- What's new in DT FormMax version 5.0?
In this version...
1. Version highlights
Important changes regarding the filing of Quebec RL-slips
Since July 3rd, 2013, Revenu Québec requires that any person who files an RL-slip transmit one copy of the tax slip to the recipient. Therefore, only copy 2 of an RL-slip must be sent to the recipient when the slip is issued on paper. If you send the RL-slips electronically to the recipients, you must only transmit one copy of the slips. In this case, you must have previously obtained the recipients' written consent, either in person, electronically or by mail.
Carryforward of recipient information from an RL-slip or a T-slip
When you carry forward a client's file, the information entered in the Client identification form will be automatically carried forward to the following year.
Personal information (such as name, first name, address, etc.) of each recipient that is displayed on the Data entry page of an RL-slip or a T-slip will be carried forward to the following year. This will save you from having to enter the information again each year. However, other information such as amounts in the boxes will not be carried over because they are specific to the taxation year.
2. New features
Adding recipients
DT FormMax allows you to add recipients for your tax slips. To add a new recipient, click on Add a recipient in the Recipients menu. You can also add an RL-slip or a T-slip to an existing recipient. To do so, you must right-click on the recipient's name and select Add forms.
Printer Manager
The new Forms Printing Manager, accessible via the Tools menu, allows you to select the desired printer and the number of copies for the forms that you wish to print. In addition, you can add watermarks and insert headers and footers.
DT FileCabinet
DT FileCabinet, an innovative digital document managing system that enables you to electronically store, organize and access documents on your computer or network, is now integrated to DT FormMax.
Personal Data Transmission Process
Should you experience some issues with the program, you can access our new Software support request form via Help -> Support request form. You can even choose to attach a confidential extraction of your file.
3. Enhancements
New start-up page
DT FormMax's start-up page enables you to quickly access the files that were recently used.
File opening
Due to recent enhancements brought to the system level, you can now open and carry forward your DT FormMax files faster and more efficiently than ever before.
Preferences
A new Authorization Forms section has been added in the preferences. This section will allow you to save your preferences regarding authorization forms. The user can use this section to enter information pertaining to Form MR-69. In addition, the user will be able to specify whether this authorization is granted to an individual or to a business.
4. New forms
5. Updated and modified forms
6. EFiling
The following T-slips and RL-slips can now be efiled with version 5.0 of DT FormMax:
- NR4
- T4
- T4A
- T4A-NR
- T5
- T5018
- RL-1 (T4)
- RL-1 (T4A)
- RL-1 (T4A-NR)
- RL-2 (T4A)
- RL-3
- RL-8
- RL-11
- RL-17
- RL-24
For more information on how to file tax slips electronically, click here.
7. QuickStart Tutorial