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Archived

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 at which a file was archived.

Amended

Use the keyword Amended to enter the text you wish to see appear as watermark on each page of the tax return.

The following options are applicable for the keyword Amended.

  • Amended

  • Other

    • Block

    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].

    Restrict

    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.

  • Yes

  • No

    • ClientLetter

    To use a customized client letter for this client, enter the keyword ClientLetter and the name of the file containing the client letter. If it is not in the same subdirectory as DT Max, enter the full path as well as the name.

    The knowledge base explains how to customize the client letter. The keyword help [Ctrl+F8] for Letter-Data has a current list of %-variables, which can be used in the client letter.

    Letter-Data

    Use the keyword Letter-Data to override the value of any variable that is printed on the client letter.

    This keyword can also be used to enter the text for the custom variables %201 to %210 which are put aside for your own use. You can use these custom variables to represent whatever information you want to communicate in your client letter.

    Enter the keyword Letter-Data and select the variable code in the tree structure that you want to modify and the text that you wish to print for this variable. If you select a numeric value for Letter-Data, this value can be used in a %IF statement in the client letter. If you enter the same text frequently, you may wish to set up a text macro to enter such a text for Letter-Data.

    Consent

    The keyword Consent tells DT Max whether or not to print a letter of authorization with the tax return, and whether the corporation consents to the release of confidential information to a representative or cancels consent for an existing representative.

    The following options are applicable for the keyword Consent.

    Authorization or cancellation of consent to the release of confidential information to a third party representative
  • Authorize representative

  • Grant power of attorney - Qc

  • Cancel representative

  • Revoke power of attorney - Qc

  • Do not print authorization

    • Keyword in subgroupAuthorize.rep

    Use the keyword Authorize.rep to indicate whether the corporation consents to the release of confidential information to a representative.

    The following options are applicable for the keyword Authorize.rep.

    Options pertaining to the release of confidential information to a specific representative or to all representatives
  • Consent to release of information
    • Consent to release of confidential information to a representative.

    Secondary keyword in subgroupOnline-Access

    Use the keyword Online-Access if you are authorizing your representative to deal with the CRA through their online services.

    The following options are applicable for the keyword Online-Access.

  • No

  • Yes

    • Secondary keyword in subgroupFirm-Name

    Use the keyword Firm-Name to enter the name of the firm that is or was a representative of the corporation.

    Secondary keyword in subgroupRep-Name

    Use the keyword Rep-Name to enter the name of the individual who is or was a representative of the corporation.

    Secondary keyword in subgroupStreet.rep

    Use the keyword Street.rep to enter the street of the representative of the corporation.

    Secondary keyword in subgroupSuite.rep

    Use the keyword Suite.rep to enter the suite number of the representative of the corporation.

    Secondary keyword in subgroupCity.rep

    Use the keyword City.rep to enter the city of the representative of the corporation.

    Secondary keyword in subgroupProvince.rep

    Use the keyword Province.rep to enter the province of the representative of the corporation.

    The following options are applicable for the keyword Province.rep.

  • Newfoundland and Labrador

  • Prince Edward Island

  • Nova Scotia

  • New Brunswick

  • Quebec

  • Ontario

  • Manitoba

  • Saskatchewan

  • Alberta

  • British Columbia

  • Yukon

  • Northwest Territories

  • Nunavut

  • Other (specify)

    • Secondary keyword in subgroupPostalCode.rep

    Use the keyword PostalCode.rep to enter the postal code of the representative of the corporation.

    Secondary keyword in subgroupBus-Number.rep

    Use the keyword Bus-Number.rep to enter the 9-digit number that identifies the business or firm chosen to represent the corporation.

    Secondary keyword in subgroupRepID

    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.cra.gc.ca/representatives.

    Secondary keyword in subgroupNEQ.rep

    Use the keyword NEQ.rep to enter the Quebec enterprise (NEQ) number of the representative of the corporation.

    Secondary keyword in subgroupID-Num.rep

    Use the keyword ID-Num.rep to enter the identification number of the representative of the corporation.

    Secondary keyword in subgroupPosition.c

    Use the keyword Position.c to enter the position or title of the individual who is or was a representative of the corporation for purposes of the Manitoba consent form.

    The following options are applicable for the keyword Position.c.

