CRA T1235 Directors and Officers Information Worksheet

Simplify Your Non-Profit Governance Reporting with Our CRA T1235 Directors Worksheet

Managing director and officer information for your Canadian non-profit organization doesn't have to be complicated. Our CRA T1235 Directors, Trustees, and Like Officials Worksheet template is designed specifically for non-profit administrators, governance coordinators, and compliance officers who need to collect accurate governance information for Canada Revenue Agency (CRA) reporting.

Built for Canadian Non-Profit Compliance

Every registered charity and non-profit organization in Canada must maintain accurate records of their directors, trustees, and like officials. The CRA's T1235 form requires detailed information about your governance structure, and keeping this data current is essential for maintaining your organization's registered status and meeting annual filing requirements.

This template transforms a typically administrative burden into a smooth, digital process. Instead of chasing board members for information via email chains or managing spreadsheets that quickly become outdated, you can send a professional, branded form that collects exactly what you need for CRA compliance.

What Makes This Template Essential for Canadian Non-Profits

Comprehensive governance data collection - Capture all the information CRA requires: full legal names, residential addresses, Social Insurance Numbers (when applicable), dates of appointment and resignation, position titles, and whether directors are arm's length or related to other board members. The form includes conditional logic to show relevant fields based on position type and status.

Provincial employment considerations - Because governance requirements can vary by province and your organization may operate across multiple jurisdictions, this template allows you to collect provincial information and clarify residency requirements for directors and officers.

Built-in data validation - Email and phone number fields ensure proper formatting, while date fields prevent errors in appointment and term information. This validation reduces back-and-forth corrections and ensures your records are audit-ready from the start.

Secure information handling - With SOC 2 Type II compliance and encryption, Paperform provides the security level your organization needs when collecting sensitive personal information like SINs and residential addresses. You can confidently assure board members their information is protected.

Perfect for Multiple Non-Profit Workflows

This template isn't just for annual T1235 preparation. Non-profit administrators use it for:

• New director onboarding - Collect all required information when someone joins your board
• Annual governance updates - Send to all directors before filing season to confirm or update their information
• Board transition management - Document changes when directors resign or new members are appointed
• • Compliance audits - Maintain a clear, timestamped record of all governance information
• CRA Information Returns - Prepare accurate T1235 and T3010 submissions with complete director data

Streamline with Paperform's Power Features

As a Paperform template, this worksheet gives you more than just data collection:

Conditional logic shows different fields based on whether someone is a director, trustee, officer, or like official. Board chairs see additional fields about signing authority, while trustees see different residency questions specific to their role.

Multiple pages organize the form into logical sections - personal information, position details, residency and relationship declarations, and confirmation - making it less overwhelming for busy board members to complete.

Custom branding lets you apply your organization's colours, fonts, and logo so the form feels like a natural extension of your non-profit's communications, not a generic government worksheet.

Automated workflows with Stepper - Once a board member submits their information, use Stepper (stepper.io) to automatically update your governance database, send confirmation emails, trigger reviews from your compliance officer, and even flag when director terms are approaching expiration. These automations mean your governance records stay current without manual data entry.

Integration with your tools - Push submissions directly to Google Sheets for easy T1235 preparation, send to Airtable for board management databases, or sync with your CRM to maintain complete stakeholder records.

Built for the Canadian Non-Profit Sector

Whether you're a small community charity, a national non-profit organization, a foundation, or a registered charity with multiple chapters across provinces, maintaining accurate director and officer information is non-negotiable. CRA expects detailed, current governance records, and penalties for non-compliance can include loss of charitable status.

This template is trusted by:

• Non-profit administrators and executive directors managing board governance
• Compliance officers responsible for CRA reporting and annual filings
• Board secretaries maintaining accurate corporate records
• Governance coordinators at multi-chapter organizations
• Accountants and bookkeepers preparing T1235 and T3010 forms for non-profit clients

SOC 2 Type II Compliance for Sensitive Information

When you're collecting Social Insurance Numbers and personal addresses, security isn't optional. Paperform's SOC 2 Type II certification and robust data protection measures mean you can collect sensitive director information with confidence, meeting the privacy expectations of your board members and the security standards required for non-profit governance.

Get Started in Minutes

This template is ready to use immediately. Simply customize it with your organization's name and branding, adjust any questions specific to your governance structure, and send it to your directors. You'll have complete, organized governance records ready for your next CRA filing—without the spreadsheet headaches or email back-and-forth.

Canadian non-profit compliance doesn't have to be complicated. Start with a template built specifically for your needs, and spend less time on administrative tasks and more time advancing your mission.