  T3 Adjustment Request |
Use the keyword T3-Adjust to enter the T3 jacket line number to which the adjustment on T3-ADJ will apply.
The following options are applicable for the keyword T3-Adjust.
Use DT-ImportFedDiff to indicate whether DT Max should automatically import the changes made to the federal T3 return as compared to the federal trust return filed with the government. DT Max will automatically import the old amounts found on the "as-filed" snapshot as well as the new modified amounts.
If you choose to re-import the difference, you must re-select the option "yes". This will update all keywords in the T3-Adjust group.
Use DT-ImportQueDiff to indicate whether or not DT Max should automatically compare the changes brought to the TP-646 Quebec return with the Quebec "As-filed" snapshot copy for the current tax year. DT Max will automatically import for each modified line the amounts claimed on the "As-filed" snapshot as well as the new modified amounts on the adjusted return.
If you choose to re-import the difference, you must re-select the option "yes". This will update all keywords in the T3-Adjust group.
This new DT Max feature is available for tax year 2012 onward and allows you to calculate the impact of the changes made to the adjusted return compared to the "As-filed" snapshot copy of the return. To use this feature, simply follow these steps: - Make sure that you have an "As-filed" snapshot copy of the return for the relevant year (see "As-filed snapshot"). You may view the "As-filed" snapshot copy of the return when you select "As-filed - Quebec" instead of "Production" in the "Tax return" display screen. Please contact the Support group for more information if you don't have an "As-filed" snapshot copy of the return.
- Modify the data directly in the adjusted version in order to reflect the new information that modifies the tax return.
- Recalculate the client's return. Following the changes that were made, new amounts will be carried forward automatically to the following tax year. If information has already been entered in the following tax year, the client's status will indicate "Review required" and the new carryforwards will be displayed on the right-hand side as "Calculated carryforwards" and you will have to copy those new carryforwards manually from right to left.
- Go back to the data entry screen for tax year 2012 or subsequent, use the keyword T3-Adjust and choose "Quebec TP-646". Choose "Yes" for the new keyword DT-ImportQueDiff .
- The line numbers, the line titles, the prior amounts and the corrected amounts will appear automatically in the T3-Adjust group. Enter the other information if necessary, particularly the details of the adjustment that you are requesting, and recalculate the return in order to print and file the TP-646.R form. You must provide the supporting documents for the total adjusted amount.
Address.adj address to be used for purposes of form T3-ADJ
The following options are applicable for the keyword Address.adj.
Use the keyword Street.adj to enter the civic number and name of the street.
Use the keyword Suite.adj to enter a suite number.
If you do enter a suite number, DT Max will print the hash sign "#" and the number. Otherwise, DT Max will not print anything.
Do not enter the word "Suite" or the hash sign "#". If a suite number is available, enter the number only.
Use the keyword City.adj to enter the name of the city.
Use the keyword Province.adj to enter the name of the province.
The following options are applicable for the keyword Province.adj.
Use the keyword State.adj to enter the name of the state.
Use the keyword PostCode.adj to enter the postal code.
Use the keyword ZipCode.adj to enter the U.S. zip code.
Use the keyword For-Post.adj to enter the foreign postal code for a mailing address outside of Canada.
Use the keyword Country.adj to specify the country if other than Canada.
Use the keyword Authorize.adj to identify the person of firm requesting the adjustment.
The following options are applicable for the keyword Authorize.adj.
Use the keyword Letter-Consent to indicate whether the letter of authorization was previously submitted or is currently attached to this request.
The following options are applicable for the keyword Letter-Consent.
Use the keyword Authorize.adjQ to identify the person or firm requesting the adjustment.
The following options are applicable for the keyword Authorize.adjQ.
Use the keyword MR-69.adj to indicate whether a valid MR-69 form (or similar document) for the year concerned has been enclosed or was already filed.
The following options are applicable for the keyword MR-69.adj.
Authorization letter previously filed
Authorization letter attached
Authorization letter filed online
Use the keyword Line-Number to enter the line number of the jacket regarding the adjustment on form T3-ADJ.
Use the keyword Old-Amount to enter the previous amount claimed on the jacket before the adjustment.
Use the keyword New-Amount to enter the new amount being claimed on the jacket after the adjustment.
Use the keyword Line-Number.q to enter the line number of the jacket regarding the adjustment on form TP-646.R.
Use the keyword Old-Amount to enter the previous amount claimed on the jacket before the adjustment.
Use the keyword New-Amount to enter the new amount being claimed on the jacket after the adjustment.
Other-Line-No other line number regarding the adjustment
Use the keyword Old-Amount to enter the previous amount claimed on the jacket before the adjustment.
Use the keyword New-Amount to enter the new amount being claimed on the jacket after the adjustment.
Use the keyword Details to provide explanations, if any, regarding the adjustment.
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DT-ImportFedDiff 
Address.adj 
Street.adj