T3


Overview

Types of returns and forms

  • Trust Returns (T3) - Full preparation including automatic posting of slips to the return (T3, T5, T5013 income slips)
  • Full self-employment statements (Business, Farming, Fishing, Rental) for T3 preparation.
  • Free Format Notepad (with dollar columns)
  • Unlimited Private NotePads
  • Reviewer Notes/Remarks for each return
  • Client handout with additional information required

Administrative

  • Covering letters, Built-in word processor

System requirements

MS Windows: Win 7,8,10 or compatible

Trust returns

  • T3 Jacket
  • All provincial tax forms except Quebec
  • S1 Dispositions of Capital Property
  • S2 Reserves on dispositions
  • S3 Trust's eligible taxable capital gains
  • S4 CNIL
  • S5 Spousal Trust's Capital gains deduction
  • S6 Taxable Capital gains (Qualified Farm and SBCS)
  • S7 Pension income allocations/designations
  • S8 Investment income and Dividends gross-up
  • S9 Income allocations/designations to beneficiaries
  • S10 Part XII.2 and XIII non resident withholding tax
  • S11 Federal Income tax
  • S12 Minimum Tax
  • S13 Provincial Income Tax
  • S14 Provincial Income Tax
  • Capital Cost Allowance
  • Automatic generation/printing of T3 slips
  • Preferred Beneficiary Election
  • Foreign Income and taxes paid
  • T2209-Federal Foreign Tax Credits
  • T2036-Provincial Foreign Tax Credits
  • T3 Summary
  • T776 - Rental Statement (unlimited number)
  • T1013 Consent Form
  • T2124 - Business Statement (unlimited number)
  • T2121 - Fishing Statement (unlimited number)
  • T2042 - Farming statements (unlimited number)
  • T2203 Multiple jurisdictions
  • T2038 - Investment Tax Credit
  • T3A - Loss Carry-back
  • T3ADJ - Adjustment request
  • Losses Continuity (Non capital and Net Capital losses)
  • Political Contributions
  • Donations worksheet
  • Laser printing of T3 Supplementary Slips, T5013 slips and all other forms and Summaries.

Two year-rate calculations:

The program includes features to use the following year’s tax rates. This feature makes the program usable during the year.

Special Features

  • Client Letter
  • Free Format Notepad (with dollar columns)
  • Unlimited Private NotePads
  • Reviewer Notes/Remarks for each return
  • Client handout with additional information required