Related information

Related information

My Trust Account

My Trust Account allows you to view and update Trust account information including address, direct deposit, and authorized representatives. Find out how to register at About My Trust Account.

Access to the trust account

If you want online access to the T3 trust account, and to learn more about our online services, go to About My Trust Account.

With offline access to the T3 trust account, you can request information in writing by sending a letter to your tax centre at the address listed under "If the trust resides in:". Otherwise, information can be requested by phone as indicated on the guide.

Receive your CRA mail online

Set your correspondence preference to "Electronic mail" to receive email notifications when CRA mail, like your notice of assessment, is available in your account.

For more information, go to Email notifications from the CRA - Individuals.

Submit and file documents online related to T3

Trust administrators and tax preparers can submit documents online related to the T3 return for residents and non-residents. Sending documents through the Submit documents online service is secure, reliable, easy, and more efficient.

Documents you can submit online

The following documents can be submitted online for estates and trusts:

• Form T3-ADJ, T3 Adjustment Request

• Supporting documentation requested within the current year T3 return, including

  • Trust agreement

  • Schedule of Assets

  • Details of asset distributions to beneficiaries

  • Changes to beneficiaries

  • Details of non-arm's length loans from or to beneficiaries and other parties

  • Details on private corporation shares held by the trust

  • Details on property contributions

• All supporting documents the CRA asks for to fill out the T3 tax assessment or reassessment.

How to submit your document(s) online

To submit documents online related to the T3 return through the CRA's secure portal, go to Sign in to your CRA account.

After you submit your document(s)

After submitting documents, a confirmation page will display a confirmation number, as well as a case or reference number for future communication regarding the documents.

Please note that the CRA scans all documents submitted online for malware and viruses according to the CRA's and Shared Services Canada policies and standards.

If your documents are valid and contain no virus or malware, they will be sent to the appropriate area in charge of assessing T3 returns.

Supporting documents

You must send the following documents if they apply to the T3 return you filed online:

• elections

• designations

• agreements

• waivers

• special elective returns (and any supporting documents)

• Form T1135, Foreign Income Verification Statement

Except Form T1135, you must send these documents to the tax centre serving the area the trustee resides in. You can send Form T1135 to the tax centre shown on that form. For more information, go to How to file a T3 return.

Keep all supporting documents, such as books, records, forms, schedules, and receipts, you used to prepare a return for six years from the end of the related tax year.

Reference or case numbers

You can submit documents electronically without a reference or case number. The "Submit documents" service will ask you, from a picklist, to choose the reason you are sending them.

If you want to send other documents related to the original submission, you will need to use the reference or case number you received after your initial submission.

Documents you can file through EFILE

• T3RET, T3 Trust Income Tax and Information Return

• T3ATH-IND, Amateur Athlete Trust Income Tax Return

• T3M, Environmental Trust Income Tax Return

• T3S, Supplementary Unemployment Benefit Plan Income Tax Return

• T3D, Income Tax Return for Deferred Profit Sharing Plan (DPSP) or Revoked DPSP

• T3P, Employees' Pension Plan Income Tax Return

• T3RI, Registered Investment Income Tax Return

• T3GR, Group Income Tax and Information Return for RRSP, RRIF, RESP, or RDSP Trusts

• T1061, Canadian Amateur Athletic Trust Group Information Return

• T3PRP, T3 Pooled Registered Pension Plan Tax Return

• T2000, Calculation of Tax on Agreements to Acquire Shares (Section 207.1(5) of the Income Tax Act)

• Section 216 Returns

Documents you can file online

You can use the CRA's secure Internet File Transfer service to send the following forms in XML format:

• T3SUM, Summary of Trust Income Allocations and Designations

• T3, Statement of Trust Income Allocations and Designations

For more information, go to Submit documents online.

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