  Progress tracking |
Use the keyword Progress to record the progress of a file. This will enable you to better monitor the entire tax preparation process. Enter the date at which each activity takes place in the progress status field and select from the options available.
This will also provide easy reference if you need to communicate such information to the CRA or to your client.
Note that this information can also be entered for a batch of clients by changing the client status in the client list.
The following options are applicable for the keyword Progress.
T1 - Tax return - printed
T1 - Tax return - assembled
T1 - Tax return - mailed
T1 - Balance due paid - federal
RC71 - Discounting transaction - printed
T183 - Efile authorization - received
CRA Authorize/cancel representative - printed
CRA Authorize/cancel representative - signed
CRA Authorize/cancel representative - submitted
T1135 - Foreign income verification statement - submitted
T1135 - Foreign income verification statement - resubmitted
T1135 - Foreign income verification statement - signed
TP1 - Tax return - printed (Quebec)
TP1 - Tax return - assembled (Quebec)
TP1 - Tax return - mailed (Quebec)
TP1 - Balance due paid - Quebec
MR-69 - Authorization form - signed (Quebec)
MR-69 - Authorization form - submitted (Quebec)
TP-274 - Designation as a principal residence - signed
TP-1000.TE - Efile authorization - received (Que.)
Tax documents received
Keywords verified
Tax return verified
Efile acknowledgement - federal
Efile acknowledgement - federal (Historical)
Efile acknowledgement - Quebec
Efile acknowledgement - Quebec (Historical)
Efile acknowledgement - Quebec attachment
Efile acknowledgement - Quebec attachment (Historical)
Efile acknowledgement - Quebec attachment only
Efile acknowledgement - Quebec attachment only (Historical)
Notice of assessment service - submitted
Assessment notice received - federal
Assessment notice received - Quebec
Tax preparation fee paid
Archived
File closed
AutoFillCRA-Downloaded
AutoFillCRA-Merged
AutoFillMRQ-Downloaded
AutoFillMRQ-Merged
Enter the invoice number.
Enter the income type.
Enter the payment amount.
Enter the payment type.
The following options are applicable for the keyword Payment-Type.
Cash
Cheque
Debit card
Free return
Receivable
Tax rush cheque
Waiting for redirect
Credit card - Visa
Credit card - Amex
Credit card - MasterCard
Credit card - HBC
Credit card - Other
Gift card
Waiting for pickup
Record who has received the payment.
If you discount an additional refund resulting from an adjustment to the return, complete a new Form RC71 and attach it to the adjustment request. Write "Additional information" in the blank box at the top of the form.
Enter the discounter code expected to be shown in box 2 of Form RC71 [RC72 box 3].
Enter the discounter's name as shown in box 1 of Form RC71 [RC72 box 6].
First line - Enter the discounter's permanent mailing address as shown in box 3 of Form RC71 [RC72 box 7].
Second line - Enter the discounter's permanent mailing address as shown in box 3 of Form RC71 [RC72 box 7].
Enter the estimated refund as shown in box A of Form RC71 (line 65050) [RC72 box B].
Enter the actual refund (line 48400 of federal income tax return).
Enter the amount from RC71 Box B i) - Payment on the first $300 of the refund
Enter the amount from RC71 Box B ii) - Payment on the remaining part
Enter the amount from RC71 Box C - Amount owed to the client by the discounter (line 65070)
Enter the amount from RC71 Box D that corresponds to the goods and services tax (GST), the harmonized sales tax (HST), the provincial sales tax (PST), the Quebec sales tax (QST) or the retail sales tax (RST). The types and/or rates of tax to be applied to discounting transactions vary by province.
The following options are applicable for the keyword RC71-Taxes.
Goods and services tax (GST)
Harmonized sales tax (HST)
Quebec sales tax (QST)
Provincial sales tax (PST)
Enter the name of the person who signed in box 10 of the RC71 form.
Enter the name of the municipality where the representative signed this form (from Box 12 of the RC71 form) [RC72 box 11].
Enter the date on which the taxpayer or an authorized person acquired the right to the refund and paid the minimum amount (from Box 13 of the RC71 form).
Enter the date on which the client signed Form RC71 and received the required amount (from Box 14 of the RC71 form).
Enter the name of the municipality where the discounting transaction took place (from Box 17 of the RC71 form).
Enter the amount owing to the government.
Enter the amount of the interest charge as shown on the Notice of Assessment.
Enter the refund received from government.
Enter the amount of the refund interest included in the refund as shown on the Notice of Assessment.
Enter the name of the archived file of the tax return.
Enter the file password of the archived file of the tax return.
The following options are applicable for the keyword File-Password.
Not password protected
Password protected - password not saved
Password protected - specify
Database encryption password
The W-Series response codes are informational codes, which can be returned on authorization or cancellation requests, that have been accepted for processing. The goal of these informational codes is to indicate to the tax preparer that during the initial validation of the submitted requests, the web service has identified a situation that is going to require additional processing. Code W101 reads as:
Thank you for using the electronic submission service. The Canada Revenue Agency (CRA) requires additional time to process your request. Do not re-submit the request electronically or on paper. We strive to action this request within three business days. After this period, please review your client list in the Represent a Client portal to confirm that your submission has been processed. Please remember that you must retain a signed copy of the signature page in your records for six years.
Code W106 reads as:
Thank you for using the electronic submission service. The Canada Revenue Agency (CRA) requires a legal document naming the person who signed the signature page as the individual's legal representative before it can be processed. Please send the required documentation to the appropriate tax center to avoid any additional delays. Go to canada.ca/revenue-agency for a list of tax centers nearest you. Your request will be processed once we receive and process the legal document. Do no re-submit this request electronically or on paper. Please remember that you must retain a signed copy of the signature page in your records for six years.
