Filing a T3 Trust Return

This webinar will explain how to complete a trust tax return (a T3) and the accompanying schedules and T3 slips

Recorded April 30, 2025.

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

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