income
Farming, Fishing
Hobby farmers
Optional inventory adjustment and QPP calculation
Pension plan of taxpayer residing in Quebec but operating a business in Ontario
Entering personal portion of labour expenses
CAIS and home office expenses
Business with multiple jurisdictions
Foreign income
Deduction under subsection 20(12)
Duplication of country ID code in FOREIGN-INC
Reporting foreign employment income
Foreign lottery winnings
Foreign interest and dividends
Infirmity and disability
Calculation of the Quebec work premium (Schedule P) for disabled persons enrolled in part-time studies
Disability deduction
Schedule 11 for disabled persons registered in part-time studies
Transfer of amount for disabled person
Instalments
Reimbursement of instalments paid to the MRQ after move to another province
Quarterly instalment
Investment income and expenses
Inputting interest earned from Ontario opportunity bonds
Medical expenses
Optimization of medical expenses for Quebec tax purposes
Portion of medical insurance plan premium paid by employer
Disabled taxpayer and attendant fees
Controlling the transfer of medical expenses
Multiple jurisdictions
Taxpayer residing in province other than Quebec but operating a business in Quebec
Non capital losses
Limit to non capital losses carried forward
Entering non capital losses carried forward
Net capital losses sustained prior to the year of death
Non residents, Emigrants, Immigrants
Election pursuant to ITA section 216
Part XIII tax
Property of emigrants - T1161
Foreign reporting - T1142
Filling out the T1141 form
Non resident information
Emigration / immigration and spousal amount
Non taxable property
Social benefits clawback deduction
Office-at-home expenses
Carryforward of home office expenses
Other
Same sex spouses
Other deductions
Income from copyright
Other income
Amounts received under SPRINT program
Other schedules and information
Car expenses allowance
Schedule K and Quebec resident moved to another province
Quebec drug insurance plan - franchise and mutual assurance fees
Other tax credits
Provincial tax credits
Other tax credits on line 462 of the Quebec return
Partners
Business partner
Pension income
Old age security pension calculation
Personal data
Different addresses of family members
Marriage during current year
Name change
Sharing of dependent children amounts between spouses
Common-law spouse
Personal tax credits
Transfer of unused tax credits from deceased spouse
Self-contained domestic establishments
Net income of spouse in RELATEDPARTY
Federal deduction for alimony paid
Eligible dependant amount
Profession
Work-in-progress
Provincial tax and credits
Harmonized sales tax
Ontario home ownership savings plan tax credit
Employment - 45% transfer to Quebec
Alberta royalty tax rebate / T79 form
Quebec attachment B tax credits
Sharing of schedule B credits
Quebec strategic investments
LSFTC amount deducted from wages
LSFTC and AMT
Real estate tax refund, Residence credit
Real estate tax refund
Rental
Business names of rental properties
Co-ownership of rental property
CCA on rental property
RPP, RRSP, RRIF
Repayments under HBP in case of death
Carryforward of RRSP amounts
Excess overcontribution of undeducted premiums to carry forward
RRSP undeducted premiums of 70 year-old taxpayer
69 year-old taxpayer allowed to make RRSP contributions
Eligible and cumulative RRSP amounts for new client
T5013, T5003, T101, T102
Entering amounts from boxes 62, 63 and 64 of RL-15
Entering the amount from box 138 of a T5013 slip
Producing forms T5004 and TP-1079.6
T-slip information
Where to enter the amount from box 42 of the T3 slip
RL-22 and life insurance
T5003 slip - tax shelters
Entry of T-slips in US dollars
Vehicle expenses
Calculating prorated automobile expenses
T2 tax calculations
Accountant
Ontario filing exemption
Creating a form not produced by DT Max
Optimization of tax provision
Filing of non RSI forms
Capital dividend account
Capital dividend account
Life insurance policy proceeds
Capital, Surtax, CMT, Premium taxes
Returns for part I.3 and part VI taxes
Capital deduction available for part VI tax
Tax on capital of life insurers
CCA, CEC
Dispositions of depreciable property
Charitable donations and gifts
Disposal of shares as donation to charity
Compensation tax, Insurance tax
