  Controls |
DT Max optimizes various calculations such as the transfer of the dividend tax credit, the optional inventory adjustment (OIA), non-capital losses carried forward, capital losses carried forward, the allocation of dependant amounts, medical expenses, charitable donations, etc. DT Max thus decides what portion of certain deductions and tax credits should be claimed, transferred to a spouse or carried forward.
The Optimize keyword group enables you to control these optimizations. Always verify the tax return to make sure that the calculations and allocations of deductions and credits match your client's needs and, if necessary, use the keyword Optimize to select the calculation you wish to modify.
 See the Taxnet Pro™ T1 Line-by-Line Guide (subscription required):
Line 11600 - Elected split-pension amount (T1032)
Line 12000 - Taxable amount of dividends from taxable Canadian Corporations
Line 21000 - Deduction for elected split-pension amount (T1032)
Line 31220 - Volunteer firefighters' amount
Line 31220 - Search and rescue volunteers amount
Line 31285 - Home accessibility for seniors and persons with disabilities
Line 33099 - Medical expenses for self, spouse or common-law partner
Line 34900 - Donations and gifts (Schedule 9)
Line 45110 - Climate action incentive (Schedule 14)
 See the CRA's general income tax guide:
Line 11600 - Elected split-pension amount
Line 12100 - Interest and other investment income
Line 21000 - Deduction for elected split-pension amount
Line 32400 - Tuition amount transferred from a child or grandchild
Line 33099 - Medical expenses for self, spouse or common-law partner, and your dependent children under 18 years of age
Use the keyword Control.op to choose the appropriate optimization control. DT Max will optimize and allocate deductions and credits in compliance with your requirements with respect to your client's situation.
The following options are applicable for the keyword Control.op.
Transfer to spouse if allowable and optimal
Transfer to spouse
Claim own amount
Family head to claim all
Spouse of family head to claim all
Claim optimal amount (default)
Claim maximum amount
Optimize taxable income to specified amount
Do not claim OIA
Optimize between spouses (default)
Claim own and spouse's donations
Claim own donations only
Claim specified amount
Claim for all family members
Each family member claims own expenses
Do not claim the donations
Transfer to spouse (if eligible)
Do not transfer to spouse
Claim all
Give all claims to spouse
Share with spouse - claim amount (self)
Do not transfer (default)
Transfer to spouse (optimal)
Transfer to spouse a specified amount
Claim
Do not claim
Claim the volunteer amount
Do not claim the volunteer amount
DT Max optimization (default)
See the Taxnet Pro™ T1 Line-by-Line Guide (subscription required):
Line 11600 - Elected split-pension amount (T1032)
Line 12000 - Taxable amount of dividends from taxable Canadian Corporations
Line 21000 - Deduction for elected split-pension amount (T1032)
Line 31220 - Volunteer firefighters' amount
Line 31220 - Search and rescue volunteers amount
Line 31285 - Home accessibility for seniors and persons with disabilities
Line 33099 - Medical expenses for self, spouse or common-law partner
Line 34900 - Donations and gifts (Schedule 9)
Line 45110 - Climate action incentive (Schedule 14)
See the CRA's general income tax guide:
Line 11600 - Elected split-pension amount
Line 12100 - Interest and other investment income
Line 21000 - Deduction for elected split-pension amount
Line 32400 - Tuition amount transferred from a child or grandchild
Line 33099 - Medical expenses for self, spouse or common-law partner, and your dependent children under 18 years of age
Use the keyword Control.ops to choose the appropriate optimization control. DT Max will optimize and allocate deductions and credits in compliance with your requirements with respect to your client's situation.
The following options are applicable for the keyword Control.ops.
Claim the support payments made (F22000)
Claim the amount (F30300/F30400)
Default - Claim own amount
Family head to claim all
Spouse of family head to claim all
Claim specified amount
Claim all
Share with spouse (50%)
Share with spouse - claim amount (self)
Claim
Do not claim
Claim the full amount as medical expenses
Claim with the disability amount
DT Max optimization (default)
Election 122.7(1.1) ITA - include tax-exempt income
Do not include tax-exempt income
See the Taxnet Pro™ T1 Line-by-Line Guide (subscription required):
Line 11600 - Elected split-pension amount (T1032)
Line 12000 - Taxable amount of dividends from taxable Canadian Corporations
Line 21000 - Deduction for elected split-pension amount (T1032)
Line 31220 - Volunteer firefighters' amount
Line 31220 - Search and rescue volunteers amount
Line 31285 - Home accessibility for seniors and persons with disabilities
Line 33099 - Medical expenses for self, spouse or common-law partner
Line 34900 - Donations and gifts (Schedule 9)
Line 45110 - Climate action incentive (Schedule 14)
See the CRA's general income tax guide:
Line 11600 - Elected split-pension amount
Line 12100 - Interest and other investment income
Line 21000 - Deduction for elected split-pension amount
Line 32400 - Tuition amount transferred from a child or grandchild
Line 33099 - Medical expenses for self, spouse or common-law partner, and your dependent children under 18 years of age
Use the keyword Amount.op to enter the amount to be optimized. Do not enter an amount to which optimization is not applicable. DT Max will ignore irrelevant entries. The desired optimized amount is always considered a goal or a limit by DT Max, never an override.
