TF (TaxForms)

Overview

Types of returns and forms

Forms are frequently added to this tax module.
Partnership returns (T5013 - Full preparation of tax return
Charity returns (T3010) - Full preparation of tax return
Non Profit organization returns
Pension Returns
Contract Payments (T5018)
GST forms and an assortment of other frequently used forms
Free Format Notepad (with dollar columns)
Unlimited Private NotePads
Reviewer Notes/Remarks for each return
Client handout with additional information required

Administrative

Covering letters, Built-in word processor

System requirements

MS Windows: Win 7,8,10 OR compatible

Partnership Returns (T5013)

T5013 - Full Preparation of return and slips
S01-Net Income for tax purposes
S02-Donations,Gifts, Pol Contributions
S06-Dispositions summary
S08-CCA-Capital Cost Allowance
S10-CEC-Cumulative Eligible Capital
S12-Resource related deductions
S19-Non-resident member info
S25-Investment in foreign affiliates
S50-Partner's capital account
S52-Renounced resource expenses
S100-Balance Sheet
S125-Income Statement
T661-SR&ED
T1135-Foreign Income verification

Contract Payments

T5018 - Summary
T5018 - Slips

Pension Returns

T3P - Employee Pension
T3RRSP-G Group return

Charity returns (T3010)

T3010 - Jacket
T1235 - Directors/Trustees
T1236-Qualified donees
T1259-Disbusement Quota

GST Forms

GST11 - Cancellation of registration
GST20 - Election for reporting period
GST25 - Election taxable supplies
GST70 - Change of GST/HST fiscal year
GST74 - Use quick method of accounting
GST171 - Notification of accounting periods
GST176 - Visitor refund of GST
GST303 - Application to offset tax by refunds

Miscellaneous forms

T1013 - Consent form
T1044 - Non profit organization return
T123 - Disposition of Canadian securities
T137 - Request for destruction of books and records
T2019 - Death of RRSP annuitant
T2022 - Sale of debts receivable
T2047 - Agreement in respect of unpaid amounts
T2054 - Capital dividend Section 83(2)
T2057 - Disposition of property by taxpayer to Canadian corporation
T2058 - Disposition of property by partnership to Canadian corporation
T2205 - Income of spousal RRSP or RRIF
T2202A - Tuition and education
T1-OVP RRSP excess contributions
TX19 - Clearence certificate

Other Forms (Fill and Print)

B256 General Application for Refund of Excise Duty Under the Excise Act 2001
B257 Application for Federal Fuel Tax Rebate
B268 Notification of Fiscal Months
B269 Application or Revocation of the Authorization to File Separate Excise Duty Returns and Refund Applications for Branches or Divisions
B270 Excise duty return - Non-Licensee
B278 Softwood Lumber Products Export Charge Act, 2006 - Application for Refund
CPT1 Request for a Ruling as to the Status of a Worker under the Canada Pension Plan or Employment Insurance Act
CPT13 Application for Coverage of Employment in Canada Under the Canada Pension Plan by an Employer Resident Outside Canada
CPT49 Certificate of Coverage Under the Canada Pension Plan Pursuant to Article VI of the Agreement on Social Security Between Canada and Iceland
CPT50 Certificate of Coverage Under the Canada Pension Plan Pursuant to Article VI of the Agreement on Social Security Between Canada and Ireland
CPT51 Certificate of Coverage Under the Canada Pension Plan Pursuant to Articles IV to X of the Agreement on Social Security Between Canada and Italy
CPT52 Certificate of Coverage Under the Canada Pension Plan Pursuant to Article VII of the Agreement on Social Security Between Canada and France

