Trust Tax Return Services in Burlington (T3 Filing)
Trust Tax Returns Done Right — Without Stress or Risk
Trusts and estates have unique tax rules — and filing errors can lead to penalties, audits, or missed tax-saving opportunities.
At A&R LLP Chartered Professional Accountants, we help clients in Burlington and the Halton region with professional preparation and strategic planning for trust (T3) tax returns.
If you are managing a trust or estate, you may be required to file a T3 Trust Income Tax Return.
This applies to:
- Estate trusts (after death)
- Family trusts
- Bare trusts (new reporting requirements)
- Investment trusts
We help trustees, executors, and families ensure their filings are:
✔ Accurate
✔ Timely
✔ Tax-efficient
What is a T3 Trust Return?
A T3 return reports:
- Income earned inside the trust
- Distributions to beneficiaries
- Tax payable by the trust
Important:
Recent CRA changes have increased reporting requirements for trusts, even where there is little or no income.
Non-compliance can result in significant penalties
Our Trust Tax Services
We provide full support for all types of trust filings:
T3 Trust Return Preparation
Accurate reporting of income, allocations, and distributions
Estate Trust Filings
Returns required after death (linked with estate administration)
Beneficiary Reporting (T3 Slips)
Proper allocation of income to beneficiaries
Tax Planning for Trusts
Minimizing taxes through strategic structuring
CRA Compliance & Advisory
Ensuring all new reporting rules are met
Who needs to file?
You may need to file a T3 return if:
- You are an executor managing an estate
- You are a trustee of a family trust
- The trust earned income (interest, rent, capital gains)
- Assets are held for beneficiaries
Even inactive trusts may now require filing under new CRA rules
Why Choose A&R LLP
Specialized Knowledge. Practical Advice. Reliable Support.
✔ Chartered Professional Accountants with trust & estate expertise
✔ Experience with complex trust structures and real estate holdings
✔ Strong understanding of CRA reporting requirements
✔ Local Burlington firm serving Halton families and advisors
We go beyond filing — we help you plan and protect wealth.
Common Mistakes We help you Avoid
❌ Missing new trust reporting requirements
❌ Incorrect allocation to beneficiaries
❌ Late filing penalties
❌ Ignoring income inside the trust
❌ Poor coordination with estate planning
We ensure your trust filings are handled correctly from the start.
Our Process
Step 1: Initial Review
We assess the trust structure and requirements
Step 2: Information Gathering
We collect financial data and beneficiary details
Step 3: Preparation & Planning
We prepare the return and identify tax-saving opportunities
Step 4: Filing & Compliance
We submit to CRA and provide guidance going forward
Ensure Your Trust is Filed Properly
Trust tax returns require expertise — and mistakes can be costly.
📞 Call us today: (905) 633-9687
📅 Book a consultation
Frequently Asked Questions
It is a tax return filed for trusts and estates to report income and distributions.
Recent CRA rules require more trusts to file — even those with little or no income.
Penalties can be significant, especially under new reporting rules.
Yes — proper planning can minimize taxes and allocate income efficiently.