Tax Reporting Information for the 2012 Taxation Year


Your PersonaL T5013A Tax Slip

  • If you are a Maple Leaf investor your personal T5013A tax slip with respect to your investment is due to be sent to you on or before March 31, 2013. These T5013A's are sent to you directly from your investment advisors back office.
  • If you have not received your T5013A by April 5, 2013, please contact your investment advisor.
  • If you require a reprint of your T5013A please also contact your investment advisor.
    Investment advisors requiring reprints or new copies of their clients tax slips should contact their back-office. 
     

MAPLE LEAF ENERGY INCOME Tax Filing Guide

To assist you in claiming your 2012 tax deduction from your investment, please review the Maple Leaf Energy Income Tax Filing Guide for the 2012 Taxation Year.  If you wish to receive a hard copy of this guide, please contact client services.

This guide is produced for residents of all provinces of Canada, except Quebec.  It should not be considered as tax advice.

Forms referred to in our tax planning guide are available for download on our Tax Forms & Downloads page  or through the Canada Revenue Agency (CRA) website www.cra-arc.gc.ca. 


IMPORTANT LINKS AND TAX RELATED INFORMATION

   Maple Leaf 2012-II Energy Income Limited Partnership
  
   LINKS AND INFORMATION   PDF DOWNLOADS
  
 

OFFERING CLOSED: November 29, 2012

TARGETED ROLLOVER: June 2014 - Dec. 2014

PORTFOLIO MANAGER: Toscana

FUND PROFILE: Fund Profile

CUSIP: 56531E106

FEDERAL TAX SHELTER: TS 080010

QUEBEC TAX SHELTER: QAF-12-01470

  



 
 

(1)NOTE ON THE 2012 TAX DEDUCTION FOR MAPLE LEAF 2012-II ENERGY INCOME:

As noted in the 2012 Tax Factors, the ML 2012-II Fund investors will receive the following deductions for the 2012 taxation year:

- Limited partnership business loss - $0.40206 per LP unit
- Interest income $0.13269 per LP unit
- There were no CDE or CEE deductions for 2012.  For further information please review the March 2013,  Investor Update.

 
   Maple Leaf 2012 Energy Income Limited Partnership
  
   LINKS AND INFORMATION   PDF DOWNLOADS
  
 

OFFERING CLOSED: April 12, 2012

TARGETED ROLLOVER: June 2014 - Dec. 2014

PORTFOLIO MANAGER: Toscana

FUND PROFILE: Fund Profile

CUSIP: 56531E109

FEDERAL TAX SHELTER: TS 079392

QUEBEC TAX SHELTER: QAF-12-01455

   
  (1)NOTE ON THE 2012 TAX DEDUCTION FOR MAPLE LEAF 2012 ENERGY INCOME:
Please note that as at December 31, 2012 there were no CEE tax deductions and the Fund was 80% invested.  In addition to the cash distributions, investors in the Fund will have received a 2012 tax deduction of $20.32 per $100 invested.  Investors will also realize a further $79.68 of tax deductions invested in future years.
  
   Maple Leaf 2011 Energy Income Limited Partnership
  
  LINKS AND INFORMATION   PDF DOWNLOADS
  
 

OFFERING CLOSED: October 27, 2011

TARGETED ROLLOVER: June 2014 - Dec. 2014

PORTFOLIO MANAGER: Toscana

FUND PROFILE: Fund Profile

 CUSIP: 56530X108

FEDERAL TAX SHELTER: TS 078725

    
  (1)NOTE ON THE 2011 TAX DEDUCTION FOR MAPLE LEAF 2011 ENERGY INCOME:
Please note that 2011 tax deduction was lower than originally projected in the prospectus and were as follows:
- Actual year 1 CDE expenditures were 48% of capital available for investment vs. 60% year 1 assumption in the prospectus.
- CEE deduction in 2011 was nil, i.e. no dry holes vs. prospectus assumption of 15% CEE.
    		 

    The information on this page is not to be considered tax advice. Maple Leaf reminds you that each individual's tax and investment planning situation is unique and professional advice should always be received from a qualified tax and/or investment advisor. We strongly recommend that your consult with your tax advisor to determine the optimal use of these tax deductions as well as the impact to you, if any, with respect to either alternative minimum tax or cumulative net investment losses.

     

    Tax Filing Guide

    For each new taxation year, Maple Leaf Energy Income programs will provide investors with a Tax Filing Guide.

     
    Download the Tax Filing Guide 2012

     

    Note to Quebec Residents

    Quebec ResidentsQuebec residents who have invested in a Maple Leaf Energy Income Limited Partnership will receive a Relevé 15 (“RL-15”) rather than a T5013A in order to claim their tax deductions for the previous tax filing year. 

    For further information please view our Tax Reporting for Quebec Residents sheet below  or visit  www.revenuquebec.ca.

    More on Tax Reporting for Quebec Residents

    Plus d'informations sur la déclaration de revenus pour les résidents du Québec