Section 153

Subsection 153(1) - Withholding

Paragraph 153(1)(a)

Cases

Canada c. Roll, 2001 DTC 5055 (FCA)

Given that he had made payments of remuneration to employees as a bare trustee for the corporation and the taxpayer, who was an employee of a...

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Cana Construction Co. Ltd. v. The Queen, 96 DTC 6370 (FCA)

The Court found no manifest error in the Tax Court's finding that the appellant had undertaken to pay employees of its subcontractor and withhold...

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Mollenhauer Ltd. v. The Queen, 92 DTC 6398 (FCTD)

When a subcontractor of the plaintiff ("Aprok") was unable to meet its payroll, Aprok arranged with the plaintiff, which was indebted to Aprok, to...

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Locations of other summaries Wordcount
Tax Topics - Income Tax Act - Section 227 - Subsection 227(9) 81

The Queen v. Coopers & Lybrand Ltd., 80 DTC 6281, [1980] CTC 367, 80 DTC 6281 (FCA)

The payment by a privately-appointed receiver-manager of the unpaid wages of the employees of the debtor company (1) was the payment of "salary or...

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Dauphin Plains Credit Union Ltd. v. Xyloid Industries Ltd., 80 DTC 6123, [1980] CTC 247, [1980] 1 S.C.R. 1182, 80 DTC 6123

A receiver-manager of a company who pays unpaid wages to the company's employees comes within the words "every person paying salary or wages."

R. v. O'Dare, 79 DTC 5243, [1979] CTC 409 (B.C. Co. Ct.)

"[I]f Section 153 does not explicitly impress monies deducted pursuant to it with a trust, it does so by necessary implication."

Locations of other summaries Wordcount
Tax Topics - Income Tax Act - Section 238 - Subsection 238(2) 81

See Also

Marshall v. The Queen, 2012 DTC 1068 [at 2815], 2012 TCC 21

The taxpayer was the sole shareholder and director of Internorth Limited ("IL") and a majority shareholder and director of Internorth Construction...

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Locations of other summaries Wordcount
Tax Topics - General Concepts - Onus 193

Central Springs Limited v. The Queen, 2010 DTC 1258 [at 4409], 2010 TCC 543 (Informal Procedure)

The taxpayer and Humbly Enterprises were related corporations. When Humbly was experiencing financial difficulties and was in arrears for source...

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Marché Lambert et Frères Inc. c. La Reine, 2008 DTC 3815, 2007 TCC 466

In response to a submission of the taxpayer that the taxpayer's payroll service provider ("Paie Maître"), and not the taxpayer itself, was liable...

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Suspended Power Lift Service Inc. v. The Queen, 2007 DTC 1505, 2007 TCC 519 (Informal Procedure)

Webb J. found that where an amount has been deducted from compensation as income tax source deductions or employee premiums under the Canada...

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Locations of other summaries Wordcount
Tax Topics - Income Tax Act - Section 5 - Subsection 5(1) 68

McLeod Masonry (1979) Ltd. v. The Queen, 2000 DTC 2238 (TCC)

Lamarre Proulx found (at p. 2243) that even if evidence, that a portion of the remuneration paid to employees of the taxpayer represented...

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Manke v. The Queen, 98 DTC 1969 (TCC)

In finding that the taxpayer was entitled to credits for amounts allegedly withheld but not remitted, McArthur TCJ. stated (at p. 1974):

"It does...

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The Queen v. Ursel Constructors Ltd., 96 DTC 1496 (TCC)

There was no evidence that any withholdings had been made by the corporate taxpayer to individual employees: no segregated payroll accounts were...

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Laxton v. MNR, 89 D.T.C. 629 (TCC)

The taxpayer were the director of a corporation (the "Corporation") which was the general partner of a limited partnership, and he also was a...

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Locations of other summaries Wordcount
Tax Topics - Income Tax Act - Section 227.1 - Subsection 227.1(1) GP responsible for LP source deductions 207

Lalonde, 82 DTC 1772, [1982] CTC 2749 (T.R.B.)

The taxpayer's employer paid less than the full wages owing to the taxpayer after assuring him that the difference represented source deductions,...

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Clark v. Oceanic Contractors Inc., [1982] BTC 417, [1983] 1 All E.R. 133 (HL)

nS.204(1) of the Income and Corporation Taxes Act 1970 stated baldly that "income tax shall ... be deducted or repaid by the person making...