CPT54 Certificate of Coverage Under the Canada Pension Plan Pursuant to Article VI of the Agreement on Social Security Between Canada and the Hellenic Republic (Greece)
CPT55 Certificate of Coverage Under the Canada Pension Plan Pursuant to Articles VI to XI of the Agreement on Social Security Between Canada and Portugal
CPT57 Certificate of Coverage Under the Canada Pension Plan Pursuant to Article VI of the Agreement Between the Government of Canada and the Government of Jamaica With Respect to Social Security
CPT58 Certificate of Coverage Under the Canada Pension Plan Pursuant to Article 5 of the Agreement on Social Security Between Canada and the Republic of Korea
CPT60 Certificate of Coverage Under the Canada Pension Plan Pursuant to Article VI of the Convention on Social Security Between Canada and Luxembourg
CPT61 Certificate of Coverage Under the Canada Pension Plan Pursuant to Article VI of the Agreement on Social security Between Canada and the Republic of Malta
CPT62 Certificate of Coverage Under the Canada Pension Plan Pursuant to Articles 6 to 10 of the Agreement on Social Security Between Canada and the United Mexican States
CPT63 Certificate of Coverage Under the Canada Pension Plan Pursuant to Article VI of the Agreement on Social Security Between Canada and the Kingdom of the Netherlands
CPT64 Certificate of Coverage Under the Canada Pension Plan Pursuant to Article VI of the Agreement on Social Security Between Canada and the Republic of the Philippines
CPT65 Certificate of Coverage Under the Canada Pension Plan Pursuant to Article VI of the Agreement on Social Security Between Canada and the Federation of St. Kitts and Nevis
CPT66 Certificate of Coverage Under the Canada Pension Plan Pursuant to Article VI of the Agreement on Social Security Between the Government of Canada and the Government of Saint Vincent and the Grenadines
CPT67 Certificate of Coverage Under the Canada Pension Plan Pursuant to Article VI of the Agreement on Social Security Between Canada and Saint Lucia

CPT68 Certificate of Coverage Under the Canada Pension Plan Pursuant to Article 6 of the Agreement on Social Security Between Canada and the Republic of Slovenia
CPT69 Certificate of Coverage Under the Canada Pension Plan Pursuant to Articles 6 to 9 of the Convention on Social Security Between Canada and the Swiss Confederation
CPT70 Certificate of Coverage Under the Canada Pension Plan Pursuant to Article VI of the Agreement on Social Security Between the Government of Canada and the Government of the Republic of Trinidad and Tobago
CPT71 Certificate of Coverage Under the CPP Pursuant to Articles 4 to 7 of the Convention on Social Security Between the Government of Canada and the Government of the United Kingdom
CPT72 Certificate of Coverage Under the Canada Pension Plan Pursuant to Article VI of the Agreement on Social Security Between the Government of Canada and the Government of the Republic of Turkey
CPT111 Certificate of Coverage under the Canada Pension Plan Pursuant to Article VI of the Agreement on Social Security Between Canada and Antigua and Barbuda
CPT112 Certificate of Coverage Under the Canada Pension Plan Pursuant to Articles 6 to 9 of the Agreement on Social Security Between Canada and the Republic of Austria
CPT113 Certificate of Coverage Under the Canada Pension Pursuant to Article V of the Agreement on Social Security Between Canada and Barbados
CPT114 Certificate Of Coverage Under the Canada Pension Plan Pursuant to articles VI to X of the Agreement on Social Security Between the Government of Canada and the Government of the Republic of Chile
CPT115 Certificate of Coverage Under the Canada Pension Plan Pursuant to Article 6 of the Agreement on Social Security Between Canada and the Republic of Croatia
CPT116 Certificate of Coverage Under the Canada Pension Plan Pursuant to Article VI of the Agreement on Social Security Between Canada and the Republic of Cyprus
CPT117 Certificate of Coverage Under the Canada Pension Plan Pursuant to Article V of the Agreement on Social Security Between Canada and the Kingdom of Denmark

