Search - consideration

<TrustAssetTransfer> <TransfereeName></TransfereeName> Name of new trust, pension corporation, or insurance company- 60 alphanumeric- First 60 letters of the new trust name <TransferDate> Optional- if present must include all required child tags <Year></Year> Transfer Date –Year Required- 4 numeric- Year the funds were transferred to another trust <Month></Month> Transfer Date –Month Required- 2 numeric- Month the funds were transferred to another trust <Day></Day> Transfer date- Day Required- 2 numeric- Day the funds were transferred to another trust </TransferDate> </TrustAssetTransfer> <RegisteredPlanName></RegisteredPlanName> Name of Plan- Required 60 alphanumeric- First 60 letters of the name of plan <PlanRegistrationNumber></PlanRegistrationNumber> Plan Registration Number- Required 7 numeric- The first 7 digits of the plan registration number assigned by the CRA <TrustRevocationDate> Optional- if present must include all required child tags <Year></Year> Trust revocation date –Year Required- 4 numeric <Month></Month> Trust revocation date –Month Required- 2 numeric <Day></Day> Trust revocation date – Day Required- 2 numeric </TrustRevocationDate> </TrustInformation> <Schedule1> <TrustNonQualifiedAcquisition> <Investment> <Description></Description> Description of investment- 60 alphanumeric- First 60 letters of the description <AcquisitionDate> Optional- if present must include all required child tags <Year></Year> Trust acquisition date –Year Required- 4 numeric <Month></Month> Trust acquisition date –Month Required- 2 numeric <Day></Day> Trust acquisition date – Day Required- 2 numeric </AcquisitionDate> <AcquisitionFairMarketValueAmount></AcquisitionFairMarketValueAmount> Fair market value at date of acquisition- 15 numeric characters, dollars and cents- Positive amounts only </Investment> <TotalInvestmentTaxPayableAmount></TotalInvestmentTaxPayableAmount> Total investment tax payable on non-qualified acquisitions (Schedule 1 Area A line 1, Field 100)- Sum of all Investment AcquisitionFairMarketValueAmount- 15 numeric characters, dollars and cents </TrustNonQualifiedAcquisition> <SecurityLoanTrust> <Property> <Description></Description> Description of property- 60 alphanumeric- First 60 letters of the description <SecurityLoanFirstDate> Optional- if present must include all required child tags <Year></Year> Trust acquisition date –Year Required- 4 numeric <Month></Month> Trust acquisition date –Month Required- 2 numeric <Day></Day> Trust acquisition date – Day Required- 2 numeric </SecurityLoanFirstDate> <SecurityLoanFirstDateMarketValueAmount></SecurityLoanFirstDateMarketValueAmount> Fair market value at date first used- 15 numeric characters, dollars and cents- Positive amounts only </Property> <TotalPropertyTaxPayableAmount></TotalPropertyTaxPayableAmount> Tax on property used as security for a loan- 15 numeric characters, dollars and cents- Positive amounts only </SecurityLoanTrust> <TrustPropertyInadequateConsiderationDispostionAcquisition> <DispositionBelowFairMarketValue> <Property> <Description></Description> Description of property (Schedule 1 Area C Section 1 Column A)- 60 alphanumeric- First 60 letters of description <DispositionDate> Schedule 1 Area C Section 1 Column B) Optional- if present must include all required child tags <Year></Year> Disposition date –Year Required- 4 numeric <Month></Month> Disposition date –Month Required- 2 numeric <Day></Day> Disposition date – Day Required- 2 numeric </DispositionDate> <DispositionDateFairMarketValue></DispositionDateFairMarketValue> Fair market value at date of disposition (Schedule 1 Area C Section 1 Column C)- 15 numeric characters, dollars and cents- Positive amounts only <DispositionProceedAmount></DispositionProceedAmount> Proceeds of disposition (Schedule 1 Area C Section 1 Column D)- 15 numeric characters, dollars and cents- Positive amounts only <DispositionTaxableAmount></DispositionTaxableAmount> Taxable amount of disposition (Schedule 1 Area C Section 1 Column E)- 15 numeric characters, dollars and cents- Positive amounts only </Property> <TotalPropertyDispositionTaxableAmount></TotalPropertyDispositionTaxableAmount> Total property disposition taxable amount (Schedule 1 Area C Section 1 Line 3)- 15 numeric characters, dollars and cents- If negative amounts are being reported, include the " – "indicator before the dollar amount </DispositionBelowFairMarketValue> <AcquisitionAboveFairMarketValue> <Property> <Description></Description> Description of property (Schedule 1 Area C Section 2 Column A)- 60 alphanumeric- First 60 letters of description <AcquisitionDate> (Schedule 1 Area C Section 2 Column B) Optional- if present must include all required child tags <Year></Year> Acquisition date –Year Required- 4 numeric <Month></Month> Acquisition date –Month Required- 2 numeric <Day></Day> Acquisition date – Day Required- 2 numeric </AcquisitionDate> <AcquisitionAmount></AcquisitionAmount> Proceeds of acquisition (Schedule 1 Area C Section 2 Column C)- 15 numeric characters, dollars and cents- Positive amounts only <AcquisitionDateFairMarketValue></AcquisitionDateFairMarketValue> Fair market value at date of Acquisition (Schedule 1 Area C Section 2 Column D)- 15 numeric characters, dollars and cents <AcquisitonTaxableAmount></AcquisitionTaxableAmount> Taxable amount of acquisition (Schedule 1 Area C Section 2 Column E)- 15 numeric characters, dollars and cents- Positive amounts only </Property> <TotalPropertyAcquisitionTaxableAmount></TotalPropertyAcquisitionTaxableAmount> Total property disposition taxable amount (Schedule 1 Area C Section 2 Line 4)- Sum of all AcquisitionTaxableAmount- Sum of all AcquisitionTaxableAmount- 15 numeric characters, dollars and cents- Positive amounts only </AcquisitionAboveFairMarketValue> <TotalTaxableAmount></TotalTaxableAmount> Total Schedule 1 Area C taxable amount where inadequate consideration given on purchase or sale (Field 210) 15 numeric characters, dollars and cents- If negative amounts are being reported, include the " – "indicator before the dollar amount <TotalTaxPayableAmount></TotalTaxPayableAmount> Total Schedule 1 Area C tax payable where inadequate consideration given on purchase or sale (Schedule 1 Area C Section 2 Line 7, Field 110)- TotalTaxableAmount * 1/2- 15 numeric characters, dollars and cents- Positive amounts only </TrustPropertyInadequateConsiderationDispostionAcquisition> </Schedule1> <Schedule2> <BeneficiaryExcessContributionYearText></BeneficiaryExcessContributionYearText> Years that excess contributions were made-60 alphanumeric-First 60 letters/numbers <BeneficiaryName></BeneficiaryName> Name of beneficiary (Schedule 2 Area A)-60 Alphanumeric- First 60 letters of beneficiary's name <BeneficiarySocialInsuranceNumber></BeneficiarySocialInsuranceNumber> Social Insurance Number (Schedule 2 Area A)- 9 numeric-The beneficiary's SIN-When the beneficiary has failed to provide a SIN, enter zeroes in the entire field < BeneficiaryExcess> <MonthlySummary> <MonthNumber></MonthNumber> Month (Schedule 2 Area A Column A)- 2 numeric <PreviousMonthContributionBalanceAmount></PreviousMonthContributionBalanceAmount> Contribution Amount for the previous month (Schedule 2 Area A Column B)- 15 numeric characters, dollars and cents- Positive amounts only <CurrentMonthContributionAmount></CurrentMonthContributionAmount> Contribution Amount for the current month (Schedule 2 Area A Column C)- 15 numeric characters, dollars and cents- Positive amounts only <YearToDateContributionAmount></YearToDateContributionAmount> Contribution amount- year to date (Schedule 2 Area A Column D)- Sum of PreviousMonthContributionBalanceAmount and YearToDatecontributionAmount- 15 numeric characters, dollars and cents- Positive amounts only <CurrentMonthContributionReturnedAmount></CurrentMonthContributionReturnedAmount> Contributions returned to the beneficiary during the current month (Schedule 2 Area A Column E)- 15 numeric characters, dollars and cents- Positive amounts only <CurrentMonthContributionBalanceAmount></CurrentMonthContributionBalanceAmount> Year to date contribution amount minus current month contribution returned amount (Schedule 2 Area A Column F)- 15 numeric characters, dollars and cents- Positive amounts only <CurrentMonthGiftAmount></CurrentMonthGiftAmount> Aggregate of gifts made to the trust after May 25, 1976 and before the end of the month (Schedule 2 Area B Column G)- 15 numeric characters, dollars and cents- Positive amounts only </MonthlySummary> <TotalBeneficiaryContributionTaxableAmount></TotalBeneficiaryContributionTaxableAmount> Total beneficiary contribution taxable amount (Schedule 2 Area C line 3)- Sum of allCurrentMonthContributionBalanceAmount- 15 numeric characters, dollars and cents- Positive amounts only <TotalBeneficiaryGiftTaxableAmount></TotalBeneficiaryGiftTaxableAmount> Total beneficiary gift taxable amount (Schedule 2 Area C line 4)- Sum of allCurrentMonthGiftAmount- 15 numeric characters, dollars and cents- Positive amounts only </ BeneficiaryExcess> <TotalTrustExcessTaxableAmount></TotalTrustExcessTaxableAmount> Total trust excess taxable amount (Schedule 2 Area C line 5, field 215)- TotalBeneficiaryContributionTaxableAmount plus TotalBeneficiaryGiftTaxableAmount- 15 numeric characters, dollars and cents- If negative amounts are being reported, include the " – "indicator before the dollar amount <TotalTrustExcessTaxPayableAmount></TotalTrustExcessTaxPayableAmount> Total tax payable on excess amount (Schedule 2 Area C line 7, field 115)- TotalTrustExcessTaxableAmount multiplied by 1%- 15 numeric characters, dollars and cents- Positive amounts only </Schedule2> <Schedule4> <MonthlyNonQualifiedProperty> <MonthNumber></MonthNumber> Month (Schedule 4 Column A)- 2 numeric <AcquisistionFairMarketValueAmount></AcquisistionFairMarketValueAmount> Fair market value at the time of acquisition of all property that is not a qualified investment at end of month- 15 numeric characters, dollars and cents- Positive amounts only <AcquisitionFairMarketValueTaxableAmount></AcquisitionFairMarketValueTaxableAmount> Fair market value at the time of acquisition of column (b) property that is taxable under paragraph 198(1)c- 15 numeric characters, dollars and cents- Positive amounts only <TaxableAmount></TaxableAmount> Acquisistion fair market value amount minus acquisition fair market value taxable amount (Schedule 4 Column D)- 15 numeric characters, dollars and cents- Positive amounts only </MonthlyNonQualifiedProperty> <TotalNonQualifiedPropertyTaxableAmount></TotalNonQualifiedPropertyTaxableAmount> Total non-qualified property taxable amounts (Field 245)- Sum of all TaxableAmount- 15 numeric characters, dollars and cents- Positive amounts only <TotalNonQualifiedPropertyTaxPayableAmount></TotalNonQualifiedPropertyTaxPayableAmount> Part XI.1 tax on non-qualified property (Schedule 4 line 3, field 150)- TotalNonQualifiedPropertyTaxableAmount multiplied by 1%- 15 numeric characters, dollars and cents- Positive amounts only </Schedule4> <Schedule5 > <NonQualifiedTrustInvestmentDisposition> <Investment> <Description></Description> Description of Investment (Schedule 5 Area A Column A)- 60 alphanumeric- First 60 letters of description <AcquisitionDate> (Schedule 5 Area A Column B) Optional- if present must include all required child tags <Year></Year> Acquisition date –Year Required- 4 numeric <Month></Month> Acquisition date –Month Required- 2 numeric <Day></Day> Acquisition date – Day Required- 2 numeric </AcquisitionDate> <AcquisitionTaxAmount></AcquisitionTaxAmount> Tax imposed on acquisition (Schedule 5 Area A Column C)- 15 numeric characters, dollars and cents- Positive amounts only <DispositionDate> (Schedule 5 Area A Column D) Optional- if present must include all required child tags <Year></Year> Disposition date –Year Required- 4 numeric <Month></Month> Disposition date –Month Required- 2 numeric <Day></Day> Disposition date – Day Required- 2 numeric </DispositionDate> <ProceedAmount></ProceedAmount> Proceeds of disposition (Schedule 5 Area A Column E)- 15 numeric characters, dollars and cents <TaxRefundAmount></TaxRefundAmount> Tax Refund Amount (Schedule 5 Area A Column F)- 15 numeric characters, dollars and cents- Positive amounts only </Investment> <TotalTaxRefundAmount></TotalTaxRefundAmount> Total Refund of tax on the disposition of non-qualified investments (Schedule 5 Area A line 1, field 060)- Sum of all NonQualifiedTrustInvestmentDisposition TaxRefundAmount- 15 numeric characters, dollars and cents- Positive amounts only </NonQualifiedTrustInvestmentDisposition> <SecurityLoanTrustPropertyRecovery> <Property> <Description></Description> Description of Property (Schedule 5, Area B, Column A)- 60 alphanumeric- First 60 letters of description <SecurityLoanFirstDate> (Schedule 5, Area B, Column B) Optional- if present must include all required child tags <Year></Year> Security loan first date –Year Required- 4 numeric <Month></Month> Security loan first date –Month Required- 2 numeric <Day></Day> Security loan first date – Day Required- 2 numeric </SecurityLoanFirstDate> <UsageTaxAmount></UsageTaxAmount> Tax imposed on use (Schedule 5, Area B, Column C)- 15 numeric characters, dollars and cents- Positive amounts only <SecurityLoanExpiryDate> Optional- if present must include all required child tags (Schedule 5, Area B, Column D) <Year></Year> Security loan expiry date –Year Required- 4 numeric <Month></Month> Security loan expiry date –Month Required- 2 numeric <Day></Day> Security loan expiry date – Day Required- 2 numeric </SecurityLoanExpiryDate> <UsageNetLossAmount></UsageNetLossAmount> Net loss sustained through use (Schedule 5, Area B, Column E)- 15 numeric characters, dollars and cents- Positive amounts only <TaxRefundAmount></TaxRefundAmount> Tax Refund Amount- tax imposed on use minus net loss sustained through use (Schedule 5, Area B, Column F)- UsageTaxAmount minus UsageNetLossAmount- 15 numeric characters, dollars and cents- Positive amounts only </Property> <TotalTaxRefundAmount></TotalTaxRefundAmount> Total Refund of tax on recovery of property given as security for a loan (Schedule 5 Area B line 2, field 070)- Sum of all SecurityLoanTrustPropertyRecovery TaxRefundAmount- 15 numeric characters, dollars and cents- Positive amounts only </SecurityLoanTrustPropertyRecovery> <InitialNonQualifiedTrustInvestmentDisposition> <PreviousTaxAmount></PreviousTaxAmount> Total taxes under subsection 199(1) paid in previous years on initial non-qualified investments (Schedule 5 Area C line 3)- 15 numeric characters, dollars and cents- Positive amounts only <BaseAmount></BaseAmount> Initial base of non-qualified investments (Schedule 5 Area C line 4)- 15 numeric characters, dollars and cents- Positive amounts only <ProceedAmount></ProceedAmount> Proceeds of disposition in all years (Schedule 5 Area C line 5)- 15 numeric characters, dollars and cents- Positive amounts only <NetBaseAmount></NetBaseAmount> Initial base of non-qualified investments minus proceeds of disposition in all years (Schedule 5 Area C line 6)- 15 numeric characters, dollars and cents- Positive amounts only <PreviousTaxRefundAmount></PreviousTaxRefundAmount> Previous refunds of tax on initial non-qualified investments (Schedule 5 Area C line 7)- 15 numeric characters, dollars and cents- Positive amounts only <NonRefundableTaxAmount></NonRefundableTaxAmount> Non refundable tax amount – net base amount plus previous refunds of tax on initial non-qualified investments (Schedule 5 Area C line 8)- PreviousTaxAmount minus NonRefundableTaxAmount- 15 numeric characters, dollars and cents- Positive amounts only <TotalTaxRefundAmount></TotalTaxRefundAmount> Total Refund of tax on the disposition of initial non-qualified investments- 15 numeric characters, dollars and cents- Positive amounts only </InitialNonQualifiedTrustInvestmentDisposition> </Schedule5> <TrustReturnTaxSummary> <TotalAcquireCorporationShareTaxPayableAmount></TotalAcquireCorporationShareTaxPayableAmount> Total acquired corporation share tax payable amount (Field 140)- line 5 of summary of tax or refund (Schedule 3 field 241)- 15 numeric characters, dollars and cents- If negative amounts are being reported, include the " – "indicator before the dollar amount <TotalTrustTaxPayableAmount></TotalTrustTaxPayableAmount> Total tax payable amount (Field 190)- line 7 of summary of tax or refund- 15 numeric characters, dollars and cents <TrustAccountPaidAmount></TrustAccountPaidAmount> Payments on Account (Field 010)- line 8 of summary of tax or refund- 15 numeric characters, dollars and cents <TotalDeferredProfitSharingPlanTaxUnpaidAmount></TotalDeferredProfitSharingPlanTaxUnpaidAmount> Unpaid balance of tax- Line 9 of summary of tax or refund (line7 minus line 8)- 15 numeric characters, dollars and cents- If negative amounts are being reported, include the " – "indicator before the dollar amount <TotalDeferredProfitSharingPlanTaxRefundAmount></TotalDeferredProfitSharingPlanTaxRefundAmount> Total deferred profit sharing plan tax refund amount- Total of all TotalTaxRefundAmount tags (line 10 plus line 11 plus line 12)- Line 13 of summary of tax or refund- Positive amounts only <TrustAccountBalanceAmount></TrustAccountBalanceAmount> Balance owing (Field 090)- line 14 of summary of tax or refund (line 9 minus line 13)- 15 numeric characters, dollars and cents- If negative amounts are being reported, include the " – "indicator before the dollar amount </TrustRetuurnTaxSummary> </T3D> </Return> Date modified: 2017-01-17 ...

