Sample Source Deduction Letter Revenue Canada Taxation District Taxation Office Attn.: Source deductions regarding tax deduction waivers REQUEST FOR REDUCTION OF TAX DEDUCTIONS AT SOURCE Name____________________________ SIN____________________ Address__________________________________________________________________ Phone no. (business)______________________________ Employer's name___________________________________ Name of payroll officer __________________________ Address__________________________________________________________________ Phone no. (business)______________________________ Address of payroll office, if different from above _________________________________________________________________________ 1 hereby request an authorization for my employer to take into consideration an additional exemption for source deduction purposes because 1 anticipate the following allowable deduction(s) for the year 19 1. Registered Retirement Savings Plan Premiums: $_________________ Attach photocopy of receipts for contributions already made or supply details of contributions to be made on a regular purchase plan. 2. Interest and Carrying Charges on Investment Loans: $_______________ Attach copy of loan agreement with lender, or supply statement(s) from lender(s), confirming amount (s) and date (s) of loan (s) and estimated interest for the taxation year State purpose of the loan and details of investment of principal amount of loan. For mutual fund investment, attach copy of receipts. 3. Alimony or Separation Allowance Payment Deemed to Be Child Support Payments to: Name_______________________________________ SIN__________________________ Address___________________________________________________ $_____________ Attach copy of judgment or written separation agreement (including any previous agreement) if not previously filed with the department. Judgment or written agreement must have been made before May 1, 1997 for these payments to be deductible and payments must not be identified as solely for the support of the former spouse. 4. Other: $_______________ Specify and provide full details on separate sheets if necessary (e.g., child care expenses, limited partnership losses, mining, or other tax shelter investments). STATEMENT OF ESTIMATED INCOME FROM ALL SOURCES IN 19 Salary, bonuses, etc. $__________ Commission income less expenses claimed on TDIX (Attach copy.) $__________ Interest and foreign dividends $__________ Dividends from Canadian taxable corporations(State actual amount.)$__________ Net rental income (loss) $__________ Other income (Specify business, capital gains, pension, etc.) $__________ Are tax returns filed for all years now due? __________________ if not, state years for which returns have not been filed ___________________ Explain why tax returns not filed ___________________________________________ _____________________________________________________________________________ Has assessment notice been received for the latest year required to be filed? _____________________________________________________________________________ If not, state date return filed _____________________________________________ Were any taxes unpaid on filing? ____________________________________________ If yes, state amount of debit _______________________________________________ if refund claimed, state approximate amount of refund claimed $__________ I claim personal tax credits for 19____ for dependents. Spouse (common-law spouse, or equivalent to married)_________________________ I certify that the information given in this statement is correct and complete to the best of my knowledge and belief. Date_______________ Signature____________________________________________