  Identification |
This is the name of the partnership which will appear on the partnership information return and by which the partnership is identified. Enter the partnership's name exactly as per registration. Do not use abbreviations and make sure the punctuation is correct. This name will appear on the top of each page of the partnership information return.
Use the keyword Name-Long if more space is required for the name of partnership.
Use the keyword Operating-Name to enter the operating or trading name if applicable. Do not use abbreviations and make sure the punctuation is correct.
Use the keyword Operat-NameLong if more space is required for operating or trading name.
This is the year end of the partnership which will appear on the top of each page of the information return.
Select the partnership type at the end of the fiscal period. The partnership type determines whether or not the partnership's members/investors are entitled to certain allocations and deductions.
The following options are applicable for the keyword Partnership-Type.
General partnership
Limited partnership
Limited liabilty partnership
Investment club
General partnership (tax shelter)
Limited partnership (tax shelter)
Co-ownership (tax shelter)
Other tax shelter (specify)
Use the keyword Can-Partnership to indicate whether or not the partnership a Canadian partnership throughout the fiscal period. The partnership is a Canadian partnership if the members were Canadian residents throughout the fiscal period.
The following options are applicable for the keyword Can-Partnership.
Enter the loss or deduction from business or rental. This is required on Quebec Schedule E.
The following options are applicable for the keyword Loss-Deduction.
Is this a publicly traded partnership?
The following options are applicable for the keyword Publicly-Traded.
As a publicly traded partnership, were T5008 information slips issued to report transactions of interests in the partnership?
The following options are applicable for the keyword T5008-Slip.
Is this a Specified Investment Flow-Through (SIFT) partnership?
The following options are applicable for the keyword SIFT.
Enter the taxable non-portfolio earnings for the fiscal period of the partnership.
The following options are applicable for the keyword Nonportfolio-Earn.
The Activity entered is used for identification purposes; it is printed on the tax return.
The following options are applicable for the keyword Activity.
Business
Professional
Rental
Farming
Fishing
Inactive
Other (specify activity)
Use the keyword NAICS.act to enter the 6-digit numeric NAICS code that best describes the partnership's main revenue-generating business activity.
A complete list of NAICS codes is available here.
Use the keyword VirtualCurrency to indicate whether or not the partnership has received or disposed of (sold, transferred, changed, given, etc.) virtual currency. This information is requested on page 1 of the Quebec TP-600.
The following options are applicable for the keyword VirtualCurrency.
Use the keyword Sub-Contractors to indicate whether or not the partnership had any sub-contractors during the year, if the partnership's major business activity was construction.
The following options are applicable for the keyword Sub-Contractors.
Did the partnership use the cash method of accounting?
The following options are applicable for the keyword Cash-Method.
Is this return filed by a nominee or agent?
The following options are applicable for the keyword Nominee.
Use the keyword Name.n to enter the name of the nominee or agent. Enter the name exactly as per the registration of the nominee/agent. In the case of an individual, enter the surname in this keyword and the first name in FirstName.n keyword. Do not use abbreviations and make sure the punctuation is correct.
Use this keyword to enter the first name of the nominee or agent, in the case of an individual.
Use the keyword Acct-Number to enter the nominee or agent's federal account number.
Use this keyword to enter the phone number of the nominee or agent.
Select the title or position of the nominee or agent.
The following options are applicable for the keyword Title.n.
Use this keyword to enter the signing date.
If there is no entry, DT Max will use the date on which the return is calculated.
This is the street address of the nominee or agent
Use the keyword Address-Ln-2.n to enter additional details regarding the address information of the nominee or agent (e.g. tower, building, etc.)
This is the city in the address of the nominee or agent. DT Max will not check the spelling of the city name.
This is the Province.n in the address of the nominee or agent.
The following options are applicable for the keyword Province.n.
Use the keyword State.n to select the state.
This is the postal code in the address of the nominee or agent. 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 ZIPCode.n to enter the zip code.
Use the keyword For-Post.n to enter the foreign postal code.
Select the country if not Canada.
If the head office ADDRESS is the same as the mailing address or location of books and records, enter the head office address only. DT Max will print this address as the mailing address and location of books and records.
The following options are applicable for the keyword Address.
The firm name or person entered in Care-Of will print as the first line of the address when the address entered in this group is printed on the return.
This is the street address of the partnership.
Use the keyword Address-Ln-2 to enter additional details regarding the address information of the partnership (e.g. tower, building, etc.)
This information will appear on the federal jacket and on most provincial jackets.
This is the suite number of the parnership. If this is entered, DT Max will print the hash sign, "#" and the number. Do not enter the word "SUITE" or "#". If nothing is entered, DT Max will understand that there is no relevant suite number and will not print anything.
This is the post office box number of the partnership. If this is entered, DT Max will print "P.O. Box" and the number. Do not enter "P.O. Box" or "#". If nothing is entered, DT Max will understand that there is no relevant P.O. box number and will not print anything.
This is the city in the address of the partnership. DT Max will not check the spelling of the city name.
