Release Notes

Changes to Customer Support Channels

Since July 22, 2024, Wolters Kluwer Canada provides customer support for Cantax exclusively through web tickets and chats on the Support Platform. This transition is part of Wolters Kluwer Canada’s ongoing investment in digital strategy and customer experience. The Support Platform is designed to ensure customers can quickly access helpful information whenever needed.

All customers must be registered on the Support Platform in order to submit, modify, and track their support cases. You can register with the Support Platform by consulting Register with our Support Platform.

For more details about the web ticketing system and best practices, watch the following “How to” videos:

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Try our Knowledge Base!

Consult our Knowledge Base to quickly find the information you need!

Our Knowledge Base contains an array of articles answering technical and tax questions most frequently asked to Support Centre agents. All you need to do is enter a few key words and the articles display in order of relevance to provide you with valuable information that will accurately answer your questions.

To access the Knowledge Base, click the Menu button at the top left corner of the program, select Professional Centre and refer to the Quick answers section.

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Version Presentation

Cantax FormMaster is one of the most complete electronic libraries of income tax forms in Canada.

The Gold version includes over 375 tax forms and slips, while the Regular version contains more than 175.

To view the content of your version, access the Forms view of the program by selecting View/Form Manager. A list of the forms included in each version is also available in PDF format. You can consult this list on the Cantax FormMaster Professional Centre (accessible from the Menu button at the top left corner of the program), under the “Documentation” section, or on the Cantax Web site at https://wolterskluwer.ca/products/cantax#formmaster.

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Installation and Versions

Before installing the program, please read the Installation Procedures which are included with the software package and that are also available in the Installation Procedures Help topic.

Based on the activation key you have entered when installing the program, you will have access to the Gold or Regular version. To find out the type of version you have installed, select Help/About Cantax FormMaster. You will find the information in the Additional Information area of the dialog box.

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Carrying Forward Preparer Profile

Once you have carried forward your preparer profile from last year to the current year, it is important to verify that the options defined with respect to your clients always correspond to your situation for the current season.

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Forms and Slips Coverage

The slips, RL slips and summaries included in Cantax FormMaster 2024 normally apply to the 2024 taxation year. You can nonetheless use them if you need to file a slip for the 2025 taxation year before the 2025 versions of the slips are made available by government authorities.

Individual forms can be used until they are updated by the CRA or RQ. Note that the Cantax Direct e-Bulletin notifies you each time an updated or new form is made available in a program update.

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Opening Files and Carrying Files Forward

Files with the .T24 extension

Files with the .T24 extension that have been saved with Cantax FormMaster 2023 can be opened with Cantax FormMaster 2024 without having been carried forward first. When opening that file, a dialog box displays and asks you if you want to recalculate the file with the current version. By answering yes, you can simply continue working in the file. If you answer no, the data in the file will be locked. It can be unlocked later using the Properties dialog box (File/Properties command).

Files with an extension other than .T24

Files with a .T21, .T22 or .T23 extension that have been saved with a 2021, 2022 or 2023 version of Cantax FormMaster can also be opened with Cantax FormMaster 2024 without having been carried forward first. To open such a file, access the Open dialog box (File/Open command). Using the Look in: drop-down list, select the directory where the file has been saved. Then, enter “*.*” in the “File name:” box and press Enter to display the list of files. You can then select and open the file you want to access. When opening the file, a dialog box displays and asks you if you want to recalculate the file with the current version. By answering yes, you can simply continue working in the file. If you answer no, the data in the file will be locked. It can be unlocked later using the Properties dialog box (File/Properties command).

Carrying forward files

To carry files forward with Cantax FormMaster, select File/Carry Forward.

Cantax FormMaster 2024 allows you to carry forward files that were saved with the 2023 version of Taxprep Forms or Cantax FormMaster, which have the .T23 extension, as well as files saved with Taxprep Forms 2024 or Cantax FormMaster 2024 that have the .T24 and .T25 extension.

