Example: T3 Trust Type Dropdown Fields in Templates

Updated: 2025-03-25

When preparing a T3 trust return, you must indicate the trust type by selecting the numerical Code or the text description from the Type field. These two fields stay in sync with each other, no matter which field you use. They even share the same field code {{CurrentClient.Info.ID.Type}}.

Inserting the Trust Type Code or Description

Pasting {{CurrentClient.Info.ID.Type}} into a template will display the value of the field. This is neither the trust type code, nor the description you see on the Info worksheet. For example, if you select code 905, preview value is TestamentarySpousal.

Use the format() function to display the code or the description from the trust type field.

• To display the trust type code, format the field code as a code:  {{format(CurrentClient.Info.ID.TypeField,"code")}}
• To display the trust type description, format the field code as a text:  {{format(CurrentClient.Info.ID.TypeField,"text")}}

Finding the Value or ID

1. Paste {{CurrentClient.Info.ID.Type}} into a template to preview the value of the field.
2. You can use the value to create a condition (see below), such as {{CurrentClient.Info.ID.Type=Type="TestamentarySpousal"}}.
3. The field also has a numerical ID for each entry. To find the ID, edit the field code to add Field at the end: {{CurrentClient.Info.ID.TypeField}} 
4. The preview for this code will show Principal.Info.ID.Type = 1, 1 being the ID you can use to write a condition (see below), instead of the value. For example {{CurrentClient.Info.ID.Type=1}}.
5. Make a different selection from the dropdown to preview the value or ID for a different trust type.

Creating a Condition

Before you start, we recommend breaking apart the field code. This will shorten the condition and make it easier to read. You can divide it up in a few different ways. We typically suggest the following:

1. Create an opening and closing condition for the CurrentClient context. (Green highlight in the screen capture.)
2. Within that, create an opening and closing condition for the Info.ID portion of the field code, removing the row number. (Yellow highlight in the screen capture.)
3. This leaves the Type portion for the main condition. (Everything that comes between each pair of tags.)

Once you have a simplified field code, you can either use the text value or ID to create a condition. The screen capture shows both examples separately.

4. Find the value or the ID for all the trust types you want to use in the condition (see above).
5. Use the or operator to write a condition for multiple values or IDs. (Pink highlight in the screen capture.)
6. If you use the text values, you must put them in quotation marks.
7. If you use the numerical IDs, you can omit the quotation marks. It also makes your condition much shorter.
8. Close the condition by repeating the tag with a slash at the beginning.
9. In between these two tags, enter the text you want to display for testamentary trusts. 

Sample Code

Copy this sample code into a template to try it out.

Sample 1: Value, ID and Formatting

Sample 2: Condition With Value

Sample 2: Condition With ID