<TrustAssetTransfer> <TransfereeName></TransfereeName> Name of new trust, pension corporation, or insurance company- 60 alphanumeric- first 60 letters of the new trust name <TransferDate> Optional- if present must include all required child tags <Year></Year> Transfer Date –Year Required- 4 numeric- year the funds were transferred to another trust <Month></Month> Transfer Date –Month Required- 2 numeric- month the funds were transferred to another trust <Day></Day> Transfer date- Day Required- 2 numeric- Day the funds were transferred to another trust </TransferDate> </TrustAssetTransfer> <RegisteredPlanName></RegisteredPlanName> Name of Plan- Required 60 alphanumeric- first 60 letters of the name of plan <PlanRegistrationNumber></PlanRegistrationNumber> Plan Registration Number- Required 7 numeric- the first 7 digits of the plan registration number assigned by the CRA <TrustRevocationDate> Optional- if present must include all required child tags <Year></Year> Trust revocation date –Year Required- 4 numeric <Month></Month> Trust revocation date –Month Required- 2 numeric <Day></Day> Trust revocation date – Day Required- 2 numeric </TrustRevocationDate> </TrustInformation> <Schedule1> <TrustNonQualifiedAcquisition> <Investment> <Description></Description> Description of investment- 60 alphanumeric- first 60 letters of the description <AcquisitionDate> Optional- if present must include all required child tags <Year></Year> Trust acquisition date –Year Required- 4 numeric <Month></Month> Trust acquisition date –Month Required- 2 numeric <Day></Day> Trust acquisition date – Day Required- 2 numeric </AcquisitionDate> <AcquisitionFairMarketValueAmount></AcquisitionFairMarketValueAmount> Fair market value at date of acquisition- 15 numeric characters, dollars and cents- positive amounts only </Investment> <TotalInvestmentTaxPayableAmount></TotalInvestmentTaxPayableAmount> Total investment tax payable on non-qualified acquisitions (Schedule 1 Area A line 1, Field 100)- sum of all Investment AcquisitionFairMarketValueAmount- 15 numeric characters, dollars and cents </TrustNonQualifiedAcquisition> <SecurityLoanTrust> <Property> <Description></Description> Description of property- 60 alphanumeric- first 60 letters of the description <SecurityLoanFirstDate> Optional- if present must include all required child tags <Year></Year> Trust acquisition date –Year Required- 4 numeric <Month></Month> Trust acquisition date –Month Required- 2 numeric <Day></Day> Trust acquisition date – Day Required- 2 numeric </SecurityLoanFirstDate> <SecurityLoanFirstDateMarketValueAmount></SecurityLoanFirstDateMarketValueAmount> Fair market value at date first used- 15 numeric characters, dollars and cents- positive amounts only </Property> <TotalPropertyTaxPayableAmount></TotalPropertyTaxPayableAmount> Tax on property used as security for a loan- 15 numeric characters, dollars and cents- Positive amounts only </SecurityLoanTrust> <TrustPropertyInadequateConsiderationDispostionAcquisition> <DispositionBelowFairMarketValue> <Property> <Description></Description> Description of property (Schedule 1 Area C Section 1 Column A)- 60 alphanumeric- first 60 letters of description <DispositionDate> Schedule 1 Area C Section 1 Column B) Optional- if present must include all required child tags <Year></Year> Disposition date –Year Required- 4 numeric <Month></Month> Disposition date –Month Required- 2 numeric <Day></Day> Disposition date – Day Required- 2 numeric </DispositionDate> <DispositionDateFairMarketValue></DispositionDateFairMarketValue> Fair market value at date of disposition (Schedule 1 Area C Section 1 Column C)- 15 numeric characters, dollars and cents- positive amounts only <DispositionProceedAmount></DispositionProceedAmount> Proceeds of disposition (Schedule 1 Area C Section 1 Column D)- 15 numeric characters, dollars and cents- positive amounts only <DispositionTaxableAmount></DispositionTaxableAmount> Taxable amount of disposition (Schedule 1 Area C Section 1 Column E)- 15 numeric characters, dollars and cents- positive amounts only </Property> <TotalPropertyDispositionTaxableAmount></TotalPropertyDispositionTaxableAmount> Total property disposition taxable amount (Schedule 1 Area C Section 1 Line 3)- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount </DispositionBelowFairMarketValue> <AcquisitionAboveFairMarketValue> <Property> <Description></Description> Description of property (Schedule 1 Area C Section 2 Column A)-60 alphanumeric- first 60 letters of description <AcquisitionDate> (Schedule 1 Area C Section 2 Column B) Optional- if present must include all required child tags <Year></Year> Acquisition date –Year Required- 4 numeric <Month></Month> Acquisition date –Month Required- 2 numeric <Day></Day> Acquisition date – Day Required- 2 numeric </AcquisitionDate> <AcquisitionAmount></AcquisitionAmount> Proceeds of acquisition (Schedule 1 Area C Section 2 Column C)- 15 numeric characters, dollars and cents- positive amounts only <AcquisitionDateFairMarketValue></AcquisitionDateFairMarketValue> Fair market value at date of Acquisition (Schedule 1 Area C Section 2 Column D)- 15 numeric characters, dollars and cents <AcquisitonTaxableAmount></AcquisitionTaxableAmount> Taxable amount of acquisition (Schedule 1 Area C Section 2 Column E)- 15 numeric characters, dollars and cents- positive amounts only </Property> <TotalPropertyAcquisitionTaxableAmount></TotalPropertyAcquisitionTaxableAmount> Total property disposition taxable amount (Schedule 1 Area C Section 2 Line 4)- Sum of all AcquisitionTaxableAmount- sum of all AcquisitionTaxableAmount- 15 numeric characters, dollars and cents- positive amounts only </AcquisitionAboveFairMarketValue> <TotalTaxableAmount></TotalTaxableAmount> Total Schedule 1 Area C taxable amount where inadequate consideration given on purchase or sale (Field 210)- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount <TotalTaxPayableAmount></TotalTaxPayableAmount> Total Schedule 1 Area C tax payable where inadequate consideration given on purchase or sale (Schedule 1 Area C Section 2 Line 7, Field 110)- TotalTaxableAmount * 1/2- 15 numeric characters, dollars and cents- positive amounts only </TrustPropertyInadequateConsiderationDispostionAcquisition> </Schedule1> <Schedule2> <BeneficiaryExcessContributionYearText></BeneficiaryExcessContributionYearText> Years that excess contributions were made-60 alphanumeric-first 60 letters/numbers <BeneficiaryName></BeneficiaryName> Name of beneficiary (Schedule 2 Area A)- 60 Alphanumeric- first 60 letters of beneficiary's name <BeneficiarySocialInsuranceNumber></BeneficiarySocialInsuranceNumber> Social Insurance Number (Schedule 2 Area A)- 9 numeric- beneficiary's SIN- when the beneficiary has failed to provide a SIN, enter zeroes in the entire field <BeneficiaryExcess> <MonthlySummary> <MonthNumber></MonthNumber> Month (Schedule 2 Area A Column A)- 2 numeric <PreviousMonthContributionBalanceAmount></PreviousMonthContributionBalanceAmount> Contribution Amount for the previous month (Schedule 2 Area A Column B)- 15 numeric characters, dollars and cents- positive amounts only <CurrentMonthContributionAmount></CurrentMonthContributionAmount> Contribution Amount for the current month (Schedule 2 Area A Column C)- 15 numeric characters, dollars and cents- Positive amounts only <YearToDateContributionAmount></YearToDateContributionAmount> Contribution amount- year to date (Schedule 2 Area A Column D)- sum of PreviousMonthContributionBalanceAmount and YearToDatecontributionAmount- 15 numeric characters, dollars and cents- positive amounts only <CurrentMonthContributionReturnedAmount></CurrentMonthContributionReturnedAmount> Contributions returned to the beneficiary during the current month (Schedule 2 Area A Column E)- 15 numeric characters, dollars and cents- positive amounts only <CurrentMonthContributionBalanceAmount></CurrentMonthContributionBalanceAmount> Year to date contribution amount minus current month contribution returned amount (Schedule 2 Area A Column F)- 15 numeric characters, dollars and cents- positive amounts only <CurrentMonthGiftAmount></CurrentMonthGiftAmount> Aggregate of gifts made to the trust after May 25, 1976 and before the end of the month (Schedule 2 Area B Column G)- 15 numeric characters, dollars and cents- positive amounts only </MonthlySummary> <TotalBeneficiaryContributionTaxableAmount></TotalBeneficiaryContributionTaxableAmount> Total beneficiary contribution taxable amount (Schedule 2 Area C line 3)- sum of allCurrentMonthContributionBalanceAmount- 15 numeric characters, dollars and cents- positive amounts only <TotalBeneficiaryGiftTaxableAmount></TotalBeneficiaryGiftTaxableAmount> Total beneficiary gift taxable amount (Schedule 2 Area C line 4)- sum of allCurrentMonthGiftAmount- 15 numeric characters, dollars and cents- positive amounts only </BeneficiaryExcess> <TotalTrustExcessTaxableAmount></TotalTrustExcessTaxableAmount> Total trust excess taxable amount (Schedule 2 Area C line 5, field 215)- TotalBeneficiaryContributionTaxableAmount plus TotalBeneficiaryGiftTaxableAmount- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount <TotalTrustExcessTaxPayableAmount></TotalTrustExcessTaxPayableAmount> Total tax payable on excess amount (Schedule 2 Area C line 7, field 115)- TotalTrustExcessTaxableAmount multiplied by 1%- 15 numeric characters, dollars and cents- positive amounts only </Schedule2> <Schedule4> <MonthlyNonQualifiedProperty> <MonthNumber></MonthNumber> Month (Schedule 4 Column A)- 2 numeric <AcquisistionFairMarketValueAmount></AcquisistionFairMarketValueAmount> Fair market value at the time of acquisition of all property that is not a qualified investment at end of month- 15 numeric characters, dollars and cents- positive amounts only <AcquisitionFairMarketValueTaxableAmount></AcquisitionFairMarketValueTaxableAmount> Fair market value at the time of acquisition of column (b) property that is taxable under paragraph 198(1)c- 15 numeric characters, dollars and cents- positive amounts only <TaxableAmount></TaxableAmount> Acquisistion fair market value amount minus acquisition fair market value taxable amount (Schedule 4 Column D)- 15 numeric characters, dollars and cents- positive amounts only </MonthlyNonQualifiedProperty> <TotalNonQualifiedPropertyTaxableAmount></TotalNonQualifiedPropertyTaxableAmount> Total non-qualified property taxable amounts (Field 245)- Sum of all TaxableAmount- 15 numeric characters, dollars and cents- positive amounts only <TotalNonQualifiedPropertyTaxPayableAmount></TotalNonQualifiedPropertyTaxPayableAmount> Part XI.1 tax on non-qualified property (Schedule 4 line 3, field 150)- totalNonQualifiedPropertyTaxableAmount multiplied by 1%- 15 numeric characters, dollars and cents- positive amounts only </Schedule4> <Schedule5 > <NonQualifiedTrustInvestmentDisposition> <Investment> <Description></Description> Description of Investment (Schedule 5 Area A Column A)- 60 alphanumeric- first 60 letters of description <AcquisitionDate> (Schedule 5 Area A Column B) Optional- if present must include all required child tags <Year></Year> Acquisition date –Year Required- 4 numeric <Month></Month> Acquisition date –Month Required- 2 numeric <Day></Day> Acquisition date – Day Required- 2 numeric </AcquisitionDate> <AcquisitionTaxAmount></AcquisitionTaxAmount> Tax imposed on acquisition (Schedule 5 Area A Column C)- 15 numeric characters, dollars and cents- positive amounts only <DispositionDate> (Schedule 5 Area A Column D) Optional- if present must include all required child tags <Year></Year> Disposition date –Year Required- 4 numeric <Month></Month> Disposition date –Month Required- 2 numeric <Day></Day> Disposition date – Day Required- 2 numeric </DispositionDate> <ProceedAmount></ProceedAmount> Proceeds of disposition (Schedule 5 Area A Column E)- 15 numeric characters, dollars and cents <TaxRefundAmount></TaxRefundAmount> Tax Refund Amount (Schedule 5 Area A Column F)- 15 numeric characters, dollars and cents- positive amounts only </Investment> <TotalTaxRefundAmount></TotalTaxRefundAmount> Total Refund of tax on the disposition of non-qualified investments (Schedule 5 Area A line 1, field 060)- sum of all NonQualifiedTrustInvestmentDisposition TaxRefundAmount- 15 numeric characters, dollars and cents- positive amounts only </NonQualifiedTrustInvestmentDisposition> <SecurityLoanTrustPropertyRecovery> <Property> <Description></Description> Description of Property (Schedule 5, Area B, Column A)- 60 alphanumeric- first 60 letters of description <SecurityLoanFirstDate> (Schedule 5, Area B, Column B) Optional- if present must include all required child tags <Year></Year> Security loan first date –Year Required- 4 numeric <Month></Month> Security loan first date –Month Required- 2 numeric <Day></Day> Security loan first date – Day Required- 2 numeric </SecurityLoanFirstDate> <UsageTaxAmount></UsageTaxAmount> Tax imposed on use (Schedule 5, Area B, Column C)- 15 numeric characters, dollars and cents- positive amounts only <SecurityLoanExpiryDate> Optional- if present must include all required child tags (Schedule 5, Area B, Column D) <Year></Year> Security loan expiry date –Year Required- 4 numeric <Month></Month> Security loan expiry date –Month Required- 2 numeric <Day></Day> Security loan expiry date – Day Required- 2 numeric </SecurityLoanExpiryDate> <UsageNetLossAmount></UsageNetLossAmount> Net loss sustained through use (Schedule 5, Area B, Column E)- 15 numeric characters, dollars and cents- positive amounts only <TaxRefundAmount></TaxRefundAmount> Tax Refund Amount- tax imposed on use minus net loss sustained through use (Schedule 5, Area B, Column F)- UsageTaxAmount minus UsageNetLossAmount- 15 numeric characters, dollars and cents- positive amounts only </Property> <TotalTaxRefundAmount></TotalTaxRefundAmount> Total Refund of tax on recovery of property given as security for a loan (Schedule 5 Area B line 2, field 070)- sum of all SecurityLoanTrustPropertyRecovery TaxRefundAmount- 15 numeric characters, dollars and cents- positive amounts only </SecurityLoanTrustPropertyRecovery> <InitialNonQualifiedTrustInvestmentDisposition> <PreviousTaxAmount></PreviousTaxAmount> Total taxes under subsection 199(1) paid in previous years on initial non-qualified investments (Schedule 5 Area C line 3)- 15 numeric characters, dollars and cents- positive amounts only <BaseAmount></BaseAmount> Initial base of non-qualified investments (Schedule 5 Area C line 4)- 15 numeric characters, dollars and cents- positive amounts only <ProceedAmount></ProceedAmount> Proceeds of disposition in all years (Schedule 5 Area C line 5)- 15 numeric characters, dollars and cents- positive amounts only <NetBaseAmount></NetBaseAmount> Initial base of non-qualified investments minus proceeds of disposition in all years (Schedule 5 Area C line 6)- 15 numeric characters, dollars and cents- positive amounts only <PreviousTaxRefundAmount></PreviousTaxRefundAmount> Previous refunds of tax on initial non-qualified investments (Schedule 5 Area C line 7)- 15 numeric characters, dollars and cents- positive amounts only <NonRefundableTaxAmount></NonRefundableTaxAmount> Non refundable tax amount – net base amount plus previous refunds of tax on initial non-qualified investments (Schedule 5 Area C line 8)- previousTaxAmount minus NonRefundableTaxAmount- 15 numeric characters, dollars and cents- positive amounts only <TotalTaxRefundAmount></TotalTaxRefundAmount> Total Refund of tax on the disposition of initial non-qualified investments- 15 numeric characters, dollars and cents- positive amounts only </InitialNonQualifiedTrustInvestmentDisposition> </Schedule5> <TrustReturnTaxSummary> <TotalAcquireCorporationShareTaxPayableAmount></TotalAcquireCorporationShareTaxPayableAmount> Total acquired corporation share tax payable amount (Field 140)- line 5 of summary of tax or refund (Schedule 3 field 241)- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount <TotalTrustTaxPayableAmount></TotalTrustTaxPayableAmount> Total tax payable amount (Field 190)- line 7 of summary of tax or refund- 15 numeric characters, dollars and cents <TrustAccountPaidAmount></TrustAccountPaidAmount> Payments on Account (Field 010)- line 8 of summary of tax or refund- 15 numeric characters, dollars and cents <TotalDeferredProfitSharingPlanTaxUnpaidAmount></TotalDeferredProfitSharingPlanTaxUnpaidAmount> Unpaid balance of tax- line 9 of summary of tax or refund (line7 minus line 8)- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount <TotalDeferredProfitSharingPlanTaxRefundAmount></TotalDeferredProfitSharingPlanTaxRefundAmount> Total deferred profit sharing plan tax refund amount- total of all TotalTaxRefundAmount tags (line 10 plus line 11 plus line 12)- line 13 of summary of tax or refund- positive amounts only <TrustAccountBalanceAmount></TrustAccountBalanceAmount> Balance owing (Field 090)- line 14 of summary of tax or refund (line 9 minus line 13)- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount </TrustRetuurnTaxSummary> </T3D> </Return> Report a problem or mistake on this page Thank you for your help! ...

