What needs to be reported

The TFSA individual record

The TFSA individual record is used to report the information as listed in Appendix A – Data elements – TFSA individual electronic record.

The TFSA return summary

The TFSA return summary is used to report the totals of the amounts you reported on all the related TFSA individual records under the TFSA identification number. The totals have to agree with the amounts you reported in the TFSA individual records. Any discrepancies will cause the TFSA annual information return to be rejected.

Before completing the TFSA return summary, see Appendix B – Data elements – TFSA return summary.

If you have to separate your file into two or more returns due to the 150 megabytes (MB) file size restriction, your summaries must reflect the split. For more information, see Internet file transfer (XML).

Date modified:

2016-11-16