15 May 2024 IFA Roundtable Q. 3, 2024-1007631C6 - Cash Pooling and Notifiable Transactions -- summary under Subsection 237.4(4)

Where a cash pooling arrangement in which a Canadian taxpayer may be a debtor is a “notifiable transaction”, would a filing requirement exist if the Canadian taxpayer’s participation in the arrangement commenced prior to November 1, 2023?

  • CRA indicated that since the cash pooling constituted a series of transactions, the reporting obligation would arise on the first such transaction occurring after November 1, 2023, e.g., an interest payment.

If the cash pooling arrangement is a “notifiable transaction”, would a single reporting to describe the arrangement be sufficient?

  • CRA indicated that since (again) the cash pooling arrangement was a series of transactions, the filing in respect of one element of the series would satisfy the filing requirement in respect of the whole series, provided that the filing describes the nature of the subsequent transactions, and whether they are recurring or not.
Topics and taglines
Tagline
d7 import status
Drupal 7 entity type
Node
Drupal 7 entity ID
808587
d7 import status
Drupal 7 entity type
Node
Drupal 7 entity ID
808588
Extra import data
{
"field_editor_tags": [],
"field_roundtable_subquestion": "",
"field_stub": false,
"field_legacy_header": ""
}
Workflow properties
Workflow state