Get Associated Employers Exemption Allocation

Filling out the Associated Employers Exemption Allocation form online ensures that eligible employers in an associated group can share their tax exemption. This guide provides clear and systematic instructions for completing each section of the form accurately and efficiently.

Follow the steps to complete the form correctly.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter the legal name of the employer in the designated field. This should match the name on the registration letter issued by the Ministry of Finance.
3. Input your 15-digit Business Number as per the registration letter and your annual return.
4. Fill in the taxation period end date in the format yyyy-mm-dd. For example, for the year 2014, enter '2014-12-31'.
5. If this is an amendment to a previous submission, check the box marked 'Amended Form'.
6. In Column A, enter the Business Number for each associated employer that has a permanent establishment in Ontario.
7. For Column B, provide the full legal name of each associated employer in the group.
8. In Column C, input the allocated exemption amount for each employer following the maximum available exemption amount guidelines, ensuring you did not exceed the allowed amount.
9. If applicable, calculate and allocate prorated exemption amounts based on the number of days each employer was eligible during the year.
10. Once all information is accurate and complete, you can save changes, download, print, or share the form as required.

Complete your document online to ensure you meet the deadline for submissions.