Corporate Taxprep 2022.1.1

Types of documents that can be attached to the T2, T106, T1134, T1135 and MR-69 transmissions

Here are the different types of documents that you can attach when transmitting a T2 return: 

Type of document

CRA note

T2SCH150

If the T2sch150 is electronically filed, the CRA does not require a paper copy to be sent to the Service of the industry specialists.

Financial Statement

  

Notes to Financial Statements

  

Annual Regulatory Reports

  

Annual Regulatory Supplements

  

ORSA- Own Risk Solvency Assessment Report

Helpful for CRA review purposes, but not mandatory upon filing.

List of Partnership account numbers

  

Gross Investment Revenue-– Life and P&C Non-Resident (Canadian Branch) CIF

  

Branch Gross Investment Revenue (CIF)

  

List of Designated Assets

  

List – realized, unrealized gains

  

Explanatory Notes

Use this category to attach any documents that explain data from any of the information in the schedules being transmitted with the T2 return, or to explain any of the attachments.

T2100

  

T2016

 

T2142

  

Election in a form other that the three mentioned above

If you made an election in a form other that the three mentioned above, select this description for your attachment..

Resolutions and Agreements

Select this option to attach any signed board or director resolutions or agreements.

Type of document

CRA note

List of Partnership account numbers

  

Election

If you made an election in a form other that the three mentioned above, select this description for your attachment.

Resolutions and Agreements

Select this option to attach any signed board or director resolutions or agreements.

Information slips

  

Type of document

CRA note

NL film video industry certificate (T2SCH302 or T2SCH5 - lines 521 & 821)

This choice is only available if you comply with the following condition:
T2SCH302 – Additional certificate number NL film video industry

NL venture capital tax credit certificate (T2SCH308)

This choice is only available if you comply with the following condition: 
T2SCH308 – NL venture capital tax credit

NL interactive digital media tax credit certificate(s) (T2SCH309 or T2SCH5 - lines 522 & 840)

This choice is only available if you comply with the following condition: 
T2SCH309 – Additional certificate numbers NL digital media

NS digital media tax credit certificate(s) (T2SCH347 or T2SCH5 - lines 567 & 838)

This choice is only available if you comply with the following condition: 
T2SCH347 – Additional certificate numbers for NS digital

NS digital animation tax credit certificate(s) (T2SCH348 or T2SCH5 - lines 569 & 839)

This choice is only available if you comply with the following condition: 
T2SCH348 – Additional certificate numbers NS digital animation

NS capital investment tax credit certificate (T2SCH5 - line 568)

This choice is only available if you comply with the following condition: 
T2SCH5/line 568 – NS capital investment tax credit

NS innovation equity tax credit certificate (T2SCH5 - line 562)

This choice is only available if you comply with the following condition:  T2SCH5/line 562 – NS innovation equity tax credit

NS venture capital tax credit certificate (T2SCH5 - line 563)

This choice is only available if you comply with the following condition:  T2SCH5/line 563 – NS venture capital tax credit

NB small business investor tax credit certificate (T2SCH367)

This choice is only available if you comply with the following condition: 
T2SCH367 – NB small business investor tax credit

MB interactive digital media tax credit certificate (T2SCH5 - line 614)

This choice is only available if you comply with the following condition: 
T2SCH5/line 614 – MB interactive digital media tax credit

T2CDTC(MB), Cooperative Development Tax Credit Receipt (T2SCH390)

This choice is only available if you comply with the following condition: 
T2SCH390/line 103 or 104 – MB cooperative development tax credit

The eligibility certificate(s) for the credit(s) being claimed (T2SCH5 - line 641)

This choice is only available if you comply with the following condition: 
T2SCH5/line 641 – SK qualifying environmental trust tax credit

The eligibility certificate(s) for the credit(s) being claimed (T1196)

This choice is only available if you comply with the following condition: 
T1196 – BC film and television tax credit

A copy of the completion certificate and the audited statement of production costs and notes provided to Creative BC (T1196 - line 311)

This choice is only available if you comply with the following condition: 
T1196/line 311 = 1

The accreditation certificate (T1197)

This choice is only available if you comply with the following condition: 
T1197 – BC production services tax credit

Letter from the qualifying environmental trust naming the corporation as a beneficiary (T2SCH5 - line 670)

This choice is only available if you comply with the following condition: 
T2SCH5/line 670 – BC qualifying environmental trust tax credit

The certificate of eligibility issued by the Ontario Media Development Corporation (T2SCH554)

This choice is only available if you comply with the following condition: 
T2SCH554 – Ontario computer animation and special effects

The certificate of eligibility issued by the Ontario Media Development Corporation (T2SCH556)

This choice is only available if you comply with the following condition: 
T2SCH556 – Ontario film and television tax credit

The certificate of eligibility issued by the Ontario Media Development Corporation (T2SCH558)

This choice is only available if you comply with the following condition: 
T2SCH558 – Ontario production services tax credit

The certificate of eligibility issued by the Ontario Media Development Corporation (T2SCH560)

This choice is only available if you comply with the following condition: 
T2SCH560 – Ontario interactive digital media tax credit

The certificate of eligibility issued by the Ontario Media Development Corporation (T2SCH564)

This choice is only available if you comply with the following condition: 
T2SCH564 – Ontario book publishing tax credit

Letter from the qualifying environmental trust naming the corporation as a beneficiary (T2SCH5 - line 450)

This choice is only available if you comply with the following condition: 
T2SCH5/line 450 – Ontario qualifying environmental trust tax credit

The accredited film or video production certificate issued by the CAVCO (T1177)

This choice is only available if you comply with the following condition: 
T1177 – Film or video production services tax credit

Certificate "A", and if applicable, certificate of completion "B" and a copy of the audited statement of production costs and notes provided to CAVCO (T1131)

This choice is only available if you comply with the following condition:
T1131 – Canadian film or video production tax credit  
  • Financial statements
  • Organizational chart
  • Taxpayer letter
  • Trust agreement
  • Other
  • Signed copy of form MR-69
  • Resolution
  • Power of Attorney
  • Other
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