    Titles of corporate officers.
  • President
    • The president will be assumed to be the signing officer of the corporation if no signing officer is entered.
  • Vice-president

  • Secretary

  • Treasurer

  • Secretary-treasurer

  • Other (specify)

  • General manager

  • Chairman

  • Chair person

  • Chair

  • Chairwoman

  • Vice-chair

  • Assistant secretary

  • Assistant treasurer

  • Chief manager

  • Executive director

  • Managing director

  • Chief executive officer

  • Chief financial officer

  • Chief information officer

  • Chief operating officer

  • Chief administrative officer

  • Comptroller

  • Authorized signing officer

  • Other

    • Secondary keyword in subgroupPhone.c

    Use the keyword Phone.c to enter the telephone number of the representative of the corporation.

    Secondary keyword in subgroupFax.c

    Use the keyword Fax.c to enter the fax number of the representative of the corporation.

    Secondary keyword in subgroupScope.rep

    Use the keyword Scope.rep to indicate the scope of the authorization, whether to provide and obtain information on specified accounts and/or to provide changes for specified accounts. This information is required for purposes of the Manitoba consent form.

    The following options are applicable for the keyword Scope.rep.

    Authorization scope of representative
  • Provide and obtain information on accounts

  • Provide changes for accounts

    • Secondary keyword in subgroupPrior-Date

    Use the keyword Prior-Date to enter the date of the authorization or power of attorney granted to a person or business, and which is now being revoked.

    Keyword in subgroupName.rep

    Use the keyword Name.rep to enter the name of the person to whom a power of attorney has been granted for purposes of Quebec form MR-69-V.

    Secondary keyword in subgroupStreet.e

    Use the keyword Street.e to enter the street name.

    Secondary keyword in subgroupSuite.e

    Use the keyword Suite.e to enter the suite number. 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.

    Secondary keyword in subgroupCity.e

    Use the keyword City.e to enter the city name. DT Max will not check the spelling of the city name.

    Secondary keyword in subgroupProvince.e

    Use the keyword Province.e to select the province.

    The following options are applicable for the keyword Province.e.

    Secondary keyword in subgroupPostCode.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.

    Secondary keyword in subgroupPhone.e

    Use the keyword Phone.e to enter the telephone number of the person.

    Secondary keyword in subgroupNEQ.e

    Use the keyword NEQ.e to enter the Québec enterprise number of the business to which a power of attorney is granted.

    Secondary keyword in subgroupId-Num.e

    Use the keyword Id-Num.e to enter the RQ identification number of the business to which a power of attorney is granted.

    Keyword in subgroupCancel.rep

    Use the keyword Cancel.rep to indicate whether the corporation is cancelling consent to the release of confidential information for all representatives or for a specific representative.

    The following options are applicable for the keyword Cancel.rep.

    Options pertaining to the release of confidential information to a specific representative or to all representatives
  • Cancel consent for specific representative
    • Cancel consent for all representatives for purposes of federal form RC59.
  • Cancel consent for all representatives
    • Cancel consent for a specific representative.
  • Revoke power of attorney
    • Revoke power of attorney for purposes of Quebec form MR-69.

    Secondary keyword in subgroupOnline-Access

    Use the keyword Online-Access if you are authorizing your representative to deal with the CRA through their online services.

    The following options are applicable for the keyword Online-Access.

  • No

  • Yes

    • Secondary keyword in subgroupFirm-Name

    Use the keyword Firm-Name to enter the name of the firm that is or was a representative of the corporation.

    Secondary keyword in subgroupRep-Name

    Use the keyword Rep-Name to enter the name of the individual who is or was a representative of the corporation.

    Secondary keyword in subgroupStreet.rep

    Use the keyword Street.rep to enter the street of the representative of the corporation.

    Secondary keyword in subgroupSuite.rep

    Use the keyword Suite.rep to enter the suite number of the representative of the corporation.

    Secondary keyword in subgroupCity.rep

    Use the keyword City.rep to enter the city of the representative of the corporation.

    Secondary keyword in subgroupProvince.rep

    Use the keyword Province.rep to enter the province of the representative of the corporation.

    The following options are applicable for the keyword Province.rep.

