Trust Tax Filing

Simple trust / No activity

Trust with investment income or beneficiary allocations

Multiple income types / capital gains / foreign items

Estate, GRE, final distribution, advanced planning

Features Basic T3 Return Standard T3 Return Complex Trust Return Estate / Final Return / Advanced Trust
T3 Trust Return (T3RET)
Schedule 15 Review
Basic applicability check
✔️ if required
T3 Slips & T3 Summary
❌ Not Included
Up to 3 slips
Up to 10 slips
Custom / full support
Income Allocation Review
Basic
Detailed
Advanced
Capital Gains / Loss Reporting
Basic
Final Return / Wind-Up Review
Limited
CRA Compliance Check
Email Support
Priority Support
Support Call (15 Minutes)