<TrustAssetTransfer> <TransfereeName></TransfereeName> Name of new trust, pension corporation, or insurance company- 60 alphanumeric- first 60 letters of the new trust name <TransferDate> Optional- if present must include all required child tags <Year></Year> Transfer Date –Year Required- 4 numeric- year the funds were transferred to another trust <Month></Month> Transfer Date –Month Required- 2 numeric- month the funds were transferred to another trust <Day></Day> Transfer date- Day Required- 2 numeric- Day the funds were transferred to another trust </TransferDate> </TrustAssetTransfer> <RegisteredPlanName></RegisteredPlanName> Name of Plan- Required 60 alphanumeric- first 60 letters of the name of plan <PlanRegistrationNumber></PlanRegistrationNumber> Plan Registration Number- Required 7 numeric- the first 7 digits of the plan registration number assigned by the CRA <TrustRevocationDate> Optional- if present must include all required child tags <Year></Year> Trust revocation date –Year Required- 4 numeric <Month></Month> Trust revocation date –Month Required- 2 numeric <Day></Day> Trust revocation date – Day Required- 2 numeric </TrustRevocationDate> </TrustInformation> <Schedule1> <TrustNonQualifiedAcquisition> <Investment> <Description></Description> Description of investment- 60 alphanumeric- first 60 letters of the description <AcquisitionDate> Optional- if present must include all required child tags <Year></Year> Trust acquisition date –Year Required- 4 numeric <Month></Month> Trust acquisition date –Month Required- 2 numeric <Day></Day> Trust acquisition date – Day Required- 2 numeric </AcquisitionDate> <AcquisitionFairMarketValueAmount></AcquisitionFairMarketValueAmount> Fair market value at date of acquisition- 15 numeric characters, dollars and cents- positive amounts only </Investment> <TotalInvestmentTaxPayableAmount></TotalInvestmentTaxPayableAmount> Total investment tax payable on non-qualified acquisitions (Schedule 1 Area A line 1, Field 100)- sum of all Investment AcquisitionFairMarketValueAmount- 15 numeric characters, dollars and cents </TrustNonQualifiedAcquisition> <SecurityLoanTrust> <Property> <Description></Description> Description of property- 60 alphanumeric- first 60 letters of the description <SecurityLoanFirstDate> Optional- if present must include all required child tags <Year></Year> Trust acquisition date –Year Required- 4 numeric <Month></Month> Trust acquisition date –Month Required- 2 numeric <Day></Day> Trust acquisition date – Day Required- 2 numeric </SecurityLoanFirstDate> <SecurityLoanFirstDateMarketValueAmount></SecurityLoanFirstDateMarketValueAmount> Fair market value at date first used- 15 numeric characters, dollars and cents- positive amounts only </Property> <TotalPropertyTaxPayableAmount></TotalPropertyTaxPayableAmount> Tax on property used as security for a loan- 15 numeric characters, dollars and cents- Positive amounts only </SecurityLoanTrust> <TrustPropertyInadequateConsiderationDispostionAcquisition> <DispositionBelowFairMarketValue> <Property> <Description></Description> Description of property (Schedule 1 Area C Section 1 Column A)- 60 alphanumeric- first 60 letters of description <DispositionDate> Schedule 1 Area C Section 1 Column B) Optional- if present must include all required child tags <Year></Year> Disposition date –Year Required- 4 numeric <Month></Month> Disposition date –Month Required- 2 numeric <Day></Day> Disposition date – Day Required- 2 numeric </DispositionDate> <DispositionDateFairMarketValue></DispositionDateFairMarketValue> Fair market value at date of disposition (Schedule 1 Area C Section 1 Column C)- 15 numeric characters, dollars and cents- positive amounts only <DispositionProceedAmount></DispositionProceedAmount> Proceeds of disposition (Schedule 1 Area C Section 1 Column D)- 15 numeric characters, dollars and cents- positive amounts only <DispositionTaxableAmount></DispositionTaxableAmount> Taxable amount of disposition (Schedule 1 Area C Section 1 Column E)- 15 numeric characters, dollars and cents- positive amounts only </Property> <TotalPropertyDispositionTaxableAmount></TotalPropertyDispositionTaxableAmount> Total property disposition taxable amount (Schedule 1 Area C Section 1 Line 3)- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount </DispositionBelowFairMarketValue> <AcquisitionAboveFairMarketValue> <Property> <Description></Description> Description of property (Schedule 1 Area C Section 2 Column A)-60 alphanumeric- first 60 letters of description <AcquisitionDate> (Schedule 1 Area C Section 2 Column B) Optional- if present must include all required child tags <Year></Year> Acquisition date –Year Required- 4 numeric <Month></Month> Acquisition date –Month Required- 2 numeric <Day></Day> Acquisition date – Day Required- 2 numeric </AcquisitionDate> <AcquisitionAmount></AcquisitionAmount> Proceeds of acquisition (Schedule 1 Area C Section 2 Column C)- 15 numeric characters, dollars and cents- positive amounts only <AcquisitionDateFairMarketValue></AcquisitionDateFairMarketValue> Fair market value at date of Acquisition (Schedule 1 Area C Section 2 Column D)- 15 numeric characters, dollars and cents <AcquisitonTaxableAmount></AcquisitionTaxableAmount> Taxable amount of acquisition (Schedule 1 Area C Section 2 Column E)- 15 numeric characters, dollars and cents- positive amounts only </Property> <TotalPropertyAcquisitionTaxableAmount></TotalPropertyAcquisitionTaxableAmount> Total property disposition taxable amount (Schedule 1 Area C Section 2 Line 4)- Sum of all AcquisitionTaxableAmount- sum of all AcquisitionTaxableAmount- 15 numeric characters, dollars and cents- positive amounts only </AcquisitionAboveFairMarketValue> <TotalTaxableAmount></TotalTaxableAmount> Total Schedule 1 Area C taxable amount where inadequate consideration given on purchase or sale (Field 210)- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount <TotalTaxPayableAmount></TotalTaxPayableAmount> Total Schedule 1 Area C tax payable where inadequate consideration given on purchase or sale (Schedule 1 Area C Section 2 Line 7, Field 110)- TotalTaxableAmount * 1/2- 15 numeric characters, dollars and cents- positive amounts only </TrustPropertyInadequateConsiderationDispostionAcquisition> </Schedule1> <Schedule2> <BeneficiaryExcessContributionYearText></BeneficiaryExcessContributionYearText> Years that excess contributions were made-60 alphanumeric-first 60 letters/numbers <BeneficiaryName></BeneficiaryName> Name of beneficiary (Schedule 2 Area A)- 60 Alphanumeric- first 60 letters of beneficiary's name <BeneficiarySocialInsuranceNumber></BeneficiarySocialInsuranceNumber> Social Insurance Number (Schedule 2 Area A)- 9 numeric- beneficiary's SIN- when the beneficiary has failed to provide a SIN, enter zeroes in the entire field <BeneficiaryExcess> <MonthlySummary> <MonthNumber></MonthNumber> Month (Schedule 2 Area A Column A)- 2 numeric <PreviousMonthContributionBalanceAmount></PreviousMonthContributionBalanceAmount> Contribution Amount for the previous month (Schedule 2 Area A Column B)- 15 numeric characters, dollars and cents- positive amounts only <CurrentMonthContributionAmount></CurrentMonthContributionAmount> Contribution Amount for the current month (Schedule 2 Area A Column C)- 15 numeric characters, dollars and cents- Positive amounts only <YearToDateContributionAmount></YearToDateContributionAmount> Contribution amount- year to date (Schedule 2 Area A Column D)- sum of PreviousMonthContributionBalanceAmount and YearToDatecontributionAmount- 15 numeric characters, dollars and cents- positive amounts only <CurrentMonthContributionReturnedAmount></CurrentMonthContributionReturnedAmount> Contributions returned to the beneficiary during the current month (Schedule 2 Area A Column E)- 15 numeric characters, dollars and cents- positive amounts only <CurrentMonthContributionBalanceAmount></CurrentMonthContributionBalanceAmount> Year to date contribution amount minus current month contribution returned amount (Schedule 2 Area A Column F)- 15 numeric characters, dollars and cents- positive amounts only <CurrentMonthGiftAmount></CurrentMonthGiftAmount> Aggregate of gifts made to the trust after May 25, 1976 and before the end of the month (Schedule 2 Area B Column G)- 15 numeric characters, dollars and cents- positive amounts only </MonthlySummary> <TotalBeneficiaryContributionTaxableAmount></TotalBeneficiaryContributionTaxableAmount> Total beneficiary contribution taxable amount (Schedule 2 Area C line 3)- sum of allCurrentMonthContributionBalanceAmount- 15 numeric characters, dollars and cents- positive amounts only <TotalBeneficiaryGiftTaxableAmount></TotalBeneficiaryGiftTaxableAmount> Total beneficiary gift taxable amount (Schedule 2 Area C line 4)- sum of allCurrentMonthGiftAmount- 15 numeric characters, dollars and cents- positive amounts only </BeneficiaryExcess> <TotalTrustExcessTaxableAmount></TotalTrustExcessTaxableAmount> Total trust excess taxable amount (Schedule 2 Area C line 5, field 215)- TotalBeneficiaryContributionTaxableAmount plus TotalBeneficiaryGiftTaxableAmount- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount <TotalTrustExcessTaxPayableAmount></TotalTrustExcessTaxPayableAmount> Total tax payable on excess amount (Schedule 2 Area C line 7, field 115)- TotalTrustExcessTaxableAmount multiplied by 1%- 15 numeric characters, dollars and cents- positive amounts only </Schedule2> <Schedule4> <MonthlyNonQualifiedProperty> <MonthNumber></MonthNumber> Month (Schedule 4 Column A)- 2 numeric <AcquisistionFairMarketValueAmount></AcquisistionFairMarketValueAmount> Fair market value at the time of acquisition of all property that is not a qualified investment at end of month- 15 numeric characters, dollars and cents- positive amounts only <AcquisitionFairMarketValueTaxableAmount></AcquisitionFairMarketValueTaxableAmount> Fair market value at the time of acquisition of column (b) property that is taxable under paragraph 198(1)c- 15 numeric characters, dollars and cents- positive amounts only <TaxableAmount></TaxableAmount> Acquisistion fair market value amount minus acquisition fair market value taxable amount (Schedule 4 Column D)- 15 numeric characters, dollars and cents- positive amounts only </MonthlyNonQualifiedProperty> <TotalNonQualifiedPropertyTaxableAmount></TotalNonQualifiedPropertyTaxableAmount> Total non-qualified property taxable amounts (Field 245)- Sum of all TaxableAmount- 15 numeric characters, dollars and cents- positive amounts only <TotalNonQualifiedPropertyTaxPayableAmount></TotalNonQualifiedPropertyTaxPayableAmount> Part XI.1 tax on non-qualified property (Schedule 4 line 3, field 150)- totalNonQualifiedPropertyTaxableAmount multiplied by 1%- 15 numeric characters, dollars and cents- positive amounts only </Schedule4> <Schedule5 > <NonQualifiedTrustInvestmentDisposition> <Investment> <Description></Description> Description of Investment (Schedule 5 Area A Column A)- 60 alphanumeric- first 60 letters of description <AcquisitionDate> (Schedule 5 Area A Column B) Optional- if present must include all required child tags <Year></Year> Acquisition date –Year Required- 4 numeric <Month></Month> Acquisition date –Month Required- 2 numeric <Day></Day> Acquisition date – Day Required- 2 numeric </AcquisitionDate> <AcquisitionTaxAmount></AcquisitionTaxAmount> Tax imposed on acquisition (Schedule 5 Area A Column C)- 15 numeric characters, dollars and cents- positive amounts only <DispositionDate> (Schedule 5 Area A Column D) Optional- if present must include all required child tags <Year></Year> Disposition date –Year Required- 4 numeric <Month></Month> Disposition date –Month Required- 2 numeric <Day></Day> Disposition date – Day Required- 2 numeric </DispositionDate> <ProceedAmount></ProceedAmount> Proceeds of disposition (Schedule 5 Area A Column E)- 15 numeric characters, dollars and cents <TaxRefundAmount></TaxRefundAmount> Tax Refund Amount (Schedule 5 Area A Column F)- 15 numeric characters, dollars and cents- positive amounts only </Investment> <TotalTaxRefundAmount></TotalTaxRefundAmount> Total Refund of tax on the disposition of non-qualified investments (Schedule 5 Area A line 1, field 060)- sum of all NonQualifiedTrustInvestmentDisposition TaxRefundAmount- 15 numeric characters, dollars and cents- positive amounts only </NonQualifiedTrustInvestmentDisposition> <SecurityLoanTrustPropertyRecovery> <Property> <Description></Description> Description of Property (Schedule 5, Area B, Column A)- 60 alphanumeric- first 60 letters of description <SecurityLoanFirstDate> (Schedule 5, Area B, Column B) Optional- if present must include all required child tags <Year></Year> Security loan first date –Year Required- 4 numeric <Month></Month> Security loan first date –Month Required- 2 numeric <Day></Day> Security loan first date – Day Required- 2 numeric </SecurityLoanFirstDate> <UsageTaxAmount></UsageTaxAmount> Tax imposed on use (Schedule 5, Area B, Column C)- 15 numeric characters, dollars and cents- positive amounts only <SecurityLoanExpiryDate> Optional- if present must include all required child tags (Schedule 5, Area B, Column D) <Year></Year> Security loan expiry date –Year Required- 4 numeric <Month></Month> Security loan expiry date –Month Required- 2 numeric <Day></Day> Security loan expiry date – Day Required- 2 numeric </SecurityLoanExpiryDate> <UsageNetLossAmount></UsageNetLossAmount> Net loss sustained through use (Schedule 5, Area B, Column E)- 15 numeric characters, dollars and cents- positive amounts only <TaxRefundAmount></TaxRefundAmount> Tax Refund Amount- tax imposed on use minus net loss sustained through use (Schedule 5, Area B, Column F)- UsageTaxAmount minus UsageNetLossAmount- 15 numeric characters, dollars and cents- positive amounts only </Property> <TotalTaxRefundAmount></TotalTaxRefundAmount> Total Refund of tax on recovery of property given as security for a loan (Schedule 5 Area B line 2, field 070)- sum of all SecurityLoanTrustPropertyRecovery TaxRefundAmount- 15 numeric characters, dollars and cents- positive amounts only </SecurityLoanTrustPropertyRecovery> <InitialNonQualifiedTrustInvestmentDisposition> <PreviousTaxAmount></PreviousTaxAmount> Total taxes under subsection 199(1) paid in previous years on initial non-qualified investments (Schedule 5 Area C line 3)- 15 numeric characters, dollars and cents- positive amounts only <BaseAmount></BaseAmount> Initial base of non-qualified investments (Schedule 5 Area C line 4)- 15 numeric characters, dollars and cents- positive amounts only <ProceedAmount></ProceedAmount> Proceeds of disposition in all years (Schedule 5 Area C line 5)- 15 numeric characters, dollars and cents- positive amounts only <NetBaseAmount></NetBaseAmount> Initial base of non-qualified investments minus proceeds of disposition in all years (Schedule 5 Area C line 6)- 15 numeric characters, dollars and cents- positive amounts only <PreviousTaxRefundAmount></PreviousTaxRefundAmount> Previous refunds of tax on initial non-qualified investments (Schedule 5 Area C line 7)- 15 numeric characters, dollars and cents- positive amounts only <NonRefundableTaxAmount></NonRefundableTaxAmount> Non refundable tax amount – net base amount plus previous refunds of tax on initial non-qualified investments (Schedule 5 Area C line 8)- previousTaxAmount minus NonRefundableTaxAmount- 15 numeric characters, dollars and cents- positive amounts only <TotalTaxRefundAmount></TotalTaxRefundAmount> Total Refund of tax on the disposition of initial non-qualified investments- 15 numeric characters, dollars and cents- positive amounts only </InitialNonQualifiedTrustInvestmentDisposition> </Schedule5> <TrustReturnTaxSummary> <TotalAcquireCorporationShareTaxPayableAmount></TotalAcquireCorporationShareTaxPayableAmount> Total acquired corporation share tax payable amount (Field 140)- line 5 of summary of tax or refund (Schedule 3 field 241)- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount <TotalTrustTaxPayableAmount></TotalTrustTaxPayableAmount> Total tax payable amount (Field 190)- line 7 of summary of tax or refund- 15 numeric characters, dollars and cents <TrustAccountPaidAmount></TrustAccountPaidAmount> Payments on Account (Field 010)- line 8 of summary of tax or refund- 15 numeric characters, dollars and cents <TotalDeferredProfitSharingPlanTaxUnpaidAmount></TotalDeferredProfitSharingPlanTaxUnpaidAmount> Unpaid balance of tax- line 9 of summary of tax or refund (line7 minus line 8)- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount <TotalDeferredProfitSharingPlanTaxRefundAmount></TotalDeferredProfitSharingPlanTaxRefundAmount> Total deferred profit sharing plan tax refund amount- total of all TotalTaxRefundAmount tags (line 10 plus line 11 plus line 12)- line 13 of summary of tax or refund- positive amounts only <TrustAccountBalanceAmount></TrustAccountBalanceAmount> Balance owing (Field 090)- line 14 of summary of tax or refund (line 9 minus line 13)- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount </TrustRetuurnTaxSummary> </T3D> </Return> Report a problem or mistake on this page Thank you for your help! ...

