CRA T1134 Information Return - Foreign Affiliates

Simplify Your CRA T1134 Foreign Affiliate Reporting with Paperform

If your Canadian business has ownership interests in foreign affiliates, the CRA's T1134 Information Return can feel overwhelming. This professional template streamlines the entire reporting process, helping accountants, tax professionals, and finance teams collect accurate information about controlled and non-controlled foreign affiliates without the headache of spreadsheets and email chains.

Built for Canadian Tax Compliance

The T1134 filing requirement applies to Canadian corporations, individuals, trusts, and partnerships with interests in foreign affiliates. This template guides reporting entities through the complex requirements—from basic affiliate identification and shareholding details to financial information and intercompany transactions—ensuring nothing gets missed before the CRA deadline.

Whether you're reporting a single controlled foreign affiliate or multiple non-controlled entities across different jurisdictions, this form adapts to your situation with smart conditional logic that shows only the fields relevant to each affiliate type.

Why Use Paperform for T1134 Compliance?

Traditional T1134 preparation involves juggling PDFs, manual data entry, and back-and-forth with clients or internal teams. Paperform transforms this into a streamlined digital workflow:

• Conditional logic reveals different sections based on affiliate control status and entity type
• Calculation fields automatically compute ownership percentages and key financial ratios
• File uploads centralize supporting documentation like financial statements and share registers
• Client-friendly interface makes it easy to collect information from business owners who aren't tax experts

Once submitted, you can connect this form to your practice management system, accounting software, or CRM using Stepper workflows—automatically creating tasks, updating client records, and triggering review processes without manual data transfer.

Secure, Compliant Data Collection

Tax information demands the highest security standards. Paperform is SOC 2 Type II compliant with encryption, secure file uploads, and access controls that protect sensitive corporate and financial data throughout the collection process. Set up SSO for your team and assign role-based permissions to ensure only authorized staff can access T1134 submissions.

Whether you're an accounting firm managing multiple clients, an in-house tax team at a multinational, or a CFO coordinating with external advisors, this template gives you a professional, efficient starting point for one of Canada's most complex annual filings.