F. Options – EFILE Information
A. Identification
1 – Accounting firm’s address
The information found on this form must be carefully verified, as it will be used for different purposes when printing the tax returns.
If the business name of the firm differs from the French, it must be modified on the appropriate line.
The business name of the firm is found at the bottom of the last page of the federal and Québec tax returns, in the heading of the letter and the invoice, as well as in financial statements, depending on the options selected in the "Options – Returns" section.
2 – Accounting firm's name and address to print in the financial statements
This section allows you to modify the name and address of the firm to be printed on the financial statements. The address printed by default is the address indicated at point 1 of the “Identification” section. You must clear the appropriate check box if you do not want to print the accounting firm’s address on the self-employment income and expenses statements and on the rental income and expenses statements.
3 – Contact persons
T1134, T1135 – Name of the contact person to enter
This section allows you to indicate the name of the contact person to enter in Form T1134, or the name and address of the contact person to enter in Form T1135 when this information differs from that at point 1 in the “Identification” section.
B. Options – Returns
1 – Indicate the language of correspondence
The choice entered applies to all clients. If the language of correspondence differs for a specific client, it should be indicated on Form Identification, Trust Identification and Other Information (Jump Code: ID), in the "Filing information" section.
2 – Province of residence
The province of residence is carried forward to the “Taxpayer Identification” section of the Identification form. This option applies to all clients, but the province of residence for a given client may be modified in the "Trust residence" section of the Identification form.
3 – Print a customized note
- On the last page of the T3, T3M, T3P, TP-646 and TP-1129.53 returns:
The choice entered applies to all clients. If the situation differs for a specific client, indicate it on the Identification form in the "Filing information" section. - At the bottom of the comparative review forms:
It is possible to print a customized note at the bottom of the comparative review forms. However, if for any given client, the situation is different, it can be indicated at the bottom of the comparative review form. - At the bottom of the financial statements:
It is possible to print a customized note at the bottom of each page of the financial statements. You can modify this choice for a specific client by using an override in the "Filing information" section of the Identification form. - Customized note:
You can customize the text of the customized note shown at the bottom of the last page of the return and the financial statements for all clients directly in the Tax Preparer's Profile. You can also modify this text, for a particular client, by using an override in the "Filing information" section of the Identification form.
C. Options - Other forms
This section contains options relating to printing T3 slips and RL-16 slips as well as printing options for the information sheet for the trusts’ beneficiaries designated for purpose of the Québec Taxation Act and comparative summaries.
D. Options – Instalments
The program calculates instalments using the method based on the current year or the preceding year or the second preceding year. This option applies for all of your clients. If you want to cancel the instalments calculation used for all your clients, you must clear the appropriate boxes.
E. Options – Diagnostics
Most diagnostics pertaining to Québec forms only display if the trust is a Québec resident. For all of your clients, select the appropriate box if you want the Québec diagnostics to display, regardless if the TP-646 return is applicable.
F. EFILE information
By default, the program selects the options to enable the electronic filing (EFILE) of the T3 return, the T3 and NR4 slips and the RL-16 slips. When these options are selected, the EFILE diagnostics relating to the T3 return or the selected slips and RL slips display. In addition, copies 1 of the selected slips and RL slips are not printed by default.
G. Options - Labels
1 - Printing of labels
By default, the program prints a label for the trust’s address. You may modify this option for a specific client directly from Form Label Worksheet (Jump Code: LABELS).
2 - Notice to be printed
By default, the notice "PERSONAL AND CONFIDENTIAL" is printed on each label. However, you may modify this choice for a specific client directly from the Label Worksheet form.
See Also