Section 85 Rollover Tool

ITA s.85 — Property Transfer to a Corporation at Elected Amount
ITA § 85
Swift Accounting — Section 85 Rollover Document Package

Documents

📬
Cover Letter
To client's lawyer
📋
Facts & Assumptions
Appendix 1
📊
Step Plan
Appendix 2
⚖️
Transfer Agreement
Operative agreement
📝
Directors' Resolutions
Corporate authorization
📈
Share Attributes
Appendix 3
📄
T2057 Prep Sheet
CRA form guide
Filing Checklist
Post-closing & filings