Before you file
Before filing your T3010 return, make sure your contact information is still valid. This allows us and the public to communicate with your charity.
Make sure your return is complete
If you file online
If you complete your return online using your CRA account or a CRA-certified software, all of the necessary forms, sections, schedules and appendices will be included in your return.
You will also receive reminders to attach required documentation.
If you file on paper
If you complete your return on paper, make sure you fill out all of the necessary forms and documents.
A complete information return includes:
- Form T3010, Registered Charity Information Return
- Financial statements (even if your charity was inactive)
- All must have the same fiscal year-end
- Form T1235, Directors/Trustees and Like Officials Worksheet
- Form T1236, Qualified donees worksheet / Amounts provided to other organizations (if applicable)
- Form T1441, Qualifying Disbursements: Grants to Non-Qualified Donees (if applicable)
- Form T2081, Excess corporate holding worksheet for private foundations (if applicable)
For a detailed explanation on how to complete Form T3010, see Guide T4033, Completing the Registered Charity Information Return.
Other considerations
If your charity is a corporation
A charity that is a corporation does not have to file a T2 Corporation Income Tax Return during the period it has charitable status. If the charity loses its charitable status, it must resume filing the T2 return.
If your charity is administering internal trusts
The CRA will not require registered charities to file the T3, Trust Income Tax and Information Return, for internal trusts. Registered charities report on their finances and activities annually by filing a complete T3010 return, which includes aggregate information about all the property they hold, including internal trusts.
If your charity requested to change its fiscal year-end
If you received approval to change your fiscal year-end, you will need to file a separate return for the months between your old fiscal year-end and the beginning of your new fiscal year.
For more information on filing a T3010 return during a transition period, go to Change organization's fiscal period end.
If your charity received approval to accumulate funds
Report the amount accumulated during the fiscal period, including any income earned, on line 5500 and any accumulated funds spent on line 5510.
If your charity was granted written approval to accumulate property before January 2023, the approval is still valid under the terms indicated until the approved period expires.
As of January 1 2023, we no longer review or grant accumulation requests.
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