  Accountant |
Use the keyword Accountant to assign a client's file to a specific staff member. This person's user ID will appear next to the client's name in the client list.
This enables you to filter the client list by Accountant to see only the clients of this staff member. It also allows you to check their files' Progress .
If no Accountant is entered for a particular client, DT Max will attribute them to the staff member whose user ID was used to enter that client into the database.
ClientID
TaxFileID
TransID
Office-ID Office ID
PreparerID
UserField1
UserField2
UserField3
UserField4
Return-Type Return type
The following options are applicable for the keyword Return-Type.
The keyword Verifier is used to indicate who is responsible for verifying a particular client's tax return.
Note that if the security system is operational, entering the verifier's name or user ID in a client's file will not automatically give this person access to that file. In such a case, access rights to any and all client files must be specifically assigned through the security system.
For more information, see Access rights.
Use the keyword Staff to indicate who entered the client into the DT Max database by creating their tax file.
Note that if the security system is operational, entering this person's name or user ID in a client's file will not automatically give them access to that file. In such a case, access rights to any and all client files must be specifically assigned through the security system.
For more information, see Access rights.
To use a customized client letter for this client, enter the keyword ClientLetter and the name of the file containing the client letter. If it is not in the same subdirectory as DT Max, enter the full path as well as the name.
The knowledge base explains how to customize the client letter. The keyword help [Ctrl+F8] for Letter-Data has a current list of %-variables, which can be used in the client letter.
Use the keyword Client-Code to specify a reference number for a client's file, if any. DT Max will enable you to use this in the client letter.
Client type
The following options are applicable for the keyword Client-Type.
Select the marketing type
The following options are applicable for the keyword Marketing.
Bus advertising
Business to business
Carry forward
Costume waver
Direct mail
Newspaper
Prior client
Radio
Referral
Television
Val-pack
Yellow pages
Other
Time in
Use the keyword Letter-Data to override the value of any variable that is printed on the client letter.
This keyword can also be used to enter the text for the custom variables %201 to %210 which are put aside for your own use. You can use these custom variables to represent whatever information you want to communicate in your client letter.
Enter the keyword Letter-Data and select the variable code in the tree structure that you want to modify and the text that you wish to print for this variable. If you select a numeric value for Letter-Data, this value can be used in a %IF statement in the client letter. If you enter the same text frequently, you may wish to set up a text macro to enter such a text for Letter-Data . This is the current list of variables which can be used in the client letter.
Use the keyword Amended to enter the text you wish to see appear as watermark on each page of the tax return.
The following options are applicable for the keyword Amended.
Use the keyword Inactive to indicate that this family member should not take part in the tax calculations for the family. Although this keyword only affects this person in the current year, the keyword will be carried forward. To reactivate the family member remove the Inactive keyword.
An inactive family head prevents tax calculations for the entire family. To process a family in the year after the death of the family head, access the spouse's file and change the Relation entry to "family head". This will swap the family head and spouse in the file. The surviving family members can then be processed once the deceased person has been made inactive.
If you wish to clone the spouse's file, use the cloning feature available in the client list by selecting Tools and Clone family members. This feature is used to create a copy of one or more family members. This is useful in the following situations: - Splitting up a family to prepare the return of a separated or divorced spouse;
- Preparing the return of a dependant who has moved out of the family household;
- Copying joint-custody dependants to a spouse who is separated or divorced from the family head.
Cloning makes a copy of the selected family member, and assigns them a new client number. This copy (the clone) appears as a separate entry in the client list. Note that only the current year data is copied for the clone.
Once the copy is made, there is no more link between the original member and the clone, i.e. changes affecting one of them (including changes to permanent data such as the address, for example) will not be applied to the other.
The following options are applicable for the keyword Inactive.
Deceased
Separated
Divorced
Left home
Before became a client
No longer a client
Other reason
Client is active
The keyword Notes is used to record permanent comments or notes in a client's file. These notes remain in the file until they are deleted. Any number of separate notes can be entered. These notes have no effect on tax calculations or printing of the tax return. The data entered with Notes is not sent to the audit trail. They will also appear on the Notes and diagnostics page of the tax return.
This keyword records comments or notes relevant to the current tax year in a client's file. This will include notes regarding the preparation of this tax return for the current tax year. This keyword may be used to communicate with the reviewer or partner. Use one Notes-Annual keyword for each separate comment. Any number of separate notes can be entered. This note has no effect on tax calculations or on tax return printing. Text entered using Notes-Annual will not remain in the client's file in the following year. Data entered using Notes-Annual will not be sent to the audit trail, but they will appear on the Notes and diagnostics page of the tax return.
This keyword is used to enter notes regarding the client or the preparation of his taxes in the client's audit trail. Any number of separate notes can be entered. This keyword has no effect on tax calculations or on printing. When this client's data is saved, Notes-Audit information will be moved from the client's file to the client's audit trail. Therefore, when you next edit this client's file, both the Notes-Audit keyword and text will have disappeared from the client's record.
When in tax planning mode, Plan-Title enables you to enter a brief title to distinguish one plan from another. This title will appear on the plan itself and on the summary of all plans.
Use List-Memo1 to enter a short memo for a given client, which will appear in the client list. For instance, this keyword can be used for reminders.
In order for the List-Memo1 entry to be displayed, you must tick the appropriate box in Preferences > Client list settings so that the memo column will appear in the list.
Note that this memo is an annual entry and as such, it is not carried forward from one year to the next.
Use List-Memo2 to enter a short memo for a given client, which will appear in the client list. For instance, this keyword can be used for reminders.
In order for the List-Memo3 entry to be displayed, you must tick the appropriate box in Preferences > Client list settings so that the memo column will appear in the list.
Note that this memo is an annual entry and as such, it is not carried forward from one year to the next.
Use List-Memo3 to enter a short memo for a given client, which will appear in the client list. For instance, this keyword can be used for reminders.
In order for the List-Memo3 entry to be displayed, you must tick the appropriate box in Preferences > Client list settings so that the memo column will appear in the list.
Note that this memo is an annual entry and as such, it is not carried forward from one year to the next.
Use List-Memo4 to enter a short memo for a given client, which will appear in the client list. For instance, this keyword can be used for reminders.
In order for the List-Memo4 entry to be displayed, you must tick the appropriate box in Preferences > Client list settings so that the memo column will appear in the list.