Tax on capital for marine insurance corporation
Dividends
CAIS fund number 2
Taxable preferred shares
Federal tax credits
Calculating a capital gain refund
Generating schedule 47
Credit union allocations and deductions
Film/video production services tax credit
Foreign tax credits
Entry of T106 data
Non resident discretionary trust
Information on foreign affiliates
How to fill out form T1142
How to fill out form T1141
GIFI
GIFI data entry
GIFI form 140 - Summary of income statements
GIFI fields 8000 and 8089
Changes to the GIFI import file
Contra account items
GIFI totals and subtotals
Update from the GIFI
Identification
Address of head office unchanged on schedule 200
Return of tax exempt entity
Exemption from Ontario corporate minimum tax
Identity of signing officer
Signing date printed on the return
Authorization request for destruction of books and records
Labour costs
Entry of labour cost information
Logging
Forest producers' real estate tax refund
Losses
Non capital loss and part IV tax
Manufacturing and processing
M & P deduction
Tobacco manufacturers' surtax
Related parties
Election not to be an associated corporation
Research and development (SR and ED)
Quebec tax credit or super-deduction for salaries and wages
Tax credit for salaries and wages
Reserves
Previous year and current year reserves
Resources
Resource schedules
Small business deductions, Net income
Adjustments to Ontario net income
Patronage dividend deduction
Status change
Box 29 of the CO-17 return
Status change
Supplementary schedules
Notice of change of directors
Annual return pursuant to CBCA
Tax holiday
Corporation eligible for tax reduction or holiday
T3 tax calculations
Income
Apportionment of expenses to different sources of income
Allocations and designations to beneficiaries
Beneficiary income allocation
Electronic transmissions
Corporate efile
CT23 short form and small business deduction of a CCPC
Efile eligibility
Schedule 9 and federal EFILE eligibility
Efile errors
Quebec Internet filing - "Error: incorrect login"
Printing
Printing displayed return
Incomplete phone number on form TP-1000.TE
Reprinting clients
Reprinting a tax return
Other
Windows conventions, tips and tools
Updating device drivers
Windows Update
Windows version
DT Max help directory
Installation and setup
About DT Max
About DT Max
The three screens
Confidential databases and files
Confidential client data
Demonstration database
Demonstration clients
Directory structure, File naming conventions
Directory structure
Exiting DT Max
Exiting DT Max
Install program
Installing DT Max
Installing options
Command line arguments with DT Max
Language
Language of use
Running DT Max
Running DT Max
System requirements
DT Max requirements
End of support for Windows 7 and Windows Server 2008 / 2008 R2
Tax preparer information
Tax preparer information
Updates and patches
Installing DT Max updates and patches
Downloading updates
Creating a "Download" folder directly on your Windows desktop
Dr Tax and the Internet
Updating DT Max
User ID and password
User identification and password
User interface
User interface
User's defaults
User's defaults
Print address of firm on client letter and invoice
Authorization form
New client number range
Automatic conversion of $US to Can $
Type of corporation
Print current date wherever a signature is required (T1)
Select EI earnings default
The CRA allowed to share information with Elections Canada
Print balance due in
Calculation of instalments and overpayments
Claim ITC refund if possible
Province or jurisdiction of head office
Language of client
User-defined logo
Mailing address
Processing of March instalments and overpayments
Display format of numbers
Automatic calculation of old age security pension
Number of prior years to show on summaries
Province of residence (T1)
Printing refund code to claim refund
Prevent reprinting of government copies
Enable sorting where possible
Optimize provision for taxes (T2)
Phone number
Type of preparer of tax returns
Verification requirements
Users of DT Max
Multiple users of same DT Max database
DT Max features
Adding clients
Adding clients
Cloning family members
Advanced utilities
Advanced utilities
Rebuild database
Unlocking client files
Archiving
Archiving tax returns in PDF format
Backup
Why back up?
