Submit and file documents online related to T3
Trust administrators and tax preparers can submit documents online related to the trust return for residents and non-residents. Sending documents through the Submit documents online service is secure, reliable, easy, and more efficient.
Documents you can submit online
The following documents can be submitted online for estates and trusts:
- Form T3-ADJ, T3 Adjustment Request
- Supporting documentation requested within the current year T3 return, including
- Trust agreement
- Schedule of Assets
- Details of asset distributions to beneficiaries
- Changes to beneficiaries
- Details of non-arm’s length loans from or to beneficiaries and other parties
- Details on private corporation shares held by the trust
- Details on property contributions
- All supporting documents the Canada Revenue Agency (CRA) asks for to fill out the T3 tax assessment or reassessment
How to submit your document(s) online
To submit documents online related to the T3 return through the CRA's secure portal, go to Sign in to your CRA account.
After you submit your document(s)
After submitting your documents, a confirmation page will display a confirmation number, as well as a case or reference number for future communication regarding the documents.
Please note that the CRA scans all documents submitted online for malware and viruses according to CRA's and Shared Services Canada policies and standards.
If your documents are valid and contain no virus or malware, they will be sent to the appropriate area in charge of assessing T3 returns.
Supporting documents
You must send the following documents if they apply to the T3 return you filed online:
- elections
- designations
- agreements
- waivers
- special elective returns (and any supporting documents)
- Form T1135, Foreign Income Verification Statement
With the exception of Form T1135, you must send these documents to the tax centre serving the area the trustee resides in. You can send Form T1135 to the tax centre shown on that form. For more information, go to How to file a T3 return.
Keep all supporting documents, such as books, records, forms, schedules, and receipts, you used to prepare a return for six years from the end of the related tax year.
Reference or case numbers
You can submit documents electronically without a reference or case number. The "Submit documents" service will ask you, from a picklist, to choose the reason you are sending them.
If you want to send other documents related to the original submission, you will need to use the reference or case number you received after your initial submission.