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How to do a Trust Tax Return 2026
Navigate complex compliance, avoid costly penalties, and master the art of filing trust returns with confidence.
Program Summary
Speakers Title
Agenda
Credits
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. Numerous examples are provided to cover everything needed for filing a trust or estate tax return.
Features:
- What is a trust, a beneficiary, settlor, trustee, graduated rate estate (GRE), qualified disability trust, and bare trusts
- How to wind up a trust and complete the T1135 foreign reporting form
- Due dates, late filing penalties, the trust account number, and types of trusts
- How to complete the T3 jacket and the schedules, and input various types of income and credits
- Allocating income and capital (assets) to the beneficiaries of the trust
- How to fill out Schedule 15, T3 slips, and the T3 Summary
- What happens after filing a return, including instalments and correcting errors using a T3-Adj
This course includes:
schedule2.5 hours on-demand video
signal_cellular_altIntermediate level
task_altPreparation required
calendar_todayPublished At Apr 3, 2026
workspace_premiumCertificate of completion
errorBasic familiarity with Canadian tax terminology and access to the latest CRA T3 forms and schedules is recommended.
lock1 year access
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