Preparing a T3 return

Updated: 2025-04-08

Click a timestamp below to jump to a topic:

• Creating a T3 return from a T1 return. (1:05)
• Entering beneficiary information. (5:39)
• Allocating income to beneficiaries. (10:31)
• Using Schedule 9 worksheet to decide which amounts to tax in the trust. (16:57)
• Preparing T3 slips. (18:49)
• Filing T3RET and slips. (22:19)
• Adjusting a T3 return after it has been filed. (26:16)

Date of broadcast: June 25, 2019
Presented by: Sarka Hojda