Cantax FormMaster 2024 also allows you to carry forward files that were saved with a 2021 or 2022 version of Taxprep Forms or Cantax FormMaster. To do so, access the Carry Forward dialog box (File/Carry Forward command). Using the Look in: drop-down list, select the directory where the file has been saved. Then, select “CCH Forms (*.T??)” in the “Files of type:” box to display the list of files. You can then select and carry forward a file.

Furthermore, Cantax FormMaster 2024 allows you to carry forward the files saved with the AvanTax eForms application that have a .T23N extension and the files saved with Intuit’s ProFile FX application that have a .23X extension.

Note: In a carried-forward file, the taxation year cannot end after December 31, 2025.

Attached notes

Note that the attached notes are carried forward, unless this option is disabled in the data carry forward options.

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Electronic Filing

Cantax FormMaster enables you to electronically transmit data from the T3 return, the T5013 return and the following slips:

Slip

Version

Regular

Gold

NR4

X

X

T3

X

X

T4

X

X

T4A

X

X

T4A-NR

X

X

T4FHSA

X

X

T4RIF

X

X

T4RSP

X

X

T5

X

X

T2202

X

X

T5008

X

X

T5013

X

X

T5018

X

X

RRSP

 

X

RL-1 T4

X

X

RL-1 T4A

X

X

RL-1 T4ANR

X

X

RL-2 RIF

X

X

RL-2 RSP

X

X

RL-2 T4A

X

X

RL-3

X

X

RL-8

X

X

RL-11

X

X

RL-15

X

X

RL-18

X

X

RL-25

X

X

RL-31

X

X

RL-32

X

X

Specialized Returns

The returns listed below can also be filed electronically.

Return

Version

Regular

Gold

T3D

 

X

T3GR

X

X

T3M

 

X

T3P

X

X

T3RI

 

X

T3S

 

X

T1061

 

X

T3RCA

 

X

Mandatory electronic filing (slips and RL slips)

The threshold for mandatory electronic filing of information returns for a calendar year has been lowered from 50 to 5 for information returns filed after January 1, 2024. For the latest information about the penalty for not filing information returns over the Internet, go to canada.ca/mandatory-electronic-filing.

Electronic transmission of slips to the CRA

The CRA has made a number of changes to the process with respect to the electronic transmission of tax slips and summaries (XML transmission). For identification purposes, the preparer will now need to provide a CRA transmitter account number when using the My Business Account or Web access code services, or a Rep ID when using the Represent a Client service. The new transmitter account number should be entered in Tools > Options and Settings > Electronic Services > Identification – Generated. A drop-down list will allow you to select the right account type from the following: the business number, the trust number and the non-resident number. You will then be able to enter the number corresponding to the selected type on line Transmitter account number. Note that the CRA accepts business numbers with 9 or 15 characters. Only the transmitter account number will be supported by Cantax FormMaster, as the program automatically opens the web page requesting a web access code on the CRA's website.

Electronic transmission of slips to Revenu Québec

The maximum number of XML files that can be transmitted per transmitter number for a given taxation year is 3,599. If the preparer reaches the maximum number of files for a given year, he or she will need to request a new transmitter number. Therefore, it is preferable to group slips together into a single file rather than transmitting one slip per file.

Taxation years covered

Revenu Québec only accepts electronic transmissions of the RL slips for the 2024 and 2025 taxation years. Generally, the CRA does not impose restrictions about the taxation year that can be processed. However, as a result of a significant update to the XML service this year, the only electronic transmissions that will be accepted are those relating to the 2024 and 2025 taxation years.

Important dates for Internet transmission

Cantax FormMaster 2024 complies with the latest Internet transmission requirements issued by government agencies. XML files generated with Cantax FormMaster 2024 can therefore be electronically transmitted:

  • To the CRA, starting on January 13, 2025;
  • To Revenu Québec, without any delay (as Revenu Québec’s Internet transmission service has been updated in November 2024).

The CRA has been offering electronic transmission for the T3 Trust Income Tax and Information Return, as well as the T3M, T3S and T3RCA returns using EFILE since March 2, 2022, and the T3P, T3D, T3GR, T3RI and T1061 returns since February 19, 2024. The CRA will close the transmission service on January 31, 2025, and will then accept the electronic transmissions for the tax years 2024 and 2025 starting February 24, 2025.