This is the Province in the address of the partnership.
If the Province of the head office is not at the partnership's permanent establishment, or if permanent establishments exist in more than one province, territory or country, make sure that you use the Jurisdiction group to enter the location of all permanent establishments. Otherwise, DT Max will assume that the partnership's only permanent establishment is in the province of the head office.
The following options are applicable for the keyword Province.
Use the keyword State to select the state.
This is the postal code in the address of the partnership. 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 ZIPCode to enter the zip code.
Use the keyword For-Post to enter the foreign postal code.
Country is relevant to non-resident partnerships only. When Country is entered in the "Head Office" Address group, DT Max will tick the "NO" box on the T5013 return requesting whether the partnership is a Canadian resident. The country of residence entered will print in the same area of the return.
MailAddress is used to specify the mailing address to be printed on the return of this partnerhip. Enter this only if this differs from that specified in your user default setup.
The following options are applicable for the keyword MailAddress.
Head office The head office address should always be entered.
Address of accountant If you want the mailing address to be the Accountant's address as indicated in your Tax preparer setup, choose "Accountant's address".
Location of books & records Enter the location of books and records if different from the head office address. If not entered, DT Max will assume it is the same as the head office.
BooksAddress is used to specify the location of books and records address to be printed on the return of this partnership.
The following options are applicable for the keyword BooksAddress.
Head office The head office address should always be entered.
Mailing address If the mailing address is not as specified in your user default file, in the MailAddress keyword, enter the mailing address.
Address of accountant If you want the mailing address to be the Accountant's address as indicated in your Tax preparer setup, choose "Accountant's address".
The contact name entered here will be printed when required on the return; otherwise, the information entered can be used for your information purposes only.
The contact name entered here will be printed when required on the return. Otherwise, the information entered can be used for your information purposes only.
Use the keyword Contact-Title to enter the position/title of the contact person and the date on which the return was signed.
The following options are applicable for the keyword Contact-Title.
Use this keyword to enter the name of the resource person, if applicable. This will appear on page 1 of the TP-600.
This is the partnership's day phone number.
This is the partnership's day telephone extension number.
Use the PrintPhone keyword if the option desired for printing for this partnership's return is different from your user default setup.
The following options are applicable for the keyword PrintPhone.
Use the keyword HomePage to enter the charity's web address for purposes of federal Registered charity information return (T3010B).
ChangeAddress is used to specify if the address of head office, mailing address or location of books and records has changed since the last time the T5013 return was filed.
If there has been a change, the address will print on the return.
The following options are applicable for the keyword ChangeAddress.
Previous street of head office. This information is required for Quebec TP-600.
Previous suite number of head office.
Previous city of head office.
Select the previous province of head office.
The following options are applicable for the keyword Province.prev.
Select the previous state of head office.
Previous postal code of head office.
Previous ZIP code of head office.
Previous foreign postal code of head office.
Enter the client's E-mail address here for your own information purposes.
The keyword group Jurisdiction allows DT Max to allocate taxable income to different jurisdictions for a partnership which operates in more than one jurisdiction. Use Jurisdiction to enter the appropriate provinces in which the partnership operates. When this group is used, you need to enter information related to the allocation bases, for multi-jurisdiction partnerships only.
There should always be a "Federal" Jurisdiction group in the client's file. When there are no other Jurisdiction groups except "Federal", DT Max uses the Province entered in the "Head Office" ADDRESS as the partnership's jurisdiction.
The following options are applicable for the keyword Jurisdiction.
Use the keyword Account-Number to enter the federal account number of partnership.
Use the keyword Taxshelter-IDNum to enter the federal tax shelter identification number. Format is TS123456.
Use the keyword RL15-Filing-Method to specify the method in which the RL-15 slips will be submitted to Revenu Québec.
The following options are applicable for the keyword RL15-Filing-Method.
Paper filing
Electronic filing
This is the Québec enterprise number (NEQ) of the partnership.
This is the identificaton number of the partnership, which will identify the return.
Use the keyword TaxShelter-IDNumQ to enter the Quebec tax shelter identifical number.
Select the Quebec tax shelter activity.
The following options are applicable for the keyword TaxShelt-Activity.
01 Charters and rentals
02 Films, videos and other recordings
03 Franchising
04 Motels and motels
05 Manufacturing
06 Real estate development and sales
07 Recreational
08 Real estate rentals
09 Research and development
10 Mutual fund limited partnership
11 Seismic data collection
12 Software
13 Farming
14 Mining
15 Oil and gas exploration (other than seismic)
16 Other (specify)
These are activity classifications for Quebec.
The following options are applicable for the keyword QueActivity.
DT Max calculates the percentage entered in box 42 of the RL-15 slip. Use the keyword Bus%-Que if you would like to enter a different percentage.
Use the keyword BeginDate to enter the beginning date of business operations.
If this is the first return for the jurisdiction entered, this information will be printed where requested.
The following options are applicable for the keyword FirstReturn.