See the Taxnet Pro™ T1 Line-by-Line Guide (subscription required):
Line 11600 - Elected split-pension amount (T1032)
Line 12000 - Taxable amount of dividends from taxable Canadian Corporations
Line 21000 - Deduction for elected split-pension amount (T1032)
Line 31220 - Volunteer firefighters' amount
Line 31220 - Search and rescue volunteers amount
Line 31285 - Home accessibility for seniors and persons with disabilities
Line 33099 - Medical expenses for self, spouse or common-law partner
Line 34900 - Donations and gifts (Schedule 9)
Line 45110 - Climate action incentive (Schedule 14)
See the CRA's general income tax guide:
Line 11600 - Elected split-pension amount
Line 12100 - Interest and other investment income
Line 21000 - Deduction for elected split-pension amount
Line 32400 - Tuition amount transferred from a child or grandchild
Line 33099 - Medical expenses for self, spouse or common-law partner, and your dependent children under 18 years of age
Designation - election to tax the child rather than the single family head.
The following options are applicable for the keyword Designation.op.
See the Taxnet Pro™ T1 Line-by-Line Guide (subscription required):
Line 11600 - Elected split-pension amount (T1032)
Line 12000 - Taxable amount of dividends from taxable Canadian Corporations
Line 21000 - Deduction for elected split-pension amount (T1032)
Line 31220 - Volunteer firefighters' amount
Line 31220 - Search and rescue volunteers amount
Line 31285 - Home accessibility for seniors and persons with disabilities
Line 33099 - Medical expenses for self, spouse or common-law partner
Line 34900 - Donations and gifts (Schedule 9)
Line 45110 - Climate action incentive (Schedule 14)
See the CRA's general income tax guide:
Line 11600 - Elected split-pension amount
Line 12100 - Interest and other investment income
Line 21000 - Deduction for elected split-pension amount
Line 32400 - Tuition amount transferred from a child or grandchild
Line 33099 - Medical expenses for self, spouse or common-law partner, and your dependent children under 18 years of age
Select the calculation method for the Tax Shield.
The following options are applicable for the keyword TaxShieldMeth.
Use the keyword Transfer-OV in a dependant's file if you wish to override the transfer of amounts made automatically by DT Max. Do not use this keyword unless you want to modify the choice made by DT Max.
Use the option (NOT a Dependent child) if you do not want the program to consider this person as a dependant for all the calculations done by the program, for instance, if you have joint custody of your child and you only want to claim the childcare expenses that you entered in your child's file.
This option will turn off the following federal credits: - T1 - Amount for an eligible dependant (F30400)
- T1 - Canada caregiver amount for other infirm dependants age 18 or older (F30450)
- T1 - Eligible for children age 17 or younger amount (F30499)
- T1 - Disability amount transferred from a dependant (F31800)
- T1 - Claim as designate child (Schedule 6)
- Form 428 - Amount for infirm dependants age 18 or older (P58200)
- Form 428 - Caregiver amount (P58400)
- Form 428 - Disability amount (P58480)
- ON428 - Ontario caregiver amount (P58185)
- PE428 - Amount for young children (P58230)
- NS428 - Amount for young children (P58230)
- NU428 - Amount for young children (P58230)
This option will turn off the following Quebec credits: - TP1 Sch. A - Claim as dependent child (Part A)
- TP1 Sch. A - Claim as other dependant (Part C)
- TP1 Sch. H - Natural caregiver
- TP1 Sch. O - Respite expenses of informal caregivers
- TP1 Sch. P - Claim as designate child
See the Taxnet Pro™ T1 Line-by-Line Guide (subscription required):
Line 11701 - UCCB amount designated to a dependant
Select the line you want to use.
The following options are applicable for the keyword Option.tr.
See the Taxnet Pro™ T1 Line-by-Line Guide (subscription required):
Line 11701 - UCCB amount designated to a dependant
Use the keyword Claim-By to select the supporting person who will claim the amount for dependent children or the amount for other dependants, available to the family head or the other parent. Only use this keyword if you wish to modify the choices made by DT Max.
The following options are applicable for the keyword Claim-By.
Family head
Spouse of family head
Make claim
Do not claim
Claimed by dependant
To parent (optimal)
Choice made by DT Max
See the Taxnet Pro™ T1 Line-by-Line Guide (subscription required):
Line 11701 - UCCB amount designated to a dependant
Use the keyword Claim to indicate which supporting person is claiming a dependant and which type of dependant amount is claimed. Only use this keyword to modify the choice made by DT Max.
The following options are applicable for the keyword Claim.
See the Taxnet Pro™ T1 Line-by-Line Guide (subscription required):
Line 11701 - UCCB amount designated to a dependant
Use the keyword Claim-% to indicate the portion of the year (percentage) during which the person claimed was a dependant to the supporting person. DT Max will prorate the eligible amount accordingly and the amount calculated will be entered on line 25 of schedule A of the Quebec tax return.
