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Courses/Tax/Tax Planning & Compliance *

Filing a T3 Return 2025

Demystifying the T3 trust return. A step-by-step guide to successfully filing for Canadian personal trusts in 2025, ensuring full compliance.

Created byJason Fleming
5.0
(163 reviews)
BeginnerUpdated May 7, 2025
Filing a T3 Return 2025

What You'll Learn

check_circleReport 2025 trust income on T3.
check_circleExplain trust types and residency rules.
check_circleFile Schedule 15 for beneficial ownership.
check_circleCalculate trust tax payable on Schedule 11.
check_circlePrepare T3 slips for allocated income.
check_circleUnderstand T3 filing deadlines and penalties.

About This Course

This webinar will explain how to complete a trust tax return (a T3) and the accompanying schedules and T3 slips. Tax compliance rules and deadlines are also discussed. There are numerous examples to explain everything needed for filing a trust/estate tax return.

This webinar 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 distributions to the beneficiaries of the trust
  • How to fill out Schedule 15, T3 slips, and the T3 Summary
  • What happens after you file a return, instalments, and correcting errors using a T3-Adj

Your Instructor

Jason Fleming
Jason Fleming

CPA, CA, M.Acc

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star4,641 reviews

Jason Fleming is a Chartered Professional Accountant (CPA), Chartered Accountant (CA) with a master’s degree in accounting. Jason is an associate professor, teaching stream, at York University, previously he was a tax manager at a Big-4 accounting firm in Toronto. Jason completed the CICA’s In-Depth tax course, ranked 8th in Ontario on the UFE (the CA professional exam) and taught tax week at the ICAO's Summer School. Jason is the author of CFE Tax, 9th edition, CFE Case Writing, 3rd edition and various tax articles.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

5.0
Student's Choice
163 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.