The Canada Revenue Agency ('CRA') recently released an updated guide, the T4033(E) Rev. 16, which assists Canadian registered charities with completing their Form T3010 (annual registered charity information return). Charities with a fiscal period ending on or after January 1, 2016 should use this guide to complete their annual information return with CRA.
The guide has been updated to reflect recent legislative changes in the 2015 federal budget with respect to charities investing in limited partnerships. All registered charities must now report their partnership holdings (if any) on their Form T3010 and the guide has been modified accordingly to reflect these changes. Another minor change in the guide is the removal of the information on the First-Time Donor's Super Credit in the Charities and Giving - What's New section of the guide, as this was introduced in the 2013 Federal Budget.
Here is a link to the updated CRA guide: http://www.cra-arc.gc.ca/E/pub/tg/t4033/t4033-e.html
Do you require legal advice with respect to Canadian or Ontario non-profits or charities?
Mark Blumberg is a partner at the law firm of Blumberg Segal LLP in Toronto and works almost exclusively in the areas of non-profit and charity law.