CPT118 Certificate of Coverage Under the Canada Pension Plan Pursuant to Article VI of the Agreement on Social Security Between Canada and the Commonwealth of Dominica
CPT119 Certificate of Coverage Under the Canada Pension Plan Pursuant to Article VI of the Agreement on Social Security Between the Government of Canada and the Government of Grenada
CPT120 Certificate of Coverage Under the Canada Pension Plan Pursuant to Article 6 of the Agreement on Social Security Between Jersey, Guernsey and Canada
CPT121 Certificate of Coverage Under the Canada Pension Plan Pursuant to Article 5 of the Agreement on Social Security Between Canada and Belgium
CPT125 Certificate of Coverage Under the Canada Pension Plan Pursuant to Article 6 of the Convention on Social Security Between Canada and Spain
CPT127 Certificate of Coverage Under the Canada Pension Plan Pursuant to Articles 6 to 11 of the Agreement on Social Security Between Canada and the Kingdom of Norway
CPT128 Certificate of Coverage Under the Canada Pension Plan Pursuant to Article 5 of the Agreement on Social Security Between Canada and the republic of Finland
CPT129 Certificate of Coverage Under the Canada Pension Plan Pursuant to Articles VI to X of the Agreement on Social Security Between Canada and Sweden
CPT130 Certificate of Coverage Under the Canada Pension Plan Pursuant to Articles 7 to 10 of the Agreement on Social Security Between Canada and the Federal Republic of Germany
CPT136 Certificate of Coverage Under the Canada Pension Plan Pursuant to Article 7 of the Agreement on Social Security Between the Government of Canada and Government of the Eastern Republic of Uruguay
CPT137 Certificate of Coverage Under the Canada Pension Plan Pursuant to Articles 6 to 9 Of the Agreement on Social Security Between Canada and the Czech Republic
CPT138 Certificate of Coverage Under the Canada Pension Plan Pursuant to Articles 6 to 9 of the Agreement On Social Security Between Canada and The Slovak Republic

CPT140 Certificate of Coverage Under the Canada Pension Plan Pursuant to Articles IV to VIII of the Agreement on Social Security Between the Government of Canada and the Government of Israel
CPT141 Certificate of Coverage Under the Canada Pension Plan Pursuant to Articles VII to X of the Agreement on Social Security Between Canada and the Republic of Hungary
DC905 Bankruptcy Identification Form
E110 Description of Premises to Accompany Application for Licence
E111 Description for Vessels and Utensils
E664 Direct Deposit Request / Electronic Transfer Request (Payments > $25 Million) for Excise Refunds and Rebates
E681 Refund Claim on Exported Tobacco Products Under the Excise Act 2001
E696 Waiver
E697 NOTICE OF REVOCATION OF WAIVER
GST44 Election Concerning the Acquisition of a Business or Part of a Business
GST106 Schedule 2 - Information on Claims Paid or Credited for Foreign Conventions and Tour Packages
GST189 General Application for Rebate of GST/HST

GST288 Supplement to Form GST189 and Form GST498
GST498 GST/HST Rebate Application For Foreign Representatives Diplomatic Missions Consular Posts, International Organizations, Or Visiting Forces Units
N10 Refund - Credit Claim
NR4(FLAT) Statement of Amounts Paid or Credited to Non-Residents of Canada
NR4SUM Return of Amounts Paid or Credited to Non-Residents of Canada
NR5 Application by a Non-Resident of Canada for a Reduction in the Amount of Non-Resident Tax Required to be Withheld
NR7-R Application for Refund of Non-Resident Part XIII Tax Withheld
NR603 Remittance of Non-Resident Tax on Income from Film or Video Acting Services
R106 Regulation 102 Waiver Application - Film Industry
R107 Regulation 105 Waiver Application - Film Industry
RC1 Request for a Business Number (BN)
RC59 Business Consent Form