Creation of the .XML file to transmit

Please note that it is not possible to include multiple files when creating the .XML file that is transmitted to tax authorities. Each .XML file created with Cantax FormMaster can include only one file (one T slip or RL slip issuer).

CRA’s Web Access Code

If you already have a Web access code, you can use it to file your information returns for 2024 and subsequent years.

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Version 1.0 Content

Updates and Additions

To review the updates and additions contained in version 1.0 of Cantax FormMaster 2024, consult the Updates and Additions table.

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Version 1.0 – Updated Forms

Federal

Preparer Profile

The Electronic filing of Forms T1135 subsection has been added to the PROFILE tab to allow you to select Form T1135 for electronic transmission. Please note that the relevant box will be selected by default if you create a new profile or convert an existing one.

NR4, Amounts Paid to Non-Residents (Jump Code: NR4)

The list of income codes has been updated. Codes 67 and 68, relative to arm’s length and non-arm’s length interest coupon stripping arrangement (ICSA) payments, have been added. In all circumstances, it is recommended to verify the income codes before filing the slip.

RC7066-SCH, Provincial Schedule – GST/HST Public Services Bodies’ Rebate (Jump Code: RC7066SCH)

Following an update to the form, lines have been added to the New Brunswick table for the following activity types: school authority established and operated otherwise than for profit, public college established and operated otherwise than for profit and hospital authority (only for the operation of a public hospital).

The calculation of line 300-NL has been removed and the amount must now be entered directly on line 300-NL. In addition, any amount previously entered on line B of the Line 300-NL calculation table will be kept. When opening a client file prepared with a prior version of Cantax FormMaster, if an override was entered directly on line 300-NL, it will not be kept.

T3, Statement of Trust Income Allocations and Designations (Jump Code: T3)

The CRA has added boxes 52 to 59 to the T3 slip to separate amounts related to capital gains, capital gains eligible for deduction from dispositions of QFFP, capital gains eligible for deduction from dispositions of QSBCS and insurance segregated fund net capital losses realized before June 25, 2024, and after June 24, 2024. The amounts displayed in these boxes are reported in the other information.

T4, Statement of Remuneration Paid (Jump Code: T4); and
RL-1 Slip, Employment and Other Income (Jump Code: RL1 T4)

Following an update to the T4 and RL-1 slips, several additional information codes have been added to the instructions. These codes can be selected in the data entry screen and will be added as additional information if applicable. As a result of this change, codes 38, 39, 41, L-9 and L-10 are now used exclusively for stock option benefits granted before June 25, 2024, while new codes 90, 91, 92, L-11, L-12 and L-13 are used for the period after June 24, 2024. Codes 94 and 95 have also been added in connection with the Indian Act. Finally, a diagnostic has been added as a reminder to specify the deduction rate in box L-11 when codes L-12 and L-13 are used for the deduction for the purchase of stock options.

If you have completed one of these slips with a previous version of the program, we strongly suggest that you review them before filing.

T4A, Statement of Pension, Retirement, Annuity, and Other Income (Jump Code: T4A); and
RL-32 Slip, First Home Savings Account (FHSA) (Jump Code: RL32)

Previously, code 134 of the T4A slip only allowed you to report a taxable amount from a tax-free savings account (TFSA). This code has been modified to include an amount allocated to an FHSA beneficiary who is a qualified donee. In Québec, the taxable amount of a TFSA must be reported on a RL-1 slip, but the taxable amount of an FHSA allocated to a qualified donee must be reported on a RL-32 slip. As a result, the existing box 134, Tax-free savings account (TFSA) taxable amount, has been renumbered 1341 and the new box 1342, First home savings account (FHSA) taxable amount for a qualified donee, has been added to the T4A data entry screen. The amount in these two boxes will be added together and the total will appear in the additional information on the T4A slip with code 134. Since the RL-32 slip cannot be created automatically from the T4A data entry screen, you will need to create a RL-32 slip from the T4FHSA data entry screen (Jump Code: T4FHSA) to report an amount entered in box 1342 of the T4A slip. A note under box 1342 and a diagnostic have been added to remind you to prepare a RL-32 slip.

