Documents to be submitted

In addition to the form TP-646-V, Trust Income Tax Return, the following documents may be required:

• Schedules A to D of the return
• the T871 certificate issued by the Canadian Cultural Property Export Review Board, or the notice issued by the Commission des biens culturels du Québec
• RL slips and all other information slips received by the trust
• copy 1 of each RL-16 slip issued by the trust (unless the information is transmitted on magnetic media or by Internet)
• if the trust is filing the return for the first time, a copy of the trust deed, a copy of the will along with a list of the assets at the time of death, or a copy of the document confirming the trust's existence (in the case of a deemed trust)
• proof that a valid election was filed with the Canadian Revenue Agency, concerning income or a capital gain paid or payable to a beneficiary or concerning the portion of the accumulating income allocated to a preferred beneficiary

For further information, refer to the Guide to Filing the Trust Income Tax Return (TP-646.G-V).