Backing up and restoring
Batch calculations, Express calculations
DT Max results log
Billing module
Billing module
Calculating tax returns
Tax calculations
Calculator
Calculating while entering data
Carryforwards from previous years
Carryforwards from previous years
Client data editor
Code selector
DT Max GIFI editor
Client database
The client database
Client letter
The client letter
Customizing the client letter
Client letter options
Exporting the client letter to a word processor
Client letter variables
Client list
The client list
Changing the accountant code
Customizing the client list
Family unit
Marked clients
Your own clients
Changing client numbers
Toolbar for the client list
Comparing data, Right-hand side display
Right-hand side display
Data entry templates
Customized input sheets
Customized input sheets
Deleting client data
Deleting data
Displaying tax returns
Displaying the tax return
Export or email tax return pages
Show fields on tax return
Toolbar for displayed tax return
Ditto key
The "ditto" key
DT Scandoc
DT ScanDoc - Overview
DT ScanDoc - Scan dialog
DT ScanDoc - Index dialog
DT ScanDoc - Review dialog
DT ScanDoc Preferences - DT ScanDoc Setup
DT ScanDoc Preferences - File naming rules
DT ScanDoc Preferences - Scanner and image setup
DT ScanDoc Preferences - PDF setup
DT ScanDoc - File templates
DT ScanDoc - Scanners and DT Scandoc
DT ScanDoc - Minimum system requirements
DT ScanDoc - Troubleshooting FAQ
DT FileCabinet
DT FileCabinet
Preferences - DT FileCabinet
DT Practice
DT Practice
Preferences - DT Practice
DT Client Portal
DT Client Portal
Preferences - DT Client Portal
DT Impressions
DT Impressions
Editing client data
Data entry
Adding a keyword
Toolbar for the data entry screen
Engagement letter
Engagement letter
Entry of different jurisdiction amounts
Entering different jurisdiction amounts
Extract and merge
Extract and merge
Anonymous extract
File confirmation (overwrite)
Extracting client information
Merging client information
Filters
Client filters
Filtering on accountant codes
Filtering on client birthdates
Filtering on calculated tax data
Filtering on days since last activity
Editing filters
Filtering on keywords
Filtering on language of client
Filtering on processing statuses
Client list filter selection
Helpful filter uses
Finding a client file
Finding a client
Keystrokes conventions
DT Max function key summary
Keywords system
The keyword system
Finding a keyword in a client's file
Group keywords
Keyword properties
Note attached to a keyword
Paragraph keywords
Finding the right keyword
Types of keywords
Knowledge base
The knowledge base
HTMLHelp and Microsoft's Internet Explorer
Macros
Macros editor
Multi-factor authentication
Multi-factor authentication
Onvio
Onvio
Preferences - Onvio
Processing status summary
Summary of processing statuses
Processing statuses
Processing statuses and client management
Changing processing statuses
Status information
Listing of individual processing statuses
Changing statuses for a batch of clients
New carryforwards
Pro forma questionnaire
Pro forma questionnaire
Removing clients
Deleting a client
Saving client data
Saving client information
Errors / warnings in data
Show this box
Security system
Security system
Assigning access rights to DT Max users
Changing passwords
Assigning system supervisor status
Making passwords mandatory
Choosing a system supervisor
System policy manager
Setup manager
Blocked keywords
Selecting a tax year
Tax year selection
SmartStart input assistant
The DT Max SmartStart input assistant
Tax planning
Tax planning with DT Max
Deleting a plan
Displaying planning summaries and full returns
Entering data and calculating plans
Selecting and copying plans
T1 planner
Verifying client data
Field review feature
Verification system
Checking individual keywords
T1
Automated T1-ADJ / TP-1.R adjustment requests
Calculation of alternative minimum tax for tax years 2003 and subsequent
Preparing a bankruptcy return
Changing a fiscal year-end
Schedule K - Quebec prescription drug insurance plan
Optimization of pension income splitting