Note that this memo is an annual entry and as such, it is not carried forward from one year to the next.
Use List-Memo5 to enter a short memo for a given client, which will appear in the client list. For instance, this keyword can be used for reminders.
In order for the List-Memo5 entry to be displayed, you must tick the appropriate box in Preferences > Client list settings so that the memo column will appear in the list.
Note that this memo is an annual entry and as such, it is not carried forward from one year to the next.
Generate the equations forms T99
Use Claim-Expired-OV to ignore the claim that expired and perform calculation as normal (yes/no).
Use TaxReview-For to select to whom the tax review questions of the tax return are addressed. Choose whether you are answering questions on the taxpayer's file, the spouse of dependants. DT Max gives you the option of logging the questions/answers for all family members in one file.
The tax workflow review and tracking keyword group will assist you during the tax return verification and review stage, with specific tax review questions have been added and grouped into different tax categories. Simply browse through the tax questions in the tax categories that apply to your client's situation, and select the question(s) relevant to your client.
The tax questions have been developed to cover different situations and avoid mistakes before finalizing and submitting your tax returns. You can therefore easily consult and select the pre-set questions in the sub-divided into several categories of tax review keywords that might apply to your client's situation. The Tax workflow review is also customizable; you can create your own question within any one of the categories offered by simply choosing "Other (specify)" and enter your question.
This group allows you to improve and better document the verification and tax review of your tax returns. A Tax Review Questions form will be generated and will contain the list of selected tax review questions. This form will contain any review questions that have not yet been answered and are outstanding. You can also easily save this form and send it to your clients. This new keyword group, TaxReview-For, that will allow you to log answers to questions you have on your client's tax return during the tax preparation process. DT Max will keep track of the answers to these questions in the data entry through the keyword group, and two new forms generated in the tax return screen.
Once the tax review question has been completed, i.e. processed, and the data entry has been carried out or modified, you can use the keyword Completed.tax that you will find in the tax review question group. When you select "Yes", the tax review question will be transferred to another form called Tax Review Questions - Completed. Once all the tax review questions have been processed and completed, you should no longer have the Tax Review Questions form but only the Tax Review Questions - Completed form.
The following options are applicable for the keyword TaxReview-For.
Taxpayer
Spouse
Other (specify)
Use Q-General to select or enter the tax review question
The following options are applicable for the keyword Q-General.
RRSP contributions for the first 60 days of 2024 ?
Annual union, professional, or like dues?
Donations and gifts?
Federal political contribution?
Provincial polititical contribution?
Salary insurance premiums paid by the employee?
Last pay statement from employer?
Live in a metropolitan area?
Sold the principal residence?
First-time home buyer?
Eligible educator to school supply?
Eligible for volunteer firefighter?
Eligible for search and rescue volunters?
School taxes paid?
Rent paid?
Advance payments received?
Certificate respecting an impairment TP-752.0.14?
Disability tax credit certificate T2201?
Digital news subscription expenses?
Upgrading of residential waste water treatment systems?
School supplies for teachers and educators?
Other (specify)
Enter more details about the tax review question.
Select or enter the answer to the tax review question. For pending questions, choose the question mark.
The following options are applicable for the keyword Answer.tax.
Amount of the question (if applicable).
Date of the question (if applicable).
Enter more explanations regarding the answer to the tax review question.
Date on which the client answered the question.
Select whether the review question has been completed and the tax data modified. By selecting yes, the tax review question will be transferred to the in-house form Tax review questions - Completed.
Use Q-Government to select or enter the tax review question
The following options are applicable for the keyword Q-Government.
Federal notice of assessment of 2022 ?
Quebec notice of assessment of 2022 ?
Federal installment payments for 2023 ?
Federal installment payments for 2024 ? (1st trimester)
Quebec installment payments for 2023 ?
Quebec installment payments for 2024 ? (1st trimester)
Registered for direct deposit - Federal?
Registered for direct deposit - Quebec?
Interest on a tax refund - Federal?
Interest on a tax refund - Quebec?
Other (specify)
Enter more details about the tax review question.
Select or enter the answer to the tax review question. For pending questions, choose the question mark.
The following options are applicable for the keyword Answer.tax.
Amount of the question (if applicable).
Date of the question (if applicable).
Enter more explanations regarding the answer to the tax review question.
Date on which the client answered the question.
Select whether the review question has been completed and the tax data modified. By selecting yes, the tax review question will be transferred to the in-house form Tax review questions - Completed.
Use Q-Medical to select or enter the tax review question
The following options are applicable for the keyword Q-Medical.
Private drug insurance?
Medical expenses (dentist, optometrist, etc.)?
Detail charge for eyeglass frame?
Part paid by the employee for the private drug insurance?
Verify the eligibility of medical practitioners?
Expenses for medical services not available in the area?
Other (specify)
Enter more details about the tax review question.
Select or enter the answer to the tax review question. For pending questions, choose the question mark.
The following options are applicable for the keyword Answer.tax.
Amount of the question (if applicable).
Date of the question (if applicable).
Enter more explanations regarding the answer to the tax review question.
Date on which the client answered the question.
Select whether the review question has been completed and the tax data modified. By selecting yes, the tax review question will be transferred to the in-house form Tax review questions - Completed.
Use Q-Family to select or enter the tax review question
The following options are applicable for the keyword Q-Family.
Children's activities?
Is there shared custody?
Paid child support in 2023 ?
Received child support in 2023 ?
Change of marital status in 2023 ?
New tax spouse in 2023 ?
Adoption expenses in 2023 ?
Expenses paid for the treatment of infertility in 2023 ?
Transfer of Quebec tax refund to spouse?
Multigenerational home renovation tax credit?
Other (specify)
Enter more details about the tax review question.
Select or enter the answer to the tax review question. For pending questions, choose the question mark.
The following options are applicable for the keyword Answer.tax.
Amount of the question (if applicable).
Date of the question (if applicable).
Enter more explanations regarding the answer to the tax review question.
Date on which the client answered the question.
Select whether the review question has been completed and the tax data modified. By selecting yes, the tax review question will be transferred to the in-house form Tax review questions - Completed.
Use Q-Investments to select or enter the tax review question
The following options are applicable for the keyword Q-Investments.
Carrying charges and interest expenses?
Interest expenses on a loan balance?
Fees for the management of the unregistered portfolio?
