Worksheet T2000-Calculation of Tax on Agreements to Acquire Shares

Whats's new
Corrections to the following tags:
<T1200>
<TotalAcquireCorporationShareTaxPayableAmount></TotalAcquireCorporationShareTaxPayableAmount>
<TrustAccountBalanceAmount></TrustAccountBalanceAmount>
</T2000>
2016 - version 3 - updated 2015-12-21

<Return>

<T2000>

<TrustInformation>

<SummaryReportTypeCode></SummaryReportTypeCode>
- Required 1 alpha
- Originals = O
- Amendments= A
- Modifié = M
- Cancel = C

<TrustAccountNumber></TrustAccountNumber>
Account Number
- Required T + 8 numeric
- Must correspond to the "Trust account number" assigned by the CRA
<TrustFilerName>
Required – must include all required child tags

<NameLine1Text></NameLine1Text>
Name of person filing this return
- Required 30 alphanumeric
- First 30 letters of the filer's name
- Omit titles such as Mr., Mrs., etc.

<NameLine2Text></NameLine2Text>
Name of person filing this return
- 30 alphanumeric
- Second 30 letters of the filer's name
- Omit titles such as Mr., Mrs., etc.

</TrustFilerName>

<TrustFilerMailingAddress>
Required – must include all required child tags
<AddressLine1Text></AddressLine1Text>
Mailing address of filer –line 1
- Required 30 alphanumeric
- First line of the filer's address
<AddressLine2Text></AddressLine2Text>
Mailing address of filer –line 2
- 30 alphanumeric
- Second line of the filer's address

<MunicipalityName></MunicipalityName>
City
- Required 28 alphanumeric
- City in which the filer is located

<ProvinceStateCode></ProvinceStateCode>
Province or territory
- Required 2 alpha
- Canadian province or territory in which the filer is located
- Use the abbreviations listed in the T619 - Electronic media transmittal under section: Transmitter province or territory code

<CountryCode></CountryCode>
Country code
- 3 alpha
- Country in which the filer is located
- Use the alphabetic country codes as outlined in the International Standard (ISO) 3166 - Codes for the Representation of Names of Countries.

<PostalZipCode></PostalZipCode>
Postal code
- Required 10 alphanumeric
- Filer's Canadian postal code, format: alpha, numeric, alpha, numeric, alpha, numeric, example: A9A9A9

</TrustFilerMailingAddress>
<TrustFilerPhoneNumber>
Required – must include all required child tags
<PhoneAreaCode></PhoneAreaCode>
Area code
- Required 3 numeric
- Area code of telephone number

<PhoneNumber></PhoneNumber>
Telephone number
- Required 3 numeric with a (-), followed by 4 numeric.
- Telephone number of the filer

<PhoneExtensionNumber></PhoneExtensionNumber>
Extension
- 5 numeric
- Extension of telephone number
</TrustFilerPhoneNumber>
<TrustFilerLanguageCode></TrustFilerLanguageCode>
Language
- 1 alpha
- A = Anglais
- E = English
- F = French
<TrustFiscalPeriodEndDate>
Required – must include all required child tags
<Year></Year>
Trust fiscal period end date –Year
- Required 4 numeric
<Month></Month>
Trust fiscal period end date –Month
- Required 2 numeric
<Day></Day>
Trust fiscal period end date - day
- Required 2 numeric
</TrustFiscalPeriodEndDate>

<TrustReturnFilerClientIdenitfier></TrustReturnFilerClientIdenitfier>
Account Number
- Required 9 numeric
- When the client has failed to provide a SIN, enter zeroes in the entire field.

<TrustReturnAssociationName></TrustReturnAssociationName>
Trust return association name
- Required 60 alphanumeric
- First 60 letters of the name of the association

</TrustInformation>

<TrustAcquiredCorporationShareTax>

<MonthlyAmount>
<MonthNumber></MonthNumber>
Month (Column A)
- 2 numeric
<Period1>
For Agreements before July 14, 1990.
<SharePaymentAmount></SharePaymentAmount>
Share Payment Amount (Column B)
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
<ShareTaxPayableAmount></ShareTaxPayableAmount>
Share tax payable amount (Column I)
- 1% of share payment amount
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
</Period1>
<Period2>
For Agreements after July 13, 1990 but before 1993.
<ShareFairMarketValueAmount></ShareFairMarketValueAmount>
Share fair market value amount (Column C)
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
<ShareTaxPayableAmount></ShareTaxPayableAmount>
Share tax payable amount (Column J)
- 1% of share market value amount
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
</Period2>
<Period3>
For agreements after 1992 but before April 26, 1995.
<ShareFairMarketValueAmount></ShareFairMarketValueAmount>
Share fair market value amount (Column D)
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
<ShareDividendPaymentAmount></ShareDividendPaymentAmount>
Share Dividend payment amount (Column E)
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
<ShareDividendReceiveAmount></ShareDividendReceiveAmount>
Share dividend received amount (Column F)
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
<ShareFairMarketValueTaxCalculationAmount></ShareFairMarketValueTaxCalculationAmount>
Share fair market value tax calculation amount (Column K)
- 1% of share fair market value amount
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
<ShareExcessDividendAmount></ShareExcessDividendAmount>
Share excess dividend amount (Column L)
- Share dividend paid amount minus Share dividend received amount
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
<ShareTaxPayableAmount></ShareTaxPayableAmount>
Share tax payable amount (Column M)
- Lesser of Share Fair Market Value Tax Calculation Amount (column K) vs Share Excess Dividend Amount (column L)
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
</Period3>
<Period4>
For agreements after April 25, 1995.
<ShareDividendPaymentAmount></ShareDividendPaymentAmount>
Share dividend payment amount (Column G)
- Total amount of dividends paid on the shares
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
<ShareDividendReceiveAmount></ShareDividendReceiveAmount>
Share dividend received amount (Column H)
- Total amount of dividends received from the shares
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
<ShareTaxPayableAmount></ShareTaxPayableAmount>
Share tax payable amount (Column N)
- Share dividend payment amount (Column G) minus Share dividend received amount (Column H)
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
</Period4>
</MonthlyAmount>

</TrustAcquiredCorporationShareTax>

<TotalTrustAcquiredCorporationShareTax>
<Period1ShareTaxPayableAmount></Period1ShareTaxPayableAmount>
Period 1 share tax payable amount
- Total of the monthly entries in column I
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
<Period2ShareTaxPayableAmount></Period2ShareTaxPayableAmount>
Period 2 share tax payable amount
- Total of the monthly entries in column J
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
<Period3ShareTaxPayableAmount></Period3ShareTaxPayableAmount>
Period 3 share tax payable amount
- Total of the monthly entries in column M
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
<Period4ShareTaxPayableAmount></Period4ShareTaxPayableAmount>
Period 4 share tax payable amount
- Total of the monthly entries in column N
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
</TotalTrustAcquiredCorporationShareTax>
<TrustReturnTaxSummary>
<TotalAcquireCorporationShareTaxPayableAmount></TotalAcquireCorporationShareTaxPayableAmount>
Total of all amounts from columns I, J, M and N
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
<TrustAccountPaidAmount></TrustAccountPaidAmount>
Payments on Account
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
<TrustAccountBalanceAmount></TrustAccountBalanceAmount>
Balance owing or refund
- 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount
</TrustReturnTaxSummary>

</T2000>
</Return>

Date modified:

2016-01-04