Section 270

Subsection 270(1)

Active NFE

Paragraph (a)

Administrative Policy

Guidance on the Common Reporting Standard, Part XIX of the Income Tax Act, 19 December 2025

Relevance of active/ passive NFE distinction

4.3 There are two types of NFEs: active and passive. The distinction is important since a reporting...

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Canadian Financial Institution

Paragraph (a)

Administrative Policy

Guidance on the Common Reporting Standard, Part XIX of the Income Tax Act, 19 December 2025

Residence of partnership

3.32 A Canadian financial institution can take the form of a partnership. A partnership will be considered as a Canadian...

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Controlling Persons

Administrative Policy

29 November 2022 CTF Roundtable Q. 10, 2022-0950581C6 - Common Reporting Standard

Where a resident trust (other than a “reporting financial institution” (RFI), is a “passive non-financial entity” (Passive NFE), and has a...

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Paragraph (a)

Administrative Policy

10 June 2025 Internal T.I. 2023-0970361I7 - Interpretation of “controlling persons” definition

Trust B, a Canadian resident discretionary trust, was the only beneficiary of Trust A, also a Canadian resident discretionary trust. Both trusts...

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Investment Entity

Administrative Policy

Guidance on the Common Reporting Standard, Part XIX of the Income Tax Act, 19 December 2025

CIV (but not a REIT) is generally considered an investment entity

3.21 An entity is generally considered an investment entity if it functions or...

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Reportable Jurisdiction Person

Articles

Robert E. Ward, "The Common Reporting Standard Comes to Canada", Tax Management International Journal, Vol. 46, No. 9, 8 September 2017, p. 538

Evasion of FATCA and CRS reporting (p. 540)

Perhaps the greatest commonality between CRS and FATCA is the ease with which both regimes may be...

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Tax Topics - Income Tax Act - Section 271 - Subsection 271(1) 138