<TrustAssetTransfer> <TransfereeName></TransfereeName> Name of new trust, pension corporation, or insurance company- 60 alphanumeric- first 60 letters of the new trust name <TransferDate> Optional- if present must include all required child tags <Year></Year> Transfer Date –Year Required- 4 numeric- year the funds were transferred to another trust <Month></Month> Transfer Date –Month Required- 2 numeric- month the funds were transferred to another trust <Day></Day> Transfer date- Day Required- 2 numeric- Day the funds were transferred to another trust </TransferDate> </TrustAssetTransfer> <RegisteredPlanName></RegisteredPlanName> Name of Plan- Required 60 alphanumeric- first 60 letters of the name of plan <PlanRegistrationNumber></PlanRegistrationNumber> Plan Registration Number- Required 7 numeric- the first 7 digits of the plan registration number assigned by the CRA <TrustRevocationDate> Optional- if present must include all required child tags <Year></Year> Trust revocation date –Year Required- 4 numeric <Month></Month> Trust revocation date –Month Required- 2 numeric <Day></Day> Trust revocation date – Day Required- 2 numeric </TrustRevocationDate> </TrustInformation> <Schedule1> <TrustNonQualifiedAcquisition> <Investment> <Description></Description> Description of investment- 60 alphanumeric- first 60 letters of the description <AcquisitionDate> Optional- if present must include all required child tags <Year></Year> Trust acquisition date –Year Required- 4 numeric <Month></Month> Trust acquisition date –Month Required- 2 numeric <Day></Day> Trust acquisition date – Day Required- 2 numeric </AcquisitionDate> <AcquisitionFairMarketValueAmount></AcquisitionFairMarketValueAmount> Fair market value at date of acquisition- 15 numeric characters, dollars and cents- positive amounts only </Investment> <TotalInvestmentTaxPayableAmount></TotalInvestmentTaxPayableAmount> Total investment tax payable on non-qualified acquisitions (Schedule 1 Area A line 1, Field 100)- sum of all Investment AcquisitionFairMarketValueAmount- 15 numeric characters, dollars and cents </TrustNonQualifiedAcquisition> <SecurityLoanTrust> <Property> <Description></Description> Description of property- 60 alphanumeric- first 60 letters of the description <SecurityLoanFirstDate> Optional- if present must include all required child tags <Year></Year> Trust acquisition date –Year Required- 4 numeric <Month></Month> Trust acquisition date –Month Required- 2 numeric <Day></Day> Trust acquisition date – Day Required- 2 numeric </SecurityLoanFirstDate> <SecurityLoanFirstDateMarketValueAmount></SecurityLoanFirstDateMarketValueAmount> Fair market value at date first used- 15 numeric characters, dollars and cents- positive amounts only </Property> <TotalPropertyTaxPayableAmount></TotalPropertyTaxPayableAmount> Tax on property used as security for a loan- 15 numeric characters, dollars and cents- Positive amounts only </SecurityLoanTrust> <TrustPropertyInadequateConsiderationDispostionAcquisition> <DispositionBelowFairMarketValue> <Property> <Description></Description> Description of property (Schedule 1 Area C Section 1 Column A)- 60 alphanumeric- first 60 letters of description <DispositionDate> Schedule 1 Area C Section 1 Column B) Optional- if present must include all required child tags <Year></Year> Disposition date –Year Required- 4 numeric <Month></Month> Disposition date –Month Required- 2 numeric <Day></Day> Disposition date – Day Required- 2 numeric </DispositionDate> <DispositionDateFairMarketValue></DispositionDateFairMarketValue> Fair market value at date of disposition (Schedule 1 Area C Section 1 Column C)- 15 numeric characters, dollars and cents- positive amounts only <DispositionProceedAmount></DispositionProceedAmount> Proceeds of disposition (Schedule 1 Area C Section 1 Column D)- 15 numeric characters, dollars and cents- positive amounts only <DispositionTaxableAmount></DispositionTaxableAmount> Taxable amount of disposition (Schedule 1 Area C Section 1 Column E)- 15 numeric characters, dollars and cents- positive amounts only </Property> <TotalPropertyDispositionTaxableAmount></TotalPropertyDispositionTaxableAmount> Total property disposition taxable amount (Schedule 1 Area C Section 1 Line 3)- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount </DispositionBelowFairMarketValue> <AcquisitionAboveFairMarketValue> <Property> <Description></Description> Description of property (Schedule 1 Area C Section 2 Column A)-60 alphanumeric- first 60 letters of description <AcquisitionDate> (Schedule 1 Area C Section 2 Column B) Optional- if present must include all required child tags <Year></Year> Acquisition date –Year Required- 4 numeric <Month></Month> Acquisition date –Month Required- 2 numeric <Day></Day> Acquisition date – Day Required- 2 numeric </AcquisitionDate> <AcquisitionAmount></AcquisitionAmount> Proceeds of acquisition (Schedule 1 Area C Section 2 Column C)- 15 numeric characters, dollars and cents- positive amounts only <AcquisitionDateFairMarketValue></AcquisitionDateFairMarketValue> Fair market value at date of Acquisition (Schedule 1 Area C Section 2 Column D)- 15 numeric characters, dollars and cents <AcquisitonTaxableAmount></AcquisitionTaxableAmount> Taxable amount of acquisition (Schedule 1 Area C Section 2 Column E)- 15 numeric characters, dollars and cents- positive amounts only </Property> <TotalPropertyAcquisitionTaxableAmount></TotalPropertyAcquisitionTaxableAmount> Total property disposition taxable amount (Schedule 1 Area C Section 2 Line 4)- Sum of all AcquisitionTaxableAmount- sum of all AcquisitionTaxableAmount- 15 numeric characters, dollars and cents- positive amounts only </AcquisitionAboveFairMarketValue> <TotalTaxableAmount></TotalTaxableAmount> Total Schedule 1 Area C taxable amount where inadequate consideration given on purchase or sale (Field 210)- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount <TotalTaxPayableAmount></TotalTaxPayableAmount> Total Schedule 1 Area C tax payable where inadequate consideration given on purchase or sale (Schedule 1 Area C Section 2 Line 7, Field 110)- TotalTaxableAmount * 1/2- 15 numeric characters, dollars and cents- positive amounts only </TrustPropertyInadequateConsiderationDispostionAcquisition> </Schedule1> <Schedule2> <BeneficiaryExcessContributionYearText></BeneficiaryExcessContributionYearText> Years that excess contributions were made-60 alphanumeric-first 60 letters/numbers <BeneficiaryName></BeneficiaryName> Name of beneficiary (Schedule 2 Area A)- 60 Alphanumeric- first 60 letters of beneficiary's name <BeneficiarySocialInsuranceNumber></BeneficiarySocialInsuranceNumber> Social Insurance Number (Schedule 2 Area A)- 9 numeric- beneficiary's SIN- when the beneficiary has failed to provide a SIN, enter zeroes in the entire field <BeneficiaryExcess> <MonthlySummary> <MonthNumber></MonthNumber> Month (Schedule 2 Area A Column A)- 2 numeric <PreviousMonthContributionBalanceAmount></PreviousMonthContributionBalanceAmount> Contribution Amount for the previous month (Schedule 2 Area A Column B)- 15 numeric characters, dollars and cents- positive amounts only <CurrentMonthContributionAmount></CurrentMonthContributionAmount> Contribution Amount for the current month (Schedule 2 Area A Column C)- 15 numeric characters, dollars and cents- Positive amounts only <YearToDateContributionAmount></YearToDateContributionAmount> Contribution amount- year to date (Schedule 2 Area A Column D)- sum of PreviousMonthContributionBalanceAmount and YearToDatecontributionAmount- 15 numeric characters, dollars and cents- positive amounts only <CurrentMonthContributionReturnedAmount></CurrentMonthContributionReturnedAmount> Contributions returned to the beneficiary during the current month (Schedule 2 Area A Column E)- 15 numeric characters, dollars and cents- positive amounts only <CurrentMonthContributionBalanceAmount></CurrentMonthContributionBalanceAmount> Year to date contribution amount minus current month contribution returned amount (Schedule 2 Area A Column F)- 15 numeric characters, dollars and cents- positive amounts only <CurrentMonthGiftAmount></CurrentMonthGiftAmount> Aggregate of gifts made to the trust after May 25, 1976 and before the end of the month (Schedule 2 Area B Column G)- 15 numeric characters, dollars and cents- positive amounts only </MonthlySummary> <TotalBeneficiaryContributionTaxableAmount></TotalBeneficiaryContributionTaxableAmount> Total beneficiary contribution taxable amount (Schedule 2 Area C line 3)- sum of allCurrentMonthContributionBalanceAmount- 15 numeric characters, dollars and cents- positive amounts only <TotalBeneficiaryGiftTaxableAmount></TotalBeneficiaryGiftTaxableAmount> Total beneficiary gift taxable amount (Schedule 2 Area C line 4)- sum of allCurrentMonthGiftAmount- 15 numeric characters, dollars and cents- positive amounts only </BeneficiaryExcess> <TotalTrustExcessTaxableAmount></TotalTrustExcessTaxableAmount> Total trust excess taxable amount (Schedule 2 Area C line 5, field 215)- TotalBeneficiaryContributionTaxableAmount plus TotalBeneficiaryGiftTaxableAmount- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount <TotalTrustExcessTaxPayableAmount></TotalTrustExcessTaxPayableAmount> Total tax payable on excess amount (Schedule 2 Area C line 7, field 115)- TotalTrustExcessTaxableAmount multiplied by 1%- 15 numeric characters, dollars and cents- positive amounts only </Schedule2> <Schedule4> <MonthlyNonQualifiedProperty> <MonthNumber></MonthNumber> Month (Schedule 4 Column A)- 2 numeric <AcquisistionFairMarketValueAmount></AcquisistionFairMarketValueAmount> Fair market value at the time of acquisition of all property that is not a qualified investment at end of month- 15 numeric characters, dollars and cents- positive amounts only <AcquisitionFairMarketValueTaxableAmount></AcquisitionFairMarketValueTaxableAmount> Fair market value at the time of acquisition of column (b) property that is taxable under paragraph 198(1)c- 15 numeric characters, dollars and cents- positive amounts only <TaxableAmount></TaxableAmount> Acquisistion fair market value amount minus acquisition fair market value taxable amount (Schedule 4 Column D)- 15 numeric characters, dollars and cents- positive amounts only </MonthlyNonQualifiedProperty> <TotalNonQualifiedPropertyTaxableAmount></TotalNonQualifiedPropertyTaxableAmount> Total non-qualified property taxable amounts (Field 245)- Sum of all TaxableAmount- 15 numeric characters, dollars and cents- positive amounts only <TotalNonQualifiedPropertyTaxPayableAmount></TotalNonQualifiedPropertyTaxPayableAmount> Part XI.1 tax on non-qualified property (Schedule 4 line 3, field 150)- totalNonQualifiedPropertyTaxableAmount multiplied by 1%- 15 numeric characters, dollars and cents- positive amounts only </Schedule4> <Schedule5 > <NonQualifiedTrustInvestmentDisposition> <Investment> <Description></Description> Description of Investment (Schedule 5 Area A Column A)- 60 alphanumeric- first 60 letters of description <AcquisitionDate> (Schedule 5 Area A Column B) Optional- if present must include all required child tags <Year></Year> Acquisition date –Year Required- 4 numeric <Month></Month> Acquisition date –Month Required- 2 numeric <Day></Day> Acquisition date – Day Required- 2 numeric </AcquisitionDate> <AcquisitionTaxAmount></AcquisitionTaxAmount> Tax imposed on acquisition (Schedule 5 Area A Column C)- 15 numeric characters, dollars and cents- positive amounts only <DispositionDate> (Schedule 5 Area A Column D) Optional- if present must include all required child tags <Year></Year> Disposition date –Year Required- 4 numeric <Month></Month> Disposition date –Month Required- 2 numeric <Day></Day> Disposition date – Day Required- 2 numeric </DispositionDate> <ProceedAmount></ProceedAmount> Proceeds of disposition (Schedule 5 Area A Column E)- 15 numeric characters, dollars and cents <TaxRefundAmount></TaxRefundAmount> Tax Refund Amount (Schedule 5 Area A Column F)- 15 numeric characters, dollars and cents- positive amounts only </Investment> <TotalTaxRefundAmount></TotalTaxRefundAmount> Total Refund of tax on the disposition of non-qualified investments (Schedule 5 Area A line 1, field 060)- sum of all NonQualifiedTrustInvestmentDisposition TaxRefundAmount- 15 numeric characters, dollars and cents- positive amounts only </NonQualifiedTrustInvestmentDisposition> <SecurityLoanTrustPropertyRecovery> <Property> <Description></Description> Description of Property (Schedule 5, Area B, Column A)- 60 alphanumeric- first 60 letters of description <SecurityLoanFirstDate> (Schedule 5, Area B, Column B) Optional- if present must include all required child tags <Year></Year> Security loan first date –Year Required- 4 numeric <Month></Month> Security loan first date –Month Required- 2 numeric <Day></Day> Security loan first date – Day Required- 2 numeric </SecurityLoanFirstDate> <UsageTaxAmount></UsageTaxAmount> Tax imposed on use (Schedule 5, Area B, Column C)- 15 numeric characters, dollars and cents- positive amounts only <SecurityLoanExpiryDate> Optional- if present must include all required child tags (Schedule 5, Area B, Column D) <Year></Year> Security