Certificate Course: Filing T3 Returns

​What you will learn

You will learn how to optimize taxes payable on income earned by a trust by choosing to pay the taxes through the trust or allocating income to beneficiaries and having them pay the taxes on those allocations.

An open book approach is great for learning. It helped me to go back and review the materials over again so that I could get the right answers on the quiz but it also provided a good understanding of all the material. I think this course has been very helpful and will enable me to start my first year of T1s with my company in a much more effective way.

—Bryce W, Alberta

Scope of the course

• Introduction to Trusts
  
• The T3 Return
• Identification
• Income of the Trust
• Deductions
• Dealing with Losses
• Allocation of Trust Income
• Calculation of Tax and Credits
• Filing
• Special Trusts

​What is included

• Tax deductible tuition fees
  
• Potential for Canada Training Grant or other Government programs
• Personal consultation and virtual campus orientation
• Practical case studies using well-known professional software
• Lesson plans and study plans
• Calculators and tools you can use immediately
• Personal instructor support by email
• Testing and certification
• Comprehensive Knowledge Journal
• CE/CPD accreditation by various professional bodies
• EverGreen Explanatory Notes - Online Research Library

DMA™ Personal Tax Services Specialist

Filing Returns at Death