Trust Reporting (Updated Feb 2024) (Recorded)



Under the revised and current legislation, trust reporting rules will now apply to trust taxation years that end after December 30, 2023. Under the new regime most trusts will be required to file a T3 Trust Income Tax and Information Return annually, including trusts that have never filed before.  This will include bare trusts, which are explicitly included in these new reporting requirements. 

In this session we will go over the following:

  • Timeline of legislative announcements, changes and CRA guidance
  • Express trusts identifying which trusts are included 
    Listed trusts (i.e. excluded trusts) 
  • Bare trusts, including common examples found within a small practice’s clientele
  • Reporting requirements including the information required to complete Schedule 15
  • Update on CRA announcements 
  • Administrative information related to filing, penalties and practice management 
  • Q&A 

Upon purchase you will receive an email providing a copy of the presentation as well as a link and password to the recorded session. 

Date Feb. 1| Time 9AM – 11AM PT | Online | $179

Note: This course is similar to the T3 course offered in October 2023, updated for any guidance and administrative positions since then. If you already attended the Trust Reporting Session previously you should consider if the T3 Trust Reporting – Update and Q&A Session is more appropriate.

We also have the following session available for your consideration 


Your cart is empty

Subtotal: $0


You may also like…