loan expiry date –Year Required- 4 numeric <Month></Month> Security loan expiry date –Month Required- 2 numeric <Day></Day> Security loan expiry date – Day Required- 2 numeric </SecurityLoanExpiryDate> <UsageNetLossAmount></UsageNetLossAmount> Net loss sustained through use (Schedule 5, Area B, Column E)- 15 numeric characters, dollars and cents- positive amounts only <TaxRefundAmount></TaxRefundAmount> Tax Refund Amount- tax imposed on use minus net loss sustained through use (Schedule 5, Area B, Column F)- UsageTaxAmount minus UsageNetLossAmount- 15 numeric characters, dollars and cents- positive amounts only </Property> <TotalTaxRefundAmount></TotalTaxRefundAmount> Total Refund of tax on recovery of property given as security for a loan (Schedule 5 Area B line 2, field 070)- sum of all SecurityLoanTrustPropertyRecovery TaxRefundAmount- 15 numeric characters, dollars and cents- positive amounts only </SecurityLoanTrustPropertyRecovery> <InitialNonQualifiedTrustInvestmentDisposition> <PreviousTaxAmount></PreviousTaxAmount> Total taxes under subsection 199(1) paid in previous years on initial non-qualified investments (Schedule 5 Area C line 3)- 15 numeric characters, dollars and cents- positive amounts only <BaseAmount></BaseAmount> Initial base of non-qualified investments (Schedule 5 Area C line 4)- 15 numeric characters, dollars and cents- positive amounts only <ProceedAmount></ProceedAmount> Proceeds of disposition in all years (Schedule 5 Area C line 5)- 15 numeric characters, dollars and cents- positive amounts only <NetBaseAmount></NetBaseAmount> Initial base of non-qualified investments minus proceeds of disposition in all years (Schedule 5 Area C line 6)- 15 numeric characters, dollars and cents- positive amounts only <PreviousTaxRefundAmount></PreviousTaxRefundAmount> Previous refunds of tax on initial non-qualified investments (Schedule 5 Area C line 7)- 15 numeric characters, dollars and cents- positive amounts only <NonRefundableTaxAmount></NonRefundableTaxAmount> Non refundable tax amount – net base amount plus previous refunds of tax on initial non-qualified investments (Schedule 5 Area C line 8)- previousTaxAmount minus NonRefundableTaxAmount- 15 numeric characters, dollars and cents- positive amounts only <TotalTaxRefundAmount></TotalTaxRefundAmount> Total Refund of tax on the disposition of initial non-qualified investments- 15 numeric characters, dollars and cents- positive amounts only </InitialNonQualifiedTrustInvestmentDisposition> </Schedule5> <TrustReturnTaxSummary> <TotalAcquireCorporationShareTaxPayableAmount></TotalAcquireCorporationShareTaxPayableAmount> Total acquired corporation share tax payable amount (Field 140)- line 5 of summary of tax or refund (Schedule 3 field 241)- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount <TotalTrustTaxPayableAmount></TotalTrustTaxPayableAmount> Total tax payable amount (Field 190)- line 7 of summary of tax or refund- 15 numeric characters, dollars and cents <TrustAccountPaidAmount></TrustAccountPaidAmount> Payments on Account (Field 010)- line 8 of summary of tax or refund- 15 numeric characters, dollars and cents <TotalDeferredProfitSharingPlanTaxUnpaidAmount></TotalDeferredProfitSharingPlanTaxUnpaidAmount> Unpaid balance of tax- line 9 of summary of tax or refund (line7 minus line 8)- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount <TotalDeferredProfitSharingPlanTaxRefundAmount></TotalDeferredProfitSharingPlanTaxRefundAmount> Total deferred profit sharing plan tax refund amount- total of all TotalTaxRefundAmount tags (line 10 plus line 11 plus line 12)- line 13 of summary of tax or refund- positive amounts only <TrustAccountBalanceAmount></TrustAccountBalanceAmount> Balance owing (Field 090)- line 14 of summary of tax or refund (line 9 minus line 13)- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount </TrustRetuurnTaxSummary> </T3D> </Return> Page details Date modified: 2023-10-05 ...

<TrustAssetTransfer> <TransfereeName></TransfereeName> Name of new trust, pension corporation, or insurance company- 60 alphanumeric- first 60 letters of the new trust name <TransferDate> Optional- if present must include all required child tags <Year></Year> Transfer Date –Year Required- 4 numeric- year the funds were transferred to another trust <Month></Month> Transfer Date –Month Required- 2 numeric- month the funds were transferred to another trust <Day></Day> Transfer date- Day Required- 2 numeric- Day the funds were transferred to another trust </TransferDate> </TrustAssetTransfer> <RegisteredPlanName></RegisteredPlanName> Name of Plan- Required 60 alphanumeric- first 60 letters of the name of plan <PlanRegistrationNumber></PlanRegistrationNumber> Plan Registration Number- Required 7 numeric- the first 7 digits of the plan registration number assigned by the CRA <TrustRevocationDate> Optional- if present must include all required child tags <Year></Year> Trust revocation date –Year Required- 4 numeric <Month></Month> Trust revocation date –Month Required- 2 numeric <Day></Day> Trust revocation date – Day Required- 2 numeric </TrustRevocationDate> </TrustInformation> <Schedule1> <TrustNonQualifiedAcquisition> <Investment> <Description></Description> Description of investment- 60 alphanumeric- first 60 letters of the description <AcquisitionDate> Optional- if present must include all required child tags <Year></Year> Trust acquisition date –Year Required- 4 numeric <Month></Month> Trust acquisition date –Month Required- 2 numeric <Day></Day> Trust acquisition date – Day Required- 2 numeric </AcquisitionDate> <AcquisitionFairMarketValueAmount></AcquisitionFairMarketValueAmount> Fair market value at date of acquisition- 15 numeric characters, dollars and cents- positive amounts only </Investment> <TotalInvestmentTaxPayableAmount></TotalInvestmentTaxPayableAmount> Total investment tax payable on non-qualified acquisitions (Schedule 1 Area A line 1, Field 100)- sum of all Investment AcquisitionFairMarketValueAmount- 15 numeric characters, dollars and cents </TrustNonQualifiedAcquisition> <SecurityLoanTrust> <Property> <Description></Description> Description of property- 60 alphanumeric- first 60 letters of the description <SecurityLoanFirstDate> Optional- if present must include all required child tags <Year></Year> Trust acquisition date –Year Required- 4 numeric <Month></Month> Trust acquisition date –Month Required- 2 numeric <Day></Day> Trust acquisition date – Day Required- 2 numeric </SecurityLoanFirstDate> <SecurityLoanFirstDateMarketValueAmount></SecurityLoanFirstDateMarketValueAmount> Fair market value at date first used- 15 numeric characters, dollars and cents- positive amounts only </Property> <TotalPropertyTaxPayableAmount></TotalPropertyTaxPayableAmount> Tax on property used as security for a loan- 15 numeric characters, dollars and cents- Positive amounts only </SecurityLoanTrust> <TrustPropertyInadequateConsiderationDispostionAcquisition> <DispositionBelowFairMarketValue> <Property> <Description></Description> Description of property (Schedule 1 Area C Section 1 Column A)- 60 alphanumeric- first 60 letters of description <DispositionDate> Schedule 1 Area C Section 1 Column B) Optional- if present must include all required child tags <Year></Year> Disposition date –Year Required- 4 numeric <Month></Month> Disposition date –Month Required- 2 numeric <Day></Day> Disposition date – Day Required- 2 numeric </DispositionDate> <DispositionDateFairMarketValue></DispositionDateFairMarketValue> Fair market value at date of disposition (Schedule 1 Area C Section 1 Column C)- 15 numeric characters, dollars and cents- positive amounts only <DispositionProceedAmount></DispositionProceedAmount> Proceeds of disposition (Schedule 1 Area C Section 1 Column D)- 15 numeric characters, dollars and cents- positive amounts only <DispositionTaxableAmount></DispositionTaxableAmount> Taxable amount of disposition (Schedule 1 Area C Section 1 Column E)- 15 numeric characters, dollars and cents- positive amounts only </Property> <TotalPropertyDispositionTaxableAmount></TotalPropertyDispositionTaxableAmount> Total property disposition taxable amount (Schedule 1 Area C Section 1 Line 3)- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount </DispositionBelowFairMarketValue> <AcquisitionAboveFairMarketValue> <Property> <Description></Description> Description of property (Schedule 1 Area C Section 2 Column A)-60 alphanumeric- first 60 letters of description <AcquisitionDate> (Schedule 1 Area C Section 2 Column B) Optional- if present must include all required child tags <Year></Year> Acquisition date –Year Required- 4 numeric <Month></Month> Acquisition date –Month Required- 2 numeric <Day></Day> Acquisition date – Day Required- 2 numeric </AcquisitionDate> <AcquisitionAmount></AcquisitionAmount> Proceeds of acquisition (Schedule 1 Area C Section 2 Column C)- 15 numeric characters, dollars and cents- positive amounts only <AcquisitionDateFairMarketValue></AcquisitionDateFairMarketValue> Fair market value at date of Acquisition (Schedule 1 Area C Section 2 Column D)- 15 numeric characters, dollars and cents <AcquisitonTaxableAmount></AcquisitionTaxableAmount> Taxable amount of acquisition (Schedule 1 Area C Section 2 Column E)- 15 numeric characters, dollars and cents- positive amounts only </Property> <TotalPropertyAcquisitionTaxableAmount></TotalPropertyAcquisitionTaxableAmount> Total property disposition taxable amount (Schedule 1 Area C Section 2 Line 4)- Sum of all AcquisitionTaxableAmount- sum of all AcquisitionTaxableAmount- 15 numeric characters, dollars and cents- positive amounts only </AcquisitionAboveFairMarketValue> <TotalTaxableAmount></TotalTaxableAmount> Total Schedule 1 Area C taxable amount where inadequate consideration given on purchase or sale (Field 210)- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount <TotalTaxPayableAmount></TotalTaxPayableAmount> Total Schedule 1 Area C tax payable where inadequate consideration given on purchase or sale (Schedule 1 Area C Section 2 Line 7, Field 110)- TotalTaxableAmount * 1/2- 15 numeric characters, dollars and cents- positive amounts only </TrustPropertyInadequateConsiderationDispostionAcquisition> </Schedule1> <Schedule2> <BeneficiaryExcessContributionYearText></BeneficiaryExcessContributionYearText> Years that excess contributions were made-60 alphanumeric-first 60 letters/numbers <BeneficiaryName></BeneficiaryName> Name of beneficiary (Schedule 2 Area A)- 60 Alphanumeric- first 60 letters of beneficiary's name <BeneficiarySocialInsuranceNumber></BeneficiarySocialInsuranceNumber> Social Insurance Number (Schedule 2 Area A)- 9 numeric- beneficiary's SIN- when the beneficiary has failed to provide a SIN, enter zeroes in the entire field <BeneficiaryExcess> <MonthlySummary> <MonthNumber></MonthNumber> Month (Schedule 2 Area A Column A)- 2 numeric <PreviousMonthContributionBalanceAmount></PreviousMonthContributionBalanceAmount> Contribution Amount for the previous month (Schedule 2 Area A Column B)- 15 numeric characters, dollars and cents- positive amounts only <CurrentMonthContributionAmount></CurrentMonthContributionAmount> Contribution Amount for the current month (Schedule 2 Area A Column C)- 15 numeric characters, dollars and cents- Positive amounts only <YearToDateContributionAmount></YearToDateContributionAmount> Contribution amount- year to date (Schedule 2 Area A Column D)- sum of PreviousMonthContributionBalanceAmount and YearToDatecontributionAmount- 15 numeric characters, dollars and cents- positive amounts only <CurrentMonthContributionReturnedAmount></CurrentMonthContributionReturnedAmount> Contributions returned to the beneficiary during the current month (Schedule 2 Area A Column E)- 15 numeric characters, dollars and cents- positive amounts only <CurrentMonthContributionBalanceAmount></CurrentMonthContributionBalanceAmount> Year to date contribution amount minus current month contribution returned amount (Schedule 2 Area A Column F)- 15 numeric characters, dollars and cents- positive amounts only <CurrentMonthGiftAmount></CurrentMonthGiftAmount> Aggregate of gifts made to the trust after May 25, 1976 and before the end of the month (Schedule 2 Area B Column G)- 15 numeric characters, dollars and cents- positive amounts only </MonthlySummary> <TotalBeneficiaryContributionTaxableAmount></TotalBeneficiaryContributionTaxableAmount> Total beneficiary contribution taxable amount (Schedule 2 Area C line 3)- sum of allCurrentMonthContributionBalanceAmount- 15 numeric characters, dollars and cents- positive amounts only <TotalBeneficiaryGiftTaxableAmount></TotalBeneficiaryGiftTaxableAmount> Total beneficiary gift taxable amount (Schedule 2 Area C line 4)- sum of allCurrentMonthGiftAmount- 15 numeric characters, dollars and cents- positive amounts only </BeneficiaryExcess> <TotalTrustExcessTaxableAmount></TotalTrustExcessTaxableAmount> Total trust excess taxable amount (Schedule 2 Area C line 5, field 215)- TotalBeneficiaryContributionTaxableAmount plus TotalBeneficiaryGiftTaxableAmount- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount <TotalTrustExcessTaxPayableAmount></TotalTrustExcessTaxPayableAmount> Total tax payable on excess amount (Schedule 2 Area C line 7, field 115)- TotalTrustExcessTaxableAmount multiplied by 1%- 15 numeric characters, dollars and cents- positive amounts only </Schedule2> <Schedule4> <MonthlyNonQualifiedProperty> <MonthNumber></MonthNumber> Month (Schedule 4 Column A)- 2 numeric <AcquisistionFairMarketValueAmount></AcquisistionFairMarketValueAmount> Fair market value at the time of acquisition of all property that is not a qualified investment at end of month- 15 numeric characters, dollars and cents- positive amounts only <AcquisitionFairMarketValueTaxableAmount></AcquisitionFairMarketValueTaxableAmount> Fair market value at the time of acquisition of column (b) property that is taxable under paragraph 198(1)c- 15 numeric characters, dollars and cents- positive amounts only <TaxableAmount></TaxableAmount> Acquisistion fair market value amount minus acquisition fair market value taxable amount (Schedule 4 Column D)- 15 numeric characters, dollars and cents- positive amounts only </MonthlyNonQualifiedProperty> <TotalNonQualifiedPropertyTaxableAmount></TotalNonQualifiedPropertyTaxableAmount> Total non-qualified property taxable amounts (Field 245)- Sum of all TaxableAmount- 15 numeric characters, dollars and cents- positive amounts only <TotalNonQualifiedPropertyTaxPayableAmount></TotalNonQualifiedPropertyTaxPayableAmount> Part XI.1 tax on non-qualified property (Schedule 4 line 3, field 150)- totalNonQualifiedPropertyTaxableAmount multiplied by 1%- 15 numeric characters, dollars and cents- positive amounts only </Schedule4> <Schedule5 > <NonQualifiedTrustInvestmentDisposition> <Investment> <Description></Description> Description of Investment (Schedule 5 Area A Column A)- 60 alphanumeric- first 60 letters of description <AcquisitionDate> (Schedule 5 Area A Column B) Optional- if present must include all required child tags <Year></Year> Acquisition date –Year Required- 4 numeric <Month></Month> Acquisition date –Month Required- 2 