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 SHORT DURATION TAX Filing Guide 

To assist you in claiming your 2012 tax deduction from your investment, please review the Maple Leaf Short Duration Tax Filing Guide for the 2012 Taxation Year

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 this guide (T1 General Return, Schedule 3, Schedule 4, T1229, T5004) are available 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 Short Duration 2012 Limited Partnership - National Class
  LINKS AND INFORMATION   PDF DOWNLOADS
 

CUSIP: 56531D1015

FEDERAL TAX SHELTER: TS 079780

DISSOLUTION DATE: March 8, 2013

FINAL NAV/LPU: $12.5533

 

  Maple Leaf Short Duration 2012 Limited Partnership - Quebec Class
  LINKS AND INFORMATION   PDF DOWNLOADS
 

CUSIP: 56531D2005

FEDERAL TAX SHELTER: TS 079780

QUEBEC TAX SHELTER: QAF-12-01464

DISSOLUTION DATE: March 8, 2013

FINAL NAV/LPU: $13.0621

 


   Maple Leaf Short Duration 2011-II Limited Partnership - National Class
  LINKS AND INFORMATION   PDF DOWNLOADS
 

CUSIP: 56530Y106

FEDERAL TAX SHELTER: TS 078956

DISSOLUTION DATE: May 8, 2012

FINAL NAV/LPU: $11.0847

AFTER TAX RETURN(1):  -35.28%

 

  Maple Leaf Short Duration 2011-II Limited Partnership - Quebec Class
  LINKS AND INFORMATION   PDF DOWNLOADS
 

CUSIP: 56530Y205

FEDERAL TAX SHELTER: TS 078956

QUEBEC TAX SHELTER: QAF-11-01438

DISSOLUTION DATE: May 8, 2012

FINAL NAV/LPU: $11.8652

AFTER TAX RETURN(1): 17.11%

 

  Maple Leaf Short Duration 2011 Flow-Through Limited Partnership
  LINKS AND INFORMATION   PDF DOWNLOADS
 

CUSIP: 56531B105

FEDERAL TAX SHELTER: TS 078121

DISSOLUTION DATE: May 8, 2012

FINAL NAV/LPU: $10.0247

AFTER TAX RETURN(1): -31.19%

 
 
  Maple Leaf Short Duration 2010 Flow-Through Limited Partnership
  LINKS AND INFORMATION   PDF DOWNLOADS
 

CUSIP: 56531A107

FEDERAL TAX SHELTER: TS 077388

DISSOLUTION DATE: October 21, 2011

FINAL NAV/LPU: $13.37

AFTER TAX RETURN(1): -11.34%

 
 
 
(1) After-tax return is calculated by including tax savings from investment tax credits, CEE and other operating deductions at an assumed marginal tax rate of 45% and includes the payment of capital gains tax on disposition of Mutual Fund shares.


The information on this page is for informational purposes only and 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 2012

 Maple Leaf Short Duration Tax Filing Guide   For each new taxation year Maple Leaf Short Duration will provide investors with a Tax Filing Guide. 

Download PDF Tax Filing Guide 2012

 

Note to Quebec Residents

Quebec ResidentsQuebec residents who have invested in a Maple Leaf Short Duration 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

 

Looking for your Tax Slip?

T5013A Tax Slips 

Maple Leaf T5013A Tax Slips (or RL-15 Tax Slips for Quebec Residents) are mailed to investors directly from their investment dealers back office on or before March 31st of each tax reporting year.   If you require a reprint of your Tax Slip, please contact your investment dealers office and have them contact their back office for a reprint of your slip.

View more Tax Reporting FAQ's