We confirmed with CRA that they will continue to accept the old version (2010) of T5013 and that there is currently no date from which new forms must be used. (although they stated that the CRA site has new forms and old forms have been removed)
Nominees and agents can use the old forms (2010 version) to file T5013. The instruction for nominees and agents are contained in the old T5013 guide (2006 version).
Please refer to page 28, 33, 64 and of the guide below for more detail information.
Basically, the nominees and agents must prepare T5013 (using 2010 version of the forms) and include : - T5013 Summary - Photocopy of composite T5013 and T5013A slips issued to nominees / agents - Copy 1 of all T5013 and T5013A slips for each person (investor) that the nominee /agent holds interest for - Completed T5013 Schedule 50 - Other T5013 schedules that apply
People come to ProFile for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:
Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.