T4PS, Statement of Employees Profit Sharing Plan Allocations and Payments (Jump Code: T4PS); and
RL-25, Income from a Profit-Sharing Plan (Jump Code: RL25)

Following an update to the T4PS and RL-25 slips, several boxes have been added to the data entry screen. These boxes allow you to detail the moment when the capital gains (or losses) included in box 38 were realized. As a result, amounts can be entered, and these amounts will be added to the additional information of the RL-25 slip. Since there are no new codes or boxes in the T4PS slip for entry, the custom question Use the following amounts in the T4PS slip notes? has been added. When the answer to the question is Yes, the amounts entered in the new boxes Capital gains (or losses) realized before June 25, 2024 and Capital gains (or losses) realized after June 24, 2024 are transferred to the T4PS slip notes. This addition makes it possible to have the information on the slip for printing purposes, as this data is not part of the transmission or official printing of the slip, unlike the RL-25 slip. Preparers who wish to print this information automatically on all T4PS slips will be able to do so with the option that can be found in the Profile tab of the preparer profile.

T4RIF, Statement of Income from a Registered Retirement Income Fund (Jump Code: T4RIF); and
T4RSP, Statement of RRSP Income (Jump Code: T4RSP)

Since 2023, the fair market value of RRIFs and RRSPs as of December 31 must be disclosed by the issuer when filing T4RIF and T4RSP slips. This information, which is found in box 38 of these slips, must be transmitted electronically only. Box 38 is therefore not included on the paper slip. The printing conditions of these slips have been modified so that slips containing only a fair market value are no longer printed by default.

You can still choose to print such a slip by selecting the box Select this box if you want to print the slip when it is empty that has been added to the T4RIF and T4RSP data entry screens.

To select this box for all slips, the options for T4RIF slips and for T4RSP slips have been added to the new subsection 5, Printing empty slips (containing only data to be transmitted electronically), in section F. Options – Slips, RL slips and Summary in the Profile tab of the preparer profile.

Note that you must use the Print Slips (Ctrl + L) function if you do not want to print empty slips.

T5, Statement of Investment Income (Jump Code: T5); and
RL-3, Investment Income (Jump Code: RL3)

As a result of the changes to the capital gains inclusion rate, modifications have been made to the T5 and the RL-3 slips.

The CRA has added box 34, Capital gains dividends – Period 1 – before June 25, 2024, to the T5 slip, which is presented in the additional information. On the T5 data entry screen, this code can be selected from the drop-down list of one of the three Other information lines. The CRA has also changed the instructions for box 18, renaming it Capital gains dividends – Period 2 – after June 24, 2024. However, the box has not been renamed on the slip.

Revenu Québec has added boxes I-1, Dividends on capital gains realized before June 25, 2024, and I-2, Dividends on capital gains realized after June 24, 2024, to the RL-3 slip. The amounts in these boxes are included in box I, Capital gains dividends, and are presented in the additional information.

If you have completed the T5 and/or the RL-3 slips with a previous version of the program, you will have to reclassify the portion of capital gains dividends realized before June 25, 2024, entered in box 18 in the new box 34.

T1135, Foreign Income Verification Statement (Jump Code: T1135)

The electronic transmission of Form T1135 has been added for trusts only. However, Form T1135 cannot be efiled at this time, and the electronic transmission will be available in a subsequent version. Please note that it is carried out separately from the T3 return (Jump Code: T3RET). To enable the electronic transmission of Form T1135, certain elements have been modified in our program as a result.

The question Form T1135 will be transmitted or paper-filed at a later date (no later than the filing deadline for the income tax return).* has been added. Also, to enable the selection of the form for electronic filing, the section Electronic Filing has been added at the beginning of the form. At the end of this section, the electronic filing status will be displayed. When the status is set to Eligible, you can transmit Form T1135 electronically. Please refer to the diagnostics to complete the form correctly.

In the Identification section, when the country in the reporting entity's address is a country other than Canada or the United States, the field must be filled in by the preparer.

In the Certification section, the field containing the signatory's name has been split into two separate fields, First Name and Last Name. As a result, if an override was made in a previous version, it will be replaced by the name of the authorized person in the Identification form (Jump Code: ID). If applicable, a new override will have to be made in the new fields.

