Application for a Tax Shelter Identification Number and Undertaking to Keep Registers
TP-1079.2-V
Tax shelter promoters must complete this form to obtain a tax shelter identification number before issuing or selling a tax shelter or accepting consideration for a tax shelter. They must also undertake to keep registers for the tax shelter.
If the form is submitted between January 1 and December 31, 2025, enter $270 on line 37 (applicable fees). Fees are indexed annually.
End of note
2025-01 version
Follow the instructions below before clicking the Fillable PDF Document button at the bottom of the page.
-
If you have already opened the fillable form, close it without saving it.
-
Download Adobe Reader. If the software is already installed on your computer, go directly to step 4. If you don't want to install Adobe Reader, click the PDF Document button, print the form, complete it by hand and mail it to us.
-
After downloading and installing Adobe Reader, close it.
-
Place your cursor on the Fillable PDF Document button at the bottom of the page and right click to display a menu.
-
Select Save link as.
-
Save the document to your desktop or the folder of your choice. Do not open the document in the download screen that appears.
-
Once the document is saved, right click on it to display a menu.
-
Click Open with and select Adobe Reader.
-
Complete and save the PDF.
-
Follow the instructions to file the form.