T3PRP Pooled Registered Pension Plan Tax Return
Disclaimer
We do not guarantee the accuracy of this copy of the CRA website.
Scraped Page Content
T3PRP Pooled Registered Pension Plan Tax Return
2022V1 - updated 2021-09-06
What’s New: No changes
<Return>
<T3PRP>
<TrustInformation>
<SummaryReportTypeCode></SummaryReportTypeCode>
- Required 1 alpha
- Originals = O
- Amendments= A
- Modifié = M
- Cancel = C
<TrustAccountNumber></TrustAccountNumber>
Account Number
- Required T + 8 numeric
- Must correspond to the "Trust account number" assigned by the CRA
<TrusteeName>
Required – must include all required child tags
<NameLine1Text></NameLine1Text>
Name of Trustee filing this return
- Required 30 alphanumeric
- First 30 letters of the trustee's name
- Omit titles such as Mr., Mrs., etc.
<NameLine2Text></NameLine2Text>
Name of Trustee filing this return
- 30 alphanumeric
- Second 30 letters of the trustee's name
- Omit titles such as Mr., Mrs., etc.
</TrusteeName>
<TrusteeMailingAddress>
Required – must include all required child tags
<AddressLine1Text></AddressLine1Text>
Mailing address of trustee–line 1
- Required 30 alphanumeric
- First line of the trustee's address
<AddressLine2Text></AddressLine2Text>
Mailing address of trustee–line 2
- 30 alphanumeric
- second line of the trustee address
<MunicipalityName></MunicipalityName>
City
- Required 28 alphanumeric
- City in which the trustee is located
<ProvinceStateCode></ProvinceStateCode>
Province or territory
- Required 2 alpha
- Canadian province or territory in which the trustee is located
- - Use the abbreviations listed in the T619 - Electronic transmittal under section: Transmitter province or territory code
<CountryCode></CountryCode>
Country code
- 3 alpha
- Country in which the trustee is located
- Use the alphabetic country codes as outlined in the International Standard (ISO) 3166 - Codes for the Representation of Names of Countries.
<PostalZipCode></PostalZipCode>
Postal code
- Required 10 alphanumeric
- Trustee's Canadian postal code, format: alpha, numeric, alpha, numeric, alpha, numeric, example: A9A9A9
</TrusteeMailingAddress>
<TrusteePhoneNumber>
Required – must include all required child tags
<PhoneAreaCode></PhoneAreaCode>
Area code
- Required 3 numeric
- Area code of telephone number
<PhoneNumber></PhoneNumber>
Telephone number
- Required 3 numeric with a (-), followed by 4 numeric.
- Telephone number of trustee or pension corporation
<PhoneExtensionNumber></PhoneExtensionNumber>
Extension
- 5 numeric
- Extension of telephone number
</TrusteePhoneNumber>
<TrusteeLanguageCode></TrusteeLanguageCode>
Language
- 1 alpha
- A = Anglais
- E = English
- F = French
<TrustFiscalPeriodEndDate>
Required – must include all required child tags
<Year></Year>
Trust fiscal period end date –Year
- Required 4 numeric
<Month></Month>
Trust fiscal period end date –Month
- Required 2 numeric
<Day></Day>
Trust fiscal period end date - Day
- Required 2 numeric
</TrustFiscalPeriodEndDate>
<FirstYearFilingIndicator></FirstYearFilingIndicator>
First Year Filing Indicator
- 1 alpha
- Y = Yes
- N = No/Non
- O = Oui
<DeclaredTrustProvinceCode></DeclaredTrustProvinceCode>
Province or territory of residence of the plan
- Required 2 alpha
- Canadian province or territory in which the plan resides
- Accepted values are AB, BC, MB, NB, NL, NS, NT, NU, ON, PE, QC, SK or YT
<TrustEffectiveDate>
<Year></Year>
Trust effective Date –Year
- Required 4 numeric
<Month></Month>
Trust effective Date –Month
- Required 2 numeric
<Day></Day>
Trust effective date - Day
- Required 2 numeric
</TrustEffectiveDate>
<TrustExpiryDate>
Optional - if present must include all required child tags
<Year></Year>
Trust expiry date –Year
- Required 4 numeric
<Month></Month>
Trust expiry date –Month
- Required 2 numeric
<Day></Day>
Trust expiry date – Day
- Required 2 numeric
</TrustExpiryDate>
<TrustBookRecordAddress>
Optional - if present must include all required child tags
<AddressLine1Text></AddressLine1Text>
Address where trust keeps its books and records –line 1
- Required 30 alphanumeric
- First line of the books and records location address
<AddressLine2Text></AddressLine2Text>
Address where trust keeps its books and records –line 2
- 30 alphanumeric
- Second line of the books and records location address
<MunicipalityName></MunicipalityName>
Book City
- Required 28 alphanumeric
- City in which the books and records are located
<ProvinceStateCode></ProvinceStateCode>
Book Province or territory
- Required 2 alpha
- Canadian province or territory in which the books and records are located
- Use the abbreviations listed in the T619 - Electronic transmittal under section: Transmitter province or territory code
<CountryCode></CountryCode>
Country code
- 3 alpha
- Country in which the trustee or pension corporation is located
- Use the alphabetic country codes as outlined in the International Standard (ISO) 3166 - Codes for the Representation of Names of Countries.
<PostalZipCode></PostalZipCode>
Book Postal code
- Required 10 alphanumeric
- Books and records postal code, format: alpha, numeric, alpha, numeric, alpha, numeric, example: A9A9A9
</TrustBookRecordAddress>
<RegisteredPlanTrustOtherTrusteeNameGroup></RegisteredPlanTrustOtherTrusteeNameGroup>
Name of Other Trustees
- 60 alphanumeric
- First 60 letters of other trustee names
- Omit titles such as Mr., Mrs., etc.
<TrustAssetTransfer>
<TransfereeName></TransfereeName>
Name of new trust, or insurance company
- 60 alphanumeric
- First 60 letters of the new trust or insurance company 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
</TrustInformation>
<TrustReturnTaxSummary>
<TotalAcquireCorporationShareTaxPayableAmount></TotalAcquireCorporationShareTaxPayableAmount>
Tax on agreements to acquire shares
- 15 numeric characters, dollars and cents
-If negative amounts are being reported, include the "–"indicator before the dollar amount
<TrustAccountPaidAmount></TrustAccountPaidAmount>
Total payments on account
- 15 numeric characters, dollars and cents
-If negative amounts are being reported, include the "–"indicator before the dollar amount
<TrustAccountBalanceAmount></TrustAccountBalanceAmount>
Balance owing or refund
- 15 numeric characters, dollars and cents
-If negative amounts are being reported, include the "–"indicator before the dollar amount
</TrustReturnTaxSummary>
</T3PRP>
</Return>
- Date modified:
- 2022-01-21