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T3 Return - Trust Information Return

T3 Trust Income Tax & Information Return

As trustee, you have to complete a T3 slip, Statement of Trust Income Allocations and Designations, for each resident beneficiary, including a preferred beneficiary, to whom the trust allocated income in the year. You must also do this for a trust that made any distributions of capital that would result in an adjustment to the adjusted cost base of the beneficiary's interest in the trust. If you allocated income to a non-resident beneficiary, see Column 2 – Non-resident.

The T3 slip shows only the high-use boxes (boxes 12, 14, 16, 18, 21, 23, 26, 30, 32, 39, 49, 50 and 51). There are also six generic boxes with blank codes for less common amounts. If you have to use a generic box, enter the box number and the amount in the other information area. If you need more than six boxes for the same beneficiary, use an additional T3 slip.

You do not have to complete a T3 slip for a beneficiary if the income allocated in the year to that beneficiary is less than $100. However, you have to notify the beneficiary of the allocated income since it still has to be reported on the beneficiary's return.

You have to complete a T3 Summary, Summary of Trust Income Allocations and Designations, even if you only prepare one T3 slip. This is the form you use to record the total of the more common amounts you reported on all related slips. File only one summary for the trust, unless it is a mutual fund trust.

Currently AvanTax prepares the four-page Trust Information Return as well as the related T3 Summary and T3 slips.  T3 slips can be filed electronically or on paper.

AvanTax eForms can also be used to file the related RL-16 / TP-646 with Revenue Quebec.

AvanTax eForms Software
AvanTax eForms software provides you with everything you need to prepare, print & efile your T3 returns, and many additional return types. Whether preparing just a few slips for a single company or tens of thousands of slips for many companies, AvanTax eForms will help you to meet all your tax slip reporting requirements.
Avantax Filing Services
Would you like to avoid the stress of preparing and efiling your returns yourself? Let Avantax Filing Services do the work for you! Simply complete one of our Excel Templates and we'll convert your tax slip data into XML; print & distribute your recipient slips and process & efile your returns with CRA / RQ. Call us and see how we can help you!

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Relevant links to the CRA web site: