Filing methods for T3 slips

Internet filing has been available since January 11, 2016.

You must file by Internet if you file more than 50 trust-related information returns (slips) for a calendar year.

Filing by Web Forms

Our Web Forms application is free and secure. To use it, all you need is access to the Internet. With Web Forms you can complete a trust-related information return easily, following the step-by-step instructions.

Web Forms lets you:

• file up to 100 slips (original, additional, amended, or cancelled) from our website;
• calculate all of the totals for the summary;
• create an electronic trust-related information return containing slips and summary, which can be saved and imported at a later date;
• print all your slips and your summary; and
• validate data in real time.

After you submit your trust-related information return, you will receive a confirmation number that will be your proof that we received it.

To use the Web Forms application, you must have a web access code. If you do not have a web access code, you can easily get one online or by calling us. For more information, see Web access code.

To start using this application or to get more information about Web Forms, go to Web Forms.

Filing by Internet file transfer

Internet file transfer allows you to transmit an original or amended T3 return with a maximum file size of 150 MB. All you need is a web browser to connect to the Internet, and your software will create, print, and save your electronic trust-related information return in XML format. For information about this filing method, contact your software publisher or go to Filing Information Returns Electronically.

Web access code

To file your return over the Internet using the Internet file transfer or Web Forms service, you will need a web access code (WAC). The CRA is no longer mailing WAC letters. As a result, you can use the WAC that was issued for the 2012 tax year to file your trust-related information returns. If you have misplaced or do not have a WAC, go to Filing Information Returns Electronically to access our web access code online service. If you cannot get your WAC online or would like to change it, call the Business Enquiries line at 1-800-959-5525.

Filing on paper

If you file 1 to 50 slips, we strongly encourage you to file over the Internet using Internet file transfer or Web Forms. However, you can still file up to 50 slips on paper.

If you need more paper copies, you can order a maximum of 50 single-page slips that have three slips per page intended for printers, for typing, or to be filled out by hand, at Forms and publications or by calling 1-800-959-5525.

If you choose to file your return on paper, mail it to the following address:

Ottawa Technology Centre
875 Heron Road
Ottawa ON K1A 1G9

Complete one copy of the trust-related information slip for each recipient and send them with your T3 Summary. Enter the information for two different recipients on one sheet. This will let us process your information return faster. You must keep a copy of the trust-related slips and the T3 Summary for your files.

Filing using computer-printed (customized) forms

For those who fill out a large number of T3 slips, we accept certain slips other than our own. For help on how to fill out the slips accurately, consult the guidelines for the production of customized forms or see the current version of Information Circular IC97-2, Customized Forms.

If you are a mutual fund trust that files T3 slips by Internet, you can combine the income and capital gains from several funds onto one T3 slip for each unit holder. However, when you combine the slips, you have to:

• submit a sample of the combined information slip requesting an approval number;

Forms and publications

• Guide T4013, T3 Trust Guide
• Form T3, Statement of Trust Income Allocations and Designations
• Form T3SUM, Summary of Trust Income Allocations and Designations
• Other Publications for Trust

Related links

• Amending, cancelling, adding, or replacing T3 slips
• Internet file transfer (XML)

Date modified:

2017-01-04