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Summary sheet 3 - Active income test

Use this summary sheet to determine whether a CFC passes the active income test.

Last updated 11 September 2016

  1. Was the CFC resident in a particular listed country or unlisted country at all times during the CFC's statutory accounting period?

Yes

Go to question 2.

No

The CFC has failed the active income test.
Tick Fail at question 5 of summary sheet 2.

  1. Did the CFC, or a partnership in which the CFC was a partner, have a permanent establishment in the CFC's country of residence at all times during the period?

Yes

Go to question 3.

No

The CFC has failed the active income test.
Tick Fail at question 5 of summary sheet 2.

  1. Has the CFC, and every partnership in which it was a partner, kept accounts according to commercially accepted accounting principles which give a true and fair view of its financial position?

Yes

Go to question 4.

No

The CFC has failed the active income test.
Tick Fail at question 5 of summary sheet 2.

  1. Has the CFC complied with the substantiation requirements in chapter 4?

Yes

Go to question 5.

No

The CFC has failed the active income test.
Tick Fail at question 5 of summary sheet 2.

  1. Is the tainted income ratio less than 0.05?

Yes

The CFC passes the income test.
Tick Pass at question 5 on summary sheet 2.

No

The CFC has failed the active income test.
Tick Fail at question 5 of summary sheet 2.

Use worksheet 2 to work out the CFC's tainted income ratio.

QC20770