T3 · TP-646 — Trust income tax and information return

Row	Item	Amount	Source
4	Total income — federal	280,600	T3 L20
5	Québec measurement of taxable capital gains	0	TP-646
6	Total income for Québec purposes	280,600	TP-646
7	Relevé 16 register
8	Beneficiary 1 — RL-16 box A	168,360	RL-16
9	Beneficiary 2 — RL-16 box A	112,240	RL-16
10	Slip counts agree, T3 to RL-16	2 of 2	control

01

What is inside, tab by tab

Trust income by type, the allocation and designation to each beneficiary, and the slip register that follows from it.

01

Cover

T3 — scope, version and exclusions

Scope, exclusions, the provisions implemented and the changelog — read before a figure is entered, and the one place the workbook states what it does not cover.

02

T3

T3 — income, allocation and designations

Trust income by type, the allocation and designation to each beneficiary, and the slip register that follows from it.

03

TP-646 recon

Federal to Québec — trust income and the RL-16 register

TP-646 on its own tab, with the RL-16 register reconciled slip-for-slip against the T3 slips.

04

Checks

Control checks — T3

Each diagnostic and what it tests, reading OK or CHECK, with a single master cell. A file that does not read OK is not a file that ships.

02

Federal and Québec, and the distance between them

TP-646 on its own tab, with the RL-16 register reconciled slip-for-slip against the T3 slips.

One file, both filings

TP-646 sits on its own tab inside this workbook — not a second product to buy, and not a copy to keep in step by hand.

Differences carry a reason

The reconciliation tab shows the federal figure, the Québec figure and the reason for every difference between them. An unreconciled difference reads CHECK, not OK.

Counted, not assumed

Where the filing produces slips or registers on both sides, the control block agrees them one for one before the file reads OK.

03

Written out as a Taxprep import

T3 data is captured once, controlled against the accounts it came from, and written out as the import file Taxprep reads — rather than keyed into the software slip by slip.

Generated by the workbook, not typed

The register writes the plain two-column import file Taxprep already reads. It is produced by formula, so a French-locale Excel cannot quietly change a separator or a decimal mark on the way out.

Priced by the slip, prepared by the file

Where a firm prices slip preparation by the slip, structuring the data once removes the per-slip work rather than repricing it. The hundredth recipient costs what the first one did.

Last year's figures come back the other way

Filed figures paste into the comparative columns, so every prior-year comparison reads the number actually filed rather than one re-keyed from a printout.

04

Price, licence and what stands behind it

One workbook, purchased on its own — there are no bundles. Every tier is perpetual, with unlimited users and files inside its scope. Finished client deliverables produced with it belong to the purchaser.

In-house

$199

A single entity and its corporate group. The price above, purchased outright.

Practice

On request

One firm preparing work for its clients, unlimited engagements. Quoted on the size of the practice.

Enterprise

On request

A group in which more than one firm requires access to the same workbook.

Purchase · T3 · $199 Sample PDF

Instant download at checkout. Prices in Canadian dollars, per workbook, one tax year.

The part that is contractual

Where a formula does not compute what the legislation it cites requires, TaxWorkBooks corrects it, issues the corrected file at no charge to every purchaser of that tax year, and refunds the purchase on request.

A limited accuracy warranty written into the Terms of Use. It covers the arithmetic against the provisions this workbook cites — not judgment calls, elections or filing positions, which remain the practitioner’s.

05

Also in returns and return schedules

A structured place to start, and the record of how the return was arrived at — schedule by schedule, in a form a reviewer or an auditor can follow months after the file closed.