Submitting and filing electronic documents to the T3 Estate and Trust Return programs

Trust administrators and tax preparers can submit documents electronically for the T3 Estate and Trust Return programs for residents, non-residents and T3 retirement compensation arrangements (T3 RCA). Sending documents through the Submit documents online service is secure and reliable, and it makes sending documents easier and more efficient.

Documents you can submit online

The following documents can be submitted electronically for the T3 Estate and Trust Return programs:

• Form T3APP T3, Application for Trust Account Number;
• Form T3ADJ T3, Adjustment Request; and
• supporting documents requested by the T3 Estate and Trust Return programs in order to complete the T3 tax assessment or reassessment.

How to submit your document(s) online

You can submit electronic documents for the T3 Estate and Trust Return programs through two of the CRA’s secure portals: My Account and Represent a Client. To access the Submit Documents feature, trust administrators must log into My Account using their social insurance number. Tax preparers and trust administrators’ authorized representatives can also access the Submit Documents feature by logging into Represent a Client.

Once in My Account or Represent a Client, select Submit Documents from the menu bar. Then enter your reference number or select I do not have a case or reference number. The service will then take you to a picklist page. From the picklist, you will select either the task or the program area you want to submit your electronic document to.

After you submit your document(s)

After submitting documents, you will receive a reference number for future communication regarding the documents. You will also receive a confirmation number. These numbers will both be generated on the confirmation page.

All electronically submitted documents will be scanned for malware and viruses according to Shared Services Canada and/ or Canada Revenue Agency policies and standards.

Successfully scanned valid documents will be distributed to the applicable T3 Estate and Trust Return programs for action.

Reference or case numbers

You do not need a reference or case number to submit documents electronically. The service will allow you to select a task from a general picklist to create your electronic submission.

Taxpayers can include additional documents to their original submission at any time.

If you do have a reference number provided to you from your initial submission, you should use this number when submitting any related additional documents.

Documents you can file online

You can file 10 more trust forms electronically using the Canada Revenue Agency's secure Internet File Transfer service. In addition to Form T3SUM, Summary of Trust Income Allocations and Designations, and Form T3, Statement of Trust Income Allocations and Designations, you can file the following forms in XML format:

• T3D, Income Tax Return for Deferred Profit Sharing Plan (DPSP) or Revoked DPSP;
• T3P, Employees' Pension Plan Income Tax Return;
• T3S, Supplementary Unemployment Benefit Plan Income Tax Return;
• T3RI, Registered Investment Income Tax Return;
• T3ATH-IND, Amateur Athlete Trust Income Tax Return;
• T3M, Environmental Trust 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; and
• T2000, Calculation of Tax on Agreements to Acquire Shares (Section 207.1(5) of the Income Tax Act).

For more information

Date modified:

2016-12-22