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Locations of other summaries Wordcount
Tax Topics - Statutory Interpretation - Territorial Limits presumption against application to non-subjects 53

Administrative Policy

4 December 2014 Internal T.I. 2014-0531251I7 - Directors' Liability

A limited partnership, which shortly will be declared bankrupt, failed to remit source deductions. Would the general partner, which is a...

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Locations of other summaries Wordcount
Tax Topics - Excise Tax Act - Section 323 - Subsection 323(3) directors of GP potentially liable for GST remittance failures of LP 136
Tax Topics - Income Tax Act - Section 227.1 - Subsection 227.1(1) directors of GP potentially liable for source deduction and GST remittance failures of LP 137

6 November 2014 External T.I. 2014-0530991E5 - Liability for the failure to withhold

A corporation failed to withhold the required amounts based on taxable benefits received by Canadian employees. Is it or its directors liable for...

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Locations of other summaries Wordcount
Tax Topics - Income Tax Act - Section 227 - Subsection 227(8.4) no employer liability for undeducted income tax 89

2 October 2014 External T.I. 2013-0508651E5 - Services provided by non-residents

Is a taxpayer (CanCo), who hires a USCo to provide services and equipment in Canada of its employees in Canada, liable for source deductions for...

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26 September 2014 External T.I. 2014-0531441E5 - Unfunded LTD plan payment to non-resident employee

A Canadian resident employee, after qualifying for benefits under the unfunded long term disability plan ("LTD Plan") of the Canadian resident...

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Locations of other summaries Wordcount
Tax Topics - Income Tax Act - Section 115 - Subsection 115(2) - Paragraph 115(2)(c) employee long-term disability payments: remuneration under ITA; pension under Cda-U.S. Convention 214
Tax Topics - Treaties - Article 18 employee long-term disability payments: remuneration under ITA; pension under Cda-U.S. Convention 259

20 December 2013 External T.I. 2013-0505471E5 - Director's Fees

Were fees received by members of a council of a professional college, who also had professional corporations, subject to withholding? Before...

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14 November 2013 External T.I. 2013-0500641E5 - Subsections 7(6) and 153(1) - Withholding

Under an arrangement described in s. 7(6), does obligation to withhold tax rests with the corporation/employer or the s. 7(6) trust? CRA...

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Locations of other summaries Wordcount
Tax Topics - Income Tax Act - Section 7 - Subsection 7(6) employer rather than s. 7(6) trust withholds 197

6 July 2012 Internal T.I. 2012-0440741I7 - stock option benefit derived by US resident

USCo, which is a qualifying person for purposes of the Canada-US Income Tax Convention and is a wholly-owned subsidiary of a Canadian public...

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Locations of other summaries Wordcount
Tax Topics - Income Tax Act - Section 115 - Subsection 115(1) - Paragraph 115(1)(a) - Subparagraph 115(1)(a)(i) 195
Tax Topics - Treaties - Article 15 U.S. subs qualifies as payer of (therefore exempt) stock option benefit/domestic v. Treaty method 404

15 June 2011 Internal T.I. 2011-0405501I7 F - Withholding - stock option benefits

The employer's withholding obligations apply even where the employee's only remuneration is in the form of benefits.

3 November 2010 Internal T.I. 2010-0383561I7 - Payroll withholdings by non-resident employer

A US-resident corporation which employs a Canadian-resident individual whose services are performed solely in the US nonetheless is required to...

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18 July 2007 External T.I. 2007-024208

In response to a question as to whether a company resident in the U.S. is required to obtain a payroll number and withhold payroll deductions from...

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8 February 2005 Interpretation Case No. 52141

Where stock options issued to an independent contractor do not have an exercise price that is less than the fair market value of the shares at the...

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10 January 2001 External T.I. 2000-0056135

The government of Canada retains a third party services provider (the "Agent") to provide relocation services to government employeees on its...

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Locations of other summaries Wordcount
Tax Topics - General Concepts - Agency source deductions made by agent on employer's behalf 48

28 May 1997 T.I. 971070

"Where the restaurant patron settles his bills with a major credit card and includes an amount as gratuity on the card or where the restaurant...

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1995 Tax Executives Institute Round Table, Q. 5 (5M08860E)

No withholding is required on employer contributions to an EPSP and on distributions from an EPSP to the employee.

