T1213 Form – Fill Out and Use This PDF

The T1213 form is a request to reduce tax deductions at source under certain circumstances not covered by the standard Form TD1, Personal Tax Credits Return. It allows individuals to adjust their withholdings for deductions, credits, or non-refundable tax credits, necessitating yearly submission to the Taxpayer Services Regional Correspondence Centre, along with all relevant supporting documents. Ensure your tax obligations from previous years are met before submission to avoid processing delays. Click the button below to start the process of filling out your T1213 form.

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T1213 Form PDF Details

For individuals in Canada looking to optimize their financial planning and reduce the amount of tax withheld from their earnings at the source, the T1213 form serves as a critical tool. This form is designed to be submitted to the Canada Revenue Agency (CRA) to request permission for reduced tax deductions at source on account of various deductions, credits, or non-refundable tax credits that aren't captured by the more general TD1, Personal Tax Credits Return form. Essential for those with significant deductions such as Registered Retirement Savings Plan (RRSP) contributions, child care expenses, support payments, and more, the form requires detailed documentation and a comprehensive list of requested deductions. It's necessary that applicants ensure their income tax returns from previous years are duly assessed and any owed amounts paid in full before submission. The form mandates annual or biennial submissions depending on the consistency of deductible amounts, necessitating precise attention to the requirements for supporting documents to avoid any delays. Moreover, it collects personal information specifically for the administration or enforcement of the Income Tax Act, highlighting the sensitivity and importance of the information provided. Filling out, certifying, and properly sending the T1213 form to the appropriate Taxpayer Services Regional Correspondence Centre—with all relevant details and attachments—can significantly impact an individual's tax situation by potentially lowering the tax withheld throughout the year, thereby affecting immediate financial liquidity and planning.

Question	Answer
Form Name	T1213 Form
Form Length	2 pages
Fillable?	No
Fillable fields	0
Avg. time to fill out	30 sec
Other names	cra form t1213, t1213 request, cra form t1213 oas, t1213 tax

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when completed

Request to Reduce Tax Deductions at Source

Year

•Use this form to ask for reduced tax deductions at source for any deductions, credits, or non-refundable tax credits that are not part of the Form TD1, Personal Tax Credits Return.

•Before you send us your request, make sure that your income tax returns for the previous years are assessed and all amounts owing are paid in full.

•You usually have to file this request every year. However, if from one year to the next, your deductible support payments stay the same or increase, you can make this request every two years. But you have to provide a separate form for each year.

•Send the filled out form with all supporting documents to your Taxpayer Services Regional Correspondence Centre. You will find the address on page two. Incomplete forms may result in processing delays.

Identification

First name											Last name																				Social insurance number



Address


City									Province										Postal code											Telephone number(s)		Business
																														Residence
																														Residence


Employer/Payer

Name																Contact person														Telephone and fax number(s)


Request to reduce tax on

				Salary	Lump sum*	– If lump sum, give payment amount and details (for example, a bonus or vacation pay)
				Salary	Lump sum*
						$



		* If you are using a lump sum amount for an RRSP and the amount is unknown, enter your expected RRSP
			contribution on line 1 without exceeding your RRSP deduction limit.

Deductions from income and non-refundable tax credits

	Registered retirement savings plan (RRSP) contributions																												$
	Registered retirement savings plan (RRSP) contributions																		. . .		. . .		. . .		. . .	. . .	. . .		$				1
		•	Give details or a copy of the payment arrangement contract.


		•	Do not include contributions deducted from your pay by your employer.
	Child care expenses																												$
	Child care expenses				. . . . . . . . . . .	. . . .	. . .		. . . . .		. . . .		. .		. . . . . . . . . . . .			.	.	. . .		. . .		. . .		. . .	. . .	. . .	$					2
		•	Give details on a separate sheet or attach Form T778, Child Care Expenses Deduction.


	Support payments																												$
	Support payments				. . . . . . . . . . .	. . . .	. . .		. . . . .		. . . .		. .		. . . . . . . . . . . .			.	.	. . .		. . .		. . .		. . .	. . .	. . .	$					3


		•	Attach a copy of your court order or written agreement and Form T1158, Registration of Family Support Payments
			(if not previously filed).
		•	Recipient's name and social insurance number:



	Employment expenses																												$
	Employment expenses					. . . .	. . .		. . . . .		. . . .		. .		. . . . . . . . . . . .			.	.	. . .		. . .		. . .		. . .	. . .	. . .	$					4


		•	Attach a filled out Form T2200, Declaration of Conditions of Employment, and Form T777, Statement of Employment
			Expenses.
	Carrying charges and interest expenses on investment loans																												$
	Carrying charges and interest expenses on investment loans																		.	. . .		. . .		. . .		. . .	. . .	. . .	$					5


		•	Attach a copy of statements from the lender confirming the purpose and amount of the loan(s) and the interest
			payments to be made in the year.
	Medical expenses																												$
	Medical expenses				. . . . . . . . . . .	. . . .	. . .		. . . . .		. . . .		. .		. . . . . . . . . . . .			.	.	. . .		. . .		. . .		. . .	. . .	. . .	$					6
		•	Attach a list identifying the medical expenses and indicate the related amount


	Donations																												$
	Donations				. . . .	. . .		. . . . .		. . . .		. .		. . . . . . . . . . . .			.	.	. . .		. . .		. . .		. . .	. . .	. . .		$					7

		•	Attach a list that names the registered charities or other qualified donees and indicates the related amount.