The section T1135 has been added to Form EFILE Information (Jump Code: EFILE INFO). It contains key information on the electronic filing of Form T1135.

If you have completed this form using a previous version of the program, we strongly advise you to review it before producing it.

T3010, Registered Charity Information Return (Jump Code: T3010)

The calculations on the T3010 return have been revised and improved:

  • If the custom box None of the situations applies at the top of Section D, Financial Information, is selected, the amount on line 5050, Total amount of gifts made to all qualified donees, of this section now corresponds to the sum of the amounts on the lines Total amount of gifts of Form T1236 (Jump Code: T1236). It is important to select this box and box None of the situations applies in Schedule 6, Detailed financial information, of the return if none of the situations listed applies.

  • If Form T1441 (Jump Code: T1441) is applicable, box T1441 in section T3010/TP-985.22 – Registered Charity Information Return of Form Client letter – Worksheet (Jump Code: LW) will be activated, and a reference will be made in the Client letter – Instructions for filing slips, RL slips and T3010/TP-985.22 return (Jump Code: LETTER).

  • The custom calculation of the property accumulation section in Schedule 8, Disbursement quota, of the return has been improved. Where Schedule 8 is applicable year after year, there is no change. However, if Schedule 8 is not applicable for a period of time and becomes applicable for a year, the custom line Balance, at the end of the preceding taxation year, of the total amounts accumulated minus all disbursements made for the specified purpose that are covered by the permission to accumulate property period will keep a history of the amounts entered on line 5500, Enter the amount accumulated for the fiscal period, including income earned on accumulated funds, minus the amounts entered on line 5510, Enter the amount disbursed for the fiscal period for the specified purpose, to facilitate tracking. The sum of the amounts on line 5500 minus the amounts on line 5510 will be added each year to the custom line previously mentioned when rolling forward a client file. If you rolled forward a file with a previous version of the program, please check that the amount has been carried forward correctly. Finally, line 810, which concerns the accumulation of properties, will no longer be calculated if Schedule 8 is not applicable.

  • The calculation of the custom section Keeping track of disbursement excesses in Schedule 8 of the return has been improved so that the line Net disbursement excess from this fiscal period for the current year is calculated even if Schedule 8 is not applicable. In this case, the amount on this custom line corresponds to the sum of the amounts on lines 5000, 5045 and 5050 of the T3010 return, a calculation similar to that for line 860 of Schedule 8. If you completed your T3010 return with a previous version of the program, we recommend that you review the Keeping track of disbursement excesses section. It is also strongly recommended that you roll forward client files containing a T3010 return with the current version of the program.

T5013 Schedule 12, Resource-Related Deductions (Jump Code: T5013S12); and

T5013 Slip, Statement of Partnership Income (Jump Code: T5013)

As part of Bill C-59, amendments were made to the Income Tax Act to limit the deductibility of net interest and financing expenses of certain corporations and trusts. As a result, the following changes have been made to Schedule 12 of the T5013 return:

  • Line 170, Interest and financing expenses included in Canadian exploration expenses, has been added. Each partner’s share will be shown in the new box 258 of the T5013 slip.

  • Line 270, Interest and financing expenses included in Canadian development expenses, has been added. Each partner’s share will be shown in the new box 259 of the T5013 slip.

  • Line 370, Interest and financing expenses included in Canadian oil and gas property expenses, has been added. Each partner’s share will be shown in the new box 260 of the T5013 slip.

  • Column 8, Interest and financing expenses included in column 7, has been added to the table in Part 4, Foreign resource expenses. Each partner’s share will be shown in the new box 261 of the T5013 slip.

T5013 Schedule 58, Canadian Journalism Labour Tax Credit (Jump Code: T5013S58)

Changes have been made to the amount of maximum annual expenditure per eligible newsroom employee, which has been increased from $55,000 to $85,000. The rate for qualifying labour expenditure incurred in respect of each eligible newsroom employee of a QJO has been increased from 25% to 35%. These changes apply to periods ending on or after January 1, 2023.