numeric <Day></Day> Acquisition date – Day Required- 2 numeric </AcquisitionDate> <AcquisitionTaxAmount></AcquisitionTaxAmount> Tax imposed on acquisition (Schedule 5 Area A Column C)- 15 numeric characters, dollars and cents- positive amounts only <DispositionDate> (Schedule 5 Area A Column D) Optional- if present must include all required child tags <Year></Year> Disposition date –Year Required- 4 numeric <Month></Month> Disposition date –Month Required- 2 numeric <Day></Day> Disposition date – Day Required- 2 numeric </DispositionDate> <ProceedAmount></ProceedAmount> Proceeds of disposition (Schedule 5 Area A Column E)- 15 numeric characters, dollars and cents <TaxRefundAmount></TaxRefundAmount> Tax Refund Amount (Schedule 5 Area A Column F)- 15 numeric characters, dollars and cents- positive amounts only </Investment> <TotalTaxRefundAmount></TotalTaxRefundAmount> Total Refund of tax on the disposition of non-qualified investments (Schedule 5 Area A line 1, field 060)- sum of all NonQualifiedTrustInvestmentDisposition TaxRefundAmount- 15 numeric characters, dollars and cents- positive amounts only </NonQualifiedTrustInvestmentDisposition> <SecurityLoanTrustPropertyRecovery> <Property> <Description></Description> Description of Property (Schedule 5, Area B, Column A)- 60 alphanumeric- first 60 letters of description <SecurityLoanFirstDate> (Schedule 5, Area B, Column B) Optional- if present must include all required child tags <Year></Year> Security loan first date –Year Required- 4 numeric <Month></Month> Security loan first date –Month Required- 2 numeric <Day></Day> Security loan first date – Day Required- 2 numeric </SecurityLoanFirstDate> <UsageTaxAmount></UsageTaxAmount> Tax imposed on use (Schedule 5, Area B, Column C)- 15 numeric characters, dollars and cents- positive amounts only <SecurityLoanExpiryDate> Optional- if present must include all required child tags (Schedule 5, Area B, Column D) <Year></Year> Security loan expiry date –Year Required- 4 numeric <Month></Month> Security loan expiry date –Month Required- 2 numeric <Day></Day> Security loan expiry date – Day Required- 2 numeric </SecurityLoanExpiryDate> <UsageNetLossAmount></UsageNetLossAmount> Net loss sustained through use (Schedule 5, Area B, Column E)- 15 numeric characters, dollars and cents- positive amounts only <TaxRefundAmount></TaxRefundAmount> Tax Refund Amount- tax imposed on use minus net loss sustained through use (Schedule 5, Area B, Column F)- UsageTaxAmount minus UsageNetLossAmount- 15 numeric characters, dollars and cents- positive amounts only </Property> <TotalTaxRefundAmount></TotalTaxRefundAmount> Total Refund of tax on recovery of property given as security for a loan (Schedule 5 Area B line 2, field 070)- sum of all SecurityLoanTrustPropertyRecovery TaxRefundAmount- 15 numeric characters, dollars and cents- positive amounts only </SecurityLoanTrustPropertyRecovery> <InitialNonQualifiedTrustInvestmentDisposition> <PreviousTaxAmount></PreviousTaxAmount> Total taxes under subsection 199(1) paid in previous years on initial non-qualified investments (Schedule 5 Area C line 3)- 15 numeric characters, dollars and cents- positive amounts only <BaseAmount></BaseAmount> Initial base of non-qualified investments (Schedule 5 Area C line 4)- 15 numeric characters, dollars and cents- positive amounts only <ProceedAmount></ProceedAmount> Proceeds of disposition in all years (Schedule 5 Area C line 5)- 15 numeric characters, dollars and cents- positive amounts only <NetBaseAmount></NetBaseAmount> Initial base of non-qualified investments minus proceeds of disposition in all years (Schedule 5 Area C line 6)- 15 numeric characters, dollars and cents- positive amounts only <PreviousTaxRefundAmount></PreviousTaxRefundAmount> Previous refunds of tax on initial non-qualified investments (Schedule 5 Area C line 7)- 15 numeric characters, dollars and cents- positive amounts only <NonRefundableTaxAmount></NonRefundableTaxAmount> Non refundable tax amount – net base amount plus previous refunds of tax on initial non-qualified investments (Schedule 5 Area C line 8)- previousTaxAmount minus NonRefundableTaxAmount- 15 numeric characters, dollars and cents- positive amounts only <TotalTaxRefundAmount></TotalTaxRefundAmount> Total Refund of tax on the disposition of initial non-qualified investments- 15 numeric characters, dollars and cents- positive amounts only </InitialNonQualifiedTrustInvestmentDisposition> </Schedule5> <TrustReturnTaxSummary> <TotalAcquireCorporationShareTaxPayableAmount></TotalAcquireCorporationShareTaxPayableAmount> Total acquired corporation share tax payable amount (Field 140)- line 5 of summary of tax or refund (Schedule 3 field 241)- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount <TotalTrustTaxPayableAmount></TotalTrustTaxPayableAmount> Total tax payable amount (Field 190)- line 7 of summary of tax or refund- 15 numeric characters, dollars and cents <TrustAccountPaidAmount></TrustAccountPaidAmount> Payments on Account (Field 010)- line 8 of summary of tax or refund- 15 numeric characters, dollars and cents <TotalDeferredProfitSharingPlanTaxUnpaidAmount></TotalDeferredProfitSharingPlanTaxUnpaidAmount> Unpaid balance of tax- line 9 of summary of tax or refund (line7 minus line 8)- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount <TotalDeferredProfitSharingPlanTaxRefundAmount></TotalDeferredProfitSharingPlanTaxRefundAmount> Total deferred profit sharing plan tax refund amount- total of all TotalTaxRefundAmount tags (line 10 plus line 11 plus line 12)- line 13 of summary of tax or refund- positive amounts only <TrustAccountBalanceAmount></TrustAccountBalanceAmount> Balance owing (Field 090)- line 14 of summary of tax or refund (line 9 minus line 13)- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount </TrustRetuurnTaxSummary> </T3D> </Return> Report a problem or mistake on this page Thank you for your help! ...

<TrustAssetTransfer> <TransfereeName></TransfereeName> Name of new trust, pension corporation, or insurance company- 60 alphanumeric- first 60 letters of the new trust name <TransferDate> Optional- if present must include all required child tags <Year></Year> Transfer Date –Year Required- 4 numeric- year the funds were transferred to another trust <Month></Month> Transfer Date –Month Required- 2 numeric- month the funds were transferred to another trust <Day></Day> Transfer date- Day Required- 2 numeric- Day the funds were transferred to another trust </TransferDate> </TrustAssetTransfer> <RegisteredPlanName></RegisteredPlanName> Name of Plan- Required 60 alphanumeric- first 60 letters of the name of plan <PlanRegistrationNumber></PlanRegistrationNumber> Plan Registration Number- Required 7 numeric- the first 7 digits of the plan registration number assigned by the CRA <TrustRevocationDate> Optional- if present must include all required child tags <Year></Year> Trust revocation date –Year Required- 4 numeric <Month></Month> Trust revocation date –Month Required- 2 numeric <Day></Day> Trust revocation date – Day Required- 2 numeric </TrustRevocationDate> </TrustInformation> <Schedule1> <TrustNonQualifiedAcquisition> <Investment> <Description></Description> Description of investment- 60 alphanumeric- first 60 letters of the description <AcquisitionDate> Optional- if present must include all required child tags <Year></Year> Trust acquisition date –Year Required- 4 numeric <Month></Month> Trust acquisition date –Month Required- 2 numeric <Day></Day> Trust acquisition date – Day Required- 2 numeric </AcquisitionDate> <AcquisitionFairMarketValueAmount></AcquisitionFairMarketValueAmount> Fair market value at date of acquisition- 15 numeric characters, dollars and cents- positive amounts only </Investment> <TotalInvestmentTaxPayableAmount></TotalInvestmentTaxPayableAmount> Total investment tax payable on non-qualified acquisitions (Schedule 1 Area A line 1, Field 100)- sum of all Investment AcquisitionFairMarketValueAmount- 15 numeric characters, dollars and cents </TrustNonQualifiedAcquisition> <SecurityLoanTrust> <Property> <Description></Description> Description of property- 60 alphanumeric- first 60 letters of the description <SecurityLoanFirstDate> Optional- if present must include all required child tags <Year></Year> Trust acquisition date –Year Required- 4 numeric <Month></Month> Trust acquisition date –Month Required- 2 numeric <Day></Day> Trust acquisition date – Day Required- 2 numeric </SecurityLoanFirstDate> <SecurityLoanFirstDateMarketValueAmount></SecurityLoanFirstDateMarketValueAmount> Fair market value at date first used- 15 numeric characters, dollars and cents- positive amounts only </Property> <TotalPropertyTaxPayableAmount></TotalPropertyTaxPayableAmount> Tax on property used as security for a loan- 15 numeric characters, dollars and cents- Positive amounts only </SecurityLoanTrust> <TrustPropertyInadequateConsiderationDispostionAcquisition> <DispositionBelowFairMarketValue> <Property> <Description></Description> Description of property (Schedule 1 Area C Section 1 Column A)- 60 alphanumeric- first 60 letters of description <DispositionDate> Schedule 1 Area C Section 1 Column B) Optional- if present must include all required child tags <Year></Year> Disposition date –Year Required- 4 numeric <Month></Month> Disposition date –Month Required- 2 numeric <Day></Day> Disposition date – Day Required- 2 numeric </DispositionDate> <DispositionDateFairMarketValue></DispositionDateFairMarketValue> Fair market value at date of disposition (Schedule 1 Area C Section 1 Column C)- 15 numeric characters, dollars and cents- positive amounts only <DispositionProceedAmount></DispositionProceedAmount> Proceeds of disposition (Schedule 1 Area C Section 1 Column D)- 15 numeric characters, dollars and cents- positive amounts only <DispositionTaxableAmount></DispositionTaxableAmount> Taxable amount of disposition (Schedule 1 Area C Section 1 Column E)- 15 numeric characters, dollars and cents- positive amounts only </Property> <TotalPropertyDispositionTaxableAmount></TotalPropertyDispositionTaxableAmount> Total property disposition taxable amount (Schedule 1 Area C Section 1 Line 3)- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount </DispositionBelowFairMarketValue> <AcquisitionAboveFairMarketValue> <Property> <Description></Description> Description of property (Schedule 1 Area C Section 2 Column A)-60 alphanumeric- first 60 letters of description <AcquisitionDate> (Schedule 1 Area C Section 2 Column B) Optional- if present must include all required child tags <Year></Year> Acquisition date –Year Required- 4 numeric <Month></Month> Acquisition date –Month Required- 2 numeric <Day></Day> Acquisition date – Day Required- 2 numeric </AcquisitionDate> <AcquisitionAmount></AcquisitionAmount> Proceeds of acquisition (Schedule 1 Area C Section 2 Column C)- 15 numeric characters, dollars and cents- positive amounts only <AcquisitionDateFairMarketValue></AcquisitionDateFairMarketValue> Fair market value at date of Acquisition (Schedule 1 Area C Section 2 Column D)- 15 numeric characters, dollars and cents <AcquisitonTaxableAmount></AcquisitionTaxableAmount> Taxable amount of acquisition (Schedule 1 Area C Section 2 Column E)- 15 numeric characters, dollars and cents- positive amounts only </Property> <TotalPropertyAcquisitionTaxableAmount></TotalPropertyAcquisitionTaxableAmount> Total property disposition taxable amount (Schedule 1 Area C Section 2 Line 4)- Sum of all AcquisitionTaxableAmount- sum of all AcquisitionTaxableAmount- 15 numeric characters, dollars and cents- positive amounts only </AcquisitionAboveFairMarketValue> <TotalTaxableAmount></TotalTaxableAmount> Total Schedule 1 Area C taxable amount where inadequate consideration given on purchase or sale (Field 210)- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount <TotalTaxPayableAmount></TotalTaxPayableAmount> Total Schedule 1 Area C tax payable where inadequate consideration given on purchase or sale (Schedule 1 Area C Section 2 Line 7, Field 110)- TotalTaxableAmount * 1/2- 15 numeric characters, dollars and cents- positive amounts only </TrustPropertyInadequateConsiderationDispostionAcquisition> </Schedule1> <Schedule2> <BeneficiaryExcessContributionYearText></BeneficiaryExcessContributionYearText> Years that excess contributions were made-60 alphanumeric-first 60 letters/numbers <BeneficiaryName></BeneficiaryName> Name of beneficiary (Schedule 2 Area A)- 60 Alphanumeric- first 60 letters of beneficiary's name <BeneficiarySocialInsuranceNumber></BeneficiarySocialInsuranceNumber> Social Insurance Number (Schedule 2 Area A)- 9 numeric- beneficiary's SIN- when the beneficiary has failed to provide a SIN, enter zeroes in the entire field <BeneficiaryExcess> <MonthlySummary> <MonthNumber></MonthNumber> Month (Schedule 2 Area A Column A)- 2 numeric <PreviousMonthContributionBalanceAmount></PreviousMonthContributionBalanceAmount> Contribution Amount for the previous month (Schedule 2 Area A Column B)- 15 numeric characters, dollars and cents- positive amounts only <CurrentMonthContributionAmount></CurrentMonthContributionAmount> Contribution Amount for the current month (Schedule 2 Area A Column C)- 15 numeric characters, dollars and cents- Positive amounts only <YearToDateContributionAmount></YearToDateContributionAmount> Contribution amount- year to date (Schedule 2 Area A Column D)- sum of PreviousMonthContributionBalanceAmount and YearToDatecontributionAmount- 15 numeric characters, dollars and cents- positive amounts only <CurrentMonthContributionReturnedAmount></CurrentMonthContributionReturnedAmount> Contributions returned to the beneficiary during the current month (Schedule 2 Area A Column E)- 15 numeric characters, dollars and cents- positive amounts only <CurrentMonthContributionBalanceAmount></CurrentMonthContributionBalanceAmount> Year to date contribution amount minus current month contribution returned amount (Schedule 2 Area A Column F)- 15 numeric characters, dollars and cents- positive amounts only <CurrentMonthGiftAmount></CurrentMonthGiftAmount> Aggregate of gifts made to the trust after May 25, 1976 and before the end of the month (Schedule 2 Area B Column G)- 15 numeric characters, dollars and cents- positive amounts only </MonthlySummary> <TotalBeneficiaryContributionTaxableAmount></TotalBeneficiaryContributionTaxableAmount> Total beneficiary contribution taxable amount (Schedule 2 Area C line 3)- sum of allCurrentMonthContributionBalanceAmount- 15 numeric characters, dollars and cents- positive amounts only <TotalBeneficiaryGiftTaxableAmount></TotalBeneficiaryGiftTaxableAmount> Total beneficiary gift taxable amount (Schedule 2 Area C line 4)- sum of allCurrentMonthGiftAmount- 15 numeric characters, dollars and cents- positive amounts only </BeneficiaryExcess> <TotalTrustExcessTaxableAmount></TotalTrustExcessTaxableAmount> Total trust excess taxable amount (Schedule 2 Area C line 5, field 215)- TotalBeneficiaryContributionTaxableAmount plus TotalBeneficiaryGiftTaxableAmount- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount <TotalTrustExcessTaxPayableAmount></TotalTrustExcessTaxPayableAmount> Total