This webinar explains how to complete a trust tax return (T3), including all accompanying schedules and T3 slips. It also covers tax compliance rules and filing deadlines. Numerous practical examples are used to clearly explain everything required to file a trust or estate tax return.
Features
This webinar covers how to complete a trust tax return (T3), including:
- What a trust is and the roles of a beneficiary, settlor, trustee, graduated rate estate (GRE), qualified disability trust, and bare trust
- How to wind up a trust and complete the T1135 foreign reporting form
- Due dates, late-filing penalties, trust account numbers, and different types of trusts
- How to complete the T3 jacket and schedules, including entering various types of income and credits
- Allocating income and capital (assets) to trust beneficiaries
- How to complete Schedule 15, T3 slips, and the T3 Summary
- What happens after filing a return, including instalments and correcting errors using a T3-Adj
schedule3 CPD hours on-demand video
signal_cellular_altBeginner level
task_altPreparation required
calendar_todayPublished Apr 17, 2026
workspace_premiumCertificate of completion
errorBasic familiarity with Canadian personal income tax concepts and access to current CRA T3 tax forms and schedules is recommended.
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