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Use the keyword Authorize to indicate for which jurisdictions an authorization form must be generated. You may also choose not to print any authorizations.
Note that when used, this keyword takes precedence over the user's defaults.
The following options are applicable for the keyword Authorize.
AUT-01 - Federal (authorization)
AUT-01X - Federal (cancel authorization)
MR-69 - Quebec (authorization)
MR-69.R - Quebec (revocation)
Do not print AUT-01 (submitted prior year, other reason)
Use the keyword Consent-Years to specify the period to which the authorization or the power of attorney to the release of confidential information applies.
The following options are applicable for the keyword Consent-Years.
Authorize all years
Current year
Current and future years
Specific year(s)
Specific year(s) and future years
Specific period
Specific period and future periods
Do not print (submitted in previous year or other reason)
Authorize-Level level of authorization and tax year to which it applies
The following options are applicable for the keyword Authorize-Level.
Use the keyword Specified-Years to enter the taxation years applicable to this authorization or power of attorney. This information will be entered on the MR-69 form.
Use the keyword Specified-Period to enter the taxation period applicable to this authorization or power of attorney. This information will be entered on the MR-69 form.
The following options are applicable for the keyword Specified-Period.
Use the keyword Consent-Rep to specify the level of authorization that applies to the representative.
The following options are applicable for the keyword Consent-Rep.
Authorization - tax preparer
Authorizing other representative
Authorize tax preparer
Authorize other representative
Authorization - other representative
Power of attorney - tax preparer
Power of attorney - other
Use the keyword Online-Access to indicate that the designated person is a professional representative and is authorized to access the taxpayer's file online. DT Max T3 will capture the professional representative number attributed by RQ on line 16 of the form MR-69 if line 10 or 10a has been completed.
Use the keyword RepID to enter the 7-character alphanumeric code that identifies the representative.
If the representative does not have an identification number, they can register for one online at www.canada.ca/en/revenue-agency.html.
Use the keyword GroupID to enter the 6-character alphanumeric code, starting with the letter G, that identifies a group of representatives.
If the representative does not have an identification number, they can register for one online at www.canada.ca/en/revenue-agency.html.
Use the keyword Bus-Number.rep to enter the 9-digit number that identifies the business or firm chosen to represent the trust.
Firm-Name.rep name of the firm
Group-Name.rep group name
Use the keyword Last-Name.rep to enter the representative's last or family name.
Use the keyword First-Name.rep to enter the representative's first or given name.
Use the keyword Designation.rep to specify the way you want to address the designated person.
The following options are applicable for the keyword Designation.rep.
Use the keyword Suite.rep to enter the representative's suite number.
Use the keyword Street.rep to enter the representative's mailing address.
Use the keyword City.rep to enter the city of the representative's mailing address. DT Max will print it on the second line of the address box on the authorization form.
Use the keyword Province.rep to enter the province of the representative's mailing address. DT Max will print it on the third line of the address box on the authorization form.
The following options are applicable for the keyword Province.rep.
Use the keyword Postal-Code.rep to enter the postal code of the representative.
Use the keyword Phone-Number.rep to enter the representative's telephone number.
DT Max will print this number on the authorization form.
Ext.rep telephone extension number of representative
Use the keyword Fax-Number.rep to enter the representative's fax number.
DT Max will print this number on the authorization form.
Que-NEQ-No.rep Quebec enterprise number (NEQ) of the firm
MRQ-Ident-No.rep MRQ identification number of the firm
SIN.rep Social insurance number
Use the keyword Prof-Rep-No.rep to enter the representative's professional number to grant the designated person online access to the files. This information will be entered on line 16 of the MR-69 only if the designated person's Quebec enterprise number (NEQ) is also entered.
Use the keyword Bus-ContactName. to indicate whether the authorized representative is the firm or the individual within the business. This information will be entered in Part 2 of form AUT-01.
The following options are applicable for the keyword Bus-ContactName..
Authorize individual
Authorize firm
Use the keyword Expiry-Date.rep if the consent is to end at a particular date.
The consent will stay in effect until it has been revoked or it reaches the specified expiry date.
Use the keyword Bus-ContactName to control the display of the first and last name of the designated person within the company or trust (lines 13a and 13b of Part 2 of MR-69). The option "Leave contact blank" does not complete lines 13a and 13b. Otherwise, only the person who is designated within the company or trust will be able to communicate with the government for information.
The following options are applicable for the keyword Bus-ContactName.
Use the keyword Level-Authorize to indicate the level of authorization applicable for the tax years.
The following options are applicable for the keyword Level-Authorize.
Use the keyword Account to select the accounts being assigned to a representative under the authorization request.
The following options are applicable for the keyword Account.
All files on tax legislation and Excise tax (box 21)
Support payments
Shelter allowance
Personal income tax returns
Corporation returns
Trust returns
Advance payment of credit for home-support for seniors
Solidarity tax credit
Returns in respect of licence duties
Registration for GST,QST,sources ded. or corp. income tax
Sales recording modules
QST returns and remittances
GST/HST returns and remittances
Fuel tax returns and remittances
Tobacco tax returns and remittances
Source deductions and employer contributions
Source deductions of support payments
Mining tax return(s)
Other (specify)
Use the keyword File-Number.rep to specify the file number being assigned to a representative under the authorization request.
