MAK Financial Services and Tax Consultants



Tax Zone

The following items have been provided as reference material. We have made every effort to ensure that the most current documents are available. However, we advise talking with your MAK Financial Services representative to make sure.

Form NºName/
Category
Description

Canada

Forms

TX19Clearance Request Complete this form if you are a legal representative of an estate, business, or property, and you are asking for a clearance certificate.
1157Child Support Complete this form if both the payer and the recipient of child support payments made under a court order or written agreement entered
RC1Request For a Business Number Complete this form if you have a new business and you need to apply for a Business Number (BN).
RC57Request For a Business Number (BN) - Quebec Complete this form if you have a new business and you need to apply for a Business Number (BN).
RC59Business Consent Form Use this form to consent to the release of confidential information about your Business Number (BN) account(s)
1013Consent Form for CCRA Complete this form to authorize the Canada Customs and Revenue Agency (CCRA) to deal with another person (such as your spouse or
T1134-BControlled Foreign Affiliate Information Information return relating to controlled foreign affiliates.
RC100 EBusiness Remittance Voucher Use this voucher to make an amounts owing payment only.
T2201 EDisability Tax Credit Certificate Use this form to apply for the disability amount.
CPT56 (97)Application for Certification of Coverage of Employment For Use by an employer who requires a Certificate
T1142Information Return in Respect of Distributions From and Indebtedness to a Non-Resident Trust Must be filed by a Canadian resident individual, corporation or trust, as well as a partnership, that is a beneficiary of a non-resident trust (other than an excluded trust or an estate that arose on death) at any time in the year; and received a distribution from or was indebted to the non-resident trust in the year.
T2200 EDeclaration of Conditions of Employment You have to Complete this form in order to deduct employment expences from your income.
T1134-AForeign Affiliates - Non-Controlled This return is to be filed by a reporting taxpayer only in respect of a foreign affiliate (other than a CFA) in which the reporting taxpayer or a CFA of the reporting taxpayer has a direct equity percentage at any time in the reporting taxpayer's taxation year.
T1135EForeign Income Verification Statement Complete and file this statement with your tax return if at any time in the year the total cost amount of all specified foreign property you owned or held a beneficial interest in was more than $100, 000
RC1A (01)Business Number (BN) - GST/HST Account Information Complete this form if you have a Business Number (BN) and you need to open a GST/HST account.
GST62-5 EGoods and Sevices Tax / Harmonized Sales Tax (GST/HST) Return (Non-Personalized) GST/HST Return
T1-M E (02)Moving Expences Deduction Use this form to calculate your Moving Expenses deduction.
NR6 ENon-Resident Landlord Use this form if you are a non-resident receiving rent from real property or a timber royalty and you want your agent to be able to elect to deduct and remit tax at the applicable rate on the net amounts available to you.
RC107E(1)Payroll Remittance Form Form to accompany source reductions to CCRA.
T1079 E (02)Principal Residence Claim by Trust Use this form for the 2002 and later taxation years to designate a property as a trust’s principal residence and to calculate the capital gain for the year if the trust disposed of, or if we consider it to have disposed of, the principal residence of the trust or any part of it; or granted someone an option to buy the principal residence of the trust or any part of it.
NR5 E (02)Reduction in Withholding for Individuals Application by a non-resident of Canada for a reduction in the amount of non-resident tax required to be withheld
T661 E (01)Claim for Scientific Research and Experimental Development in Canada Claim for SR&ED in Canada
T2202A (02)Tuition & Education Amounts Issue this certificate to a student who was enrolled in a qualifying educational program or a specified educational program at a post-secondary institution.
TL11A (97)Tuition Fees Certificate - University Outside of Canada Filled out by students attending an accredited higher educational institution outside of Canada.
GST176 E (01)Application for Visitor Tax Refund Use this form to claim a refund of goods and services tax / harmonized sales tax (GST/HST) if you are an individual and a non-resident of Canada; and the total of your eligible purchases, before taxes, is CAN$200 or more.
RC59 E (01)Business Consent Form - Information Disclosure Use this form to consent to the release of confidential information about your Business Number (BN) account(s)
TL11A (03)Tuition Fees Certificate - University Outside Canada Form to be filled out by the university located outside of Canada.
NR74Determination of Residency Status (Entering Canada) Complete this form if you entered or stayed briefly in Canada.
NAExchange Rates - 2003 Foreign Exchange Rates - averages as supplied by CRA
IT-221R3Determination of an Individual's Residence Status The purpose of this bulletin is to explain the position of the Canada Customs and Revenue Agency (the "CCRA") concerning the determination of an individual's residence status for income tax purposes and the factors to be taken into account in making that determination.

Publications

IC78-10R3Books and Records Retention/Destruction The circular gives information and guidance to persons who are required by law to keep records and books of account.
IT-99R5Legal and Accounting Fees This is an income tax interpretation bulletin(IT), issued by the CCRA.
IT-530Income Tax Act - Support Payments This is an income tax interpretation bulletin(IT), issued by the CCRA.
86-4R3Scientific Research and Experimental Development The purpose of these technical guidelines is to clarify what constitutes scientific research and experimental development according to the Income Tax Regulations.
IT-530Support Payments This bulletin discusses the deductibility of support payments and the specific criteria that must be satisfied in order for such payments to qualify for a deduction.

Ontario

Publications

651PST - Internet Related Services The information in this Guide will help you if you are an Internet service provider (ISP) or web page designer. It explains how Retail Sales Tax (RST) applies to Internet related services, related computer programs and hardware.
March 2002Retention/Destruction of Books and Records Rules and regulation governing the destruction of books and records held for Ontario tax purposes.
402Retail Sales Tax Guide - Ontario A guide to calculating the Retail Sales Tax (RST) in Ontario
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