T5013 Schedule 63, Return of Fuel Charge Proceeds to Farmers Tax Credit (Jump Code: T5013S63)

On November 22, 2022, Environment and Climate Change Canada announced that the fuel charge program would expand to include Nova Scotia, Newfoundland and Labrador, Prince Edward Island and New Brunswick beginning July 1, 2023. As a result, Schedule 63 has been updated to include new fields to calculate the credit for the additional designated provinces.

T5013 Worksheet C, Reserves on Dispositions of Capital Property (Jump Code: T5013WSC)

To allow data entry with respect to reserves on capital gains realized before June 25, 2024, and after June 24, 2024, the line Disposition in 2024 has been renamed Disposition after 2023 and before June 25, 2024. In addition, the line Disposition after June 24, 2024, and before 2025 has been added. If you prepared this form with a previous version of the program, please validate your entries before continuing filing the T5013 slip.

Country list

The country code ANT, Netherlands Antilles, has been removed from the country list that is primarily used in the T5013 Partnership Information Return, the T5013 Summary and the T5013 information slips. The Netherlands Antilles represented five main islands: Bonaire, Curaçao, Saba, Sint Eustatius and Sint Maarten. If the country code ANT was used, it will not be retained, and a new code will have to be entered.

When the country entered is Other, the three-letter code OTH might appear instead of OMC. This change affects Form T1135, but also certain portions of the T5013 information slips and the T5013 Partnership Information Return, Form Identification (Jump Code: ID), Form T1134 (Jump Code: T1134) and Form UHT-2900 (Jump Code: UHT2900), among others.

 

Québec

RL-1 Summary, Summary of Source Deductions and Employer Contributions (Jump Codes: RL1SUM T4, RL1SUM T4A and RL1SUM T4ANR)

Significant changes have been made to the RL-1 summary, including:

  • The summary has been renumbered and sections have been added.

  • The table in section 2, Statement of duties paid or payable (formerly section 1), has been modified. Several columns have been added to break down the duties paid or payable according to their nature, such as columns B, QPP contributions, C, QPIP premiums, D, Québec income tax, and E, Contribution to the health services fund. The total of each column will be transferred respectively to lines 44 to 46 of section 3, Source deductions of Québec income tax, QPP contributions and QPIP premiums, and line 56 of section 4, Contribution to the health services fund.

  • Line 23, Additional employee contributions (box B.B of RL-1 slips), and line 24, Additional employer contribution, have been added to subsection 3.1, QPP contributions.

  • Line 49 of section 3, Source deductions of Québec income tax, QPP contributions and QPIP premiums, and line 83 of section 7, Refund or balance due, have been added to explain the reasons for an overpayment.

  • Boxes 90 to 94 have been removed from the remittance slip template. As a result, box 95, Remittance, is now calculated from line 82, Balance due.

  • When a balance is due, an optical recognition line and a payment code will now be generated on the remittance slip. These will be generated only if the identification and file numbers are present on the RL-1 summary. Please note that Revenu Québec prefers payment by Internet using the invoice with the payment code.

If you have completed the RL-1 summary for a fiscal year ending in 2024 using a previous version of the program, it is advisable to review it before filing it.

TP-600, Partnership Information Return (Jump Code: TP600)

Changes have been made to this form. The address of the place where the registers are kept can now be found at the end of Part 2, Information about the partnership. Some information no longer needs to be provided in this part, as boxes 05, 16, 18, 18a, 18b, 21, 21a, 26a, 26b and 27 have been removed. Box 15a has been renumbered 16. In addition, information on the number of RL-15 slips filed now appears in Part 3, Information to enter on RL-15 slips. Finally, signatures are no longer required in sections 4.1, Designated partner, and 4.2, Contact person.

TP-600 Schedule D, Member Corporations’ Shares of Paid-up Capital (Jump Code: TP600SD)

The Summary of qualified property table has been removed from Part 2, Qualified property.