Use the keyword Cancel-rep to indicate whether the taxpayer is revoking the authorization or power of attorney to the release of confidential information for all representatives or for a specific representative.
The following options are applicable for the keyword Cancel-rep.
Use the keyword First-Name.c to enter the name of the representative whose authorization is being revoked.
Use the keyword Last-Name.c to enter the name of the representative whose authorization is being revoked.
Firm-Name name of the firm
Use the keyword Firm-Name.c to enter the business name of the representative. This information will be entered in Part 3 of form AUT-01X.
Use the keyword RepID.c to enter the 7-character alphanumeric code identifying the representative whose consent is to be cancelled.
Use the keyword GroupID.c to enter the 6-character alphanumeric code, starting with the letter G, that identifies a group of representatives whose consent is to be cancelled.
Use the keyword Bus-Number.c to enter the 9-digit number that identifies the business or firm whose consent is to be revoked.
Use the keyword NEQ-No.c to enter the Quebec enterprise number applicable to the representative. This information will be entered on the MR-69.R in the section for the revocation of a representative.
Use the keyword MRQ-Id-No.c to enter the MRQ identification number applicable to the representative. This information will be entered on the MR-69.R in the section for the revocation of a representative.
Use the keyword Prof-Rep-No.c to enter the representative's professional number. This information will be entered on the MR-69.R in the section for the revocation of a representative.
Use the keyword SIN.c to enter the social insurance number applicable to the representative. This information will be entered on the MR-69.R in the section for the revocation of a representative.
Use the keyword Prior-Date.rep to enter the original date of the authorization or power of attorney given to the representative, which is being revoked.
This date will be printed on Quebec authorization form MR-69.
Use the keyword Cancel-rep.r to indicate whether the taxpayer is revoking the authorization or power of attorney to the release of confidential information for all representatives or for a specific representative.
The following options are applicable for the keyword Cancel-rep.r.
Revocation of specific authorization
Revocation of power of attorney
Revocation of all authorizations or powers of attorney
Use the keyword First-Name.c to enter the name of the representative whose authorization is being revoked.
Use the keyword Last-Name.c to enter the name of the representative whose authorization is being revoked.
Firm-Name name of the firm
Use the keyword Firm-Name.c to enter the business name of the representative. This information will be entered in Part 3 of form AUT-01X.
Use the keyword RepID.c to enter the 7-character alphanumeric code identifying the representative whose consent is to be cancelled.
Use the keyword GroupID.c to enter the 6-character alphanumeric code, starting with the letter G, that identifies a group of representatives whose consent is to be cancelled.
Use the keyword Bus-Number.c to enter the 9-digit number that identifies the business or firm whose consent is to be revoked.
Use the keyword NEQ-No.c to enter the Quebec enterprise number applicable to the representative. This information will be entered on the MR-69.R in the section for the revocation of a representative.
Use the keyword MRQ-Id-No.c to enter the MRQ identification number applicable to the representative. This information will be entered on the MR-69.R in the section for the revocation of a representative.
Use the keyword Prof-Rep-No.c to enter the representative's professional number. This information will be entered on the MR-69.R in the section for the revocation of a representative.
Use the keyword SIN.c to enter the social insurance number applicable to the representative. This information will be entered on the MR-69.R in the section for the revocation of a representative.
Use the keyword Prior-Date.rep to enter the original date of the authorization or power of attorney given to the representative, which is being revoked.
This date will be printed on Quebec authorization form MR-69.
Enter the actual legal representative [AUT-01 Part 5].
Use the keyword Legal-Rep-Name to enter the name of the actual legal representative [AUT-01 Part 5].
The following options are applicable for the keyword Legal-Rep-Name.
Use the keyword Last-Name.lr to enter the last name of the person who has the signing authority for the trust. This information is captured in "Part 5 - Certification" of form AUT-01.
Use the keyword First-Name.lr to enter the first name of the person who has the signing authority for the trust. This information is captured in "Part 5 - Certification" of form AUT-01.
Use the keyword Street.lr to enter the mailing address of the person signing form AUT-01 on behalf of the trust. This information is captured in "Part 5 - Certification" of form AUT-01.
Use the keyword City.lr to enter the city of the mailing address of the person signing form AUT-01 on behalf of the trust. This information is captured in "Part 5 - Certification" of form AUT-01.
Use the keyword Province.lr to enter the province of the mailing address of the person signing form AUT-01 on behalf of the trust. This information is captured in "Part 5 - Certification" of form AUT-01.
The following options are applicable for the keyword Province.lr.
Use the keyword Postal-Code.lr to enter the postal code of the mailing address of the person signing form AUT-01 on behalf of the trust. This information is captured in "Part 5 - Certification" of form AUT-01.
Use the keyword State.lr if the person signing form AUT-01 on behalf of the trust is from the United States. This information will be captured in "Part 5 - Certification" of form AUT-01.
Use the keyword Zip-Code.lr if the person signing form AUT-01 on behalf of the trust is from the United States. This information will be captured in "Part 5 - Certification" of form AUT-01.