Preparing the return of a deceased taxpayer
Preparing the return of a newly separated or divorced taxpayer
Preparing CAIS returns
NAICS (North American Industry Classification System)
Preparing a personal (T1) tax return
CRA Auto-fill my return service
Procedure to download tax data from the CRA
CRA Express NOA service
Procedure to download using the CRA's Express NOA service
Quebec tax systems
Quebec Tax Data Download
Procedure to download tax data from Revenu Québec
T2
The General Index of Financial Information (GIFI)
Preparing CAIS returns
Standard industry classification codes (SICC)
Preparing a corporate (T2) tax return
CRA T2 Auto-fill Service
Procedure to download T2 tax data from the CRA
T3
Preparing a trust (T3) return
T3 New User Case
Processing tax centres
T5013
Update from the GIFI
Electronic transmissions
Corporate efile
Diskette/CD filing of Ontario CT23 corporate returns
Corporation Internet filing with Revenu Québec
Corporation Internet filing with Tax and Revenue Administration
Diskette/CD confirmation
Corporation Internet filing with the CRA
CRA Pre-Authorized Debit
CRA Pre-Authorized Debit request
Efile errors
Correcting efile errors
Overriding T1 efile records
Efile overview
Introduction to efile
Procedure for electronic filing of tax returns (efiling)
Efile registration
Efile registration
Efile setup
Efile setup in DT Max
T1 efile defaults
Notice of Assessment Electronic Delivery Service
Procedure to download using the CRAs Express NOA service
Help desk assistance
Efile help desk contact information
Preparing returns for electronic filing
Preparing returns for electronic filing
Quebec ReFILE Attachment
Quebec ReFILE Attachment e-submission
Quebec MR-69
Quebec MR-69 efile setup
Quebec MR-69 e-submission
RC59/RC59X
RC59/RC59X e-submission
T106
T106 e-submission
CRA Authorizing or Cancelling a Representative
CRA Authorizing or Cancelling a Representative request
T1134
T1134 e-submission
T1135
T1135 e-submission
T3 Efile
T3 Internet filing with the Canada Revenue Agency (CRA)
Internet filing of RL-16 slips with Revenu Québec
T5013 Efile
Partnership Internet filing with the Canada Revenue Agency (CRA)
Internet filing of RL-15 slips with Revenu Québec
Transmitting electronic returns
Transmitting electronic returns
Viewing and printing efile reports
View and print efile reports
Printing
Printing Overview
Printing in DT Max
Printing client data
Printing or exporting client list data
Batch printing of keywords
Printing customization
Blank tax forms
Customized destinations
Printer settings
Printing forms
Printing forms
Printing mailing labels
Label printing
Client labels
Customized label setup
Text to print
Customized labels
Label definition
Editing a customized label
Client label setup
Text to print
Helpful ideas for label printing
Printing options
Printing options overview
Enable printing of date on each page of tax return
Printing bar codes on tax returns
Printing troubleshooting
Troubleshooting printing in DT Max
Production printing
Production printing in DT Max
Clients to print
Copies to print
Forms manager
Printing to other DT products
Types of returns to print
Other
Database management
Creating a new database
Btrieve status codes and messages
Licence
Dr Tax limited use software licence agreement
Installing an updated licence
Networks
Installing the DT Max knowledge base from a network directory
Installing DT Max from a network
Installing a download version from a network directory
Other
Adobe Acrobat Reader and PDF files
Troubleshooting
Database maintenance
DTWINF diagnostics
Virus protection
Virus protection
Windows conventions, tips and tools
The Windows Search utility
Simple MAPI clients
Windows marking conventions
Keywords
T1
Personal information
Elections
Other personal data
Infirmity
Change of marital status
Alimony and spouse not processed
Indian
DT NetLink
Non-residents, immigrants and emigrants
Bankruptcy
T1135, T1141 and T1142
Direct deposit (T1-DD)
Billing
Accountant
My Account
Controls
Overrides
Print and display
Efile and discounting
Progress tracking
Asset management
