T3P Employees’ Pension Plan Income Tax Return

2022V1 - updated 2021-09-06

What’s New: No changes

 

<Return>

<T3P>

<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 or pension corporation filing this return
- Required
30 alphanumeric
- First 30 letters of the trustee's or pension corporation's name
- Omit titles such as Mr., Mrs., etc.

<NameLine2Text></NameLine2Text>
Name of Trustee or pension corporation filing this return

- 30 alphanumeric
- Second 30 letters of the trustee's or pension corporation's name
- Omit titles such as Mr., Mrs., etc.

</TrusteeName>

<TrusteeMailingAddress>
Required
– must include all required child tags

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

<AddressLine2Text></AddressLine2Text>
Mailing address of trustee or pension corporation –line 2

- 30 alphanumeric
- second line of the trustee or pension corporation's address

<MunicipalityName></MunicipalityName>
City
- Required
28 alphanumeric
- City in which the trustee or pension corporation's is located

<ProvinceStateCode></ProvinceStateCode>
Province or territory
- Required
2 alpha
- Canadian province or territory in which the trustee or pension corporation 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 or Pension corporation'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

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

<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 or pension corporation keeps its books and records –line 1
- Required
30 alphanumeric
- First line of the books and records location address

<AddressLine2Text></AddressLine2Text>
Address where trust or pension corporation 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
- Required
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, pension corporation, or insurance company

- 60 alphanumeric
- First 60 letters of the new trust, pension corporation 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 alpha numeric
- 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>

<Schedule2>

<EmployeePensionPlanTrustDisbursementLoss>

<PensionBenefitPaidAmount></PensionBenefitPaidAmount>
Pension benefits paid

- 15 numeric characters, dollars and cents
- Positive amounts only

<PensionBenefitSettlementAnnuityPurchaseAmount></PensionBenefitSettlementAnnuityPurchaseAmount>
Annuities purchased in settlement of pension benefits

- 15 numeric characters, dollars and cents
- Positive amounts only

<EarningIncomeAdministrationCostExpenseAmount></EarningIncomeAdministrationCostExpenseAmount>
Administration costs and expenses incurred in earning income

- 15 numeric characters, dollars and cents
- Positive amounts only

<PropertyCapitalLossAmount></PropertyCapitalLossAmount>
Capital losses

- 15 numeric characters, dollars and cents
- Positive amounts only

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

<Description></Description>
Other disbursements (Specify)

- -60 alphanumeric
- First 60 letters of description

<Amount></Amount>
Other disbursements Amount

- 15 numeric characters, dollars and cents
- Positive amounts only

</OtherDisbursement>

<TotalDisbursementLossAmount></TotalDisbursementLossAmount>
Total disbursements and losses

- Sum of PensionBenefitPaidAmount, PensionBenefitSettlementAnnuityPurchaseAmount, EarningIncomeAdministrationCostExpenseAmount, PropertyCapitalLossAmount, OtherDisbursement(Amount)
- 15 numeric characters, dollars and cents
- Positive amounts only

</EmployeePensionPlanTrustDisbursementLoss>

<EmployeePensionPlanTrustReceiptGain>

<EmployeeCurrentServiceContributionAmount></EmployeeCurrentServiceContributionAmount>
Employee's current service contribution

- 15 numeric characters, dollars and cents
- Positive amounts only

<EmployeePastServiceContributionAmount></EmployeePastServiceContributionAmount>
Employee's past service contributions

- 15 numeric characters, dollars and cents
- Positive amounts only

<EmployeeCurrentServiceEmployerContributionAmount></EmployeeCurrentServiceEmployerContributionAmount>
Employer's current service contributions

- 15 numeric characters, dollars and cents
- Positive amounts only

<EmployeePastServiceEmployerContributionAmount></EmployeePastServiceEmployerContributionAmount>
Employer's Past service contributions

- 15 numeric characters, dollars and cents
- Positive amounts only

<InvestmentIncomeAmount></InvestmentIncomeAmount>
Investment income

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

<PropertyCapitalGainAmount></PropertyCapitalGainAmount>
Capital gains

- 15 numeric characters, dollars and cents
- Positive amounts only

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

<Description></Description>
Other receipt gain description(Specify)

- 60 alphanumeric
- First 60 letters of description

<Amount></Amount>
Other receipt gain amount

- 15 numeric characters, dollars and cents
- Positive amounts only

</OtherReceiptGain>

<TotalReceiptGainAmount></TotalReceiptGainAmount>
Total receipts and gains

- Sum of EmployeeCurrentServiceContributionAmount,
EmployeePastServiceContributionAmount, EmployeePastServiceEmployerContributionAmount,
EmployeePastServiceEmployerContributionAmount, InvestmentIncomeAmount,
PropertyCapitalGainAmount, OtherReceiptGain(Amount)
- 15 numeric characters, dollars and cents
- Positive amounts only

</EmployeePensionPlanTrustReceiptGain>

<NetEmployeePensionPlanChangeAmount></NetEmployeePensionPlanChangeAmount>
Net increase (decrease) in the pension plan

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

</Schedule2>

<TrustReturnTaxSummary>
<TotalAcquireCorporationShareTaxPayableAmount></TotalAcquireCorporationShareTaxPayableAmount>
Tax on agreements to acquire shares (line 190 and line 241)

- 15 numeric characters, dollars and cents
- Positive amounts only

<TrustAccountPaidAmount></TrustAccountPaidAmount>
Total payments on account(line 10)

- 15 numeric characters, dollars and cents
- Positive amounts only

<TrustAccountBalanceAmount></TrustAccountBalanceAmount>
Balance owing or refund

- Line 190 minus line 10 - 15 numeric characters, dollars and cents
- If negative amounts are being reported, include the "–"indicator before the dollar amount

</TrustReturnTaxSummary>

</T3P>

</Return>

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