Use the keyword For-Post-Code.lr if the person signing form AUT-01 on behalf of the trust lives outside of Canada or the United States. This information will be captured in "Part 5 - Certification" of form AUT-01.
Use the keyword Country.lr if the person signing form AUT-01 on behalf of the trust lives outside of Canada or the United States. This information will be captured in "Part 5 - Certification" of form AUT-01.
Use the keyword Telephone-Rep to enter the legal representative's telephone number.
DT Max will print this number on the authorization form.
Use the keyword Legal-Rep-Name.x to enter the name of the actual legal representative [AUT-01X Part 3].
The following options are applicable for the keyword Legal-Rep-Name.x.
Use the keyword Last-Name.x to enter the last name of the person who has the signing authority for the trust. This information is captured in "Part 3 - Certification" of form AUT-01X.
Use the keyword First-Name.x to enter the first name of the person who has the signing authority for the trust. This information is captured in "Part 3 - Certification" of form AUT-01X.
Use the keyword Telephone-Rep.x to enter the legal representative's telephone number.
DT Max will print this number on form AUT-01X.
Use the keyword MailAddress to specify the mailing address to be printed on the tax return.
Use this keyword only if the option desired for the client differs from the one chosen in the user's defaults.
The following options are applicable for the keyword MailAddress.
If need be, you may print any text file as part of the tax return.
Such a file must have been saved without any fonts or formatting. It is usually a file with the ".txt" suffix.
This may be a file that was created with another software such as an accounting, spreadsheet or word processing program.
DT Max will print the file according to the setup of the output controls from the printing options of its preferences menu.
To proceed, enter the keyword PrintFile and the complete name and path of the desired file. For example: PRINTFILE -> C:\T3TAX\ABC-INC\R&D.TXT.
Use the keyword Progress to record the progress of your file. You can enter each action as it takes place, with the date and some notes to enable you to keep track of your progress. It also provides an easy reference if, for any reason, you should need to communicate with a third party.
Enter the date of the change in the progress status and select from the options available.
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.
Tax documents received
Keywords verified
Tax return verified
Tax return printed - Federal
Tax return printed - Quebec
Tax return archived
Efile acknowledgement - Federal T3 return
Efile acknowledgement - Federal original T3 slips
Efile acknowledgement - Federal amended T3 slips
Efile acknowledgement - Federal cancelled T3 slips
Efile acknowledgement - Federal T3M return
Efile acknowledgement - Federal T3P return
Efile acknowledgement - Federal T3 return (Hist)
Efile acknowledgement - Federal T3M return (Hist)
Efile acknowledgement - Federal T3P return (Hist)
T1135 Foreign income verification statement - submitted
T1135 Foreign income verification statement - resubmitted
Efile acknowledgement - Quebec original RL-16 slips
Efile acknowledgement - Quebec amended RL-16 slips
Efile acknowledgement - Quebec cancelled RL-16 slips
Efile acknowledgement - Quebec original RL-16 slips (Hist)
MR-69 - Authorization form - submitted (Quebec)
Federal return collated
Quebec return collated
Signed by client and mailed
Signed by client and mailed - Quebec
Assessment notice received - federal
Assessment notice received - Quebec
Professional fees paid
File closed
File-Name name of the archived file of the tax return
File-Password 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
Use the keyword Invoice-Number to record which invoice is being paid. This keyword is simply for information purposes and is not captured on the invoice.
Use the keyword Payment-Amount to enter the amount the client has paid. This payment will be captured on the client's invoice.
Use the keyword Payment-Type to indicate the method of payment. This information will be entered on the client's invoice.
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
Use the keyword Received-By to record who has received the payment. This is for information purposes only and will not appear on the invoice.
Use the keyword Note.pr to enter notes pertaining to the progress status recorded, if need be.
Use the keyword Archived if you archive your tax returns.
It enables you to record the name and location of the archive file, as well as the date when the file was archived.
The keyword EfileMR69Error lists the MR-69 e-submission error message(s) received.
Use the keyword PaymentCode if the payment option desired for the client differs from the one chosen in the user's defaults.
The following options are applicable for the keyword PaymentCode.
Use the keyword RefundCode if the code you wish to use for the refund of the client's taxes differs from the code that appears in the user's defaults.
The following options are applicable for the keyword RefundCode.
Claim refund Choosing "Claim refund" indicates that the refund is being claimed now.
Future tax liability Choosing "Future tax liability" indicates that the refund is to be applied to taxes payable in future years.
Other tax liability Choosing "Other tax liability" indicates that the refund is to be applied to another type of tax liability.
Use the keyword Enclosed if the payment option desired for this client's income taxes owing is different from the option chosen in your user defaults.
The following options are applicable for the keyword Enclosed.
Full balance
No payment
Partial payment enclosed
Date.enc date of enclosed payment
Use Amount.enc to enter the amount of taxes owed that will be enclosed with the tax return filed this year.
Use Amount.enc to enter the amount of taxes owed that will be enclosed with the Quebec income tax return filed.
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Consent-Years 
Authorize-Level 
Level-Authorize