What is the T3 Application for Trust Account Number?
T3APP is a special application released by CRA. It is a two-page document with an additional sheet of detailed instructions. It is used by Canadian citizens to request a trust account number formally. Usually, T3APP is used before a taxpayer sends the corresponding tax return. This form is not a standalone document, and CRA also requests a last will/testament or trust document to process it. When submitting a completed application, make sure to attach the required additional documents to the main file. Otherwise, your application will not be processed at all. Each type of trust requires its own unique number.
What is Canada's trust account number?
From the point of view of Canadian legislation, trusts are considered entities that are obliged to pay the corresponding taxes (the highest among all taxpayers). Any income generated by such an enterprise must be taxed. To fill out documents electronically, each trust is required to obtain an account number since it is necessary for almost all fillable forms. If you fill out and submit a tax return in the old format, on paper, then you do not need to receive this number. Alsoб keep in mind that if you didn't get a number but intended to file a return electronically, you won't be able to do so. After receiving a trust account number, it will be possible to switch to a new electronic format in the next tax year.
What is the T3 Application for Trust Account Number used for?
This form is for the trustee to provide information about their entity to the CRA. Based on the specified data, the tax service assigns a unique number to the trust, which is used later to fill out other tax forms electronically. Any trustees can apply for a number, except for non-residents of the country. T3APP cannot be used without accompanying documents confirming that the applicant actually owns the described trust. Submission of such an application in an electronic form significantly speeds up the process of obtaining a unique number. You will receive it right after you register.
How do I get a T3 Account?
To obtain an account and its assigned number, you need to complete the T3APP form prior to completing and submitting your tax return. You can submit the required package of documents by mail or fill out an application electronically. The first option takes more time, which may cause an overlay with filing a tax return online. In this case, you will have to send a return in paper form without specifying the trust account number. Therefore, you need to think about it in advance or fill out T3APP online on the CRA website and get a unique number instantly. The choice depends on how much time you have and which format is more convenient for you.
How to fill out a T3 Application for a Trust Account Number?
Since the Application for Trust Account Number form is sent directly to the CRA, you should make sure there are no errors in it, as resubmitting documents can be time-consuming. To do everything right, follow our instructions:
- Enter the name of your trust.
- Put the details of the trustee or the corporation that owns the trust.
- Type the full and precise address of the trust.
- Specify the address for correspondence. If it matches the previous paragraph, just make a corresponding mark.
- Write the contact details of the trustee.
- Specify additional information about the trust, e.g., payroll account number.
- Put your name, date of completion of the application, and signature.
Where to mail T3 Application for Trust Account Number
CRA provides two addresses for sending the paper T3APP T3 Application for Trust Account Number form. In most cases, taxpayers should send their documents to the following:
Winnipeg Tax Center
66 Stapon Road
Winnipeg MB R3C 3M2
However, if the trustee's address is in some specific area, such as the provinces of Newfoundland and Labrador or Nova Scotia, the address will be different:
Sudbury Tax Center
1050 Notre Dame Ave
Sudbury ON P3A 5C
You can find the complete list of territories and provinces and their divisions on the official CRA website. Or choose an easier and more convenient way by completing Form T3APP using PDFLiner and submitting it electronically.
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