Efiling T3 Returns

EFILE
1

If I attach a Trust’s shareholdings in a Note, how can I be sure that my otherwise “eligible to efile” T3 return is sent with the Notes page. I have a receipt that the return was efiled but am not certain the notes went with it.

2

The T3 Return filing doesn’t support notes being filed along with the return. The information page about the T3 Return filing states: "All elections, including supporting documentation, must be sent to the Canada Revenue Agency (CRA) in writing, unless otherwise indicated. "

More information can be found below:

https://www.canada.ca/en/revenue-agency/services/e-services/filing-information-returns-electronically-t4-t5-other-types-returns-overview/t619-2018/t3ret-2018.html

  • Rob
3

Thanks Rob,
I too had seen that but because it wasn’t an election and because I was actually copying the info onto the Notes page of the actual return I didn’t know if that page got transmitted with the return. I spoke to the CRA and was told I couldn’t efile T3 returns! I think I will paper file for now until I get someone at CRA who knows what they are talking about or clarification as to whether the Notes page is transmitted. Thanks again.