Donations

The following options are applicable for the keyword Donations.

• Canadian charitable donations

• Use this option to report Canadian charitable donations. Enter the amount of the donations made in the current year and the name of the recipient with the keyword Amount.d. Include all donations for the current year, even if they exceed 75% of the net income.

  You may choose this option to enter the amount of the charitable donations shown in box 103 of the T5013.

  Any unclaimed amount will be carried forward automatically by DT Max. If you are entering data for a new client, enter charitable donation carryforwards with the keyword Amount-CF.d for the relevant year.

  This amount is reported on line 10 of federal schedule 11 and line 123 of the Quebec TP-646 trust return. It is limited to 75% of the net income but you may limit or override the claim with the keyword Claim-OV.d.

• Gifts to government (75% limit)

• Use this option to indicate that these gifts to Canada or to a province were made after February 18, 1997. Enter the value of the gift using the keyword Amount.d.

  Select this option to enter the partner's share of all gifts, including cultural property to Canada or a to province, as indicated in box 103 of the T5013.

  Any unused portion is automatically carried forward to the following year.

  Do not use this option for amounts carried forward from prior years. Carryforwards will be calculated by DT Max and used automatically when possible. If you are entering data for a client not currently in your DT Max database, enter gift carryforwards from past years using the keyword Amount-CF.d.

  This amount is reported on line 10 of federal schedule 11 and line 123 of the Quebec TP-646 trust return. It is limited to 75% of the net income but you may limit or override the claim with the keyword Claim-OV.d.

• Cultural and ecological gifts

• Cultural or ecological gifts.

• Gift of work of art to a Quebec museum (125%)

• If, after March 14, 2000, you donated a work of art to a museum located in Quebec or other similar institution duly accredited, you may enter 125% of the amount used in the calculation of the credit.

• U.S. charitable donations

• Use this option to report U.S. charitable donations. Enter the amount of the donations made in the current year and the name of recipient with the keyword Amount.d. Include all donations for the current year, even if they exceed 75% of the net income. Enter the net income limit of the income earned in the U.S with the keyword US-Net-Inc.d.

  Any unused portion is automatically carried forward to the client database. Do not include any carryforwards from prior years. Carryforwards will be calculated by DT Max and used automatically if possible. If entering data for a new client, input any U.S charity carried from past years using the keyword Amount-CF.d.

• Gifts to certain Quebec political education organizations

• Use this option to enter donations to political education organizations, and enter the amount of the donations made in the current year as well as the name of the recipient with the keyword Amount.d. Include all donations for the current year even if they exceed the 75% of net income maximum.

  Any unclaimed amount will be carried forward automatically by DT Max. If you are entering data for a new client, enter charitable donation carryforwards with the keyword Amount-CF for the relevant year.

• Donations made to prescribed universities outside Canada
• Donations made to the United Nations and its agencies

Exchange.d

Amount.d   

Recapture-CCA

Amount-CF.d   

The following options are applicable for the keyword Amount-CF.d.

US-Net-Inc.d   

Claim-OV.d   

DT Max will take this override amount into account when calculating the unused charitable donations amount to carry forward. Use [Alt-J] to enter different values for other jurisdictions.