Tax Court Rules

Section 29

Cases

International Hi-Tech Industries Inc. v. The Queen, 2014 TCC 198

Prior to its bankruptcy, the appellant granted a general security agreement ("GSA") to its holding body corporate and related companies as...

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Locations of other summaries Wordcount
Tax Topics - Excise Tax Act - Section 266 - Subsection 266(2) secured creditors able to bring claim for ITCs of bankrupt 277
Tax Topics - Excise Tax Act - Section 301 - Subsection 301(1.1) secured creditors able to bring claim for ITCs of bankrupt 277

Section 53

Cases

AgraCity Ltd v. Canada, 2016 DTC 5006 [at 6525], 2015 FCA 288

The taxpayer (“AgraCity”) was wholly-owned by Jason Mann. A Barbados corporation ("NewAgco-Barbados") was wholly-owned by a second...

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Locations of other summaries Wordcount
Tax Topics - Income Tax Act - Section 247 - New - Subsection 247(2) boundary between ss. 247(2)(a) and (b) is unresolved/inconsistent assessments of related taxpayers 389
Tax Topics - Income Tax Act - Section 152 - Subsection 152(1) inconsistent assessments of related taxpayers 180
Tax Topics - Other Legislation - Federal - Tax Court Rules - Section 82 inconsistent assessments of related taxpayers 307

AgraCity Ltd. v. The Queen, docket 2014-1537

In her Reply, the Minister alleged that a Barbados corporation ("NewAgco") which did not deal at arm's length with the taxpayer, took over a...

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Locations of other summaries Wordcount
Tax Topics - Income Tax Act - Section 163 - Subsection 163(2) Reply must explain specific bases on which a penalty was imposed 240
Tax Topics - Income Tax Act - Section 247 - New - Subsection 247(2) factual allegation that foreign affiliate did nothing was fatal to ss. 247(2)(a) and (c) pleadings but not ss. 247(2)(b) and (d) 220

Section 82

Cases

AgraCity Ltd v. Canada, 2016 DTC 5006 [at 6525], 2015 FCA 288

A Barbados corporation reported substantial profits from the sale of a herbicide to Canadian farmers, and deducted amounts paid to a non-arm’s...

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Locations of other summaries Wordcount
Tax Topics - Income Tax Act - Section 247 - New - Subsection 247(2) boundary between ss. 247(2)(a) and (b) is unresolved/inconsistent assessments of related taxpayers 389
Tax Topics - Other Legislation - Federal - Tax Court Rules - Section 53 inconsistent assessments of related taxpayers 240
Tax Topics - Income Tax Act - Section 152 - Subsection 152(1) inconsistent assessments of related taxpayers 180

Subsection 82(2)

See Also

Canadian Imperial Bank of Commerce v. The Queen, 2015 DTC 1235 [at 1551], 2015 TCC 280

Issues in the appeal of the taxpayer respecting whether it could deduct a payment of Cdn.$2.9 billion made to settle actions against it in...

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Locations of other summaries Wordcount
Tax Topics - Income Tax Act - Section 232 - Subsection 232(1) - Solicitor-Client Privilege internal investigations severable and also not legally supervised/no implied waiver by stating that position informed by legal advice/no partial waiver where no prejudice/no litigation privilege re previously completed civil suit/no privilege for commissioned 3rd party report re damages/common interest privilege re other bank defendants 498
Tax Topics - Other Legislation - Federal - Tax Court Rules - Section 84 metadata insufficient description for non-email documents 190
Tax Topics - Other Legislation - Federal - Tax Court Rules - Subsection 95(1) other law suits not potentially relevant comparators 178
Tax Topics - Other Legislation - Federal - Tax Court Rules - Subsection 86(1) no extensive discovery of auditor without following Rule 86 164

Section 84

Cases

Canadian Imperial Bank of Commerce v. The Queen, 2015 DTC 1235 [at 1551], 2015 TCC 280

The taxpayer provided a list of 21,000 documents, prepared using metadata.

Some are only described as “Word document,” “Powerpoint...