1 September 1994 External T.I. 5-942025

No withholding is required where an employer makes a contribution to an employee profit sharing plan.

28 April 1993 Memorandum 931202

Where an employee who is laid off but wants to retain rights to be recalled requests that amounts that otherwise would be paid to him as severance...

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4 February 1993 Memorandum (Tax Window, No. 29, p.18, ¶2425)

Payments made by an employer to an employee profit sharing plan as defined in s. 144(1) are "salary or wages or other remuneration" and,...

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28 January 1993 T.I. (Tax Window, No. 28, p. 9, ¶2403)

A Canadian-resident loan-out corporation will be required to make deductions at source on any salaries paid to the artist-employee even though the...

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3 October 1991 T.I. (Tax Window, No. 10, p. 23, ¶1494)

S.153(1)(a) refers to every person who has employees in Canada irrespective whether the person carries on business in Canada.

Paragraph 153(1)(c)

Administrative Policy

30 November 1991 Round Table (4M0462), Q. 12.1 - Payment of Certain Amounts into an R.R.S.P. (C.T.O. September 1994)

"No source deduction is required to be made on amounts received by a taxpayer in a court judgment for unfair dismissal that are identified as...

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80 C.R. - Q.10

Where an employer makes a payment into court which the employee may or may not accept, the employer is responsible for withholding.

If an amount...

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Paragraph 153(1)(g)

Administrative Policy

7 October 2016 APFF Roundtable Q. 1B, 2016-0652761C6 F - T4A filing

ITA s. 153(1)(g) and Reg. 200(2) require the issuance of T4As for most services received. At an earlier juncture, CRA was studying its T4A...

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Locations of other summaries Wordcount
Tax Topics - Income Tax Regulations - Regulation 200 - Subsection 200(2) no expanded relief from the broad T4A reporting requirements 252

30 October 2012 Ontario CTF Roundtable Q. 10, 2012-0462961C6 - 2012 Ont CTF Q10 - Executors' Fees and Withholding

After stating that an estate would be required to issue a T4A to an executor who was earning his fees as business income rather than income from...

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13 June 2003 TI

Where a lawyer, who is a member of a professional partnership, is a director of a corporation, the director's fees paid to him will not be subject...

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RC4157 Rev. 12 "Deducting Income Tax on Pension and Other Income, and Filing the T4A Slip and Summary"

Box 048 - Fees for services

Enter any fees or other amounts paid for services. Do not include GST/HST paid to the recipient for these...

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Forms

Subsection 153(1.1) - Undue hardship

Administrative Policy

26 August 2015 External T.I. 2015-0564171E5 F - Paiements d'un RPAC à un Indien

Respecting a question on the possibility of reducing income tax source deductions where payment is made to a member of a pooled registered pension...

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Locations of other summaries Wordcount
Tax Topics - Income Tax Act - Section 81 - Subsection 81(1) - Paragraph 81(1)(a) pension distribution to Indian included in income under s. 56(1)(z.3) before excluded under s. 81(1)(a) 114

15 June 2011 Internal T.I. 2011-0405501I7 F - Withholding - stock option benefits

Following the introduction of s. 153(1.31), the employer's withholding obligations respecting stock option benefits will apply even where the...

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Locations of other summaries Wordcount
Tax Topics - Income Tax Act - Section 153 - Subsection 153(1) - Paragraph 153(1)(a) extends to stock option benefits 19

Income Tax Technical News, No. 41, 23 December 2009 Under "Stock Benefit Withholding Requirements"

6 July 1995 T.I. 951260 (C.T.O. "LSVCC and Tax Credit in RRSP")

"If satisfactory documentation exists to confirm entitlement, virtually any credit or deduction may form the basis for a request for a reduction...

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1994 A.P.F.F. Round Table, Q. 21

Where part of a retiring allowance paid to an employee some time subsequent to his discharge must be used to repay unemployment insurance benefits...

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93 CPTJ - Q.9

RC recognizes that requiring withholding from the employee's cash remuneration on the basis of a substantial non-cash benefit can create hardship...

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24 February 1992 Memorandum (Tax Window, No. 13, p. 22, ¶1613)

RC's general policy is to grant a waiver of withholding if reasonable evidence is provided that the total tax withheld at statutory rates will...

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91 C.R. - Q.47

RC encourages employers to make withholdings from employees' cash remuneration to the extent possible, without imposing actual hardship, when an...