Holding foreign property over $100,000 (T1135)?
Superficial loss?
Tax on split income (TSI)?
Sale of mutual fund units: adjust ACB?
Sale of bonds : allocation of g/c vs interest?
Interest accrued on savings bonds?
Election to defer tax in a spin-off?
Residential property flipping rule (exception)?
Foreign income - correct exchange rate used?
Verify the ACB to calculate capital gain/loss?
Average ACB rule for identical properties?
Interest received on a tax refund?
Other (specify)
Enter more details about the tax review question.
Select or enter the answer to the tax review question. For pending questions, choose the question mark.
The following options are applicable for the keyword Answer.tax.
Amount of the question (if applicable).
Date of the question (if applicable).
Enter more explanations regarding the answer to the tax review question.
Date on which the client answered the question.
Select whether the review question has been completed and the tax data modified. By selecting yes, the tax review question will be transferred to the in-house form Tax review questions - Completed.
Use Q-Empl-Expenses to select or enter the tax review question
The following options are applicable for the keyword Q-Empl-Expenses.
Conditions of employment?
Conditions for work-space-in-the-home expenses?
Meal expenses - absence of 12 hours?
Meal expenses - with client?
Tradesperson/apprentice mechanic - Tool purchases?
Tradesperson/apprentice mechanic - Sale of tools?
Truckers - shower costs?
Temporary relocation costs?
Motor vehicle - Buying a motor vehicle?
Motor vehicle - Sale of a motor vehicle?
Motor vehicle - Km to earn income and total kw?
Motor vehicle - allowable expenses?
Motor vehicle - percentage too high (ex. 85%)?
Motor vehicle - GST/HST/PST rebate received vs UCC?
Business-use-of-home expenses?
Other (specify)
Enter more details about the tax review question.
Select or enter the answer to the tax review question. For pending questions, choose the question mark.
The following options are applicable for the keyword Answer.tax.
Amount of the question (if applicable).
Date of the question (if applicable).
Enter more explanations regarding the answer to the tax review question.
Date on which the client answered the question.
Select whether the review question has been completed and the tax data modified. By selecting yes, the tax review question will be transferred to the in-house form Tax review questions - Completed.
Use Q-Student to select or enter the tax review question
The following options are applicable for the keyword Q-Student.
Tuition fees in 2023 ?
Interest on student loans in 2023 ?
Transfer of tuition fees?
Using the Canadian training credit?
Other (specify)
Enter more details about the tax review question.
Select or enter the answer to the tax review question. For pending questions, choose the question mark.
The following options are applicable for the keyword Answer.tax.
Amount of the question (if applicable).
Date of the question (if applicable).
Enter more explanations regarding the answer to the tax review question.
Date on which the client answered the question.
Select whether the review question has been completed and the tax data modified. By selecting yes, the tax review question will be transferred to the in-house form Tax review questions - Completed.
Use Q-Senior to select or enter the tax review question
The following options are applicable for the keyword Q-Senior.
Municipal tax account or form FM-210.1?
Home-support services for seniors - Rent paid?
Home-support services for seniors - Lease and schedule?
Home-support services for seniors - Other expenses?
Certificate for non-dependent senior?
Home accessibility for seniors?
Expenses for independent living?
Information on earned income after age 60?
Certificate respecting an impairment TP-752.0.14?
Disability tax credit certificate T2201?
Needs assistance in carrying out a basic activity?
Election to remove pension income splitting for GIS?
Eligible to the living alone credit?
Possibility of postponing the reception of the OAS?
Validate if must pay the RAMQ premium if 65 and older?
Lived in a residential and long-term care centre CHSLD?
Eligible public transit service?
Other (specify)
Enter more details about the tax review question.
Select or enter the answer to the tax review question. For pending questions, choose the question mark.
The following options are applicable for the keyword Answer.tax.
Amount of the question (if applicable).
Date of the question (if applicable).
Enter more explanations regarding the answer to the tax review question.
Date on which the client answered the question.
Select whether the review question has been completed and the tax data modified. By selecting yes, the tax review question will be transferred to the in-house form Tax review questions - Completed.
Use Q-Rental to select or enter the tax review question
The following options are applicable for the keyword Q-Rental.
Labour expenses for the TP-1086.R.23.12?
Amount of loan for which interest is deducted?
Change of use (from rental to principal residence)? Change of use of a property which was previously used to produce income and which has since become the principal residence.
Use the keyword Change-In-Use.c if an election is made pursuant to subsection 45(3) ITA and section 286.1 LI (Québec) to the effect that the property previously used to produce income and which has since become a principal residence is deemed not to have been disposed of at the time it became the principal residence. By the same token, confirm also that no depreciation has been claimed on the property for taxation years subsequent to 1984. Subsection 45(4) ITA provides that the effect of claiming the CCA is to cancel the election under subsection 45(3) ITA.
Conditions to be respected in order to make the election pursuant to subsection 45(3) ITA: - The property must become the taxpayer's principal residence (rental income to a principal residence);
- Can not make the election if CCA claimed after 1984 until the date of change of use 45(4) ITA.
This election defers the application of the deemed disposition to the date of the actual disposition of the capital property. For a maximum period of 4 years prior to the time when the taxpayer ceases to use his or her home to generate income, the taxpayer making the election may designate that property as a principal residence for the purposes of exemption for principal residence.
The government's new position is that we can no longer choose subsection 45(3) ITA on one of the duplex units that the individual will now use as a principal residence (CRA document number: 2016-0651791C6).
Change of use (from principal residence to rental)? Change of use of property which was the principal residence and which has since become an income producing property.
Use the keyword Change-In-Use.b if an election is made pursuant to subsection 45(2) ITA and section 284 LI (Québec) to the effect that the property previously used as a principal residence and which has since been used to produce income is deemed not to have been disposed of at the time it became used to produce income. The election must be made in the year in which the change of use occurred (federal and Quebec).
When a taxpayer completely converted his or her principal residence to an income-producing use, he or she is deemed by paragraph 45(1)(a) ITA to have disposed of the property (both land and building) at fair market value and reacquired it immediately thereafter at the same amount. Any gain otherwise determined on this deemed disposition may be eliminated or reduced by the principal residence exemption.
By making the election under subsection 45(2) ITA, the taxpayer defers the gain to a subsequent year.
