• What's new in DT FormMax version 11.0?

In this version...

1. Version highlights

   E-filing default option

   From now on, when creating a new file, DT FormMax will automatically set the Filing type to E-filing instead of Paper.

   The educational institution must submit a copy of the T2202 certificate electronically to the CRA

   Previously, designated educational institutions (DEI) in Canada gave a completed Form T2202A, Tuition and Enrolment Certificate, to each of their qualifying students.

   Starting in the 2019 tax year, all DEIs in Canada will have to file the new T2202, Tuition and Enrolment Certificate, electronically with the CRA to provide information on the enrolment of each eligible student.

   This reporting will help the CRA in administering tax and benefit measures, such as the Canada workers benefit, the Lifelong Learning Plan and the exemption for scholarship, fellowship and bursary income.

   From now on, a duly completed T2202 certificate is to be provided by the institution to the student, with a copy sent electronically to the CRA.

   The RL-30 slip has been eliminated by Revenu Québec

   In the November 2019 Update on Québec's Economic and Financial Situation, the government is eliminating the additional contribution for subsidized childcare services, retroactive to January 1, 2019. As a result, the RL-30 slip was cancelled.

2.  

3. New In-house Forms

   • T2202 Electronic slip – Government

   • T2202 – Electronic Summary

4.  

5. Updated and modified forms

   Forms for tax year 2019
   Slips and summaries
   Federal
   NR4 slip	New form version from the CRA
   NR4 Summary	New form version from the CRA
   T4 slip	New form version from the CRA
   T4 Summary	New form version from the CRA
   T4A slip	New form version from the CRA
   T4A Summary	New form version from the CRA
   T4A-NR slip	New form version from the CRA
   T4A-NR Summary	New form version from the CRA
   T4A-RCA slip	New form version from the CRA
   T4A-RCA Summary	New form version from the CRA
   T4PS slip	New form version from the CRA
   T4PS Summary	New form version from the CRA
   T5 slip	New form version from the CRA. Starting January 1, 2020, if the recipient is a business (sole proprietor, partnership, or corporation), you must enter the 15 character program account number in box 22. The program account number consists of three parts: the business number (BN), the program identifier and the reference number.
   T5 Summary	New form version from the CRA
   T10 slip	New form version from the CRA
   T10 Summary	New form version from the CRA
   T101 slip	2006 version is still valid for 2019.
   T215 slip	New form version from the CRA
   T215 Summary	New form version from the CRA
   T2202	The new T2202 Certificate has replaced Forms T2202A and TL11B. Important changes: The student's social insurance number must be included. Must identify the type of educational institution. Must identify the type of course if it is a flying school.
   T5008 slip	New form version from the CRA. Starting January 1, 2020, if the recipient is a business (sole proprietor, partnership, or corporation), you must enter the 15 character program account number in box 12. The program account number consists of three parts: the business number (BN), the program identifier and the reference number.
   T5008 Summary	New form version from the CRA
   T5018 slip	New form version from the CRA
   T5018 Summary	New form version from the CRA
   Quebec
   RL-1 slip	New form version from Revenu Québec
   RL-1 Summary	New form version from Revenu Québec. New guide: The Guide to Filing the RL-1 Summary (RLZ-1.S.G-V) contains information on how to complete the RL-1 summary that was previously found in the Guide to Filing the RL-1 Slip (RL-1.G-V). It provides instructions and explanations with regard to the amounts you have to enter on the RL-1 summary and information on the payment methods available if you have a balance of source deductions and employer contributions due.
   RL-2 slip	New form version from Revenu Québec. Code C-10 – Date of the single payment received under an RPP or a DPSP has been added.
   RL-3 slip	New form version from Revenu Québec
   RL-7 slip	2018 version is still valid for 2019.
   RL-8 slip	2015 version is still valid for 2019.
   RL-11 slip	New form version from Revenu Québec. Code B-2 – Accelerated Canadian development expenses has been added.
   RL-11 Summary	2012 version is still valid for 2019.
   RL-18 slip	2015 version is still valid for 2019.
   RL-24 slip	2017 version is still valid for 2019.
   RL-24 Summary	2017 version is still valid for 2019.
   RL-25 slip	New form version from Revenu Québec
   RL-30 slip	The RL-30 slip has been eliminated by Revenu Québec.
   RL-31 slip	New form version from Revenu Québec
   Federal forms
   T1-OVP	New form version from the CRA
   T1161	New form version from the CRA
   T1213	New form version from the CRA
   T1213(OAS)	New form version from the CRA
   TD1-IN	New form version from the CRA
   TD1X	New form version from the CRA
   TD3F	New form version from the CRA
   TD4	New form version from the CRA
   Quebec forms
   MR-69	This form has been removed since version 10.0. It can be generated in DT Max.
   TPZ-1029.MD.5	New form version from Revenu Québec
   TPZ-1029.MD.5.C	New form version from Revenu Québec
   TPZ-1029.MD.7	New form version from Revenu Québec
   TPZ-1029.MD.8	New form version from Revenu Québec
   Other document
   IN-412.A	The latest version of this document has been added in Help/Knowledge base/Government Links.
   Forms for tax year 2020
   Quebec forms
   TP-1015.3	New form version from Revenu Québec

6.  

7. EFiling

   The following T-slips and RL-slips can now be efiled with version 11.0 of DT FormMax:

   • NR4

   • T4

   • T4A

   • T4A-NR

   • T5

   • T215

   • T2202

   • T5008

   • T5018

   • RL-1 (T4)

   • RL-1 (T4A)

   • RL-1 (T4A-NR)

   • RL-2 (T4A)

   • RL-3

   • RL-7

   • RL-8

   • RL-11

   • RL-18

   • RL-24

   • RL-25

   • RL-31

   For more information on how to file tax slips electronically, click here.

8.  

9. QuickStart Tutorial

   New to DT FormMax? Our QuickStart Tutorial will help you get started on the right foot.

10.  

11. Forms Index

    The forms index has been updated for 2019. Click here to view.

December 12, 2019