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91 C.R. - Q.68

Re criteria for granting a waiver.

11 April 1991 T.I. (Tax Window, No. 2, p. 22, ¶1200)

RC will waive the requirement that tax be withheld from remuneration to non-resident employees if the exemption in ss.115(2)(e)(i)(A) or (B) is...

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88 C.R. - Q.74

While it is not RC's policy to insist on withholding when non-cash benefits are the only income of the employee from the employer, it is expected...

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88 C.R. - Q.75

If a non-commission employee is required to travel by his employer and receives a travel allowance, and wishes relief in respect of allowable...

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Articles

Anu Nijhawan, "Source Withholdings: Non Resident Employees 'Visiting' Canada", Taxation of Executive Compensation and Retirement, Vol. 15, No. 9, May 2004, p. 412.

Subsection 153(1.3) - Split-pension amount

See Also

Coopers & Lybrand Limitéé v. MNR, 94 D.T.C 1626 (TCC)

The appellant took possession on November 4, 1981 of the business of a debtor and, with the banks' authorization, paid the net amount of the...

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Plaskett & Associates Limited v. Minister of National Revenue, 91 DTC 162, [1991] 1 CTC 2162 (TCC)

Sobier TCJ. accepted a submission that an interim receiver was acting only as a watchman or conservator, and could not make business decisions....

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Subsection 153(1.4) - Exception — remittance to designated financial institution

Cases

CIBC v. The Queen, 95 DTC 5367 (FCTD)

Although an individual "monitor", which the CIBC appointed to spend substantial time at the saw mill operations of a corporation that had begun to...

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See Also

The Toronto-Dominion Bank v. The Queen, 94 DTC 1261 (TCC)

Following default by a corporation, ("Mark Creek") in the repayment of indebtedness to a Bank, the Bank commenced foreclosure proceedings and,...

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Subsection 153(1.01) - Withholding — stock option benefits

Articles

Barbara Worndl, Ron Choudhury, "New Stock Option Benefit Withholding Provisions - a Critical Look", Taxation of Executive Compensation and Retirement, 2011, p. 1386.

Subsection 153(3) - Deemed effect of deduction

Cases

Attorney-General of Canada v. Fraser, 97 DTC 5292 (FCA)

While the taxpayer was off work from an injury, his employer continued to pay him his full net salary and remitted source deductions based on the...

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Subsection 153(4) - Unclaimed dividends, interest and proceeds

Administrative Policy

5 July 1996 Headquarters Letter File No. 11690-9

Discussion of four examples respecting the acquisition by a bookstore of used books.

7 September 1994 T.I. 941554 (C.T.O. "Unclaimed Interest & Dividends")

The reference to a "taxation year" and "year" in the preamble to s. 153(4) refers to the taxation year of the broker/security dealer and not to...

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10 May 1990 T.I. (October 1990 Access Letter, ¶1480)

The postamble to s. 153(4) does not permit a taxpayer to elect to include the unpaid amount in his income.

88 C.R. - Q.58

S.153(4) will not apply to an issuing corporation in respect of amounts that it has not paid.

Subsection 153(6)

Qualifying non-resident employee

Articles

Dov Begun, "Foreign Employers Sending Non-Canadian-Resident Employees to Canada to Work on short-Term Projects May Benefit from Proposed Changes Introduced in the 2015 Federal Budget and Clarified on July 31, 2015", Tax Management International Journal, 2015, p. 634

2015 Budget proposal (pp. 634-5)

In an attempt to address the issue of an exemption from the withholding obligation being available only in the...

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Subsection 153(7)

Articles

PWC, "Non-Resident Employer Certification Program: Compliance Reviews and other Updates", PWC Tax Insights – Global Mobility Services, Issue 2016-47, 12 October 2016

Scope of CRA review requests to qualifying non-resident employers (QNERs) (p.2)

In early September 2016, the CRA started issuing review letters to...

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PWC, "New Non-Resident Employer Certification program: Payroll withholding relief for foreign employers with frequent business travellers to Canada", Tax Insights, Issue 2016-02, 15 January 2016

CRA transitional relief (p. 2)

Notably, as part of the transition to this new employer certification program, the CRA will consider granting...

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Forms

RC473 Application for Non-Resident Employer Certification 12 January 2016

Application first

Applications should be received at least 30 days...

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