T3 EFILE Information

1. Overview
2. Eligibility
3. Apply for EFILE
4. Certified software
5. File returns
6. T3 EFILE Information

• T3 EFILE Certified Software
• T3 EFILE Exclusions
• Form T183TRUST, Information Return for the electronic filing of a Trust Return

T3 EFILE Certified Software

This is the list of software products that are certified for T3 EFILE. The certified software products are listed alphabetically by product name.

T3 EFILE Exclusions

You cannot use the EFILE web service to file any T3 trust return types that are excluded from the 2023 T3 EFILE program:

• T3D, Deferred Profit Sharing Plan (DPSP) or Revoked DPSP
• T3P, Employees' Pension Plan
• T3PRP, Pooled Registered Pension Plan (PRPP)
• T3RI, Registered Investment
• T3GR, Group Income Tax and Information Return for RRSP, RRIF, RESP or RDSP Trusts
• T1061, Canadian Amateur Athletic Trust Group
• Section 216 Returns

In addition, you cannot file a Trust return electronically in any of the following situations, any related schedules, and forms listed below:

• The return is an amended T3 trust return. 
• The return is for a tax year that ends before 2021.
• The trust does not have a trust account number or cannot provide one in the electronic file.
• The trust is filing Form RC199, Voluntary Disclosures Program (VDP) Taxpayer Agreement, or the taxpayer is making a request under the Voluntary Disclosures Program.
• Form T1273, Statement A - Harmonized AgriStability and AgriInvest Programs Information and Statement of Farming Activities for Individuals and Form T1163, Statement A - AgriStability and AgriInvest Programs Information and Statement of Farming Activities for Individuals are excluded from T3 EFILE.
• T3 NB-SBI, T3 New Brunswick Small Business Investor Tax Credit.
• T3SK CG, Saskatchewan Farm and Small Business Capital Gains Tax Credit (Trusts).
• T3PFT, T3 Provincial or Territorial Foreign Tax Credit for Trusts.
• Business income tax paid to more than 3 foreign countries on Form T3FFT, T3 Federal Foreign Tax Credits for Trusts.
• Non-business income tax paid to more than 3 foreign countries on Form T3FFT, T3 Federal Foreign Tax Credits for Trusts.
• More than 12 Selected Financial Data (SFD) records.
• A claim for Return of fuel charge proceeds to farmers tax credit for a 2021 tax year.
• A claim for Yukon Business Carbon Price Rebate for a 2021 tax year.

T183TRUST, Information Return for the electronic filing of a Trust Return

The Form T183TRUST Information Return for the electronic filing of a Trust Return must be completed for each initial T3 return you transmit. Form T183TRUST must be completed and signed by the trustee, executor, liquidator or administrator prior to transmission of the return for the trust.