T3RET: T3 Trust Income Tax and Information Return
Form T3RET is the Canada Revenue Agency income tax and information return that a trust or estate files each year to report its income, deductions and tax, and the income allocated to beneficiaries. Download the official PDF below.
This is the genuine CRA PDF, unmodified. Source: CRA official page.
What is T3RET?
T3RET, the T3 Trust Income Tax and Information Return, is the main return for a trust or estate. It reports the trust income and deductions, calculates the tax the trust owes on income it kept, and works alongside the T3 slips that show income allocated to beneficiaries. Trustees, executors and administrators file it, generally within 90 days of the end of the trust tax year, and it is filed together with the required schedules and, where applicable, the beneficiary slips and summary.
T3RET is a dynamic PDF that the CRA publishes in Adobe XFA format. It does not fill in a web browser, so it will not display in the in-browser editor or quick-fill form here. Download it and open it in Adobe Acrobat Reader to complete the fields, then file it with the CRA.
Who files T3RET?
- Trustees, executors and administrators of a trust or estate
- Estates reporting income earned after the date of death
- Trusts with income to report or a distribution or filing requirement
- Preparers filing the trust return with its schedules and beneficiary slips
How to fill out T3RET
- Download the form and open it in Adobe Acrobat Reader, since it is a dynamic PDF that will not fill in a browser.
- Enter the trust identification, type and tax year details.
- Report the trust income and deductions and calculate the tax on income retained by the trust.
- Complete the required schedules and prepare the T3 slips for income allocated to beneficiaries.
- File the return, schedules and slips with the Canada Revenue Agency, generally within 90 days of the trust year end.
Get T3RET
This is a dynamic PDF from CRA: it only fills in correctly in Adobe Acrobat Reader, so there is no in-browser fill here. Download the genuine T3RET below and open it in the free Adobe Acrobat Reader to complete and save it.
Download the official T3RET PDFFrequently asked questions
When is the T3 return due?
A trust generally files T3RET within 90 days after the end of its tax year. Filing on time avoids penalties and interest on any tax the trust owes.
How do the slips fit in?
T3RET reports the trust income and tax, while the T3 slips report the income allocated to each beneficiary. They are prepared together and filed with the CRA.