tax payable on excess amount (Schedule 2 Area C line 7, field 115)- TotalTrustExcessTaxableAmount multiplied by 1%- 15 numeric characters, dollars and cents- positive amounts only </Schedule2> <Schedule4> <MonthlyNonQualifiedProperty> <MonthNumber></MonthNumber> Month (Schedule 4 Column A)- 2 numeric <AcquisistionFairMarketValueAmount></AcquisistionFairMarketValueAmount> Fair market value at the time of acquisition of all property that is not a qualified investment at end of month- 15 numeric characters, dollars and cents- positive amounts only <AcquisitionFairMarketValueTaxableAmount></AcquisitionFairMarketValueTaxableAmount> Fair market value at the time of acquisition of column (b) property that is taxable under paragraph 198(1)c- 15 numeric characters, dollars and cents- positive amounts only <TaxableAmount></TaxableAmount> Acquisistion fair market value amount minus acquisition fair market value taxable amount (Schedule 4 Column D)- 15 numeric characters, dollars and cents- positive amounts only </MonthlyNonQualifiedProperty> <TotalNonQualifiedPropertyTaxableAmount></TotalNonQualifiedPropertyTaxableAmount> Total non-qualified property taxable amounts (Field 245)- Sum of all TaxableAmount- 15 numeric characters, dollars and cents- positive amounts only <TotalNonQualifiedPropertyTaxPayableAmount></TotalNonQualifiedPropertyTaxPayableAmount> Part XI.1 tax on non-qualified property (Schedule 4 line 3, field 150)- totalNonQualifiedPropertyTaxableAmount multiplied by 1%- 15 numeric characters, dollars and cents- positive amounts only </Schedule4> <Schedule5 > <NonQualifiedTrustInvestmentDisposition> <Investment> <Description></Description> Description of Investment (Schedule 5 Area A Column A)- 60 alphanumeric- first 60 letters of description <AcquisitionDate> (Schedule 5 Area A Column B) Optional- if present must include all required child tags <Year></Year> Acquisition date –Year Required- 4 numeric <Month></Month> Acquisition date –Month Required- 2 numeric <Day></Day> Acquisition date – Day Required- 2 numeric </AcquisitionDate> <AcquisitionTaxAmount></AcquisitionTaxAmount> Tax imposed on acquisition (Schedule 5 Area A Column C)- 15 numeric characters, dollars and cents- positive amounts only <DispositionDate> (Schedule 5 Area A Column D) Optional- if present must include all required child tags <Year></Year> Disposition date –Year Required- 4 numeric <Month></Month> Disposition date –Month Required- 2 numeric <Day></Day> Disposition date – Day Required- 2 numeric </DispositionDate> <ProceedAmount></ProceedAmount> Proceeds of disposition (Schedule 5 Area A Column E)- 15 numeric characters, dollars and cents <TaxRefundAmount></TaxRefundAmount> Tax Refund Amount (Schedule 5 Area A Column F)- 15 numeric characters, dollars and cents- positive amounts only </Investment> <TotalTaxRefundAmount></TotalTaxRefundAmount> Total Refund of tax on the disposition of non-qualified investments (Schedule 5 Area A line 1, field 060)- sum of all NonQualifiedTrustInvestmentDisposition TaxRefundAmount- 15 numeric characters, dollars and cents- positive amounts only </NonQualifiedTrustInvestmentDisposition> <SecurityLoanTrustPropertyRecovery> <Property> <Description></Description> Description of Property (Schedule 5, Area B, Column A)- 60 alphanumeric- first 60 letters of description <SecurityLoanFirstDate> (Schedule 5, Area B, Column B) Optional- if present must include all required child tags <Year></Year> Security loan first date –Year Required- 4 numeric <Month></Month> Security loan first date –Month Required- 2 numeric <Day></Day> Security loan first date – Day Required- 2 numeric </SecurityLoanFirstDate> <UsageTaxAmount></UsageTaxAmount> Tax imposed on use (Schedule 5, Area B, Column C)- 15 numeric characters, dollars and cents- positive amounts only <SecurityLoanExpiryDate> Optional- if present must include all required child tags (Schedule 5, Area B, Column D) <Year></Year> Security loan expiry date –Year Required- 4 numeric <Month></Month> Security loan expiry date –Month Required- 2 numeric <Day></Day> Security loan expiry date – Day Required- 2 numeric </SecurityLoanExpiryDate> <UsageNetLossAmount></UsageNetLossAmount> Net loss sustained through use (Schedule 5, Area B, Column E)- 15 numeric characters, dollars and cents- positive amounts only <TaxRefundAmount></TaxRefundAmount> Tax Refund Amount- tax imposed on use minus net loss sustained through use (Schedule 5, Area B, Column F)- UsageTaxAmount minus UsageNetLossAmount- 15 numeric characters, dollars and cents- positive amounts only </Property> <TotalTaxRefundAmount></TotalTaxRefundAmount> Total Refund of tax on recovery of property given as security for a loan (Schedule 5 Area B line 2, field 070)- sum of all SecurityLoanTrustPropertyRecovery TaxRefundAmount- 15 numeric characters, dollars and cents- positive amounts only </SecurityLoanTrustPropertyRecovery> <InitialNonQualifiedTrustInvestmentDisposition> <PreviousTaxAmount></PreviousTaxAmount> Total taxes under subsection 199(1) paid in previous years on initial non-qualified investments (Schedule 5 Area C line 3)- 15 numeric characters, dollars and cents- positive amounts only <BaseAmount></BaseAmount> Initial base of non-qualified investments (Schedule 5 Area C line 4)- 15 numeric characters, dollars and cents- positive amounts only <ProceedAmount></ProceedAmount> Proceeds of disposition in all years (Schedule 5 Area C line 5)- 15 numeric characters, dollars and cents- positive amounts only <NetBaseAmount></NetBaseAmount> Initial base of non-qualified investments minus proceeds of disposition in all years (Schedule 5 Area C line 6)- 15 numeric characters, dollars and cents- positive amounts only <PreviousTaxRefundAmount></PreviousTaxRefundAmount> Previous refunds of tax on initial non-qualified investments (Schedule 5 Area C line 7)- 15 numeric characters, dollars and cents- positive amounts only <NonRefundableTaxAmount></NonRefundableTaxAmount> Non refundable tax amount – net base amount plus previous refunds of tax on initial non-qualified investments (Schedule 5 Area C line 8)- previousTaxAmount minus NonRefundableTaxAmount- 15 numeric characters, dollars and cents- positive amounts only <TotalTaxRefundAmount></TotalTaxRefundAmount> Total Refund of tax on the disposition of initial non-qualified investments- 15 numeric characters, dollars and cents- positive amounts only </InitialNonQualifiedTrustInvestmentDisposition> </Schedule5> <TrustReturnTaxSummary> <TotalAcquireCorporationShareTaxPayableAmount></TotalAcquireCorporationShareTaxPayableAmount> Total acquired corporation share tax payable amount (Field 140)- line 5 of summary of tax or refund (Schedule 3 field 241)- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount <TotalTrustTaxPayableAmount></TotalTrustTaxPayableAmount> Total tax payable amount (Field 190)- line 7 of summary of tax or refund- 15 numeric characters, dollars and cents <TrustAccountPaidAmount></TrustAccountPaidAmount> Payments on Account (Field 010)- line 8 of summary of tax or refund- 15 numeric characters, dollars and cents <TotalDeferredProfitSharingPlanTaxUnpaidAmount></TotalDeferredProfitSharingPlanTaxUnpaidAmount> Unpaid balance of tax- line 9 of summary of tax or refund (line7 minus line 8)- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount <TotalDeferredProfitSharingPlanTaxRefundAmount></TotalDeferredProfitSharingPlanTaxRefundAmount> Total deferred profit sharing plan tax refund amount- total of all TotalTaxRefundAmount tags (line 10 plus line 11 plus line 12)- line 13 of summary of tax or refund- positive amounts only <TrustAccountBalanceAmount></TrustAccountBalanceAmount> Balance owing (Field 090)- line 14 of summary of tax or refund (line 9 minus line 13)- 15 numeric characters, dollars and cents- if negative amounts are being reported, include the "–"indicator before the dollar amount </TrustRetuurnTaxSummary> </T3D> </Return> Page details Report a problem on this page Date modified: 2022-10-07 ...

<TrustAssetTransfer> <TransfereeName></TransfereeName> Name of new trust, pension corporation, or insurance company- 60 alphanumeric- First 60 letters of the new trust name <TransferDate> Optional- if present must include all required child tags <Year></Year> Transfer Date –Year Required- 4 numeric- Year the funds were transferred to another trust <Month></Month> Transfer Date –Month Required- 2 numeric- Month the funds were transferred to another trust <Day></Day> Transfer date- Day Required- 2 numeric- Day the funds were transferred to another trust </TransferDate> </TrustAssetTransfer> <RegisteredPlanName></RegisteredPlanName> Name of Plan- Required 60 alphanumeric- First 60 letters of the name of plan <PlanRegistrationNumber></PlanRegistrationNumber> Plan Registration Number- Required 7 numeric- The first 7 digits of the plan registration number assigned by the CRA <TrustRevocationDate> Optional- if present must include all required child tags <Year></Year> Trust revocation date –Year Required- 4 numeric <Month></Month> Trust revocation date –Month Required- 2 numeric <Day></Day> Trust revocation date – Day Required- 2 numeric </TrustRevocationDate> </TrustInformation> <Schedule1> <TrustNonQualifiedAcquisition> <Investment> <Description></Description> Description of investment- 60 alphanumeric- First 60 letters of the description <AcquisitionDate> Optional- if present must include all required child tags <Year></Year> Trust acquisition date –Year Required- 4 numeric <Month></Month> Trust acquisition date –Month Required- 2 numeric <Day></Day> Trust acquisition date – Day Required- 2 numeric </AcquisitionDate> <AcquisitionFairMarketValueAmount></AcquisitionFairMarketValueAmount> Fair market value at date of acquisition- 15 numeric characters, dollars and cents- Positive amounts only </Investment> <TotalInvestmentTaxPayableAmount></TotalInvestmentTaxPayableAmount> Total investment tax payable on non-qualified acquisitions (Schedule 1 Area A line 1, Field 100)- Sum of all Investment AcquisitionFairMarketValueAmount- 15 numeric characters, dollars and cents </TrustNonQualifiedAcquisition> <SecurityLoanTrust> <Property> <Description></Description> Description of property- 60 alphanumeric- First 60 letters of the description <SecurityLoanFirstDate> Optional- if present must include all required child tags <Year></Year> Trust acquisition date –Year Required- 4 numeric <Month></Month> Trust acquisition date –Month Required- 2 numeric <Day></Day> Trust acquisition date – Day Required- 2 numeric </SecurityLoanFirstDate> <SecurityLoanFirstDateMarketValueAmount></SecurityLoanFirstDateMarketValueAmount> Fair market value at date first used- 15 numeric characters, dollars and cents- Positive amounts only </Property> <TotalPropertyTaxPayableAmount></TotalPropertyTaxPayableAmount> Tax on property used as security for a loan- 15 numeric characters, dollars and cents- Positive amounts only </SecurityLoanTrust> <TrustPropertyInadequateConsiderationDispostionAcquisition> <DispositionBelowFairMarketValue> <Property> <Description></Description> Description of property (Schedule 1 Area C Section 1 Column A)- 60 alphanumeric- First 60 letters of description <DispositionDate> Schedule 1 Area C Section 1 Column B) Optional- if present must include all required child tags <Year></Year> Disposition date –Year Required- 4 numeric <Month></Month> Disposition date –Month Required- 2 numeric <Day></Day> Disposition date – Day Required- 2 numeric </DispositionDate> <DispositionDateFairMarketValue></DispositionDateFairMarketValue> Fair market value at date of disposition (Schedule 1 Area C Section 1 Column C)- 15 numeric characters, dollars and cents- Positive amounts only <DispositionProceedAmount></DispositionProceedAmount> Proceeds of disposition (Schedule 1 Area C Section 1 Column D)- 15 numeric characters, dollars and cents- Positive amounts only <DispositionTaxableAmount></DispositionTaxableAmount> Taxable amount of disposition (Schedule 1 Area C Section 1 Column E)- 15 numeric characters, dollars and cents- Positive amounts only </Property> <TotalPropertyDispositionTaxableAmount></TotalPropertyDispositionTaxableAmount> Total property disposition taxable amount (Schedule 1 Area C Section 1 Line 3)- 15 numeric characters, dollars and cents- If negative amounts are being reported, include the " – "indicator before the dollar amount </DispositionBelowFairMarketValue> <AcquisitionAboveFairMarketValue> <Property> <Description></Description> Description of property (Schedule 1 Area C Section 2 Column A)- 60 alphanumeric- First 60 letters of description <AcquisitionDate> (Schedule 1 Area C Section 2 Column B) Optional- if present must include all required child tags <Year></Year> Acquisition date –Year Required- 4 numeric <Month></Month> Acquisition date –Month Required- 2 numeric <Day></Day> Acquisition date – Day Required- 2 numeric </AcquisitionDate> <AcquisitionAmount></AcquisitionAmount> Proceeds of acquisition (Schedule 1 Area C Section 2 Column C)- 15 numeric characters, dollars and cents- Positive amounts only <AcquisitionDateFairMarketValue></AcquisitionDateFairMarketValue> Fair market value at date of Acquisition (Schedule 1 Area C Section 2 Column D)- 15 numeric characters, dollars and cents <AcquisitonTaxableAmount></AcquisitionTaxableAmount> Taxable amount of acquisition (Schedule 1 Area C Section 2 Column E)- 15 numeric characters, dollars and cents- Positive amounts only </Property> <TotalPropertyAcquisitionTaxableAmount></TotalPropertyAcquisitionTaxableAmount> Total property disposition taxable amount (Schedule 1 Area C Section 2 Line 4)- Sum of all AcquisitionTaxableAmount- Sum of all AcquisitionTaxableAmount- 15 numeric characters, dollars and cents- Positive amounts only </AcquisitionAboveFairMarketValue> <TotalTaxableAmount></TotalTaxableAmount> Total Schedule 1 Area C taxable amount where inadequate consideration given on purchase or sale (Field 210) 15 numeric characters, dollars and cents- If negative amounts are being reported, include the " – "indicator before the dollar amount <TotalTaxPayableAmount></TotalTaxPayableAmount> Total Schedule 1 Area C tax payable where inadequate consideration given on purchase or sale (Schedule 1 Area C Section 2 Line 7, Field 110)- TotalTaxableAmount * 1/2- 15 numeric characters, dollars and cents- Positive amounts only </TrustPropertyInadequateConsiderationDispostionAcquisition> </Schedule1> <Schedule2> <BeneficiaryExcessContributionYearText></BeneficiaryExcessContributionYearText> Years that excess contributions were made-60 alphanumeric-First 60 letters/numbers <BeneficiaryName></BeneficiaryName> Name of beneficiary (Schedule 2 Area A)-60 Alphanumeric- First 60 letters of beneficiary's name <BeneficiarySocialInsuranceNumber></BeneficiarySocialInsuranceNumber> Social Insurance Number (Schedule 2 Area A)- 9 numeric-The beneficiary's SIN-When the beneficiary has failed to provide a SIN, enter zeroes in the entire field < BeneficiaryExcess> <MonthlySummary> <MonthNumber></MonthNumber> Month (Schedule 2 Area A Column A)- 2 numeric <PreviousMonthContributionBalanceAmount></PreviousMonthContributionBalanceAmount> Contribution Amount