Home > Trust Filing Services T3

Trust Filing Services (T3)

Personal tax filing should be accurate, organized, and stress-free. At Ram Sharma Accounting, we support individuals, families, and self-employed professionals with reliable tax filing, clear guidance, and compliance-focused service.

Book a Tax Filing Appointment

CRA Trust Filing Deadline (T3)

  • T3 filing deadline: 90 days after the trust’s year-end
    Example: If the trust year-end is December 31, the filing deadline is March 31

Trust Filing Checklist (Documents to Prepare)

To file your return accurately, please prepare the following documents:

Trust Filing Checklist

  • Trust name, trustees, and beneficiary details

  • Trust financial statements or income summary

  • Investment slips (T3/T5)

  • Distribution details to beneficiaries

  • Prior-year trust return (if available)

Trust Information

  • Trust name

  • Trust account number (T3 number)

  • Date the trust was created

  • Type of trust (family trust, estate, bare trust, etc.)

  • Trust deed or will (for estates)

  • List of trustees and beneficiaries

Income Documents

  • Bank statements (interest income)

  • Investment statements (dividends, capital gains)

  • Rental income & expense details (if applicable)

  • Business income & expense details (if applicable)

  • Foreign income details (if any)

Expense & Deduction Documents

  • Professional fees (legal, accounting)

  • Management & trustee fees

  • Bank charges

  • Property expenses (for rental trusts)

  • Investment-related expenses

Distribution Details

  • Amounts distributed or payable to beneficiaries

  • Beneficiary information:

    • Name

    • Address

    • SIN / Business number (if applicable)

  • Previous year T3 slips issued

Additional / Supporting Documents

  • Prior year T3 return & Notice of Assessment

  • Capital gains or losses details

  • CRA correspondence (if any)

  • Bare trust information (if applicable under CRA rules)