Code W107 reads as:
Thank you for using the electronic submission service. Your request indicated that the authorization was signed by the taxpayer's legal representative. In order to process your request, the Canada Revenue Agency (CRA) requires documentation naming the person who signed the request as the individual's legal representative. Please send the required documentation to the appropriate tax center to avoid any additional delays. Go to canada.ca/revenue-agency for a list of tax centers nearest you. Your request will be processed once we receive and process the legal document. Do not re-submit this request electronically or on paper. Please remember that you must retain a signed copy of the signature page in your records for six years.
Code W861 reads as:
We are currently experiencing technical difficulties updating our electronically submitted authorizations. You can continue to submit your requests electronically. The authorizations will be updated as applicable when the technical difficulties have been resolved. The authorization/cancellation requests will not need to be sent a second time.
Name of the notice of assessment file of the tax return.
The notice of assessment differs from the tax return.
Use the keyword Note.pr to enter a note regarding the processing status recorded. DT Max will also automatically update an acknowledged return by specifying information such as the document control number and the date of transmission. For CRA Authorize/cancel a representative and T1135 e-submission purposes, the confirmation number would be displayed.
Tax data downloaded from the CRA Auto-fill my return service.
The following options are applicable for the keyword T1-Autofill.
Section of incomplete data from CRA.
The following options are applicable for the keyword AFR-Data.
Summary Section - incomplete data - Registered Retirement Savings Plan (RRSP)
- Unfiled Return
- RRSP Contribution History
- Home Buyers' Plan (HBP)
- Lifelong Learning Plan (LLP)
- Employment Insurance Election for Self Employment Indicator
- GST HST Return Indicator
- Instalment Amount
- Field 26600 (Field 226 - 2018 and prior) - Foreign property
- Province of residence on file
- Mailing Address Postal Code on File (last 3 characters)
- Home Address Postal Code on File (last 3 characters)
- Canada Training Credit Limit Amount (CTCL)
- Uncashed Cheques Indicator
- Electronic Correspondence Preference Indicator
- Direct Deposit Indicator
- Disability Tax Credit Indicator
- Returned Mail Indicator
Client Section - incomplete data - Reassessment Information
- Reassessment In Progress Indicator
- Balance Owing Indicator
- Bankrupt Indicator
- Refund Examination Indicator (Review)
- External Refund Set-Off
- Internal Refund Set-Off
- Canada Workers Benefit
- Immigration Date
- Emigration Date
- CRA Online Service Registration Indicator
- Certification Services - Software Developer's Integration
- EFILE Ineligible Indicator
- No Debt Indicator
- Collectible Debt Indicator
- Insolvent Indicator
- Recent Client Enquiry Indicator (Recent Page Access)
- Non-Resident Source Deduction Indicator
- Current Year Return Indicator
- CEB Debt Indicator
Carryover Section - incomplete data - Allowable business investment loss (ABIL)
- Non-Capital losses
- Capital gains and losses
- Capital gains deductions
- Federal tuition, education, and textbook carryover amounts
- Provincial tuition, education, and textbook carryover amts
Slips Section - incomplete data - T4
- T4A
- T4E
- T4A(OAS)
- T4A(P)
- RC62
- RC210
- T4RSP
- T4RIF
- T5007
- T3
- T5
- T5008 (maximum 500 T5008 slips)
- RRSP contribution receipt
- T2202
- T5013
- PRPP contribution receipt
- T4FHSA
Remark from the Canada Revenue Agency (CRA): Some or all of the tax data in this section has been found but is suppressed.
Name of the T5008 file name. This keyword contains the path of the archived file.
The T5008 slip data is saved to this file, it will not be displayed in T-Slip "T5008" keyword groups. It will have the .CSV extension, generally recognized by most spreadsheet software on the market. If this is the case, by clicking on the yellow button the spreadsheet software should normally open with the received data, ready to receive your calculations. It is then preferable to save any modifications or additional calculations to a file in the native format of this software (i.e., if Excel, save as an .xls file). On the other hand, if your spreadsheet software does not recognize the .CSV extension, or if you use online software, you will need to use the function that allows you to import "comma-separated data" type files (see the documentation of your spreadsheet software on this, i.e., if Google Sheets, you will need to open it and import the .csv file by clicking on File -> Import).
You can simply enter the total amounts in DT Max that you have calculated using the spreadsheet.
Confirm that T5008 data has been entered?
The notice of assessment differs from the tax return.
Line number of the jacket regarding the adjustment.
NOA-Amount Revised amount claimed on jacket
T1-Amount Amount claimed on transmited tax return
Enter the details, if any, regarding the adjusment.
Use the keyword Progress-EPAD to record the progress of a pre-authorization debit. This will enable you to better monitor the entire process. Enter the date on which the pre-authorize debit request takes place and select from the options available.
This will also provide easy reference if you need to communicate such information to the CRA or to your client.
The following options are applicable for the keyword Progress-EPAD.
Application for pre-authorized debit - printed
Application for pre-authorized debit - signed
Application for pre-authorized debit - submitted
Use the keyword Note.epad to enter a note regarding the request for a pre-authorization debit. DT Max will also automatically update a pre-authorized debit request by specifying information such as the confirmation number.
Date at which the tax data delivery was done.
The following options are applicable for the keyword AFR-Date-Download.
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Invoice-Number 
AFR-Data 
CRA-Remark