![]() |
Canada Revenue Agency |
加拿大税务局 | 2024 | Protected B when completed | |||||||||||||||||||||||||||||
01 | |||||||||||||||||||||||||||||||||
T3 | Trust Income Tax and Information Return | Do not use this area. | |||||||||||||||||||||||||||||||
• | All legislative references on this return refer to the Income Tax Act and Income Tax Regulations. | ||||||||||||||||||||||||||||||||
• | For more information on completing this return, see "Chapter 2 – Completing the T3 return" in Guide T4013, T3 Trust Guide. All references to "the guide" on this return refer to Guide T4013, T3 Trust Guide. |
||||||||||||||||||||||||||||||||
A trust that is required to file a T3 return, other than a listed trust (see "Listed Trusts" in the guide), must include the beneficial ownership information requested on Schedule T3SCH15, Beneficial Ownership Information of a Trust. If the T3 return filed does not include the beneficial ownership information required, one or more penalties may be assessed (see "Penalties and interest" in the guide). |
|||||||||||||||||||||||||||||||||
For additional information, see "Chapter 1 – General Information: Who should file" in the guide. | |||||||||||||||||||||||||||||||||
▲ | Step 1 – Identification and other information | ||||||||||||||||||||||||||||||||
Trust account number | |||||||||||||||||||||||||||||||||
T | The fiscal period of this return is: |
from |
to |
||||||||||||||||||||||||||||||
Name of trust | |||||||||||||||||||||||||||||||||
Residence of trust (at the end of the tax year) | |||||||||||||||||||||||||||||||||
Specify country (if other than Canada) | If Canada, select the province or territory | ||||||||||||||||||||||||||||||||
Trustee information (choose only one of the two following options and fill in the required information about the trustee.) | |||||||||||||||||||||||||||||||||
Enter only the information of the trustee that is the CRA’s primary contact. Do not enter information for any other trustees. | |||||||||||||||||||||||||||||||||
Option 1 – The trustee is an individual (for example, a trustee, a custodian, an executor, a liquidator, or an administrator) | |||||||||||||||||||||||||||||||||
First name of trustee | Last name of trustee | Telephone number | |||||||||||||||||||||||||||||||
Address | City | Province, territory or State | Country | Postal or ZIP code | |||||||||||||||||||||||||||||
Option 2 – The trustee is a non-individual (for example, a corporation, a partnership, or a trust company) | |||||||||||||||||||||||||||||||||
Name of non-individual trustee | |||||||||||||||||||||||||||||||||
First name of contact person | Last name of contact person | Telephone number | |||||||||||||||||||||||||||||||
Address | City | Province, territory or State | Country | Postal or ZIP code | |||||||||||||||||||||||||||||
If the mailing address of the trust is different from the address above, fill in this section. | |||||||||||||||||||||||||||||||||
Care of (c/o) | Telephone number | ||||||||||||||||||||||||||||||||
Address | City | Province, territory or State | Country | Postal or ZIP code | |||||||||||||||||||||||||||||
Trust Information | |||||||||||||||||||||||||||||||||
Is the trust resident on designated Aboriginal settlement lands? |
Yes | 1 |
No | 2 |
If yes, enter the name and settlement number. | ||||||||||||||||||||||||||||
If the trust carries on a business in the year, enter the province or territory where business was carried on. If the trust carried business in more than one province or territory, select multiple jurisdictions. |
|||||||||||||||||||||||||||||||||
If the trust became or ceased to be a resident of | Became | Ceased to be | |||||||||||||||||||||||||||||||
Canada in the tax year, enter the date: | resident | Year Month Day | resident | Year Month Day | |||||||||||||||||||||||||||||
Deemed resident: (see the guide for detailed filing information) | Your language of correspondence: | ||||||||||||||||||||||||||||||||
Is this a deemed resident trust? |
Yes | 1 |
No | 2 |
If yes, please specify any other country in which it is also considered resident. |
English | French | ||||||||||||||||||||||||||
![]() |
|||||||||||||||||||||||||||||||||
T3 RET E (24) | 版权所有 © 2021 AdvTax | Page 1 of 6 | ![]() |
||||||||||||||||||||||||||||||