AboutCTF

CTF Policies

General

Prices

All prices are in Canadian funds unless otherwise indicated. All prices are subject to change without notice.

Sales Taxes

  • GST/HST registration number R-106867260
  • QST registration number 1007810055

Residents of Canada are subject to tax at the prevailing tax rates on their purchases from the Foundation, as follows:

 

  Exempt  GST only   HST  QST
 Books   X    
 Breakfast/Lunch Meeting Registration fees X      
 Conference Binders X      
 Membership X      
 Online Learning X      
 Seminar Registration Fees X      
 Shipping and Handling   X    
 Subscriptions to Canadian Tax Journal     X X
 TaxFind Subscription Fees X      
 Webinars X      

 

Payment

The Foundation accepts payment by cheque or credit card. Payment by debit card is not accepted. The following credit cards* are accepted:


   


*To protect the security of our members, the Foundation cannot accept e-mails containing credit card information (number, expiry date, security code).

Website Transactions

To make an online transactions—to register for an event, purchase a publication, or pay fees for membership or TaxFind®)—you must be logged on to the CTF website. If you have not logged on before, click on My Account, then Create an Account, and follow the instructions.

All transactions processed on the CTF website must be paid with one of the valid credits shown above.

Receipts

The Foundation does not issue tax receipts for online transactions. The CTF website generates purchase confirmations for registrations, publications, membership fees, and TaxFind® fees. These confirmations are considered to be receipts. You should print these confirmations for your records.

Membership

Membership is valid for one full year from the date that we receive your application and payment. Payment must accompany the application. Membership is non-transferable, and fees are non-refundable.

Membership expires at the end of the membership term. After the expiry date, the Foundation allows a grace period of 30 days during which you continue to receive membership benefits.

If your membership fees are not paid by the end of the grace period, your membership is cancelled. You may reinstate your membership by contacting ctfmembership@ctf.ca.

The Foundation offers several types of membership, with rates that reflect the stages that individuals have reached in their professional careers. To view member types and rates, click here.

Members are required to inform the Foundation of the following information:

  • the date that the member (if a student) will stop being a student,
  • the date that the member began practising tax (“tax practice start date”)
  • the date that the member reaches 65 and qualifies for retired-member rates

When an individual’s membership status changes, any applicable change in rates will be applied at the beginning of the next membership year.

 

Events

Events organized by the Foundation are open to both members and non-members.

Registration

All attendees must register individually for Foundation events. Sharing a registration between two or more individuals is not permitted. Registration is not complete and cannot be confirmed until payment is received. Exceptions apply for events taking place in the province of Quebec.

Admission to Events

Admission to event sessions and functions is restricted to registered individuals wearing the official event name badge. The name badge must be worn at all times in order to participate in conference activities. The name badge cannot be shared with or transferred to another individual.

Registration Substitutions

Substitution is permitted if a registrant is unable to attend a conference. The registration may be transferred to another individual, provided the substitute has the same membership status as the original registrant. Requests for substitution should be submitted to the Conference Department (conferences@ctf.ca). The deadline for substitution requests is 5 (five) business days prior to the start of the conference. Substitution requests after the deadline must be made at the conference site.

Registration Cancellation

A registration may be cancelled by providing a written request for cancellation to the Conference Department (conferences@ctf.ca). The cancellation deadline is 5 (five) business days prior to the conference start date. Refunds for the registration fee less the applicable administration fee will be issued by cheque; please contact the conference department for details.

Refunds do not apply for cancellation requests received after the deadline. Conference materials will be sent by mail within 2 weeks following the conference.

Personal Information Consent

Information gathered from your registration for the conference will be used and disclosed by the Foundation for the purposes of administering the conference. In addition, a delegate list containing names, companies, e-mail addresses, cities, and date of registration is produced, and it is made available to sponsors, exhibitors, and others involved with the Foundation who may want to contact delegates regarding their activities. If you do not want your name and contact information included in the delegate list and thus disclosed, please e-mail us immediately at conferences@ctf.ca in order to opt out. For more information on our privacy practices, see our privacy policy .