Use the keyword Amount.tr to enter the dollar amount claimed by a supporting person for a dependant.
Use the keyword Share-Claim to transfer the balance of the dependant amounts to the other supporting person.
The following options are applicable for the keyword Share-Claim.
Enter the SIN of the other supporting person.
See the Taxnet Pro™ T1 Line-by-Line Guide (subscription required):
Line 11701 - UCCB amount designated to a dependant
Use this keyword to override the number of months calculated by the program for that child. The amount for young children of line 58230 cannot be claimed for any month a special allowance under the Children's Special Allowance Act was received by anyone for that child.
See the Taxnet Pro™ T1 Line-by-Line Guide (subscription required):
Line 11701 - UCCB amount designated to a dependant
Use this keyword to override the eligibility for the amount for young children calculated by the program for that child. The amount for young children of line 58230 cannot be claimed for any month a special allowance under the Children's Special Allowance Act was received by anyone for that child.
See the Taxnet Pro™ T1 Line-by-Line Guide (subscription required):
Line 11701 - UCCB amount designated to a dependant
Enter the last name and first name of the person to whom an amount have been transfered.
See the Taxnet Pro™ T1 Line-by-Line Guide (subscription required):
Line 11701 - UCCB amount designated to a dependant
Enter the amount transferred.
See the Taxnet Pro™ T1 Line-by-Line Guide (subscription required):
Line 11701 - UCCB amount designated to a dependant
Spousal or common-law partner amount - controls [Fed. L.30300]
The following options are applicable for the keyword Spousal-Amt-OV.
See the Taxnet Pro™ T1 Line-by-Line Guide (subscription required):
Line 30300 - Spousal or common-law partner amount
See the CRA's general income tax guide:
Line 30800 - Base CPP or QPP contributions through employment income
Taxpayer had a spouse but was not living with, supporting, or being supported by that person [Fed. L.30400].
The following options are applicable for the keyword EligDepend-Amt.
Married but not living with, supporting or supported by Use this option to allow a claim for the eligible dependant amount at line 305 if, at any time in the year you did have a spouse or common-law partner but you were not living with, supporting, or being supported by that person.
Default
See the Taxnet Pro™ T1 Line-by-Line Guide (subscription required):
Line 30400 - Amount for an eligible dependant (Schedule 5)
See the CRA's general income tax guide:
Line 30800 - Base CPP or QPP contributions through employment income
Use the keyword US-Convert to enable automatic conversion to Canadian currency of the following US income and expenses amounts, based on the CRA's average conversion rate:
$US - Canadian interest income in US funds ( Interest ) $US - dividend income in US funds Amounts entered in the Foreign-Inc group as US amounts Amounts entered using T-Slip and any of the following options: T3 (US funds), T5 (US funds)
CONVERSION TABLE | | | | | | COUNTRY | | | | | | | YEAR | U.S. dollar | U.K pound | | 1996 | 1.3636 | 2.2383 | | 1997 | 1.3844 | 2.2682 | | 1998 | 1.4831 | 2.4586 | | 1999 | 1.4831 | 2.4586 | | 2000 | 1.4852 | 2.2499 | | 2001 | 1.5484 | 2.2298 | | 2002 | 1.5704 | 2.3582 | | 2003 | 1.4015 | 2.2883 | | 2004 | 1.3015 | 2.3842 | | 2005 | 1.2116 | 2.2067 | | 2006 | 1.1341 | 2.0886 | | 2007 | 1.0748 | 2.1487 | | 2008 | 1.0660 | 1.9617 | | 2009 | 1.1420 | 1.7804 | | 2010 | 1.0299 | 1.5918 | | 2011 | 0.989
1 | 1.5861 | | 2012 | 0.9996 | 1.5840 | | 2013 | 1.0299 | 1.6113 | | 2014 | 1.1045 | 1.8190 | | 2015 | 1.2787 | 1.9540 | | 2016 | 1.3248 | 1.9540 | | 2017 | 1.2986 | 1.6720 | | 2018 | 1.2957 | 1.7299 | | 2019 | 1.3269 | 1.6945 | | 2020 | 1.3415 | 1.7199 | | 2021 | 1.2535 | 1.7246 | | 2022 | 1.2535 | 1.7246 |
Only conversion to US dollars is automatic with US-Convert. The U.K. Sterling rates are included in the table for information purposes only.
If US-Convert is set at "Yes", amounts entered in US dollars will be converted at the above rate. Only amounts referred to above are converted automatically.
If an exchange rate is entered in the Foreign-Inc group, this exchange rate will override the US-Convert default rate and the amounts entered in that group will be converted at that rate.
If US-Convert is set at "No", amounts in the Foreign-Inc group should be converted by using the Exchange.t keyword, or be entered in Canadian dollars. All other US dollar amounts should be entered in Canadian dollars.
If you wish to convert foreign currency while entering amounts in your client's file, enter the foreign currency amount and multiply it by the conversion rate applicable to obtain the equivalent amount in Canadian dollars. The [*] key represents multiplication. If you wish, you can set up a DT Max text macro to enter [*1.2535].
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Control.op 
Claim 
Claim-%