Tax consequences following the election under subsection 45(2) ITA: - The asset in question is deemed not to have begun to be used for the purpose of earning income and therefore no deemed disposition.
- When this choice is made, it is impossible to claim CCA on the asset in order to reduce the income
- The taxpayer must include their net revenues from expenses other than CCA.
- If the taxpayer claims CCA, CRA considers that the election was canceled on the first day of the tax year where the deduction is requested.
When the election of subsection 45(2) ITA is made there are 2 possibilities: - 1 - Paragraphs (b) and (d) of section 54 allow the property to be designated as a principal residence even if the residence is not inhabited by the owner. This choice is possible over a maximum period of 4 years.
- 2 - Article 54.1 allows the property to be designated as a principal residence for an unlimited period if :
- The individual does not live in his residence because of a change in the place of employment or that of his spouse.
- The new place of employment must be at least 40 kilometers from his residence.
- He is not related to his employer.
- He resumes his residence for the duration of his employment or before the end of the year following the year in which he or his spouse leaves his employment or, he dies during the period of his employment or that of his spouse.
Current expenses?
Capital expenditures?
Car expenses used for maintenance work? You can deduct reasonable motor vehicle expenses if you meet all of the following conditions: - you personally do part, or all, of the necessary repairs and maintenance on the property
- you have motor vehicle expenses to transport tools and materials to the rental property
Car expenses used for rent collection? If you own two or more rental properties, you can deduct reasonable motor vehicle expenses you incur to do any of the following: - collect rents
- supervise repairs
- manage the properties
This applies whether your rental properties are located in or outside the general area where you live. Your rental properties have to be located in at least two different sites, away from your principal residence.
You cannot deduct motor vehicle expenses you incur to collect rents. These are personal expenses.
Professional fees?
Rent to a person with non-arm's length?
Other (specify)
Enter more details about the tax review question.
Select or enter the answer to the tax review question. For pending questions, choose the question mark.
The following options are applicable for the keyword Answer.tax.
Amount of the question (if applicable).
Date of the question (if applicable).
Enter more explanations regarding the answer to the tax review question.
Date on which the client answered the question.
Select whether the review question has been completed and the tax data modified. By selecting yes, the tax review question will be transferred to the in-house form Tax review questions - Completed.
Use Q-Business to select or enter the reveiw tax question
The following options are applicable for the keyword Q-Business.
Annual registration fee for the entreprise register NEQ?
Internet activity information?
Car expenses percentage too high?
Acquisition of depreciable property?
Motor vehicle - Buying a motor vehicle?
Motor vehicle - Sale of a motor vehicle?
Motor vehicle - Km to earn income and total kw?
Motor vehicle - allowable expenses?
Motor vehicle - percentage too high (ex. 85%)?
Business-use-of-home expenses?
Deduct the annual registration fee (NEQ)?
Qualifying expenditures for clean buildings tax credit?
Other (specify)
Enter more details about the tax review question.
Select or enter the answer to the tax review question. For pending questions, choose the question mark.
The following options are applicable for the keyword Answer.tax.
Amount of the question (if applicable).
Date of the question (if applicable).
Enter more explanations regarding the answer to the tax review question.
Date on which the client answered the question.
Select whether the review question has been completed and the tax data modified. By selecting yes, the tax review question will be transferred to the in-house form Tax review questions - Completed.
Use Q-Emigrant to select or enter the tax review question
The following options are applicable for the keyword Q-Emigrant.
Deemed disposition of property?
List of properties by an emigrant of Canada?
Election to defer the payment of tax?
Election to report deemed disposition?
Other (specify)
Enter more details about the tax review question.
Select or enter the answer to the tax review question. For pending questions, choose the question mark.
The following options are applicable for the keyword Answer.tax.
Amount of the question (if applicable).
Date of the question (if applicable).
Enter more explanations regarding the answer to the tax review question.
Date on which the client answered the question.
Select whether the review question has been completed and the tax data modified. By selecting yes, the tax review question will be transferred to the in-house form Tax review questions - Completed.
Use Q-Separation to select or enter the tax review question
The following options are applicable for the keyword Q-Separation.
Disposition of principal residence?
Who claims the cr. for eligible dependant (federal)?
Receipt for child care expenses issued correctly?
Transfer of assets at FMV or ACB (married couple)?
Alimony to pay?
Alimony to be received?
Legal fees - child support by the beneficiary?
Legal fees - child support by the payer?
Legal fees - spousal support by the beneficiary?
Legal fees - spousal support by payor?
Joint custody?
Net income of the spouse before the separation?
Other (specify)
Enter more details about the tax review question.
Select or enter the answer to the tax review question. For pending questions, choose the question mark.
The following options are applicable for the keyword Answer.tax.
Amount of the question (if applicable).
Date of the question (if applicable).
Enter more explanations regarding the answer to the tax review question.
Date on which the client answered the question.
Select whether the review question has been completed and the tax data modified. By selecting yes, the tax review question will be transferred to the in-house form Tax review questions - Completed.
Use Q-Deceased to select or enter the tax review question
The following options are applicable for the keyword Q-Deceased.
Deemed disposition?
Optional returns (Rights or things, etc)?
Medical expenses (24 months)?
Election of FMV for capital losses? (married couple)
Taxation of the CPP/QPP death benefit? (succession)
Election to exclude split income for GIS purposes?
Filing a Trust Income Tax Return?
Death benefit received from the employer?
Balance amount of alternative minimum tax? (FMV rule)
Donations (split between returns and carried back)?
Capital losses (carryback)?
Other (specify)
Enter more details about the tax review question.
Select or enter the answer to the tax review question. For pending questions, choose the question mark.
The following options are applicable for the keyword Answer.tax.
Amount of the question (if applicable).
Date of the question (if applicable).
Enter more explanations regarding the answer to the tax review question.
Date on which the client answered the question.
Select whether the review question has been completed and the tax data modified. By selecting yes, the tax review question will be transferred to the in-house form Tax review questions - Completed.
Use Q-ABIL to select or enter the tax review question
The following options are applicable for the keyword Q-ABIL.
Corporation : Name of corporation?
Corporation : Date at which the activity end?
Corporation : Registration number?
Corporation : Nature of business or type of activities?
Corporation : Number of full-time employees?
Corporation : Names of the shareholders?
Corporation : Names of the directors?
Investment : Relation type with the acquirer?