Conference Photos

The Foundation photographs and videotapes events for our archives. These images may on occasion be published on the Foundation’s website and its social media accounts for conference-related purposes. Registrants who do not want their image published must notify the Conference Department (conferences@ctf.ca).

Audiotaping

The Foundation does not permit the use of recording devices in any session.

Conference Sessions on Video

The Foundation videotapes conference sessions for post-conference viewing via the CTF website. Access to videos is automatically granted to individuals who registered for the conference/event. Individuals who were not registered for the conference/event but want to view the videos may purchase access to them separately.

Conference Materials

Conference materials are available in electronic or binder format. Electronic access to conference materials via the Foundation’s website is included in the registration fees. Conference materials in binder format are available for a small charge.

Douglas J. Sherbaniuk Research Centre

Loan Service (library to library) – Members only

The Research Centre’s loan service is restricted to Foundation members. If you are a member, your firm or company library or information centre may request a copy of a publication from our stacks on your behalf. The loan period is one week. This term is renewable for up to three weeks if there are no holds on the item. Rare and historical books from our archival collection are excluded from this service.

Personal loans

The Research Centre’s collection is composed largely of reference materials and can be loaned to you only through an established library. We are unable to process loans to members or non-members directly, but we can provide you with tables of contents from publications. Photocopies or printouts can be made only for personal research purposes.

Photocopying and printing

Photocopies and computer-printed pages are 20 cents per page (single- or double-sided) for members and 25 cents for non-members. The photocopier is not coin-operated. Research Centre patrons are responsible for making their own copies.

Computer usage

Computers are available for your use and are equipped with Internet and Microsoft Office suite, along with a comprehensive collection of tax research databases. Usage time is booked for 30-minute periods but can be extended indefinitely if there is no queue.

Downloading or exporting data

Copyright law prohibits the downloading, exporting, or copying of digital information from commercial subscription databases (online, CDs, DVDs) in the Research Centre to external memory/storage devices, and it prohibits the transmission of copyrighted information via electronic modes (e-mail, cellphones, tablets, etc.).

Consumables

Food and drink are not allowed in the Research Centre. Closed bottles of water are allowed, and you may use the kitchen on request.

Other

We kindly ask that you DO NOT RESHELVE the books or other materials.

The Canadian Tax Foundation is not responsible for the loss or theft of personal property, such as laptops or cellphones, during your time at the Research Centre.

The Canadian Tax Foundation reserves the right to check your personal bags if the security gate alarm goes off during your exit.

TaxFind® 

The Foundation licenses access to TaxFind® under its standard licensing agreement. Licences are available in single- and multi-user formats for a term of 12 months from the date of purchase, and they renew automatically on the annual renewal date. Licence fees are non-refundable.

Access to TaxFind® is restricted to the individual named on the licence, who must be registered with the Foundation at the time the licence is purchased. In the case of multi-user licences, the number of registered users cannot exceed the number of licences purchased; however, access may be transferred from one individual to another, if required.

As part of its ongoing commitment to promoting the understanding of the Canadian tax system, the Foundation provides access to TaxFind® at no charge to students who are enrolled in a recognized tax program. Applications for access must be submitted in advance by the instructor of the program. Please contacttaxfind@ctf.ca for more information.

Publications

Purchasing

Individual purchase of publications. Publications available for purchase are listed on the CTF website and must be purchased through the website. Orders are not accepted over the phone or by email. To purchase a publication, you must log into your account on the CTF website and make the transaction there. If you are purchasing a publication on behalf of another individual, you must use that individual’s account information for the purchase. If you are ordering multiple copies on behalf of multiple individuals, you must place separate orders for each individual, using each individual’s account information.

Bulk purchase of publications for schools. Bookstores or professors who want to place a bulk order for a book to be used for a course may send a request by email to CTFpublications@ctf.ca. In these cases, an invoice will be issued, and payment may be paid by cheque or credit card.

Items Out of Stock

The Foundation endeavours to maintain a sufficient quantity of publications on hand to fulfill all orders on a timely basis. If the website indicates that a publication is not in stock, you may place a back order by sending an e-mail to ctfpublications@ctf.ca. The item will be placed on back order and the order fulfilled as soon as possible.

