Amending, cancelling, adding, or replacing T3 slips
Depending on the situation, you might have to amend, add, cancel, or replace T3 slips
For more information, select a topic below:
Amending T3 slips
If you notice errors on a Form T3, Statement of Trust Income Allocations and Designations (T3 slip), after you file it, you will have to prepare an amended slip to correct the information. When you send amended slips, do not include slips that have no changes. Give copies to the recipient.
If you prepare and issue an amended T3 slip after you have filed the original slip with us, you may have to send an amended T3SUM, Summary of Trust Income Allocations and Designations. If there is a change to the amounts in the boxes shown on the front of the summary, send an amended T3 Summary. If the amended T3 slip affects the amounts shown on the T3RET, T3 Trust Income Tax and information Return, or on T3SCH9, Income Allocations and Designations to Beneficiaries, do not file another T3 return. Instead, send us a completed Form T3-ADJ, T3 Adjustment Request, or a letter providing the details of the change. Indicate the tax year you want us to change and attach any supporting documents. Include the trust’s account number on the letter.
If you see an error on a T3 slip before you file it with us, you can correct it by preparing a new slip and removing any incorrect copies from the return. If you do not prepare a new slip, initial any changes you make on a slip. Also, correct the T3 Summary.
Amending slips over the Internet
To amend a T3 slip over the Internet, change only the information that is wrong and keep the other original information. Use summary report type code A and slip report type code A.
For more information about amending slips over the Internet, go to Filing Information Returns Electronically.
Amending slips on paper
Clearly identify paper slips as amended by writing “AMENDED” at the top of each slip. Make sure you fill in all the necessary boxes, including the information that was correct on the original slip. Send two copies of the slips to the recipient. Send one copy of the amended slips to us with a letter explaining the reason for the amendment.
Adding T3 slips
After you file your T3 return, you may discover that you need to send us more T3 slips. If you have original slips that were not sent with your return, send them either electronically or on paper.
Adding slips over the Internet
To send T3 slips over the Internet, use either the Internet file transfer or Web Forms services. Identify additional slips with report type code "O." For more information, see Filing Information Returns Electronically.
Adding slips on paper
If you send additional slips on paper, clearly identify the new slips by writing "ADDITIONAL" at the top of the slip. Send one copy of the additional slips to any tax centre. Do not file an additional summary.
If the total number of T3 slips (including any additional slips) you file is more than 50 for the same calendar year, you have to send the additional slips over the Internet.
Any additional T3 slips that are sent after the due date may result in a penalty. For more information, see Late filing information return.
Cancelling slips over the Internet
To cancel a slip, do not change any information that was on the original slip. Use summary report type code "A" and slip report type code "C."
For more information about cancelling T3 slips over the Internet, go to Filing Information Returns Electronically.
Cancelling slips on paper
If you choose to send your cancellations on paper, include the original slip, enter "C" in box 16, and clearly mark "CANCELLED" at the top of the slip. Send two copies of the cancelled slip to the recipient. Send one copy of the cancelled slips to us with a letter explaining the reason for the cancellation.
Replacing T3 slips
If you issue slips to replace copies that are lost or destroyed, do not send us copies of those slips. Send two copies to the beneficiary. Clearly identify them as "DUPLICATE" copies, and keep a copy of each slip for your records.
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