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T3 Summary (11) (Front) 
1717 
 
Canada Revenue Agency 
 
SUMMARY OF TRUST INCOME ALLOCATIONS AND DESIGNATIONS 
 
Complete this summary if the trust allocated income to a resident 
beneficiary, including a preferred beneficiary, in the year. Also complete it 
if the trust made any distribution of capital that would result in an 
adjustment to the adjusted cost base (ACB) of the beneficiary's interest in 
the trust. 
 
If you are filing your T3 slips electronically, see Chapter 4 of Guide T4013, 
T3 Trust Guide. 
 
File this summary with one copy of the related T3 slips. See the T3 Trust 
Guide for filing due dates and for filing requirements for the T3 Trust 
Income Tax and Information Return. Do not staple the summary and slips to the 
return. 
 
See the back of this summary for instructions. 
 
Identification 
 
Name of trust ^
 
Account number (T enter 8 digit number) T ^
 
Name and mailing address of trustee, executor, liquidator, or administrator ^
 
Name and mailing address of the person to contact, if different from above ^
 
Telephone number (including area code) ^
 
Summary for tax year 
From: (Year/Month/Day) ^
To: (Year/Month/Day) ^
 
Complete this area if you do not have an account number and you are 
submitting a paper return. 
 
If this is a testamentary trust, enter the social insurance number of the 
deceased. (enter 9 digit number) ^
 
Is this the first year for which the trust is filing a T3 return? Yes or No. 
^
 
T3 slip totals 
 
Summary of amounts allocated and designated to resident beneficiaries 
(including preferred beneficiaries) 
 
Do not use this area 
 
Line 10: Total number of T3 slips filed ^
 
Line 21: Capital gains ^
 
Line 23: Actual amount of dividends other than eligible dividends ^
 
Line 30: Capital gains eligible for deduction ^
 
Line 32: Taxable amount of dividends other than eligible dividends ^
 
Line 49: Actual amount of eligible dividends ^
 
Line 39: Dividend tax credit for dividends other than eligible dividends ^
 
Line 50: Taxable amount of eligible dividends ^
 
Line 26: Other income ^
 
Line 51: Dividend tax credit for eligible dividends ^
 
Certification 
 
I certify that the information given on the T3 Summary and the related T3 
slips is, to the best of my knowledge, correct and complete. 
 
Date (Year/Month/Day) ^
Signature of authorized person ^
Position or title ^
 
 
T3 Summary (11) (Back) 
 
Completing this T3 summary 
 
Identification 
 
Complete this area using the same information that you entered in the 
identification area on the T3 Trust Income Tax and Information Return. 
 
T3 slip totals 
 
Line 10 – Enter the total number of T3 slips that you have included with this 
summary. 
 
The other line numbers in this area are the same as the box numbers shown on 
a T3 slip. For each box number, add the amounts from all of the T3 slips 
filed with this summary, and enter the total on the corresponding line of 
this summary. 
 
Certification 
 
Ensure that you date and sign this area before sending us the summary. 
 
Keep a copy of the T3 Summary with the trust records. 
 
Where to file this summary 
 
Trusts resident in Canada 
Ottawa Technology Centre 
Canada Revenue Agency 
Ottawa ON K1A 1A2 
 
Non-resident trusts and deemed resident trusts 
International Tax Services Office 
Canada Revenue Agency 
Ottawa ON K1A 1A8 
 
Mandatory electronic filing 
 
If you file more than 50 T3 slips for a calendar year, you must file the 
slips over the Internet. 
 
You can choose one of the following electronic filing formats: 
 
- Internet file transfer (XML); or 
- Web forms. 
 
For more information about filing electronically, go to www.cra.gc.ca/iref/. 
You can also file T3 slips online using the "File a return" service and 
selecting the "Internet file transfer (XML)" option at: 
 
- www.cra.gc.ca/representatives, if you are an authorized employee or 
representative; or 
- www.cra.gc.ca/mybusinessaccount, if you are the business owner. 
 
Web forms 
 
Beginning in January 2012, you can electronically file up to 50 T3 slips in a 
single submission using the Canada Revenue Agency (CRA) Web forms 
application. This service will allow you to: 
 
- create an electronic T3 slips; 
- validate data in real time, with prompts to correct errors before filing; 
- calculate the totals for the T3 Summary; 
- print T3 slips; and 
- securely submit encrypted T3 slips over the Internet. 
 
For more information about Web forms, go to www.cra.gc.ca/webforms. 
 
Amending this T3 summary 
 
If you prepare and issue an amended T3 slip after you have filed the original 
slip with us, you may have to file an amended T3 Summary. If there is a 
change to the amounts in the boxes shown on the front of this summary, file 
an amended T3 Summary. If the amended T3 slip affects the amounts shown on 
the T3 Trust Income Tax and Information Return, or on Schedule 9, Income 
Allocations and Designations to Beneficiaries, do not file another T3 return. 
Instead, send us a completed Form T3-ADJ, T3 Adjustment Request, or a letter 
providing the details of the change. Indicate the tax year you want us to 
change and attach any supporting documents. Include the trust's account 
number on the letter. 
 
Privacy Act, Personal Information Bank number CRA PPU 015