  Partnership income and expenses to be allocated |
Select the type of income the partnership earned.
The following options are applicable for the keyword IncomeSource.
Farming
Fishing
Business
Commission
Professional
Rental property - gross and net income only
Rental property income - detailed information
Return of capital
Other non investment income
Dividends from Canadian sources
Other Canadian investment income
Foreign investment income and expenses
Enter the partnership's gross income.
Use this keyword to enter payments from the Agricultural income stabilization program.
Use this keyword to enter the net income from the partnership's business(es). This is the amount that will be allocated to the partners. Use [Alt-J] to enter different values for other jurisdictions.
The keyword Sequence.i is used to link CCA-Class keyword groups to a particular rental property. Please begin with the number 1 and increment it by 1 for each additional rental property. In the CCA-Class keyword groups, choose "Yes" for the keyword RentalProp and enter the matching sequence number within the keyword RENTAL-SEQUENCE.
Use the keyword Rental-Address to enter the street address of the rental property.
Use the keyword More-Info to enter additional address information. This will be line two of the address.
Use the keyword City.e to enter the city name. DT Max will not check the spelling of the city name.
Use the keyword Province.e to select the province.
The following options are applicable for the keyword Province.e.
Use the keyword PostCode.e to enter the postal code. DT Max will make sure that it is in the correct format and will always enter the alphabetic portions in upper case.
Use the keyword Final-Year to indicate whether or not this is the final year of the rental operation.
The following options are applicable for the keyword Final-Year.
Use the keyword Income.bus to enter the gross rental income.
The following options are applicable for the keyword Income.bus.
Gross rental income
Other income
Use the keyword Expenses to enter the type and amount of deductible rental expense.
The following options are applicable for the keyword Expenses.
Advertising
Insurance
Interest
Office expenses
Legal, accounting and other professional fees
Management and administration fees
Maintenance and repairs
Salaries, wages and benefits (including employer's contr.)
Property taxes
Travel
Utilities (light & power)
Motor vehicle expenses (not including CCA)
Gardening
Snow removal
Other expenses (specify)
Enter the actual amount of dividend.
The following options are applicable for the keyword Actual-Dividend.
Use this keyword to enter interest from Canadian sources.
Use this keyword to enter investment income from Canadian sources.
The following options are applicable for the keyword Oth-Invest-Inc.
Use this keyword to enter foreign investment income. A seperate entry must be made for each country.
The following options are applicable for the keyword Amount.fi.
Use the keyword Amount.is to enter return of capital.
Use DivRentComp to enter compensation payments that the partnership received (+) or paid (-) for earning dividend income from dividend rental arrangements.
Use the keyword OtherIncome.is to select and enter other non investment income.
The following options are applicable for the keyword OtherIncome.is.
Use this keyword to enter patronage dividends from cooperatives.
The following options are applicable for the keyword Patronage-Div.
Use the keyword Province.is to indicate the jurisdiction of income.
The following options are applicable for the keyword Province.is.
Enter the country of (source of) the foreign income entered in this IncomeSource group.
This is the total foreign income tax paid on this income. The amount entered will appear on schedule 21 (T2S(21)) and will be used to calculate the foreign tax credit on this income.
Use the keyword TaxTreaty to enter amounts to be deducted from net income for tax purposes due to a tax treaty with Canada.
Use the keyword Carrying-Charges to select and enter carrying charges.
The following options are applicable for the keyword Carrying-Charges.
Interest and dividend income Box 211
Rental income Box 212
Film property Box 213
Resource property and flow-through shares Box 214
For acquiring an interest in a partnership Box 215 Carrying charges for acquiring an interest in a partnership of which you are a limited or non-active partner, or which owns a rental or leasing property or a film property.
Other Box 216
Bad debts - QC
Use [Alt-J] to enter different values for other jurisdictions.
Select the country if the carrying charges relate to foreign income.
Enter the professional dues deemed paid by the partnership.
Use the keyword ITC to select and enter the investment tax credit claimed by the partnership.
The following options are applicable for the keyword ITC.
