Reminder: Applicable Tax Slips

May 17, 2024

Maple Leaf Tax Slips and the Process Involved:

The only relevant tax slips are the T5013 and the T1229

T101s are submitted to Maple Leaf Funds by every company invested in a specific portfolio and these are combined to create the T5013s that each client receives.

Maple leaf cannot issue T101s to investors as it would mean they would get  up to 100 slips each year.

The T1229 is a form for personal tax returns where the investor inputs the amounts of CEE, METC, and CMETC from their T5013 slips, so each investor should have a copy of this in their final income tax return, which they should be able to send to CRA.

The T1229  is dealt with in the tax filling guide- Tax Filling Guide