Author Archives: AdjustedCostBase.ca

Importing Transactions from Questrade into AdjustedCostBase.ca

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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)

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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

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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 […]

Form T1135 (Foreign Income Verification Statement) Filing Requirements

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Canadian investors holding specified foreign property with an aggregate adjusted cost base (ACB) of more than CAD$100,000 at any point during a tax year are required to complete Form T1135 (Foreign Income Verification Statement).  The T1135 is filed along with your personal (T1) or corporate (T2) tax return. The CAD$100,000 threshold is based on the […]