RC65 Marital Status Change
RC75 Application and Agreement to Obtain a Discounter Code
RC115 Discounter Direct Deposit Enrolment Request
RC154 Schedule of Required Information for the Canada Revenue Agency
RC186 Independent Third Party Review (ITPR) - Process Evaluation (for completion by participant)
RC193 Service-Related Complaints
RC4288 Request for Taxpayer Relief
T1-ADJ T1 Adjustment Request
T1-OVP 2006 Individual Tax Return for RRSP Excess Contributions
T2SCH9 Related and Associated Corporations
T2SCH44 Non-Arm's Length Transactions
T2SCH53 General Rate Income Pool (GRIP) Calculation (2006 and Later Tax Years)

T2SCH54 Low Rate Income Pool (LRIP) Calculation (2006 and Later Tax Years)
T2SCH55 Part III.1 Tax on Excessive Eligible Dividend Designations
T3(FLAT) Statement of Trust Income Allocations and Designations (slip)
T3F Investments Prescribed to be Qualified Information Return
T3GR-WS Worksheet 1 and Worksheet 2
T3M Environmental Trust Income Tax Return
T3P Employees' Pension Plan Income Tax Return
T3RI Registered Investment Income Tax Return
T3S Supplementary Unemployment Benefit Plan Income Tax Return
T4(FLAT) Statement of Remuneration Paid (slip)
T4A-FLAT Statement of Pension, Retirement, Annuity and Other Income
T4A-NR Statement of Fees, Commissions or Other Amounts Paid to Non-Residents for Services Rendered in Canada

T4ASUM Summary of Pension, Retirement Annuity, and other income
T4RSP(FLAT) Statement of Registered Retirement Savings Plan Income
T4SUM Summary of Remuneration Paid
T5(FLAT) Statement of Investment Income (slip)
T5SUM(FLAT) Return of Investment Income
T10 Pension Adjustment Reversal (PAR)
T10SEG T10 Segment
T10SUM Summary of Pension Adjustment Reversals (PARs)
T100A Flow-Through Share Information - Application for a Selling Instrument T100 Identification Number (SITIN)
T100B Flow-Through Share Information - Details of the Flow-Through Shares (FTSs) and Flow-Through Warrants (FTWs) Subscribed
T100C Flow-Through Share Information - Application for a T100 Identification Number (TIN) on the Exercise of Flow-Through Warrants (FTWs) and Details of the FTWs Exercised

T101 Statement of Resource Expenses
T101A Claim for Renouncing Canadian Exploration Expenditures (CEEs) and Canadian Development Expenditures (CDEs)
T101B Claim for Adjustments to Canadian Exploration Expenditures (CEEs) and Canadian Development Expenditures (CDEs) Previously Renounced
T101C Part XII.6 Tax Return
T101D Summary of Assistance
T215 Past Service Pension Adjustment (PSPA) Exempt from Certification
T215SEG T215 Segment
T215SUM Summary of Past Service Pension Adjustments (PSPAs) Exempt from Certification
T244 Registered Pension Plan Annual Information Return
T400A Objection - Income Tax Act
T510 Application To Register a Pension Plan
T550 Application for Registration of RSP's, ESP's or RIF's Under Section 146, 146.1 and 146.3 of the Income Tax Act

T737-RCA(FLAT) Statement of Contributions Paid to a Custodian of a Retirement Compensation Arrangement (RCA)
T776 Statement of Real Estate Rentals
T781 Designation as an International Banking Centre
T781-A International Banking Centre Information Return
T781-B Election Re Deemed Transfers of Eligible Deposits Between International Banking Centres
T781-C Revocation of Designation as an International Banking Centre
T920 Application to Amend a Registered Pension Plan
T1004 Applying for the Certification of a Provisional PSPA - 2006
T1024 Election to Deem a Proportional Holding in a Qualified Trust/Corporate Property
T1030 Election To Claim A Capital Gains Reserve For Individuals (Other Than
Trusts) When Calculating The Amount Of A Capital Gain Using The Replacement Property Rules
T1031 Subsection 13(29) Election in Respect of Certain Depreciable Properties, Acquired for use in a long Term Project
T1036 Home Buyers' Plan (HBP) Request to Withdraw Funds from an RRSP