  • Newfoundland and Labrador

  • Prince Edward Island

  • Nova Scotia

  • New Brunswick

  • Quebec

  • Ontario

  • Manitoba

  • Saskatchewan

  • Alberta

  • British Columbia

  • Yukon

  • Northwest Territories

  • Nunavut

  • Other (specify)

    • Secondary keyword in subgroupPostalCode.rep

    Use the keyword PostalCode.rep to enter the postal code of the representative of the corporation.

    Secondary keyword in subgroupBus-Number.rep

    Use the keyword Bus-Number.rep to enter the 9-digit number that identifies the business or firm chosen to represent the corporation.

    Secondary keyword in subgroupRepID

    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.cra.gc.ca/representatives.

    Secondary keyword in subgroupNEQ.rep

    Use the keyword NEQ.rep to enter the Quebec enterprise (NEQ) number of the representative of the corporation.

    Secondary keyword in subgroupID-Num.rep

    Use the keyword ID-Num.rep to enter the identification number of the representative of the corporation.

    Secondary keyword in subgroupPosition.c

    Use the keyword Position.c to enter the position or title of the individual who is or was a representative of the corporation for purposes of the Manitoba consent form.

    The following options are applicable for the keyword Position.c.

    Titles of corporate officers.
  • President
    • The president will be assumed to be the signing officer of the corporation if no signing officer is entered.
  • Vice-president

  • Secretary

  • Treasurer

  • Secretary-treasurer

  • Other (specify)

  • General manager

  • Chairman

  • Chair person

  • Chair

  • Chairwoman

  • Vice-chair

  • Assistant secretary

  • Assistant treasurer

  • Chief manager

  • Executive director

  • Managing director

  • Chief executive officer

  • Chief financial officer

  • Chief information officer

  • Chief operating officer

  • Chief administrative officer

  • Comptroller

  • Authorized signing officer

  • Other

    • Secondary keyword in subgroupPhone.c

    Use the keyword Phone.c to enter the telephone number of the representative of the corporation.

    Secondary keyword in subgroupFax.c

    Use the keyword Fax.c to enter the fax number of the representative of the corporation.

    Secondary keyword in subgroupScope.rep

    Use the keyword Scope.rep to indicate the scope of the authorization, whether to provide and obtain information on specified accounts and/or to provide changes for specified accounts. This information is required for purposes of the Manitoba consent form.

    The following options are applicable for the keyword Scope.rep.

    Authorization scope of representative
  • Provide and obtain information on accounts

  • Provide changes for accounts

    • Secondary keyword in subgroupPrior-Date

    Use the keyword Prior-Date to enter the date of the authorization or power of attorney granted to a person or business, and which is now being revoked.

    Secondary keywordYear-Info

    Use the keyword Year-Info to indicate the period to which the consent to the release of confidential information or the cancellation of such consent applies.

    The following options are applicable for the keyword Year-Info.

    Authorization levels allowed on the consent form.
  • All years

  • This year

  • This year and prior years

  • This year and future years

    • Keyword in subgroupAccount

    Use the keyword Account to indicate to which accounts the consent applies, or does not apply.

    The following options are applicable for the keyword Account.

    North american industrial classification codes
  • All files at the CRA, RQ, and AB TRA

  • All files at the CRA

  • All files at RQ

  • All files at Alberta TRA

  • RC Corporate income tax returns

  • Personal income tax returns

  • Trust income tax returns

  • Advance payments for seniors home-support

  • Shelter allowance

  • Licence duties returns

  • QST returns and remittances

  • RT GST / HST returns and remittances

  • Fuel tax returns and remittances

  • RM Import/export

  • RE Excise Tax

  • RZ Information returns

  • RN Insurance Premium Tax

  • RD Excise Duty

  • RG Air Travelers Security Charge

  • SL Softwood Lumber Products Export Charge

  • Tobacco tax returns and remittances

  • Support payments per tax returns

  • RP Source deductions and employer contributions

  • Tourism Levy (Alberta)

  • International fuel tax agreement (Alberta)

  • Tax exempt fuel users (Alberta)

  • Prescribed rebate offroad percentages (Alberta)

  • Health & post-secondary education tax (Manitoba)

  • Gasoline tax (Manitoba)

  • Specific file (specify)

    • Secondary keyword in subgroupFile-Number

    Use the keyword File-Number to specify the file number being assigned to a representative under the authorization request.

    The following options are applicable for the keyword File-Number.

    Allow access to all accounts or specific account and specific period.
  • All accounts

  • Specific account

    • Secondary keyword in subgroupLevel-Authorize

    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.