Select yes if this is the final return up to dissolution.
The following options are applicable for the keyword LastReturn.
A federal decision to adopt functional currency reporting for tax purposes, allowing functional currency reporting for partnership return filings is expected to ease compliance and promote more representative financial reporting.
Use the keyword Funct-Currency to state the functional currency used, if other than Canadian.
The following options are applicable for the keyword Funct-Currency.
This is the entry for salaries and wages paid to employees in a particular jurisdiction, to be used as an allocation base for determining the portion of taxable income attributable to that jurisdiction.
Enter this information only if this is a multi-jurisdiction partnership.
This is the entry for gross revenues earned in a particular jurisdiction, to be used as an allocation base for determining the portion of taxable income attributable to that jurisdiction.
Enter this information only if this is a multi-jurisdiction partnership.
Use the keyword TaxRate-OV if you wish to use a tax rate other than the rate DT Max uses.
Here are the rates DT Max is currently using:
| Jurisdiction | Percent | |
| Federal | 15 | | | Newfoundland | 15 | | | Newfoundland offshore | 15 | | | Prince Edward Island | 16 | | | Nova Scotia | 16 | | | Nova Scotia offshore | 16 | | | New Brunswick | 14 | | | Quebec | 11.7 | in 2018, 11.6% in 2019, 11.5% in 2020 | | Ontario | 11.5 | | | Manitoba | 14 | | | Saskatchewan | 11.5 | after June 30, 2017, 12% after Dec. 31, 2017 | | Alberta | 12 | before July 1 2019, 11% after June 30, 2019 and before 2020, 10% in 2020, 9% in 2021 | | British Columbia | 12 | after December 31, 2017 | | Yukon | 12 | | | Northwest Territories | 11.5 | | | Nunavut | 12 | |
The keyword Block is used to prevent the processing of a client and provide a reason for the blocking. Whenever this keyword is used, the processing status will be changed to "Blocked" and no calculation of the client's return will be allowed. To remove the blocking, delete the keyword Block as you would any other keyword, using [Ctrl-Backspace].
If your DT Max security system is being used, select the option "Yes" in the keyword Restrict, in the record of any client, to prevent the data from being accessed by anyone except the accountant responsible. The keyword Partner is used to assign responsibility for a particular client.
The following options are applicable for the keyword Restrict.
The keyword Partner is entered with the partner's ID. This will allocate the client to that partner. The ID will be associated with the client in the Client list, and you will be able to filter according to "partner" to see his clients only, or to check their progress.
Use the keyword Staff to assign responsibility for entering a client's data to a particular staff member.
Use the keyword Verifier to indicate what member of staff is responsible for verifying the client's partnership information return.
Use the keyword Client-Code to 'identify or locate a client's file.
Any ASCII file can be printed as part of the return. The file must be saved without any fonts or formatting (as what is often called a "print file", perhaps with a ".prn" suffix). Enter the keyword PrintFile and the complete name and path of your file, as in the following example: PrintFile "F:\T5013\ABC-INC\R&D.PRN". This file may have been generated with another software, such as an accounting package, a spreadsheet program or a word processor. The file would then be printed as directed in the setup of your output controls from the Printing option in the Setup and preferences menu.
The keyword EfileT1135Error lists the T1135 e-submission error message(s) received. Please refer to our knowledge base for a listing of all the T1135 error messages.
The keyword EfileMR69Error lists the MR-69 e-submission error message(s) received.
The keyword Progress can be used 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.
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
Printed
Printed - Quebec
Archived
Efile acknowledgement - Federal T5013 return
Efile acknowledgement - Federal original T5013 slips
Efile acknowledgement - Federal amended T5013 slips
Efile acknowledgement - Federal cancelled T5013 slips
Efile acknowledgement - Federal T5013 return (Historical)
Efile acknowledgement - Quebec original RL-15 slips
Efile acknowledgement - Quebec amended RL-15 slips
Efile acknowledgement - Quebec cancelled RL-15 slips
Efile acknowledgement - Quebec original RL-15 slips (Hist)
MR-69 - Authorization form - submitted (Quebec)
T1135 Foreign income verification statement - submitted
T1135 Foreign income verification statement - resubmitted
T1135 supporting documents - eDoc submitted
Collated - federal
Collated - Quebec
Signed by client and mailed
Signed by client and mailed - Quebec
Assessment received
Assessment notice received - Quebec
Professional fees paid
File closed
File-Name name of the archived file of the return
File-Password file password of the archived file of the 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 Note.pr to enter notes pertaining to the progress status recorded, if need be.
The keyword CRC-Number contains the Cyclic Redundancy Check (CRC). The CRC is a number calculated by the DT Max software to uniquely identify a file.
The keyword E-Doc-Name.a displays the name of the electronically submitted document.
The keyword TimeStamp displays the date and time of the electronically submitted document.
The keyword ACK-Number displays the confirmation number of the electronically submitted document.
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Publicly-Traded 
T5008-Slip 
File-Name