for the previous month (Schedule 2 Area A Column B)- 15 numeric characters, dollars and cents- Positive amounts only <CurrentMonthContributionAmount></CurrentMonthContributionAmount> Contribution Amount for the current month (Schedule 2 Area A Column C)- 15 numeric characters, dollars and cents- Positive amounts only <YearToDateContributionAmount></YearToDateContributionAmount> Contribution amount- year to date (Schedule 2 Area A Column D)- Sum of PreviousMonthContributionBalanceAmount and YearToDatecontributionAmount- 15 numeric characters, dollars and cents- Positive amounts only <CurrentMonthContributionReturnedAmount></CurrentMonthContributionReturnedAmount> Contributions returned to the beneficiary during the current month (Schedule 2 Area A Column E)- 15 numeric characters, dollars and cents- Positive amounts only <CurrentMonthContributionBalanceAmount></CurrentMonthContributionBalanceAmount> Year to date contribution amount minus current month contribution returned amount (Schedule 2 Area A Column F)- 15 numeric characters, dollars and cents- Positive amounts only <CurrentMonthGiftAmount></CurrentMonthGiftAmount> Aggregate of gifts made to the trust after May 25, 1976 and before the end of the month (Schedule 2 Area B Column G)- 15 numeric characters, dollars and cents- Positive amounts only </MonthlySummary> <TotalBeneficiaryContributionTaxableAmount></TotalBeneficiaryContributionTaxableAmount> Total beneficiary contribution taxable amount (Schedule 2 Area C line 3)- Sum of allCurrentMonthContributionBalanceAmount- 15 numeric characters, dollars and cents- Positive amounts only <TotalBeneficiaryGiftTaxableAmount></TotalBeneficiaryGiftTaxableAmount> Total beneficiary gift taxable amount (Schedule 2 Area C line 4)- Sum of allCurrentMonthGiftAmount- 15 numeric characters, dollars and cents- Positive amounts only </ BeneficiaryExcess> <TotalTrustExcessTaxableAmount></TotalTrustExcessTaxableAmount> Total trust excess taxable amount (Schedule 2 Area C line 5, field 215)- TotalBeneficiaryContributionTaxableAmount plus TotalBeneficiaryGiftTaxableAmount- 15 numeric characters, dollars and cents- If negative amounts are being reported, include the " – "indicator before the dollar amount <TotalTrustExcessTaxPayableAmount></TotalTrustExcessTaxPayableAmount> Total tax payable on excess amount (Schedule 2 Area C line 7, field 115)- TotalTrustExcessTaxableAmount multiplied by 1%- 15 numeric characters, dollars and cents- Positive amounts only </Schedule2> <Schedule4> <MonthlyNonQualifiedProperty> <MonthNumber></MonthNumber> Month (Schedule 4 Column A)- 2 numeric <AcquisistionFairMarketValueAmount></AcquisistionFairMarketValueAmount> Fair market value at the time of acquisition of all property that is not a qualified investment at end of month- 15 numeric characters, dollars and cents- Positive amounts only <AcquisitionFairMarketValueTaxableAmount></AcquisitionFairMarketValueTaxableAmount> Fair market value at the time of acquisition of column (b) property that is taxable under paragraph 198(1)c- 15 numeric characters, dollars and cents- Positive amounts only <TaxableAmount></TaxableAmount> Acquisistion fair market value amount minus acquisition fair market value taxable amount (Schedule 4 Column D)- 15 numeric characters, dollars and cents- Positive amounts only </MonthlyNonQualifiedProperty> <TotalNonQualifiedPropertyTaxableAmount></TotalNonQualifiedPropertyTaxableAmount> Total non-qualified property taxable amounts (Field 245)- Sum of all TaxableAmount- 15 numeric characters, dollars and cents- Positive amounts only <TotalNonQualifiedPropertyTaxPayableAmount></TotalNonQualifiedPropertyTaxPayableAmount> Part XI.1 tax on non-qualified property (Schedule 4 line 3, field 150)- TotalNonQualifiedPropertyTaxableAmount multiplied by 1%- 15 numeric characters, dollars and cents- Positive amounts only </Schedule4> <Schedule5 > <NonQualifiedTrustInvestmentDisposition> <Investment> <Description></Description> Description of Investment (Schedule 5 Area A Column A)- 60 alphanumeric- First 60 letters of description <AcquisitionDate> (Schedule 5 Area A Column B) Optional- if present must include all required child tags <Year></Year> Acquisition date –Year Required- 4 numeric <Month></Month> Acquisition date –Month Required- 2 numeric <Day></Day> Acquisition date – Day Required- 2 numeric </AcquisitionDate> <AcquisitionTaxAmount></AcquisitionTaxAmount> Tax imposed on acquisition (Schedule 5 Area A Column C)- 15 numeric characters, dollars and cents- Positive amounts only <DispositionDate> (Schedule 5 Area A Column D) Optional- if present must include all required child tags <Year></Year> Disposition date –Year Required- 4 numeric <Month></Month> Disposition date –Month Required- 2 numeric <Day></Day> Disposition date – Day Required- 2 numeric </DispositionDate> <ProceedAmount></ProceedAmount> Proceeds of disposition (Schedule 5 Area A Column E)- 15 numeric characters, dollars and cents <TaxRefundAmount></TaxRefundAmount> Tax Refund Amount (Schedule 5 Area A Column F)- 15 numeric characters, dollars and cents- Positive amounts only </Investment> <TotalTaxRefundAmount></TotalTaxRefundAmount> Total Refund of tax on the disposition of non-qualified investments (Schedule 5 Area A line 1, field 060)- Sum of all NonQualifiedTrustInvestmentDisposition TaxRefundAmount- 15 numeric characters, dollars and cents- Positive amounts only </NonQualifiedTrustInvestmentDisposition> <SecurityLoanTrustPropertyRecovery> <Property> <Description></Description> Description of Property (Schedule 5, Area B, Column A)- 60 alphanumeric- First 60 letters of description <SecurityLoanFirstDate> (Schedule 5, Area B, Column B) Optional- if present must include all required child tags <Year></Year> Security loan first date –Year Required- 4 numeric <Month></Month> Security loan first date –Month Required- 2 numeric <Day></Day> Security loan first date – Day Required- 2 numeric </SecurityLoanFirstDate> <UsageTaxAmount></UsageTaxAmount> Tax imposed on use (Schedule 5, Area B, Column C)- 15 numeric characters, dollars and cents- Positive amounts only <SecurityLoanExpiryDate> Optional- if present must include all required child tags (Schedule 5, Area B, Column D) <Year></Year> Security loan expiry date –Year Required- 4 numeric <Month></Month> Security loan expiry date –Month Required- 2 numeric <Day></Day> Security loan expiry date – Day Required- 2 numeric </SecurityLoanExpiryDate> <UsageNetLossAmount></UsageNetLossAmount> Net loss sustained through use (Schedule 5, Area B, Column E)- 15 numeric characters, dollars and cents- Positive amounts only <TaxRefundAmount></TaxRefundAmount> Tax Refund Amount- tax imposed on use minus net loss sustained through use (Schedule 5, Area B, Column F)- UsageTaxAmount minus UsageNetLossAmount- 15 numeric characters, dollars and cents- Positive amounts only </Property> <TotalTaxRefundAmount></TotalTaxRefundAmount> Total Refund of tax on recovery of property given as security for a loan (Schedule 5 Area B line 2, field 070)- Sum of all SecurityLoanTrustPropertyRecovery TaxRefundAmount- 15 numeric characters, dollars and cents- Positive amounts only </SecurityLoanTrustPropertyRecovery> <InitialNonQualifiedTrustInvestmentDisposition> <PreviousTaxAmount></PreviousTaxAmount> Total taxes under subsection 199(1) paid in previous years on initial non-qualified investments (Schedule 5 Area C line 3)- 15 numeric characters, dollars and cents- Positive amounts only <BaseAmount></BaseAmount> Initial base of non-qualified investments (Schedule 5 Area C line 4)- 15 numeric characters, dollars and cents- Positive amounts only <ProceedAmount></ProceedAmount> Proceeds of disposition in all years (Schedule 5 Area C line 5)- 15 numeric characters, dollars and cents- Positive amounts only <NetBaseAmount></NetBaseAmount> Initial base of non-qualified investments minus proceeds of disposition in all years (Schedule 5 Area C line 6)- 15 numeric characters, dollars and cents- Positive amounts only <PreviousTaxRefundAmount></PreviousTaxRefundAmount> Previous refunds of tax on initial non-qualified investments (Schedule 5 Area C line 7)- 15 numeric characters, dollars and cents- Positive amounts only <NonRefundableTaxAmount></NonRefundableTaxAmount> Non refundable tax amount – net base amount plus previous refunds of tax on initial non-qualified investments (Schedule 5 Area C line 8)- PreviousTaxAmount minus NonRefundableTaxAmount- 15 numeric characters, dollars and cents- Positive amounts only <TotalTaxRefundAmount></TotalTaxRefundAmount> Total Refund of tax on the disposition of initial non-qualified investments- 15 numeric characters, dollars and cents- Positive amounts only </InitialNonQualifiedTrustInvestmentDisposition> </Schedule5> <TrustReturnTaxSummary> <TotalAcquireCorporationShareTaxPayableAmount></TotalAcquireCorporationShareTaxPayableAmount> Total acquired corporation share tax payable amount (Field 140)- line 5 of summary of tax or refund (Schedule 3 field 241)- 15 numeric characters, dollars and cents- If negative amounts are being reported, include the " – "indicator before the dollar amount <TotalTrustTaxPayableAmount></TotalTrustTaxPayableAmount> Total tax payable amount (Field 190)- line 7 of summary of tax or refund- 15 numeric characters, dollars and cents <TrustAccountPaidAmount></TrustAccountPaidAmount> Payments on Account (Field 010)- line 8 of summary of tax or refund- 15 numeric characters, dollars and cents <TotalDeferredProfitSharingPlanTaxUnpaidAmount></TotalDeferredProfitSharingPlanTaxUnpaidAmount> Unpaid balance of tax- Line 9 of summary of tax or refund (line7 minus line 8)- 15 numeric characters, dollars and cents- If negative amounts are being reported, include the " – "indicator before the dollar amount <TotalDeferredProfitSharingPlanTaxRefundAmount></TotalDeferredProfitSharingPlanTaxRefundAmount> Total deferred profit sharing plan tax refund amount- Total of all TotalTaxRefundAmount tags (line 10 plus line 11 plus line 12)- Line 13 of summary of tax or refund- Positive amounts only <TrustAccountBalanceAmount></TrustAccountBalanceAmount> Balance owing (Field 090)- line 14 of summary of tax or refund (line 9 minus line 13)- 15 numeric characters, dollars and cents- If negative amounts are being reported, include the " – "indicator before the dollar amount </TrustRetuurnTaxSummary> </T3D> </Return> Report a problem or mistake on this page Privacy statement The information you provide through this survey is collected under the authority of the Department of Employment and Social Development Act (DESDA) for the purpose of measuring the performance of Canada.ca and continually improving the website. ...

Recommendations emanating from the JCP and CC working groups will be submitted for consideration by the CBHRM Advisory Committee and for approval by AMC. ... “Just in Time” training (JIT) sessions are given to candidates in selection processes to focus on understanding competencies including the selection of appropriate events for consideration. ... Most job posters listed a variety, usually six to ten, of possible placement criteria for each selection process such as availability, employment equity, geographic location, budget considerations, depth, breadth and type of experience or results of additional qualifications or competencies linked to work-specific requirements. ...

If a Ruling request is subsequently submitted by the taxpayer, the hourly fee charged for the Ruling request will take into consideration the hours spent on the Pre-ruling Consultation. ... From: [Name and address of taxpayer] Re: [Brief description of the advance income tax ruling (Ruling) request] In consideration of the Canada Revenue Agency (CRA) agreeing to examine a request for an advance income tax ruling and any supplemental ruling (together the “Ruling request”), the undersigned taxpayer hereby undertakes: To remit to the CRA, within 30 days of receipt of written demand, any and all fees payable to the CRA with respect to the above-noted Ruling request, irrespective of whether the ruling has been issued, which fees are prescribed under the Advance Income Tax Ruling Fees Order, SOR/90-234. ... From: [Name and address of representative’s firm] Re: [Name of taxpayer and brief description of the advance income tax ruling (Ruling) request] In consideration of the Canada Revenue Agency (CRA) agreeing to examine a request for an advance income tax ruling and any supplemental ruling (together the Ruling request) in which the firm is involved, the undersigned firm hereby undertakes: To remit to the CRA, within 30 days of receipt of written demand, any and all fees payable to the CRA with respect to the above-noted Ruling request, irrespective of whether the ruling has been issued, which fees are prescribed under the Advance Income Tax Ruling Fees Order, SOR/90-234. ...

From: [Name and address of taxpayer] Re: [Brief description of the advance income tax ruling (Ruling) request] For purposes of the above request, [name of taxpayer] hereby authorizes the following individual(s) to communicate with the Canada Revenue Agency (CRA), including any related matters that arise during the consideration of the request: (a) Name of individual:_____________________________________________ Position and/or Firm name:__________________________________________ Telephone number:________________________________________________ (b) Name of individual:______________________________________________ Position and/or Firm name:___________________________________________ Telephone number:_________________________________________________ Certification This representative authorization must be signed and dated by an authorized person for the taxpayer such as an owner, a partner of a partnership, a director of a corporation, an officer of a non-profit organization or a trustee of a trust. ... From: [Name and address of taxpayer] Re: [Brief description of the advance income tax ruling (Ruling) request] In consideration of the Canada Revenue Agency (CRA) agreeing to examine a request for an advance income tax ruling and any supplemental ruling (together the “Ruling request”), the undersigned taxpayer hereby undertakes: To remit to the CRA, within 30 days of receipt of written demand, any and all fees payable to the CRA with respect to the above-noted Ruling request, irrespective of whether the ruling has been issued, which fees are prescribed under the Advance Income Tax Ruling Fees Order, SOR/90-234. ... From: [Name and address of representative’s firm] Re: [Name of taxpayer and brief description of the advance income tax ruling (Ruling) request] In consideration of the Canada Revenue Agency (CRA) agreeing to examine a request for an advance income tax ruling and any supplemental ruling (together the Ruling request) in which the firm is involved, the undersigned firm hereby undertakes: To remit to the CRA, within 30 days of receipt of written demand, any and all fees payable to the CRA with respect to the above-noted Ruling request, irrespective of whether the ruling has been issued, which fees are prescribed under the Advance Income Tax Ruling Fees Order, SOR/90-234. ...