T3GR Group Income Tax and Information Return for RRSP, RRIF, RESP, or RDSP Trust

2022V1 - updated 2021-09-06

What’s New: No changes

 

<Return>

<T3GR>

<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>

<NameLine1Text></NameLine1Text>
Name of Trust Company filing this return
- Required
30 alphanumeric
- First 30 letters of the trust company's name
- Omit titles such as Mr., Mrs., etc.

<NameLine2Text></NameLine2Text>
Name of Trust Company filing this return

- 30 alphanumeric
- Second 30 letters of the trust company's name
- Omit titles such as Mr., Mrs., etc.

</TrusteeName>

<TrusteeMailingAddress>
Required
– must include all required child tags

<AddressLine1Text></AddressLine1Text>
Address of trust–line 1
- Required
30 alphanumeric
- First line of the trust's address

<AddressLine2Text></AddressLine2Text>
Address of trust –line 2

- 30 alphanumeric
- second line of the trust's address

<MunicipalityName></MunicipalityName>
City
- Required
28 alphanumeric
- City in which the trust is located

<ProvinceStateCode></ProvinceStateCode>
Province or territory
- Required
2 alpha
- Canadian province or territory in which the trust 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 trust 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
- Trust'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

- 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

<RegisteredPlanTypeCode></RegisteredPlanTypeCode>
Type of Trust
- Required

-2 numeric
05=RESPs;
06=RDSPs;
07=RRSPs;
08=RRIFs

<SpecimenPlanName></SpecimenPlanName>
Name of specimen plan or fund
- Required

- 60 alphanumeric
- First 60 letters of the name of plan

<SpecimenPlanNumber></SpecimenPlanNumber>
- Required

- 11 alphanumeric
-Format is specific to group return is filed for: RRSP = RSP9999-999, RRIF = RIF9999, RESP = 9999999 and RDSP = 9999999

<TrustFilerMailingAddress>
Optional
- if present must include all required child tags

<AddressLine1Text></AddressLine1Text>
Mailing address of trustee–line 1
- Required
30 alphanumeric
- First line of the trustee's mailing address

<AddressLine2Text></AddressLine2Text>
Mailing address of trustee–line 2

- 30 alphanumeric
- second line of the trustee's mailing address

<MunicipalityName></MunicipalityName>
City

- 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 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>
Postal code
- Required
10 alphanumeric
- Trustee's Canadian postal code, format: alpha, numeric, alpha, numeric, alpha, numeric, example: A9A9A9

</TrustFilerMailingAddress>

<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 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>

<TotalSpecimenPlanAssetAmount></TotalSpecimenPlanAssetAmount>
Total assets of specimen plan or specimen fund as of December 31 of the calendar year

- 15 numeric characters, dollars and cents
-If negative amounts are being reported, include the "–"indicator before the dollar amount

</TrustInformation>

<SpecimenPlanPreviousYearRegisteredPlanCount></SpecimenPlanPreviousYearRegisteredPlanCount>
Number of RRSPs, RRIFs, RESPs, or RDSPs conforming to the specimen plan or fund as of December 31 of the previous year

-15 Numeric

<SpecimenPlanNewRegisteredPlanCount></SpecimenPlanNewRegisteredPlanCount>
Number of new RRSPs, RRIFs, RESPs. Or RDSPs conforming to the specimen plan or fund entered into the year that are, or will be, registered

-15 Numeric

<SpecimenPlanAmendmentRegisteredPlanCount></SpecimenPlanAmendmentRegisteredPlanCount>
Number of RRSPs, RRIFs, RESPs or RDSPs already registered that were transferred to, or amalgamated to, or amalgamated with the specimen plan or fund by an amendment in the year

-15 Numeric

<TotalSpecimenPlanRegisteredPlanCount></TotalSpecimenPlanRegisteredPlanCount>
Total number of RRSPs, RRIFs, RESPs or RDSPs under this specimen plan or fund during the calendar year

-15 Numeric
-Add lines 1 to 3

<SpecimenPlanTerminationRegisteredPlanCount></SpecimenPlanTerminationRegisteredPlanCount>
Number of RRSPs, RRIFs, RESPs or RDSPs for which registration was terminated during the year

-15 Numeric
-Include terminations that occur as a result of a transfer to another plan or fund

<NetSpecimenPlanRegisteredPlanCount></NetSpecimenPlanRegisteredPlanCount>
Total number of RRSPs, RRIFs, RESPs, or RDSPs under the specimen plan or fund as of December 31 of the calendar year

-15 Numeric
-Line 4 minus Line 5

<TotalSpecimenPlanTaxableRegisteredPlanCount></TotalSpecimenPlanTaxableRegisteredPlanCount>
Number of RRSPs, RRIFs, RESPs or RDSPs from line 4 that are taxable under subsections 207.1(3), (5), 206.2(1), 206.3(1), or 207.05(1)

-15 Numeric

<TrustReturnTaxSummary>

<TotalAcquireCorporationShareTaxPayableAmount></TotalAcquireCorporationShareTaxPayableAmount>
Tax under subsection 207.1(5) on agreements to acquire shares

- 15 numeric characters, dollars and cents
-If negative amounts are being reported, include the "–"indicator before the dollar amount
-From Form T2000

<SpecimenPlanNonQualifiedInvestmentTaxPayableAmount>
</SpecimenPlanNonQualifiedInvestmentTaxPayableAmount>
Tax under subsection 207.1(3) on non-qualified investments

- 15 numeric characters, dollars and cents
-If negative amounts are being reported, include the "–"indicator before the dollar amount

<AdvantageTaxPayableAmount></AdvantageTaxPayableAmount>
Tax under subsection 206.2(1), or 207.05(1) on advantages extended by the issuer of the plan or by a person not dealing at arm's length with the issuer

-15 numeric characters, dollars and cents
-If negative amounts are being reported, include the "–"indicator before the dollar amount

<SecurityIndebtednessPropertyTaxPayableAmount></SecurityIndebtednessPropertyTaxPayableAmount>
Tax under subsection 206.3(1) on property held by the trust used as security for indebtedness

-15 numeric characters, dollars and cents
-If negative amounts are being reported, include the "–"indicator before the dollar amount

<TotalTrustTaxPayableAmount></TotalTrustTaxPayableAmount>
Total Tax Payable

-15 numeric characters, dollars and cents
-If negative amounts are being reported, include the "–"indicator before the dollar amount
-Amount from adding lines 8 to 11

<TrustAccountPaidAmount></TrustAccountPaidAmount>
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>

</T3GR>

</Return>

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