Completing Form T5001

As a tax shelter promoter, you have to use this form to apply for a tax shelter identification number. If a tax shelter has more than one promoter, only one promoter has to apply. However, you have to give information about the principal promoter.

Forms and publications

• Form T5001, Application for Tax Shelter Identification Number and Undertaking to Keep Books and Records
• Form T5001-INSTR, Instructions for applying for a tax shelter identification number
• Form T5003, Statement of Tax Shelter Information
• Form T5003SUM, Tax Shelter Information Return
• Form T5004, Claim for Tax Shelter Loss or Deduction

Date modified:

2016-03-04