Loan : Steps taken in order to recover the debt?
Loan : Relation type with the acquirer?
Endorsement : Continue to make payments?
Endorsement : Fully reimburse the amounts owned?
Other (specify)
Enter more details about the tax review question.
Select or enter the answer to the tax review question. For pending questions, choose the question mark.
The following options are applicable for the keyword Answer.tax.
Amount of the question (if applicable).
Date of the question (if applicable).
Enter more explanations regarding the answer to the tax review question.
Date on which the client answered the question.
Select whether the review question has been completed and the tax data modified. By selecting yes, the tax review question will be transferred to the in-house form Tax review questions - Completed.
Use Q-Moving to select or enter the tax review question
The following options are applicable for the keyword Q-Moving.
Moving expenses?
Distance in km : old home and the new place?
Distance in km : new home and the new place?
Date of move?
Date start the work, business or study at full time?
Transportation costs and name of mover?
Storage costs for household items?
Travel expenses : Number of household members?
Travel expenses : Method of travel?
Travel expenses?
Travel expenses : Number of kilometres?
Travel expenses : Accommodation expenses?
Travel expenses : Accomodation - Number of nights?
Travel expenses : Meals expenses?
Travel expenses : Meals - Number of days?
Temporary living : Accommodation expenses (max 15 days)?
Temporary living : Accommodation - Number of nights?
Temporary living : Meals expenses (max 15 days)?
Temporary living : Meals - Number of days?
Cost of cancelling the lease for the old home?
Costs to maintain your old home when vacant?
Selling price of the old home?
Real estate commission for sale of the old home?
Legal or notarial fees for sale of the old home?
Advertising cost of the old home?
Purchase price of the new home?
Legal or notarial fees of the new home?
Taxes paid for the reg. or transfer for the new home?
Reimbursement or allowance not included in the income?
Other (specify)
Enter more details about the tax review question.
Select or enter the answer to the tax review question. For pending questions, choose the question mark.
The following options are applicable for the keyword Answer.tax.
Amount of the question (if applicable).
Date of the question (if applicable).
Enter more explanations regarding the answer to the tax review question.
Date on which the client answered the question.
Select whether the review question has been completed and the tax data modified. By selecting yes, the tax review question will be transferred to the in-house form Tax review questions - Completed.
Use Q-QuestionFile to attach the file of the client responses to requested questions.
The keyword Custom-Sched enables you to enter a customized schedule or a message in DT Max. When entering this keyword, you will have to tell DT Max how you wish to process a total, result or calculation. Simply make the appropriate selection from the options offered.
You may want to create a supporting schedule for a calculation, to keep in your own files, to send to your client or to submit to the CRA. If a calculation is involved, enter the amount(s) and a short description, using the keyword Item. Enter positive amounts for items to be added and negative amounts for items to be deducted. DT Max will produce a list of the items entered and their total. Based on the option selected with Custom-Sched, the total may be ignored, or it may be added to or override the amount showing in the field or line number of the income tax return specified with the Field keyword.
See the keyword Text for information on how to customize your schedule.
The following options are applicable for the keyword Custom-Sched.
Report total to line number of return The total will be added to the line number of the income tax return (or field) indicated with the Field keyword in the Custom-Sched group, to the amount calculated by DT Max.
DT Max will itemize and total the amounts indicated with the Item keyword.
Override line number of return The total will override or replace the line number of the income tax return (or field) indicated with the Field keyword in Custom-Sched group, to the amount calculated by DT Max.
Ignore total The total will be ignored by DT Max in preparing the income tax return. In this case the schedule may consist of text only, or may explain amounts entered, which don't appear as such on the income tax return, or amounts calculated by DT Max.
Title for customized schedule
If a customized schedule (see Custom-Sched) refers to a particular field or line number of the income tax return, use the keyword Field to specify the field or line number. If you do not want any field or line changed for a particular jurisdiction (federal or Quebec), enter 0.
Enter the field number for the federal return first. As the line numbers (fields) on the Quebec return are usually different from the federal fields, enter Quebec fields using [Alt-J] when different.
DT Max will then add to or override that field, precisely as you have requested. If the field or line number does not exist, DT Max will ignore the entry.
Use the keyword Text to insert the text that you want to appear in a custom schedule (see Custom-Sched ).
You may enter a title or heading for your form or schedule. These will appear exactly as you have entered them.
Enter as much text as you want or require in order to explain the purpose of the schedule. If necessary, you may continue by using a second Text keyword. Make sure that you have a sensible beginning and ending for every screenful of text (the end of a paragraph, for example) as these will be preceded and followed by a blank line. You can enter as many screenfuls of text as you want, but all text will precede your itemized list.
DT Max can handle different texts for different jurisdictions. However, once a new text box is opened using [Alt-J], the entire text box is replaced. If you only want to replace a portion of text, enter it in a separate text box.
DT Max will always print the text first, then the itemized list, and finally the total.
Use the keyword Item to enter the items that will appear on the list that DT Max will add and print for you. It will print each number beside its associated text, add it to the other items in this group and provide you with a sum. If you need to subtract a number, enter a negative amount.
The customized schedule will not support multiplication or division. However, you can use the DT Max calculator to multiply or divide when entering your data.
If any item on your list is different for Quebec purposes, you may enter a Quebec amount by using [Alt-J].
DT Max will process the total according to your instructions, as entered with Custom-Sched .
The Authorize keyword tells DT Max whether or not to override the user's default that has been set regarding the desire that a letter of authorization be printed with the federal income tax return (CRA Authorize/cancel a representative - signature page) and with the Quebec TP1 tax returns (form MR-69).
The following options are applicable for the keyword Authorize.
CRA Authorize/cancel a representative Use this option to generate or modify the CRA Authorize/cancel a representative.
MR-69 - Quebec (authorization) Use this option to generate or modify Form MR-69.
MR-69.R - Quebec (revocation)
CRA Authorize was generated in a prior year Use this option to indicate that the CRA Authorize/cancel a representative was generated in a prior year. This option will prevent DT Max from automatically generating CRA Authorize/cancel a representative by default. If an expiry date has been entered, this date will also be displayed in the data entry for future years.
MR-69 was generated in a prior year Use this option to indicate that Form MR-69 was generated in a prior year. This option will prevent DT Max from automatically generating Form MR-69 by default. If an expiry date has been entered, this date will also be displayed in the data entry for future years.