T1044 Non-Profit Organization (NPO) Information Return
T1055 Summary of Deemed Dispositions - 2002 and later taxation years
T1131 Claiming a Canadian Film or Video Production Tax Credit
T1134-B Information Return Relating to Controlled Foreign Affiliates
T1145 Agreement to Allocate Assistance Between Persons not Dealing at Arm's Length for Scientific Research and Experimental Development (SR&ED) Carried Out in Canada
T1146 Agreement to Transfer Qualified Expenditures Incurred in Respect of
Scientific Research and Experimental Development (SR&ED) Contracts Carried on in Canada
T1162A-1 Pre-Authorized Payment Plan (Personal Quarterly Instalment Payments)
T1174 Agreement Between Associated Corporations to Allocate Salary or Wages of Specified Employees for Scientific Research and Experimental Development (SR&ED) Carried out in Canada
T1189 Application to Register a Canadian Amateur Athletic Association Under the Income Tax Act
T1196 British Columbia Film and Television Tax Credit
T1197 British Columbia Production Services Tax Credit
T1223 Clergy Residence Deduction

T1235 Directors/Trustees Worksheet
T1236 Qualified Donees Worksheet
T1259 Capital Gains and Disbursement Quota Worksheet
T1261 Application for a Canada Revenue Agency Individual Tax Number (ITN) for Non-Residents
T1287 Application by a Non-Resident of Canada (Individual) for a Reduction in the Amount of Non-Resident Tax Required to be Withheld on Income Earned From Acting in a Film or Video Production
T1288 Application by a Non-Resident of Canada (Corporation) for a Reduction in the Amount of Non-Resident Tax Required to be Withheld on Income Earned From Acting in a Film or Video Production
T2002 Election or Revocation of an election not to be a Canadian controlled private corporation (2006 and later tax year)
T2011 Registered Pension Plan Change of Information Form
T2014 Registered Pension Plan Priority Identification Form
T2023 Election in Respect of Loans from Non-Residents
T2027 Election to Deem Amount of Settlement of a Debt or Obligation
T2033 Direct Transfer under subsection 146.3(14.1) or paragraph 146(16)(a) or 146.3(2)(e)

T2037 Notice of Purchase of Annuity with 'Plan Funds'
T2057 Election on Disposition of Property by a Taxpayer to a Taxable Canadian Corporation
T2062B Notice of Disposition of a Life Insurance Policy in Canada by a Non-Resident of Canada
T2151 Direct Transfer of a Single Amount Under Subsection 147(19) or Section 147.3
T2155 Alternative Treatment of Capital Gains Arising Under Section 80.03 on Settlement of Debt
T2200 Declaration of Conditions of Employment
T2201 Disability Tax Credit Certificate
T2202A(FLAT) Tuition, Education and Textbook Amounts Certificate
T2214 Application for Registration as a Deferred Profit Sharing Plan
T2217 Application for Registration as a Registered Investment
T3010A Registered Charity Information Return
T3011 Application for Designation as Associated Charities

T4036 Rental Income - Includes Form T776
T5006_FLAT Statement Of Registered Labour-Sponsored Venture Capital Corporation Class A Shares
T5007_FLAT Statement of Benefits
T5007SUM Summary of Benefits
T5018 Statement of Contract Payments
T5018SUM Summary of Contract Payments
TD1 2007 Personal Tax Credits Return
Y15A Request to Laboratory and Scientific Services Directorate - Excise
Y15B Request to Laboratory and Scientific Services Directorate - The Commercial Import Sampling Initiative

Special Features

Client Letter
Free Format Notepad (with dollar columns)
Unlimited Private NotePads
Reviewer Notes/Remarks for each return
Client handout with additional information required