Schedule 9 - Related And Associated Corporations Workchart

When the Workchart is completed for the first time the data that is entered becomes the information relating to the reporting corporation.

The New and Delete buttons allow you to create or delete data concerning the related corporations and the associated corporations.

Important: When you delete a corporation entered in the Workchart, you remove all of the data concerning this corporation from all of the related forms as well.

How to access the information for the different corporations

Once the related corporation or the associated corporation has been added, it is possible to access the information about this corporation via the Workchart by using the drop-down menu, or by accessing any applicable schedule relating to the treatment of the related or associated corporation.

In the Workchart, a drop-down menu displays a summary of the related and associated corporations that are entered. For each corporation entered, you will find the following information:

First copy – The number “1” always indicates the information relating to the reporting corporation or the corporation that is being processed. There is:

• the number of the workchart (number 1);
• the name of the corporation filing the return.

Other copies – There is:

• the number of the applicable workchart;
• the name of the related or associated corporation;
• the description of the relationship code; and
• when it is an associated corporation, the date of the taxation year end.

See also

Create a New Copy of a Multiple Copy Form

Delete a Copy of a Multiple Copy Form

Select a Copy of a Multiple Copy Form