If you notice errors on a Form T3, Statement of Trust Income Allocations and Designations (T3 slip), after you file it, you will have to prepare an amended slip to correct the information. When you send amended slips, do not include slips that have no changes. Give copies to the recipient.

If you prepare and issue an amended T3 slip after you have filed the original slip with us, you may have to send an amended T3SUM, Summary of Trust Income Allocations and Designations. If there is a change to the amounts in the boxes shown on the front of the summary, send an amended T3 Summary. If the amended T3 slip affects the amounts shown on the T3RET, T3 Trust Income Tax and information Return, or on T3SCH9, Income Allocations and Designations to Beneficiaries, do not file another T3 return. Instead, send us a completed Form T3-ADJ, T3 Adjustment Request, or a letter providing the details of the change. Indicate the tax year you want us to change and attach any supporting documents. Include the trust’s account number on the letter.

Amending slips over the Internet

To amend a T3 slip over the Internet, change only the information that is wrong and keep the other original information. Use summary report type code A and slip report type code A.

For more information about amending slips over the Internet, go to Filing Information Returns Electronically (T4/T5 and other types of returns).

Amending slips on paper

Clearly identify paper slips as amended by writing “AMENDED” at the top of each slip. Make sure you fill in all the necessary boxes, including the information that was correct on the original slip. Send two copies of the slips to the recipient. Send one copy of the amended slips to us with a letter explaining the reason for the amendment.

Forms and publications

• Guide T4013, T3 Trust Guide
• Form T3, Statement of Trust Income Allocations and Designations
• T3SUM, Summary of Trust Income Allocations and Designations
• T3RET, T3 Trust Income Tax and information Return
• T3SCH9, Income Allocations and Designations to Beneficiaries
• Form T3-ADJ, T3 Adjustment Request

Related links

• Internet file transfer (XML)