Select
Enter the Quebec enterprise number (NEQ) in the Identification section 1.
Enter the Identification number to fill the Identification section 1.
Select the identification that applies to an individual or a business.
The following options are applicable for the keyword Identification.mr.
Enter the name of business about whom Revenu Québec holds confidential information or documents.
Federal:
Giving consent for a representative (including online access) [CRA Authorize/cancel a representative - signature page]. If you want to authorize your representative to deal with the CRA online as well as via the telephone, in person and in writing. Quebec:
Grant the designated person online access to the file of the person identified in Part 1 of the MR-69.
Enter the representative (individual) identification number for authorization purposes [CRA Authorize/cancel a representative - signature page].
Enter the business number for authorization if representative is a business or a firm [CRA Authorize/cancel a representative - signature page].
Enter the representative (group) identification number for authorization purposes (GAAAAA) [CRA Authorize/cancel a representative - signature page].
Enter the name of group [CRA Authorize/cancel a representative - signature page].
Use the keyword Consent-Years to indicate the period to which the authorization or the power of attorney to the release of confidential information applies.
The following options are applicable for the keyword Consent-Years.
All years
Specific year or years
Select the current, prior or future tax years, and level of authorization [CRA Authorize/cancel a representative]. Level 1 - Disclose
The government may disclose information to the representative such as: - information given on the tax return;
- adjustments to the tax return;
- information about the taxpayer registered retirement savings plan, Home Buyers' Plan, Tax Free Savings Account and Lifelong Learning Plan;
- the taxpayer accounting information, including balances, payment on filing, and instalments or transfers;
- information about the taxpayer benefits and credits (Canada Child Benefit, Universal Child Care Benefits, Goods and Services Tax/Harmonized Sales Tax Credit, and Canada Workers Benefit); and
- the taxpayer marital status (but not information related to the taxpayer spouse or common-law partner).
Level 2 - Disclose/Request changes
We may disclose the information listed in level 1 to the representative, and with level 2, he or she may ask for changes to the taxpayer account. Such changes include adjustments to income, deductions, non-refundable tax credits, and accounting transfers. The representative will be able to submit a request for taxpayer relief, file a notice of objection, or an appeal on the taxpayer behalf. However, the representative will not be allowed to change the taxpayer address, the taxpayer marital status, or the taxpayer direct deposit information. The government will not give the representative the taxpayer eight-character access code which is located on the top right corner of the taxpayer notice of assessment.
The following options are applicable for the keyword Years-Levels.
Use the keyword Consent.rep to indicate whether it is an authorization or a power of attorney that is being granted by the taxpayer.
The authorization allows the government to communicate confidential information to a person designated by the taxpayer, and allows the representative to consult documents containing such information.
Under the power of attorney, an individual is appointed by the taxpayer to represent them. The government may disclose to the representative the information necessary for carrying out the mandate, and may allow the representative to consult documents containing confidential information.
Level 1 - Disclose
The government may disclose information to the representative such as: - information given on the tax return;
- adjustments to the tax return;
- information about the taxpayer registered retirement savings plan, Home Buyers' Plan, Tax Free Savings Account and Lifelong Learning Plan;
- the taxpayer accounting information, including balances, payment on filing, and instalments or transfers;
- information about the taxpayer benefits and credits (Canada Child Benefit, Universal Child Care Benefits, Goods and Services Tax/Harmonized Sales Tax Credit, and Canada Workers Benefit); and
- the taxpayer marital status (but not information related to the taxpayer spouse or common-law partner).
Level 2 - Disclose/Request changes
We may disclose the information listed in level 1 to the representative, and with level 2, he or she may ask for changes to the taxpayer account. Such changes include adjustments to income, deductions, non-refundable tax credits, and accounting transfers. The representative will be able to submit a request for taxpayer relief, file a notice of objection, or an appeal on the taxpayer behalf. However, the representative will not be allowed to change the taxpayer address, the taxpayer marital status, or the taxpayer direct deposit information. The government will not give the representative the taxpayer eight-character access code which is located on the top right corner of the taxpayer notice of assessment.
The following options are applicable for the keyword Consent.rep.
Representative information (CRA Authorize/cancel a representative)
Select whether to print name of individual or name of firm only [CRA Authorize/cancel a representative].
The following options are applicable for the keyword Consent-Name.rep.
Use the keyword Last-Name.rep to enter the representative's last or family name.
Use the keyword First-Name.rep to enter the representative's first or given name.
Name of the firm
Use the keyword Phone-Number.rep to enter the representative's telephone number.
DT Max will print this number on the authorization form.
Use the keyword Fax-Number.rep to enter the representative's fax number.
DT Max will print this number on the authorization form.
Enter the address of the firm to be printed on the authorization form.
The following options are applicable for the keyword Address.rep.
Quebec enterprise number (NEQ) of the firm
MRQ identification number of the firm (1111111111 IC 0001)
Business number for authorization if representative is a business or a firm [CRA Authorize/cancel a representative - signature page].
Use the keyword Last-Name.rep to enter the representative's last or family name.
Use the keyword First-Name.rep to enter the representative's first or given name.
SIN of the designated person.
Representative (individual) identification number for authorization purposes [CRA Authorize/cancel a representative - signature page].
Name of the firm
Name of the designated person to which the revocation applies.
Representative (group) identification number for authorization purposes (GAAAAA) [CRA Authorize/cancel a representative - signature page].
Name of group [CRA Authorize/cancel a representative - signature page].
Title of representative.
Use the keyword Street.rep to enter the representative's mailing address. Use "#" to designate the suite number using the format "NNNN StreetName #NNNN" where NNNN represents the civic address and #NNNN is the suite number.
DT Max will print the representative's City.rep on the second line of the authorization form.
DT Max will print the client's Province.rep on the third line of the client's address box on the authorization form.
Use Postal-Code.rep to enter the representative's postal code.
Name of contact person (if applicable) [MR-69 Part 2]
Use the keyword Phone-Number.rep to enter the representative's telephone number.
DT Max will print this number on the authorization form.
Use the keyword Fax-Number.rep to enter the representative's fax number.
DT Max will print this number on the authorization form.
Use the keyword Prior-Date.rep to enter the original date of the authorization or power of attorney given to the representative, which is being revoked.
This date will be printed on Quebec authorization form MR-69.