Personal information (including the SIN) is collected for the purposes of the administration or enforcement of the Income Tax Act and related programs and activities including administering tax, benefits, audit, compliance, and collection. The information collected may be used or disclosed for purposes of other federal acts that provide for the imposition and collection of a tax or duty. It may also be disclosed to other federal, provincial, territorial, or foreign government institutions to the extent authorized by law. Failure to provide this information may result in interest payable, penalties, or other actions. Under the Privacy Act, individuals have a right of protection, access to and correction of their personal information, or to file a complaint with the Privacy Commissioner of Canada regarding the handling of their personal information. Refer to Personal Information Bank CRA PPU 005 on Info Source at canada.ca/cra-info-source.

T1213 E (20)

(Ce formulaire est disponible en français.)

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Deductions from income and non-refundable tax credits (continued)

Clergy residence	$
• Attach a filled out and signed Form T1223, Clergy Residence Deduction for the related year.

RPP buying back contributions for past service	$

•Indicate if the buying back is for past service contributions for 1989 or earlier years and the deductible amount.

•Indicate if the buying back is for past service contributions made for 1990 or later years and attach a copy of the Past Service Pension Adjustment (PSPA) certification.

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .Foreign tax credit
• Attach a filled out Form T2209, Federal Foreign Tax Credits, or a letter that includes the calculations.
Other . . . .				$
Other . . . .				$
(for example, moving expenses, carrying forward tuition, education, and textbook amounts, or rental loss)
• Attach all supporting documents*. Use a separate sheet to give details if necessary.

Specify:

*Refer to the Federal Income Tax Guide for information on which supporting documents are needed to justify the deductions and credits you requested.

Total amounts to be deducted from income	$	12


Subtract income not under tax deductions at source (interest, net rental or self-employed income)	–	13

Net amount requested for tax waiver	$	14
Net amount requested for tax waiver	$	14

Certification

I request authorization for my employer/payer to reduce my tax deductions at source based on the information given.

I certify that the information given on this form and in any attached document is correct and complete.

	Signature	Date


If you reside in:		Send your request to:

•	Newfoundland and Labrador	Nova Scotia TSO
•	New Brunswick	Post Office Box 638, Station Central
•	New Brunswick	Halifax NS B3J 2T5
•	Nova Scotia	Halifax NS B3J 2T5
•	Nova Scotia	Fax: 902-450-8558
•	Prince Edward Island

•	Quebec	Jonquière TC
		2251 René-Lévesque Boulevard
		Jonquière QC G7S 5J1
		Fax: 418-699-0203

•	Ontario	London-Windsor TSO
•	Nunavut	451 Talbot Street
•	Nunavut	London ON N6A 5E5
		London ON N6A 5E5
		Fax: 519-645-4029

•	Manitoba	Saskatchewan TSO
•	Saskatchewan	340 3rd Avenue North
•	Saskatchewan	Saskatoon SK S7K 0A8
•	Alberta	Saskatoon SK S7K 0A8
•	Alberta	Fax: 306-652-3211
•	Northwest Territories

•	British Columbia	Fraser Valley TSO
•	Yukon	9737 King George Boulevard
•	Yukon	Post Office Box 9070, Station Main
		Post Office Box 9070, Station Main
		Surrey BC V3T 5W6
		Fax: 604-586-6442

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t1213 fillable completion process explained (step 1)

2. The third step is usually to complete the following blanks: Deductions from income and, Registered retirement savings plan, cid Give details or a copy of the, Child care expenses, cid Give details on a separate, Support payments, cid Attach a copy of your court, if not previously filed, cid Recipients name and social, Employment expenses, cid Attach a filled out Form T, Expenses, Carrying charges and interest, cid Attach a copy of statements, and payments to be made in the year.

t1213 fillable completion process explained (step 2)

Concerning if not previously filed and Child care expenses, make sure you get them right in this current part. These two are certainly the most significant ones in the PDF.

3. The next section is rather easy, Deductions from income and, Clergy residence, cid Attach a filled out and signed, RPP buying back contributions for, cid Indicate if the buying back is, cid Indicate if the buying back is, Past Service Pension Adjustment, Foreign tax credit, cid Attach a filled out Form T, Other, cid Attach all supporting, Specify, Refer to the Federal Income Tax, you requested, and Subtract income not under tax - these form fields will have to be filled in here.

4. Your next subsection needs your involvement in the subsequent parts: I certify that the information, Signature, Date, If you reside in, Send your request to, cid Newfoundland and Labrador, cid New Brunswick, cid Nova Scotia, cid Prince Edward Island, cid Quebec, cid Ontario, cid Nunavut, cid Manitoba, cid Saskatchewan, and cid Alberta. Just remember to fill out all required details to move further.

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T1213 Form – Fill Out and Use This PDF

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