Mandatory or Preventive Disclosure of Tax Planning

This form is for:

  • a taxpayer who must file a mandatory disclosure with respect to one of the following transactions carried out by the taxpayer or by a partnership of which the taxpayer is a member: 
    • a confidential transaction,
    • a transaction involving conditional remuneration,
    • a transaction with contractual coverage,
    • a specified transaction;
  • a taxpayer that elects to make a preventive disclosure with respect to a transaction carried out by the taxpayer or by a partnership of which to taxpayer is a member.

In compliance with our language policy, corporations established in Québec must file the French version of this form. To access it, click français.


To complete the form, save it to your computer and open it in Adobe Reader.

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2020-11 version

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