Designated-Person Select the designated person [MR-69 Part 2]
The following options are applicable for the keyword Designated-Person.
Use the keyword Authorize-Level to select the authorization level granted to the designated person.
An authorization allows the designated person to consult confidential information and documents held by Revenu Québec regarding the person identified in Part 1.
A power of attorney not only gives the designated person access to such confidential information and documents but also allows the designated person to act on the person's behalf in dealings with Revenu Québec, for example, when it comes to requesting that changes be made to the person's tax file.
The following options are applicable for the keyword Authorize-Level.
Authorization
Power of attorney
Quebec enterprise number (NEQ) of the firm
MRQ identification number of the firm (1111111111 IC 0001)
Business number for authorization if representative is a business or a firm [CRA Authorize/cancel a representative - signature page].
Use the keyword Designation.rep to specify the way you want to address the designated person.
The following options are applicable for the keyword Designation.rep.
Use the keyword Last-Name.rep to enter the representative's last or family name.
Use the keyword First-Name.rep to enter the representative's first or given name.
SIN of the designated person.
Representative (individual) identification number for authorization purposes [CRA Authorize/cancel a representative - signature page].
Name of the firm
Use the keyword Contact-LName.rep to enter the last name of the contact person of the representative's business.
Use the keyword Contact-FName.rep to enter the first name of the contact person of the representative's business.
Name of group [CRA Authorize/cancel a representative - signature page].
Use the keyword Street.rep to enter the representative's mailing address. Use "#" to designate the suite number using the format "NNNN StreetName #NNNN" where NNNN represents the civic address and #NNNN is the suite number.
DT Max will print the representative's City.rep on the second line of the authorization form.
DT Max will print the client's Province.rep on the third line of the client's address box on the authorization form.
Use Postal-Code.rep to enter the representative's postal code.
Use the keyword Phone-Number.rep to enter the representative's telephone number.
DT Max will print this number on the authorization form.
Use the keyword Bus-ContactControl to control the display of first and last name of the designated person within the company or trust (lines 13a and 13b of Part 2 of MR-69). The option "Leave contact blank" does not complete lines 13a and 13b. Otherwise, only the person who is designated within the company or trust will be able to contact the government for information.
The following options are applicable for the keyword Bus-ContactControl.
Show main address contact
Show alternate address contact
Show address contact based on the address setting
Leave contact blank
Use the keyword Account.rep to indicate to which accounts the authorization applies or does not apply.
The following options are applicable for the keyword Account.rep.
Use the keyword Account.lim to select the category or categories of the information or documents covered. If you do not enter a specific file number next to a checked box, Revenu Québec will consider all files related to that item to be covered.
The following options are applicable for the keyword Account.lim.
Support payments
The shelter allowance
Personal income tax return(s)
Corporation return(s)
Trusts return(s)
Advance payments for home-support services for seniors
The solidarity tax credit
Returns in respect of licence-related duties
Regist. for GST, QST, source ded. or corporate income tax
Files concerning mandatory billing
The GST/HST and QST returns the person's business must file
Fuel tax returns
Tobacco tax returns
Source deductions and employer contributions
Source deductions of support payments
Mining tax return(s)
Other (please specify)
Use the keyword Num-SupportPayment to enter the file number(s) of support payments.
Use the keyword Num-Billing to enter the establishments that use sales recording modules (SRMs).
Use the keyword Num-GST-HST-QST to enter the GST/HST and QST returns the person's business must file.
Use the keyword Num-Fuel-Returns to enter the Fuel tax returns.
Use the keyword Num-Tobacco to enter the Tobacco tax returns.
Use the keyword Num-Source-Deduct to enter the source deductions and employer contributions.
Use the keyword Source-Ded-Support to enter the source deductions and employer contributions.
Use the keyword Consent-Years.mr to indicate the period to which the authorization or the power of attorney pertaining to the release of confidential information applies.
The following options are applicable for the keyword Consent-Years.mr.
Use the keyword Specified-Years to specify the taxation years covered by the authorization.
Use the keyword Specified-Period to specify the taxation period covered by the authorization.
The following options are applicable for the keyword Specified-Period.
Enter the date when the consent is to expire (maximum 3 years) [CRA Authorize/cancel a representative ], [MR-69 Part 4].
Use the keyword Cancel.rep to indicate that the taxpayer is revoking the authorization or power of attorney to the release of confidential information.
The following options are applicable for the keyword Cancel.rep.
Revoke all authorizations
Revoke specific authorization
Revoke power of attorney
Revoke all specific authorization and power of attorney
Name of individual or firm
Quebec enterprise number (NEQ) of the firm
MRQ identification number of the firm (1111111111 IC 0001)
Business number for authorization if representative is a business or a firm [CRA Authorize/cancel a representative - signature page].
Use the keyword Last-Name.rep to enter the representative's last or family name.
Use the keyword First-Name.rep to enter the representative's first or given name.
SIN of the designated person.
Representative (individual) identification number for authorization purposes [CRA Authorize/cancel a representative - signature page].
Name of the firm
Name of the designated person to which the revocation applies.
Representative (group) identification number for authorization purposes (GAAAAA) [CRA Authorize/cancel a representative - signature page].
Name of group [CRA Authorize/cancel a representative - signature page].
Title of representative.
Use the keyword Street.rep to enter the representative's mailing address. Use "#" to designate the suite number using the format "NNNN StreetName #NNNN" where NNNN represents the civic address and #NNNN is the suite number.
DT Max will print the representative's City.rep on the second line of the authorization form.
DT Max will print the client's Province.rep on the third line of the client's address box on the authorization form.
Use Postal-Code.rep to enter the representative's postal code.
Name of contact person (if applicable) [MR-69 Part 2]
Use the keyword Phone-Number.rep to enter the representative's telephone number.
DT Max will print this number on the authorization form.
Use the keyword Fax-Number.rep to enter the representative's fax number.
DT Max will print this number on the authorization form.
Use the keyword Prior-Date.rep to enter the original date of the authorization or power of attorney given to the representative, which is being revoked.
This date will be printed on Quebec authorization form MR-69.
Do you want to submit an amended CRA Authorize/cancel a representative by EFILE?
Use the keyword Sign-Date to indicate the date on which the tax return is to be signed. If no date is entered, DT Max will print the last date of calculation of the return.
The keyword E-Signature is used to specify the form which is to be electronically signed.