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Locations of other summaries Wordcount
Tax Topics - Other Legislation - Federal - Tax Court Rules - Section 82 - Subsection 82(2) scope of discovery and of settlement privilege 551
Tax Topics - Income Tax Act - Section 232 - Subsection 232(1) - Solicitor-Client Privilege internal investigations severable and also not legally supervised/no implied waiver by stating that position informed by legal advice/no partial waiver where no prejudice/no litigation privilege re previously completed civil suit/no privilege for commissioned 3rd party report re damages/common interest privilege re other bank defendants 498
Tax Topics - Other Legislation - Federal - Tax Court Rules - Subsection 95(1) other law suits not potentially relevant comparators 178
Tax Topics - Other Legislation - Federal - Tax Court Rules - Subsection 86(1) no extensive discovery of auditor without following Rule 86 164

Subsection 86(1)

Cases

Canadian Imperial Bank of Commerce v. The Queen, 2015 DTC 1235 [at 1551], 2015 TCC 280

On discovery of the taxpayer (“CIBC”) in its appeal respecting whether it could deduct a payment of Cdn.$2.9 billion made to settle actions...

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Locations of other summaries Wordcount
Tax Topics - Other Legislation - Federal - Tax Court Rules - Section 82 - Subsection 82(2) scope of discovery and of settlement privilege 551
Tax Topics - Income Tax Act - Section 232 - Subsection 232(1) - Solicitor-Client Privilege internal investigations severable and also not legally supervised/no implied waiver by stating that position informed by legal advice/no partial waiver where no prejudice/no litigation privilege re previously completed civil suit/no privilege for commissioned 3rd party report re damages/common interest privilege re other bank defendants 498
Tax Topics - Other Legislation - Federal - Tax Court Rules - Section 84 metadata insufficient description for non-email documents 190
Tax Topics - Other Legislation - Federal - Tax Court Rules - Subsection 95(1) other law suits not potentially relevant comparators 178

Subsection 95(1)

Cases

Canadian Imperial Bank of Commerce v. The Queen, 2015 DTC 1235 [at 1551], 2015 TCC 280

Issues in the appeal of the taxpayer respecting whether it could deduct a payment of Cdn.$2.9 billion made to settle actions against it in ...

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Locations of other summaries Wordcount
Tax Topics - Other Legislation - Federal - Tax Court Rules - Section 82 - Subsection 82(2) scope of discovery and of settlement privilege 551
Tax Topics - Income Tax Act - Section 232 - Subsection 232(1) - Solicitor-Client Privilege internal investigations severable and also not legally supervised/no implied waiver by stating that position informed by legal advice/no partial waiver where no prejudice/no litigation privilege re previously completed civil suit/no privilege for commissioned 3rd party report re damages/common interest privilege re other bank defendants 498
Tax Topics - Other Legislation - Federal - Tax Court Rules - Section 84 metadata insufficient description for non-email documents 190
Tax Topics - Other Legislation - Federal - Tax Court Rules - Subsection 86(1) no extensive discovery of auditor without following Rule 86 164

Section 99

Subsection 99(2)

See Also

Teranet Inc. v. The Queen, 2016 TCC 42

As a result of a 2006 reorganization for the conversion of the Teranet group to an income fund structure, the taxpayer became liable to its...

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Section 145

Subsection 145(3)

See Also

Gerbro Holdings Company v. Canada, 2016 TCC 173

The report of the taxpayer's expert, which compared returns on Canadian and non-Caandian hedge funds in support of the commerciality of the...

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Locations of other summaries Wordcount
Tax Topics - Income Tax Act - Section 94.1 - Subsection 94.1(1) offshore hedge fund investments were chosen in the main for commercial reasons (e.g., manager reputation), so that s. 94.1 did not apply 362
Tax Topics - General Concepts - Onus no taxpayer burden to displace assumptions of mixed fact and law 71
Tax Topics - Statutory Interpretation - Hansard, explanatory notes, etc. MInister's statement was false 130

Rule 147

Rule 147(1)

Cases

Mariano v. The Queen, 2016 TCC 161

16,000 donors participated during the 2004 and 2005 taxation years (and 27,000 up until 2014) in a leveraged donation program. The Crown was...

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Rule 147(3)

See Also

Standard Life Assurance Company of Canada v. The Queen, 2015 TCC 138

The Crown had made a settlement offer to the taxpayer under which the taxpayer would conced that it was not carrying on an insurance business in...

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