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Courses/Tax/Estate Taxation *

How to do a Trust Tax Return 2026

Navigate complex compliance, filing requirements, and tax strategies for Canadian personal trusts with confidence.

Created byJason Fleming
BeginnerUpdated Apr 16, 2026
How to do a Trust Tax Return 2026

What You'll Learn

check_circleIdentify the roles and responsibilities of settlors, trustees, and beneficiaries in a trust structure.
check_circleApply correct filing procedures for graduated rate estates and qualified disability trusts.
check_circleExecute accurate reporting for various income types, including capital gains, dividends, and business income.
check_circleAnalyze the requirements for Schedule 15 and foreign reporting forms like the T1135.
check_circleCalculate and allocate trust income to beneficiaries using appropriate T3 slips and summaries.

About This Course

This webinar explains how to complete a trust tax return (T3), including all accompanying schedules and T3 slips. It also covers tax compliance rules and filing deadlines. Numerous practical examples are used to clearly explain everything required to file a trust or estate tax return.

Features

This webinar covers how to complete a trust tax return (T3), including:

  • What a trust is and the roles of a beneficiary, settlor, trustee, graduated rate estate (GRE), qualified disability trust, and bare trust
  • How to wind up a trust and complete the T1135 foreign reporting form
  • Due dates, late-filing penalties, trust account numbers, and different types of trusts
  • How to complete the T3 jacket and schedules, including entering various types of income and credits
  • Allocating income and capital (assets) to trust beneficiaries
  • How to complete Schedule 15, T3 slips, and the T3 Summary
  • What happens after filing a return, including instalments and correcting errors using a T3-Adj

Your Instructor

Jason Fleming
Jason Fleming

CPA, CA, M.Acc

menu_book20 courses
star5,204 reviews

Jason Fleming is a Chartered Professional Accountant (CPA), Chartered Accountant (CA) with a master’s degree in accounting. Jason is an associate professor, teaching stream, at York University, previously he was a tax manager at a Big-4 accounting firm in Toronto. Jason completed the CICA’s In-Depth tax course, ranked 8th in Ontario on the UFE (the CA professional exam) and taught tax week at the ICAO's Summer School. Jason is the author of CFE Tax, 9th edition, CFE Case Writing, 3rd edition and various tax articles.

Credit Information

What Students Are Saying

4.9
Student's Choice
51 reviews

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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