Fundamentals of ACB

Advanced ACB Topics

AdjustedCostBase.ca Site Help

Tax Tools and Resources


Recently Added Posts

Importing Transactions from Scotia iTRADE into AdjustedCostBase.ca

This article contains instructions on how to import transaction data from Scotia iTRADE into AdjustedCostBase.ca in order to accurately calculate your ACB and capital gains. Please note that uploading data from a spreadsheet requires an AdjustedCostBase.ca Premium account. Download your Data from Scotia iTRADE Login to the Scotia iTRADE web interface. Navigate to your non-registered […]

Importing Transactions from TD Direct Investing into AdjustedCostBase.ca

The spreadsheet import functionality on AdjustedCostBase.ca enables you to easily import transactions from your TD Direct Investing accounts. We have a template readily available that is compatible with the TD Direct Investing CSV (comma separated value) format. Just follow the steps outlined below. Please note that you’ll need access to AdjustedCostBase.ca Premium to unlock the […]

Importing Transactions from Questrade into AdjustedCostBase.ca

The spreadsheet importing functionality on AdjustedCostBase.ca enables you to easily import your transactions from your Questrade account. We provide a settings template that is fully compatible with the Microsoft Excel spreadsheet files that Questrade produces. Importing your transactions is simple—just follow the instructions below. Please note that importing data from a spreadsheet requires an active […]

Simplify Your Tax Season: New Spreadsheet Imports, T3 Previews, and More (April 2026)

Since 2010, AdjustedCostBase.ca has been the trusted partner for Canadian investors. To celebrate our 16 Years of excellence, we aren’t just looking back—we’re looking forward. We are thrilled to introduce three powerful new features designed to make your tax season smoother than ever. Improved Spreadsheet Import Functionality (Available for AdjustedCostBase.ca Premium users) New: One-Click Brokerage […]

Taxation of the A&W Revenue Royalties Income Fund / A&W Food Services of Canada Inc. Reorganization

On October 17, 2024 A&W Revenue Royalties Income Fund (symbol: AW-UN.TO) and A&W Food Services of Canada Inc. (symbol: AW.TO) completed a reorganization, resulting in A&W Revenue Royalties Income Fund units being exchanged for a combination of cash and shares of A&W Food Services of Canada Inc.. Prior to reorganization, AW-UN.TO unitholders could elect to […]