    Authorization level
  • Level 1 - disclose

  • Level 2 - disclose/request changes

    • Secondary keyword in subgroupTaxYear-Access

    If you are not authorizing access to all years then enter a fiscal period end date in the keyword TaxYear-Access. This is not available for online access.

    The following options are applicable for the keyword TaxYear-Access.

    Allow access to all accounts or specific account and specific period.
  • Specific period only

    • Secondary keyword in subgroupExpiry-Date

    Use the keyword Expiry-Date if the consent is to end at a particular date. Otherwise, the authorization will continue until CRA is advised.

    Custom-Sched

    The keyword Custom-Sched enables you to enter a customized message or schedule in DT Max. After you enter this keyword, choose the appropriate option to tell DT Max what you want to do with the sum, result or calculation.

    You may want to create a supporting schedule for a calculation for your own files, for your client or to send to the CRA. If this involves a calculation, enter the amount and short description with the keyword Item. Then enter positive amounts for items to be added and negative amounts for items to be deducted. DT Max will produce a list of the items entered.

    See the keyword Custom-Text to obtain information on how to customize a schedule.

    The following options are applicable for the keyword Custom-Sched.

  • Add total to line number of tax return
    • The total will be added to the amount calculated by DT Max, at the line number (or field) of the income tax return indicated with the Field keyword in the Custom-Sched group.

    DT Max will itemize and total the amounts indicated with the Item keyword.

  • Override line number of tax return
    • The total will override the amount calculated by DT Max, at the line number (or field) of the income tax return indicated with the Field keyword in the Custom-Sched group.
  • Ignore total
    • The total will be ignored by DT Max in preparing the income tax return. In this case, the schedule may consist of text only, or may explain amounts entered (which don't appear on the income tax return) or amounts calculated by DT Max.

    Secondary keywordTitle.cus

    Use the keyword Title.cus to enter the title of the customized schedule or message.

    Secondary keywordCustom-Text

    Use the keyword Custom-Text to enter the text that you want to appear on a custom schedule (see Custom-Sched).

    You may also enter a title or heading for your form or schedule. This title will appear exactly as you have entered it.

    Enter as much text as you require to explain the purpose of the schedule. If necessary, you may continue by using a second Custom-Text keyword. Make sure that you have a sensible beginning and ending for every screenful of text (the beginning and end of a paragraph, for example) as these will be preceded and followed by a blank line. You can enter as many screenfuls of text as you want.

    DT Max can handle different texts for different jurisdictions. However, once a new text box is opened using [ALT-J], the entire text box is replaced. If you only want to replace a portion of text, enter it in a separate text box.

    Secondary keywordForm

    If the customized schedule (see Custom-Sched) refers to a particular form associated with the tax return, use the keyword Form to identify the schedule to be affected.

    Secondary keywordField

    If the customized schedule (see Custom-Sched) refers to a particular field or line number of the income tax return, use the keyword Field to identify the field or line number to be affected. DT Max will then add to or override that field, as requested.

    Secondary keywordItem

    Use the keyword Item to create an itemized list. It will print each amount next to its associated text.

    InfoSchedule

    InfoSchedule allows you to enter any forms on page 2 of the T2 return which will be done manually by you. These forms will be ticked as attached to the return on page 2 of the T2 return. These forms are not supported by DT Max at this time, but you can use the Custom-Sched keyword group to design the form you require.

    The following options are applicable for the keyword InfoSchedule.

    Forms listed on page 2 of the T2 return that are not currently supported by DT Max. These forms must be filled out manually by the user.
  • Part XIII.1 tax - schedule 92
    • Schedule 92 is used to calculate part XIII.1 tax, which is an additional tax on authorized foreign banks.

  • Stat. of tax shelter loss/ded. - T5004
    • Form T5004 is the statement of tax shelter loss or deduction from a tax shelter acquired after Aug.31/89. The form should be given to the corporation by the promoter of the tax shelter.

    Attach copy 2 of form T5004 to the T2 return filed & claim the loss or deduction by entering it as a negative amount in the "Other" option of the Net-Inc-Ded keyword. The amount will then appear on schedule 1 (T2S(1)) as a deduction from net income.

  • Stat. of partnership income - T5013
    • Form T5013 is the statement of partnership income of the corporation which is a member of a partnership to which a partnership identification number has been assigned. Attach the T5013 Supp. to the T2 return filed.

