• What's new in DT FormMax version 16.0?

In this version...

1. Version highlights

   Canada Revenue Agency

   Federal Electronic Filing

   Starting in January of 2025, the Canada Revenue Agency will begin accepting the electronic submission of the transmitter's representative identification number (i.e. RepID).

   The RepID is a seven-character alphanumeric entry.

   In addition, the Canada Revenue Agency transmitter number, which consisted of MM followed by six numeric entries (i.e. MM123456), has now been revised.

   The Transmitter CRA Account Number is now a:

   • Business number (Nine numeric or fifteen alphanumeric) or,

   • Non-resident account number (Three alpha and six numeric).

   To access the DT FormMax Internet filing setup, select Preferences from the Tools menu and click the option Electronic filing.

   DT FormMax will continue to default the method of transmission to Internet file transfer (where an account number and web access code is required for filing). We strongly recommend transmitting under our default option.

   Under the Federal section, enter your Transmitter CRA Account Number, and save your modification.

   Please note that if you already saved your nine-digit business number within Identification numbers then it will be automatically imported for efile purposes.

   To obtain a new Canada Revenue Agency transmitter number please call Business Enquiries (1-800-959-5525) or refer to Business Registration Online on Canada.ca.

   Please note that due to this new Canada Revenue Agency requirement we will no longer support electronic transmissions of federal slips prior to 2024.

    

2. Updated and modified forms

   Forms for tax year 2024
   Slips and summaries
   Federal
   NR4 slip	New form version from the CRA. Added: Code 67 - Arm's length interest coupon stripping arrangement (ICSA) payments Code 68 - Non-arm's length interest coupon stripping arrangement (ICSA) payments
   NR4 Summary	New form version from the CRA
   T4 slip	New form version from the CRA. Added: Code 90 - Security options benefits – On or after June 25, 2024 Code 91 - Security options deduction 110(1)(d) – On or after June 25, 2024 Code 92 - Security options deduction 110(1)(d.1) – On or after June 25, 2024 Code 94 - Indian (exempt income) – RPP contributions Code 95 - Indian (exempt income) – Union dues Updated: Code 38 - Security options benefits – Before June 25, 2024 Code 39 - Security options deductions 110(1)(d) – Before June 25, 2024 Code 41 - Security options deduction 110(1)(d.1) – Before June 25, 2024
   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
   T4PS slip	New form version from the CRA
   T4PS Summary	New form version from the CRA
   T5 slip	New form version from the CRA. Added: Box 34 – Capital gains dividends – Period 1 - before June 25, 2024 Updated: Box 18 – Capital gains dividends – Period 2 - after June 24, 2024
   T5 Summary	New form version from the CRA
   T10 slip	New form version from the CRA
   T101 slip	2023 version is still valid for 2024.
   T215 slip	New form version from the CRA
   T215 Summary	New form version from the CRA
   T2202 slip	New form version from the CRA
   T5008 slip	New form version from the CRA
   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. Added: Code L-11 – Rate for the deduction entered in box L-12 or L-13 Code L-12 – Security option deduction under section 725.2 of the Taxation Act: Benefit granted after June 24, 2024 Code L-13 – Security option deduction under section 725.3 of the Taxation Act: Benefit granted after June 24, 2024
   RLZ-1.S	New form version from Revenu Québec.   Added a payment code on the Remittance Slip Template (lower half of page 5).   This code must be used when a balance due is paid using the online payment services of a financial institution that has a payment code option.
   RL-2 slip	New form version from Revenu Québec
   RL-3 slip	New form version from Revenu Québec. Added: Code I-1 – Dividends on capital gains realized before June 25, 2024 Code I-2 – Dividends on capital gains realized after June 24, 2024
   RL-7 slip	2022 version is still valid for 2024.
   RL-8 slip	2022 version is still valid for 2024.
   RL-11 slip	2023 version is still valid for 2024.
   RL-11 Summary	2022 version is still valid for 2024.
   RL-18 slip	2022 version is still valid for 2024.
   RL-24 slip	New form version from Revenu Québec
   RL-24 Summary	2023 version is still valid for 2024.
   RL-25 slip	New form version from Revenu Québec. Added: Code B-2 – Capital gains (or losses) realized before June 25, 2024 Code B-3 – Capital gains (or losses) realized after June 24, 2024 Code C-3 – Capital gains (or losses) realized before June 25, 2024 Code C-4 – Capital gains (or losses) realized after June 24, 2024
   RL-31 slip	2022 version is still valid for 2024.
   Federal forms
   CPT30	New form version from the CRA
   T1-OVP	New form version from the CRA
   T1213	New form version from the CRA
   T1213 (OAS)	New form version from the CRA
   Quebec forms
   TPZ-1029.MD.5	New form version from Revenu Québec
   TPZ-1029.MD.5.C	New form version from Revenu Québec
   TPZ-1029.MD.8	New form version from Revenu Québec
   TPZ-1029.MD.9	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.

    

3. EFiling

   The following T-slips and RL-slip can now be efiled with version 16.0 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.

    

4. QuickStart Tutorial

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

    

5. 2024 Form Index

   The form index has been updated for 2024. Click here to view.

December 12, 2024