Solidarity (Schedule D)
Employment income (T4)
T-slip information
Investments
Capital gains
Resource property (TP-726.20.2-V)
Business income
Foreign income
Other income
RPP deduction
RRSP Deduction (Schedule 7)
HBP
LLP
Child care expenses (T778)
Sport, recreational, artistic, cultural expenses
Moving expenses (T1-M)
Carrying charges, investment expenses
Employment expenses (T777)
Other deductions
Northern residents deduction (T2222)
Additional deductions
Renovert
Home buyers' amount
Adoption expenses
Treatment of infertility
Public transit amount
Tuition and education amounts
Medical expenses
Charitable donations and gifts
Tax credit for workers aged 64 or more
New graduate tax credit (TP-776.1.ND)
Beneficiary of designated trust
Special taxes
Federal political contributions
Investment tax credits (T2038(IND))
Provincial tax and credits
Provincial property tax credit
Manitoba book publishing tax credit (T1299)
Home-support services for seniors (Schedule J)
Respite of caregivers (Schedule O)
Other tax credits
Instalments and deductions at source
Balance due (refund)
Alternative minimum tax
Request for an adjustment to an income tax return (T1-ADJ)
Averaging of a retroactive payment or arrears
Non capital loss carryforwards
Capital losses carryforwards
Carrybacks (T1A)
DT ScanDoc
Historical information
Keyword Entry Order List
T2
Identification
Accountant / Controls
My Business Account
Overrides
Efile
GIFI
Net income / Small business deduction
Capital / Surtax / CMT / Premium tax
Status change
Charitable donations and gifts
Investment income & dividends
Capital gains and losses
General rate income pool
Low rate income pool
Losses
CCA / CEC
Resources
Reserves
Royalties
Logging
Manufacturing and processing
ITC / Deductions
Research & development
Tax credits and deductions
Alberta credits and deductions
Ontario credits and deductions
Quebec credits and deductions
CAIS
Non profit organization
Non-residents
Registered charity
Supplementary schedules
Tax holiday / Exemption
Compensation & insurance taxes
Instalments
Related parties
Capital dividend account
DT ScanDoc
Historical information
Keyword Entry Order List
T3
Identification
Trustee information
Settlor information
Allocations and designations to beneficiaries
Direct deposit (T3-DD)
Accountant information
Notes
Billing
Controls
DT ScanDoc
Overrides
Custom schedules
Status change
T3P
T3M
Income
T-slip information
Capital gains and losses
Business income
Carrying charges, investment expenses
Other deductions
Net income
Foreign property and income
Losses
Carrybacks (T3A)
Cumulative net investment loss
Resource property and land inventory
Charitable donations and gifts
Investment tax credits
Minimum tax
Additional taxes and adjustments
T3 Adjustment Request
Instalments and deductions at source
Federal and provincial tax credits
Historical information
Keyword Entry Order List
T5013
Identification
Efile
Partner information
Partnership officers
Partnership information
Overrides
Status change
Accountant / Controls
GIFI
Net income
Partnership income and expenses to be allocated
Capital
Capital gains and losses
Charitable donations, gifts and political contributions
CCA / CEC
T-slip information
Resources
Research & development
Supplementary schedules
Historical information
Keyword Entry Order List
Software support
The Dr Tax software support service
Software support request form
How to reach Dr Tax support
Software training
QuickStart Guide
QuickStart Tutorials
T1 user workshop
Tax documentation
Guides
T1
Federal tax guide index by line numbers
Quebec tax guide index by line numbers
Provincial tax guides index by line numbers
T2
T4012 T2 Corporation - Federal Tax guide index by line numbers
CO-17.G - T2 Quebec Tax guide index by line numbers
T3
T4013 T3 Trust - Federal tax guide index by line numbers
TP-646.G - T3 Quebec tax guide index by line numbers
Other federal guides
Other Québec guides
Government links
In-house material
Best practices
Cloning
Backup reminder
Deploying DT Max
EFILE
How to install your licence key
Security System
Customize your client list
DT MAX Dos and Don'ts