The following options are applicable for the keyword E-Signature.
Date of the electronic signature
Date specified within Part F of the T183 form:
When selecting the option Client signed electronically, use the keyword E-Sign-Date to indicate the date on which the T183 form is to be electronically signed. The date and time specified on the T183 form will be transmitted to the Canada Revenue Agency. Any modification to the date and time must be made prior to requesting an electronic signature. The date and time being transmitted to the Canada Revenue Agency must match the date and time specified on the T183 form.
When selecting the option Client signed and dated electronically, use the keyword E-Sign-Date to indicate the date on which the T183 form was electronically signed. If the T183 form is being electronically signed and dated then it is the client who will be completing the date and time on the T183 form. The date and time of the T183 electronic signature is transmitted to the Canada Revenue Agency. The transmitted date and time must match the information specified on the electronically signed T183 form.
The T183 form must always be completed prior to transmitting the federal income tax return.
Date specified within RC71 form:
When selecting the option Client signed electronically, use the keyword E-Sign-Date to indicate the date on which the RC71 form is to be electronically signed. The date and time specified on the RC71 form will be transmitted to the Canada Revenue Agency. Any modification to the date and time must be made prior to requesting an electronic signature. The date and time being transmitted to the Canada Revenue Agency must match the date and time specified on the RC71 form.
When selecting the option Client signed and dated electronically, use the keyword E-Sign-Date to indicate the date on which the RC71 form was electronically signed. If the RC71 form is being electronically signed and dated then it is the client who will be completing the date and time on the RC71 form. The date and time of the RC71 electronic signature is transmitted to the Canada Revenue Agency. The transmitted date and time must match the information specified on the electronically signed RC71 form.
The RC71 form must always be completed prior to transmitting the federal income tax return.
The following options are applicable for the keyword E-Sign-Date.
Time of the electronic signature (HH:MM:SS)
Time specified within Part F of the T183 form:
The keyword E-Sign-Time specifies the time the T183 form was electronically signed (as indicated in Part F). The allowable format is HH:MM:SS.
Note: If the return is being electronically signed and dated, then it is the client who will be completing the date and time on the T183 form. The time can be entered with the keyword E-Sign-Time . The date and time of the T183 signature is transmitted to the Canada Revenue Agency. The transmitted date and time must match the information specified on the electronically signed T183 form.
The T183 form must always be completed prior to transmitting the federal income tax return.
Time specified within RC71 form:
The keyword E-Sign-Time specifies the time the RC71 form was electronically signed. The allowable format is HH:MM:SS.
Note: If the return is being electronically signed and dated, then it is the client who will be completing the date and time on the RC71 form. The time can be entered with the keyword E-Sign-Time . The date and time of the RC71 signature is transmitted to the Canada Revenue Agency. The transmitted date and time must match the information specified on the electronically signed RC71 form.
The RC71 form must always be completed prior to transmitting the federal income tax return.
Use the keyword Firm-Address to choose which firm address to print on the tax return and supporting documents such as the consent form (CRA Authorize/cancel a representative), client invoice, and client letter. This entry will override the default entered in the user's defaults.
If the user's default for "Type of preparer of tax returns" is "Professional tax preparer", it indicates that the firm's address should be printed on the fourth page of the income tax return.
If the user's default for "Print address of firm on client letter and invoice" is "Yes", it indicates that the firm's address should be printed on the fourth page of the income tax return.
However, if the keyword Firm-Address indicates to never show the firm's address, the two above mentioned user's defaults will be ignored.
The following options are applicable for the keyword Firm-Address.
The Print-Phone keyword lets you control which phone number(s) will be printed on the income tax return.
The following options are applicable for the keyword Print-Phone.
Home or cell only Only print the client's home or cell phone number on the income tax return.
Office only Only print the client's work phone number on the income tax return only.
Home or cell (and office) Print the client's home or cell phone number on the income tax return, and if a second phone number is requested, the client's work phone number as well.
Office (and home or cell) Print the client's work phone number on the income tax return, and if a second phone number is requested, the client's home or cell phone number as well.
None Does not print any phone number on the income tax return.
The Mail-Address keyword enables you to control which mailing address is printed on the tax return (client's address or accountant's address).
Note that if you are discounting tax returns using DT Max, entering the Discount keyword will enable you to direct DT Max to use the firm's main address or the firm's alternate address as the discounting address. If you are a discounter make sure that you have entered your discounter number in the identification section of the preferences menu.
In preparing tax returns for bankrupt taxpayers, it is assumed that the trustee's address is the one listed in the identification section of the preferences menu. This is the address printed on these particular tax returns. The default trustee number is also taken from the identification numbers entered in the same place.
The following options are applicable for the keyword Mail-Address.
Client The client's home address will be printed on the income tax return.
Accountant The accountant's address (as listed in the Name / address of tax preparer section of the Setup and preferences menu) will be printed on the income tax return.
The keyword Block is used to prevent processing of a file and provide a reason for the blocking. Whenever this keyword is used, the processing status will be changed to "Blocked" and no calculation of the client's return will be allowed. To remove the blocking, delete the keyword Block as you would any other keyword, using [Ctrl+Backspace].
If you are using the DT Max security system, you can insert the Restrict keyword into the file of any client to prevent their data from being accessed by anyone except the person to whom the client has been assigned. The keyword Accountant is used to let DT Max know who that person is. The ID of the accountant appears on the far right of the client's name on the client list.
If the firm requires a different text for the disclaimer, use the Disclaimer keyword and enter the desired disclaimer statement. The user-defined disclaimer will then be printed on the tax return and business schedules instead of the disclaimer used by DT Max.
Use the keyword PreparerCode to identify the type of preparer of the tax return. For a client, this will override the default set as type of preparer of tax returns in the printing defaults tab of the user's defaults section on the preferences menu.
This information is required for efile purposes.
The following options are applicable for the keyword PreparerCode.
Indicate if a fee was charged to prepare the federal return? (yes/no)
 See the Taxnet Pro™ T1 Line-by-Line Guide (subscription required):
Use the keyword RQ-DownloadCode to enter the Revenu Québec download code to download the taxpayer tax data.
For information on the procedure to download tax data from Revenu Québec, see the document Procedure to download tax data from Revenu Québec.
For information on the download of tax data from Revenu Québec, see the document Quebec Tax Data Download.
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