4B - SR&ED (15%)
6 - Apprenticeship job creation tax credit (10%)
12 - Qualified property or qualified resource (10%)
Depreciable property - QC
Other than depreciable property - QC
Provincial jurisdiction of ITC
The following options are applicable for the keyword Province.itc.
Use the keyword ITC-Recapture to select and enter the investment tax credit recapture.
The following options are applicable for the keyword ITC-Recapture.
Provincial juridiction of ITC recapture
The following options are applicable for the keyword Province.rec.
Select the type of Quebec tax credit claimed.
The following options are applicable for the keyword Que-TaxCredit.
Tax credit relating to resources
Tax credit for investment
Tax credit for salaries and wages (R&D)
If the partnership received a RL-15 slip for this credit, the credit details will be entered directly on the partner's RL-15 slip only. In the case where the partnership itself incurred the expenses relating to the tax credit, part 2 of Schedule E will also be completed.
The following options are applicable for the keyword Credit-FromRL15.
Enter tax credit claimed by partnership.
The following options are applicable for the keyword Eligible-Amt.
Enter the region code for investment tax credit.
The following options are applicable for the keyword Region-Code.
08 Abitibi-Témiscamingue
01 East Bas-Saint-Laurent
53 West Bas-Saint-Laurent (invest. after Dec. 9, 2009)
03 Capitale-Nationale
17 Centre-du-Québec
12 Chaudière-Appalaches
09 Côte-Nord
05 Estrie
11 Gaspésie - Iles-de-la-Madeleine
14 Lanaudière
15 Laurentians
13 Laval
04 Mauricie
16 Montérégie
06 Montreal
52 RCM of Antoine-Labelle, in the Laurentians
50 RCM of Vallée-de-la-Gatineau, in the Outaouais
51 RCM of Pontiac, in the Outaouais
10 Nord-du-Québec
07 Outaouais
02 Saguenay - Lac-Saint-Jean
Enter expense code for tax credit relating to resources.
The following options are applicable for the keyword Expense-Code.
A.1 Exploration - no mineral resource (Near/Far North)
A.2 Exploration - no mineral resource (Elsewhere in Qc)
A11 Exploration - no oil or gas well (Near/Far North)
A21 Exploration - no oil or gas well (Elsewhere in Qc)
B.1 Exploration - mineral resource (Near/Far North)
B.2 Exploration - mineral resource (Elsewhere in Qc)
B11 Exploration - oil or gas well (Near/Far North)
B21 Exploration - oil or gas well (Elsewhere in Qc)
C Exploration expenses - new natural resources
D Renewable and conservation expenses
Enter the date the asset was acquired.
Enter the date the asset was put into use.
Enter the percentage of tax credit the partnership is entitled to. This may be less than 100% if the partnership is a member of a multi-tiered partnership.
Use this keyword to enter the part XII.2 tax credit.
Use PaymentCode to indicate a payment for SIFT taxes or late filing penalty for Schedule 52. The payment will be shown on line 308 of the T5013-FIN. Also if applicable, a payment will be shown on line 14 of the Quebec TP-1129.71.
The following options are applicable for the keyword PaymentCode.
Full balance This option is relevant if the full amount owing is paid when the return is filed. This will appear on line 308 of the T5013-FIN and line 14 of Quebec TP-1129.71 if applicable.
Other enclosed amount(s) If an amount other than the full balance due is enclosed, choose this option and enter the amount of that payment in the PaymentEncl-Fed or PaymentEncl-Que keyword.
No payment If no payment is being enclosed, choose this option.
Use PaymentEncl-Fed when a partial payment of amount owed will be enclosed with the federal return filed. The amount owed would include tax payable under Part IX.1 (SIFT taxes) and late filing penalty from line 307 of Schedule 52. This amount will appear on line 308 of the T5013-FIN.
Use PaymentEncl-Que when a partial payment of amount owed will be enclosed with the Quebec TP-1129.71 filed. The amount will appear on line 14 of the Quebec TP-1129.71.
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GrossIncome 
Rental-Address 
More-Info