Filing a T3 Trust Return

Thank you for your interest in my webinar

What you'll get:

  • Access to the video(s) for 6 months
  • 2.5 hours of verifiable professional development
  • A certificate of completion
  • Slides available for download (in Adobe, if you want them)
  • Closed captioning (you can turn on or off)

This webinar will explain how to complete a trust tax return (a T3) and includes:

  • What is a trust, a beneficiary, settlor, trustee, and graduated rate estate (GRE) and how you wind-up a trust
  • Due dates, late filing penalties, the trust account number and types of trusts
  • How you complete the T3 jacket and the schedules, and how you input various types of income and credits
  • Allocating income and capital (i.e., assets) to the beneficiaries of the trust
  • How to fill out Schedule 15, T3 slips and the T3 Summary, and
  • What happens after you file a return, instalments and correcting errors using a T3-Adj