T5001 Application for Tax Shelter Identification Number and Undertaking to Keep Books and Records

Download instructions for fillable PDFs

This form is used by a tax shelter promoter to apply for a tax shelter identification number and for undertaking to keep books and records.

Ways to get the form

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  Download and fill out with Acrobat Reader

  You must download and open fillable PDFs in Acrobat Reader 10 or higher.

  • Accessible Fillable PDF (t5001-fill-25e.pdf)
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  Print and fill out by hand

  • Standard print PDF (t5001-25e.pdf)
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  Ask for an alternate format

  You can order alternate formats such as digital audio, electronic text, braille, and large print.

  • Order alternate formats for persons with disabilities