SERVICES
Trust Tax Filing
Trust tax filing requires careful reporting and clear documentation. We help prepare compliant filings while respecting the purpose and structure of the trust.
Why choose Trust Tax Filing?
Tailored Solutions
Strategies aligned with the trust's goals.
Regulatory Expertise
Up to date on Canada’s expanded 2023 rules.
Comprehensive Compliance
Accurate preparation and beneficiary reporting.
What Trust Tax Filing includes
- Tax Compliance & Reporting: Complete T3 returns prepared and filed.
- Beneficiary Coordination: Accurate allocation of income and tax slips.
- Specialised Expertise: Handle family, testamentary, and spousal trusts.
- CRA Clearance Certificates: Assist in final-year clearance requests.
- Tax Planning: Optimise distributions to minimise tax.
How the process works
Initial Consultation
Understand trust structure and purpose.
Data Collection
Gather asset, income, and beneficiary data.
Tax Preparation & Filing
Draft, review, and e-file T3 returns.
Ongoing Support
Advice on future compliance and changes.
What you gain from the service
Deadlines under control
Timely filings and reminders that help reduce penalties.
Current, accurate records
Calculations and records are reviewed against current requirements.
Review-ready documentation
Organized support files make reviews and audits easier.
Smooth tool alignment
Workflows can connect with QuickBooks, Zoho, and more.
Support that can scale
Flexible service as your workload and complexity grow.
Practical guidance
Clear explanations from professionals who monitor rule changes.
Industries
Finance support for different ways of working.
