Filing a T3 Trust Return

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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

$105.00 CAD

This webinar and all course material is subject to copyright. You agree to not take any action(s) that will violate copyright. You agree to avoid selling, renting or distributing this course or any course material to anyone else without the copyright holder’s express written permission. 

You agree that this webinar and all course material does not constitute legal, tax or other professional advice. A tax specialist should be consulted before undertaking tax planning or finalizing a tax return, form, or business transaction. You agree that Jason Fleming and JasonFlemingTax assume no liability for loss or damages caused by relying on this material. 

You agree to pay the course fee, plus any applicable sales tax, and you understand that all sales are final and no returns or exchanges are allowed.