Filing the annual T3010 information return

A registered charity must file an annual information return (together with financial statements and required attachments) no later than six months after the end of the charity's fiscal period.

Checklist

Has the charity included:

• a completed Form T3010, Registered Charity Information Return.
• the Registered Charity Basic Information Sheet, with or without corrections
  (if the form has been lost or was not received with the return package, contact the Client Service Section).
• a completed Form T1235, Directors/Trustees and Like Officials Worksheet, including all the dates of birth (not required if filing Form RC232-WS).
• a completed Form T1236, Qualified Donees Worksheet / Amounts Provided to Other Organizations, if applicable.
• a completed Form T2081, Excess Corporate Holdings Worksheet for Private Foundations, if applicable.
• Form RC232-WS, Director/Officer Worksheet and Ontario Corporations Information Act Annual Return, or Form RC232, Ontario Corporations Information Act Annual Return, if applicable.
• a copy of the registered charity's own financial statements (assets and liabilities, revenue and expenditures, and any prepared notes).
• the signature of a director, trustee, or like official of the charity in the certification area of the return.

Notes

• File within six months from the end of the charity's fiscal period end. The CRA does not grant extensions. Refer to Consequences of non-filing for additional information.
  
  
• Mail to the correct address:

  Charities Directorate
  Canada Revenue Agency
  Ottawa ON  K1A 0L5

• Verify the information on the Registered Charity Information Return Summary when received, and check the charity's T3010 information posted on the CRA Web site through the Charities Listings.

References

• CSP-R10, Return - Compliance - Revocation

This checklist is for the charity's use only. Do not mail to the CRA or file with the return.