Use the Pro Tax T3 module

Pro Tax now lets you complete trust (T3) returns in the same place you complete your year-end returns, such as personal (T1) and corporate (T2) returns.

In this article, you'll learn how to:

• Use the Tax Settings section (T3 transmission)
• Save and print T3 slips
• Transmit T3 returns and slips
• Review the available T3 forms and schedules

Use the Tax Settings section (T3 transmission)

The Tax Settings section allows you to fill out the information required to transmit the T3 tax return to the CRA website. This data only needs to be provided once and will reamain available for all submitted T3 fillings.

1. Open QuickBooks Online Accountant.
2. Select Pro Tax from the left-side menu.
3. Select the T3 option from the top menu bar.
4. Select Tax Settings from the top-right corner. The Tax Settings window displays.
5. Select T3 Transmission from the top menu.
6. The T3 transmitter identification and transmitter address fields display.
7. Complete the T3 transmitter identification and transmitter address fields.

Note: Double-check the transmitter information before submitting your T3 tax return/slips to avoid errors in transmission.

7. Select Save when the transmitter information is complete.

Save and print T3 slips

You can save and print T3 slips based on the assigned beneficiary and choose which copies you want.

1. Create a new T3 return, or identify an existing T3 return.
2. Select the View return drop-down menu arrow under the ACTION column.
3. Select the Print slips option from the drop-down menu. The Print Slips window displays.
4. Select the state of the slip under the State drop-down menu (for example, Original).
5. Select the slip type under the Type drop-down menu.
6. Select the beneficiaries under the Select Beneficiaries drop-down menu; this can be multiple beneficiaries for trusts.
7. Select the number of copies desired under the Select Copies drop-down menu.
8. Enter a password in the Enter a password field; this is optional.
9. Select the Print button. A PDF is saved to your PC.
10. Save the PDF and print the return.

Transmit T3 returns and slips

You can upload your T3 tax return and slips to the CRA website using internet filing or an XML document:

1. Create a new T3 return or slip, or open an existing T3 return or slip.
2. Complete the applicable information fields.
3. Select the Transmit button in the top-right corner.
4. Follow the instructions when prompted to generate an XML file from transmission. Once generated, the XML file downloads to your computer.
5. Select the Go to CRA transmission site button.
6. Sign in with your Web Access Code (WAC) credentials.
7. Upload the XML file (s) for transmission when prompted.

T3 forms and schedules

Review the complete list of available T3 forms and schedules here.