Order Fulfillment 

Orders received before 11:00 a.m. EST will be processed the same day. Orders received after 11:00 a.m. EST will be processed the following day.

Shipping and Handling

Shipping and handling charges apply to all orders. Rates are based on delivery location, total weight of the order, and shipping method selected.  Two shipping methods are offered:

  1. Canada Post Parcel service – allow 1 to 2 weeks for delivery in Canada and the United States. Allow 4 to 6 weeks for delivery outside North America.
  2. Courier service - next day or equivalent service depending on delivery location

Returns

The Foundation permits the return of books and publications within 30 days of the original order date.  Conference Binders in both formats – binder and USB are not returnable.

Returns must be preauthorized by the Canadian Tax Foundation.  Publications must be in excellent condition – unused, unsoiled and undamaged.  A 15% restocking fee will be applied.  The shipping cost associated with returning the publications to the Foundation is the responsibility of the purchaser.

Unauthorized books or publications returned in soiled or damaged condition will not be accepted for refund or credit.

On receipt of the returned publications, the Foundation will issue a refund by cheque equal to the purchase price times the number of units less 15% restocking and applicable taxes. Shipping and handling fees charged on the original order are not refundable.

To obtain preauthorization, complete the Publications Return Authorization form and send it via fax to the Publications Distribution Department in Toronto or via email ctfpublications@ctf.ca

Publication Ethics and Publication Malpractice Statement  (Canadian Tax Journal)

eBooks

Certain CTF publications are available in eBook format.  eBooks may be purchased via the website or by sending an order via email to ctfpublications@ctf.ca.

On receipt of payment, an email containing a link to the eBook is sent to the purchaser. Only the purchaser is entitled to download the eBook and must agree to the Copyright Statement to activate the download.

In order to accommodate multiple devices, eBooks may be downloaded a maximum of 5 times.  

Paid eBook orders are non-cancellable and non-refundable.

Subscriptions to the Canadian Tax Journal

The Canadian Tax Journal is published quarterly by the Canadian Tax Foundation.  The subscription year is January to December.  Partial year subscriptions are not accepted, however, individual copies may be purchased without a subscription. 

New Subscriptions

The CTF Subscription Order Form must be completed for all new orders. Subscription orders received after the first issue has been distributed will be back-dated to January 1st and any back issues will be sent on receipt of payment.  Unless otherwise requested, subscription orders received in November/December will begin the following January.

Subscription Renewals

The CTF issues subscription renewal notices approximately 6 weeks in advance of the renewal date.  Payment is required prior to the renewal date.  A copy of the subscription renewal notice should accompany payments made by cheque.  Payments must include the CTF ID# assigned to the Subscriber and the Subscription Agency (if applicable).  Payments received by the CTF that do not comply with these terms will be returned to the sender.

Claims

Non-delivery of an issue of the Canadian Tax Journal must be reported to the Subscriptions Department (ctfsubscriptions@ctf.ca) within 8 weeks of publishing date.  Claims will be investigated and replacement issue(s) shipped as soon as possible.

Subscription Cancellations

Subscription cancellation requests will be processed to take effect on the expiry date (December 31st) of the current subscription year. Subscription fees are non-refundable.

Standing Orders

The Canadian Tax Foundation accepts standing orders from libraries, institutions, companies and individuals for publications that are issued on an annual basis:

 Publication Title    Estimated Publication Date
 Report of the Proceedings of the Annual Tax Conference  September/October
 Regional Conference Binders
(also available on USB)
 Prairie Provinces Tax Conference  May/June
 British Columbia Tax Conference  September/October
 Ontario Tax Conference  October/November
 Atlantic Provinces Tax Conference  November/December

The Request for Standing Order form must be completed for all orders.  Orders may be changed at any time by emailing ctfpublications@ctf.ca.

Orders will be shipped automatically on publication until such time as written cancellation notice is received by the Foundation.

Shipping and handling charges apply to all orders. Rates are based on delivery location, total weight of the order, and shipping method selected.

Orders will be invoiced at the rate in effect at the time of shipment. The invoice will accompany the shipment.  Payment is due within 30 days of the invoice date.

Returns of standing orders are not accepted.

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