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punctuation. When you encounter the caret sign at the end of a line, please 
enter the applicable information, if necessary. *** 
 
T3 Summary (07) (Front) 
 
Canada Revenue Agency 
 
SUMMARY OF TRUST INCOME ALLOCATIONS AND DESIGNATIONS 
 
Complete this summary if the trust allocated income to a resident 
beneficiary, including a preferred beneficiary, in the year. Also complete it 
if the trust made any distribution of capital that would result in an 
adjustment to be adjusted cost base (ACB) of the beneficiary's interest in 
the trust. 
 
If you are filing your T3 slips on electronic media (CD, DVD, or diskette), 
see "Filing on electronic media," in Chapter 1 of the publication T4013, T3 
Trust Guide. 
 
File this summary with one copy of the related T3 slips, and the T3 Trust 
Income Tax and Information Return. See Chapter 4 in the T3 Trust Guide for 
filling due dates. Do not staple the summary and slips to the return. 
 
See the back of this summary for instructions. 
 
Identification 
 
Name of trust ^
 
Name and mailing address of trustee, executor, liquidator, or administrator ^
 
Name and mailing address of the person to contact, if different from above ^
 
Account number (enter 8-digit number) T ^
Telephone number (including area code) ^
 
Summary for tax year 
From: (Year/Month/Day) ^
To: (Year/Month/Day) ^
 
Complete this area if you do not have an account number and you are 
submitting a paper return. 
 
If this a testamentary trust, enter the social insurance number of the 
deceased. (enter 9-digit number) ^
 
Is this the first return for the trust? Yes or No. ^
 
T3 slip totals 
 
Summary of amounts allocated and designated to resident beneficiaries 
(including preferred beneficiaries) 
 
Do not use this area 
 
Line 10: Total number of T3 slips filed ^
Box 23: Actual amount of dividends other than eligible dividends ^
Box 32: Taxable amount of dividends other than eligible dividends ^
Box 39: Dividend tax credit for dividends other than eligible dividends ^
 
Box 26: Other income ^
 
Box 21: Capital gains ^
Box 30: Capital gains eligible for deduction ^
Box 49: Actual amount of eligible dividends ^
Box 50: Taxable amount of eligible dividends ^
Box 51: Dividend tax credit for eligible dividends ^
 
Certification 
 
I certify that the information given on the T3 Summary and the related T3 
slips is, to the best of my knowledge, correct and complete. 
 
Date (Year/Month/Day) ^
Signature of authorized person ^
Position or title ^
 
 
T3 Summary (07) (Back) 
 
Completing your T3 Summary 
 
Identification 
 
Complete this area using the same information that you entered in the 
identification area on the T3 Trust Income Tax and Information Return. 
 
T3 slip totals 
 
Line 10 – Enter the total number of T3 slips that you have included with this 
summary. 
 
The other line numbers in this area are the same as the box numbers shown on 
a T3 slip. For each box number, add the amounts from all of the T3 slips 
filed with this summary, and enter the total on the corresponding line of 
this summary. 
 
Certification 
 
Ensure that you date and sign this area before sending us the summary. 
 
Keep a copy of the T3 Summary with the trust records. 
 
Where to file 
 
Trusts resident in Canada 
Ottawa Technology Centre 
Canada Revenue Agency 
Ottawa ON K1A 1A2 
 
Non-resident trusts and deemed resident trusts 
International Tax Services Office 
Canada Revenue Agency 
Ottawa ON K1A 1A8 
 
Electronic media filers 
Send us your CD, DVD, or diskette. Do not send us a paper copy of this 
summary or the T3 slips. 
Electronic Media Processing Unit 
Ottawa Technology Centre 
Canada Revenue Agency 
Ottawa ON K1A 1A2 
 
Amending your T3 Summary 
 
If you prepare and issue an amended T3 slip after you have filed the original 
with us, you may have to file an amended T3 Summary. If there is a change to 
the amounts in the boxes shown on the front of this summary, file an amended 
T3 Summary. If the amended T3 slip affects the amounts shown on the T3 Trust 
Income Tax and Information Return, or on Schedule 9, Income Allocations and 
Designations to Beneficiaries, do not file another T3 return. Instead, send 
us a completed Form T3-ADJ, T3 Adjustment Request, or a letter providing the 
details of the change. Indicate the tax year you want us to change and attach 
any supporting documents. Include the trust's account number on the letter.