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Version 1.0 – Forms under review

RL-1 Summary, Summary of Source Deductions and Employer Contributions (Jump Codes: RL1SUM T4, RL1SUM T4A and RL1SUM T4ANR); and

RL-1, Employment and Other Income (Jump Codes: RL1 T4, RL1 T4A and RL1 T4ANR)

The temporary versions of the RL-1 slip and summary will not be available ahead of time for the 2025 tax year in this version of the program. For 2025, version 2024-10 of the forms is not accepted by Revenu Québec; for all forms mentioned in the title, you must wait for version 2025-01, which is not available in version 2024 v.1.0 of Cantax FormMaster.

 

The following forms are presently under review. They are labelled “Under Review” on screen and “Do not submit” watermark when printing:

  • Forms relating to the T5013 return, Partnership income, its schedules, T5013 slip and T5013 Summary, as well as the electronic transmission of the T5013 return and slip.

  • Forms relating to the TP-600, Partnership Information return, its schedules as well as the RL-15 slip.

  • Forms relating to the T3, Trust Income Tax and Information Return, its schedules, the T3 slip and the T3 Summary, the T3 provincial forms and Form T183 Trust, Information Return for the Electronic filing of Trust Return, as well as the T3 electronic transmission of the T3 return and slip.

  • Form T2200, Declaration of Conditions of Employment.

  • T10 slip, Pension Adjustment Reversal (PAR) or Pension Adjustment Correction (PAC)

  • T737-RCA slip, Statement of Contributions Paid to a Custodian of a Retirement Compensation Arrangement (RCA)

  • T4A-RCA, Statement of Distributions from a Retirement Compensation Arrangement (RCA)

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Version 1.0 – Corrected Calculations

The following problems have been corrected in this version:

Federal

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Future Updates

During 2025, Cantax FormMaster 2024 will be the subject of several form updates which you will be able to download from the Internet. The following table provides you with an overview of the delivery methods for this version and future updates.

 

Version

Release

Download

Version 1.0

December 2024

Gold

Regular

Version 2.0

February 2025

Gold

Regular

Version 3.0

March 2025

Gold

Regular

Version 4.0

May 2025

Gold

Regular

Version 5.0

July 2025

Gold

Regular

Each time a new version or update becomes available for download, a notification is shown on the Professional Centre. You then have two options:

  • You can access the downloadable products directly from the Cantax FormMaster Professional Centre. To benefit from this option, enter your user name and password in the Professional Centre panel in the “Electronic Services” section of the Options and Settings dialog box.
  • You can access the Cantax FormMaster downloads page from the https://wolterskluwer.ca/products/cantax/ Web site, by clicking Download Product.

Please note that you are not required to install one of the previous versions of Cantax FormMaster to be able to install updates and subsequent versions. Also, when launching the installation, any prior version will be detected, if appropriate. With a prior version installed, updating Cantax FormMaster will be performed more rapidly.

Note: By subscribing to Cantax Direct/Cantax FormMaster, you will be informed each time a program update is available and downloadable.

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Technical Information

Technical Changes

Electronic filing of Form T1135 with the Internet File Transfer service (XML) for trusts only

The program now offers the electronic transmission of Form T1135 for trusts only. You must have an EFILE number and a password to transmit this form.

To transmit Form T1135, click General and Specialized Returns in the Transmission menu, then select the T1135 checkbox in the Transmit dialog box. When the EFILE status of Form T1135 is Eligible, the checkbox will be automatically selected in the Transmit dialog box. However, if the EFILE status is Not eligible, the checkbox will not be selected.

Please note that the CRA tax filing service will be available starting February 24, 2025.

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Where to Find Help

If you have any questions regarding the installation or use of the program, there are several options for getting help. Access the Professional Centre (accessible from the Menu button at the top left corner of the program) or the Knowledge Base for tips and useful information on how to use the program. If you are in the program and need help, press F1 to get help on a specific topic.

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Information by E-mail

Please note that you can receive information about Cantax FormMaster and other Cantax products by subscribing to Cantax Direct, a free automatic e-mail announcement service.

To subscribe to this service, visit https://support.wolterskluwer.ca/en/ and, in the Newsletter tab, select Subscription Manager.

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How to Reach Us

Support Ticket

https://support.wolterskluwer.ca/en/support-case/

Web Site

https://support.wolterskluwer.ca/en/support/

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