15 May 2019 IFA Roundtable Q. 2, 2019-0798751C6 - Shared workspaces and PE -- summary under Article 5

In the following examples, will a U.S. resident carrying on business in Canada, be considered to be a permanent establishment (“PE”) in Canada, assuming Arts. V(5) and (9) of the Canada-U.S. Treaty do not apply?

  1. A U.S. resident consultant has a Canadian membership in the workspace and works from a shared workspace in Canada from time to time, providing services and doing sales calls to Canadian clients.
  2. Rather than open a branch office, a U.S. resident corporation pays for a shared workspace in Canada for use by its Canadian resident employees.

CRA noted that there is no requirement that a place be owned or rented in order to constitute a PE as long as there is a certain amount of space that is at the disposal of the non-resident. Turning to the two examples:

Example 1

The US resident carries on his services business in Canada from a shared workspace on a regular basis. The consultant is likely considered to have a PE in Canada.

Example 2

The fact that another entity owns the shared workspace is not important to the PE analysis – it is enough that the shared workspace is at the non-resident’s disposal. The premises are a fixed location of business in which business is carried on, and would therefore be a PE.

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