Trust Taxes

The T3 Trustee Information Form will help you gather the information for the reporting requirements.

Engagement Letter

Our engagement letter provides a clear understanding of the nature of our involvement as the preparer of your trust income tax return(s) as well as your responsibilities as a trustee.

Trust Tax Checklist

The Trust Tax Checklist provides us with basic information to complete your trust tax return. Please note any changes to your contact information or beneficiary information from the prior year. Please submit it with your tax slips and receipts.