    Notes

    The keyword Notes is used to record permanent comments or notes in a client's file. These notes remain in the file until they are deleted. Any number of separate notes can be entered. These notes have no effect on tax calculations or printing of the tax return. The data entered with Notes is not sent to the audit trail.

    Notes-Annual

    The keyword Notes-Annual is used to record comments or notes relevant to a client's current tax year file only. This includes notes regarding the preparation of the client's tax return for the current tax year. This keyword may be used to communicate with the verifier or partner. Use one such Notes-Annual keyword for every line of text. Any number of separate notes can be entered. This has no effect on tax calculations or printing of the tax return. The data entered using Notes-Annual will not remain in the client's file in the following year, nor will it be sent to the audit trail.

    Notes-Audit

    The keyword Notes-Audit is used to record notes pertaining to the client or to the preparation of his income tax return, in his audit trail. Any number of separate notes can be entered. This keyword has no effect on tax calculations or printing. When the client's data is saved, his NOTES-AUDIT will be moved from the client's file to his audit trail. Therefore, when you next edit this client's file, both the NOTES-AUDIT keyword and text will have disappeared from the client's file.

    List-Memo

    Use List-Memo to enter a short memo for a given client, which will appear in the client list. For instance, this keyword can be used for reminders.

    In order for the List-Memo entry to be displayed, you must tick the appropriate box in Preferences > Client list settings so that the memo column will appear in the list.

    Note that this memo is an annual entry and as such, it is not carried forward from one year to the next.

    Optimize

    Use the keyword Optimize to choose the option you want DT Max to optimize.

    The following options are applicable for the keyword Optimize.

    Options available for the Optimize keyword
  • Provision for taxes (includes tax on capital)
    • Choose this option if you want DT Max to optimize the provision for taxes.

    For a Quebec jurisdiction, this option assumes that the Quebec tax on capital was charged to a tax accrual account. As a result, the Quebec tax on capital will be included in the calculation of the provision for taxes and a deduction should be made in computing net income for tax purposes.

  • Provision for taxes (excludes tax on capital)
    • Choose this option if you want DT Max to optimize the provision for income taxes by treating the Quebec tax on capital as an expense. As a result, the Quebec tax on capital will not be included in the calculation of the provision for income taxes and no deduction should be made in computing net income for tax purposes.
  • Do not optimize provision for taxes
    • Choose this option if you want do not want DT Max to optimize the provision for taxes.

    Partner

    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.

    Staff

    Use the keyword Staff to assign responsibility for entering a client's data to a particular staff member.

    Verifier

    Use the keyword Verifier to indicate what member of staff is responsible for verifying the client's T2 return.

    Client-Code

    Use the keyword Client-Code to 'identify or locate a client's file.

    Firm-Address

    Firm-Address is used to choose which firm address to print on the tax return and associated documents such as the consent form This entry will override the user's defaults.

    However, if the keyword Firm-Address indicates "Never show firm's address", the two above mentioned user's defaults will be ignored.

    The following options are applicable for the keyword Firm-Address.

  • Use main address

  • Use alternate address

  • Never show address of firm

    • Plan-Title

    When in tax planning mode, the keyword Plan-Title enables you to enter a brief title to distinguish one plan from another. This title will appear on the plan itself.

    Plan-Notes

    When in tax planning mode, the keyword Plan-Notes may be used to add notes to the plan. These may serve as a reminder of aspects unique to this tax plan.

    PrintFile

    Any ASCII file can be printed as part of the tax 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:\T2TAX\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.

    Progress

    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

  • Printed - Alberta

  • Archived

  • Efile acknowledgement - federal

  • Efile acknowledgement - Quebec

  • Collated - federal

  • Collated - Quebec

  • Collated - Alberta

  • Signed by client and mailed

  • Signed by client and mailed - Quebec

  • Signed by client and mailed - Alberta

  • Assessment received

  • Assessment notice received - Quebec

  • Assessment notice received - Alberta

  • Professional fees paid

  • File closed

    • Secondary keywordFile-Name

    File-Name name of the archived file of the tax return

    Secondary keywordFile-Password

    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

    • Secondary keywordNote.pr

    Use the keyword Note.pr to enter notes pertaining to the progress status recorded, if need be.