EFILE other returns in the T3 module in ProFile

Starting in the 2023.3.0 version of ProFile you are able to electronically file several other trust returns from the T3 module. This includes T3RCA (Retirement Compensation Agreement), T3M (Environmental Trust), T3P (T3 Employees' Pension Plan Income Tax Return), and T3PRP (T3 Pooled Registered Pension Plan Tax Return). In addition, Schedule 15, Beneficial Ownership information of a Trust will be filed with T3, T3RCA, or T3M returns if filled out.

File T3RCA, T3M, T3P, and T3RP returns

When selecting Transmit T3 return from the EFILE menu, the option for T3RCA, T3M, T3P, or T3RP is available:

In all cases the box indicating you're looking to electronically file must be selected:

File S15 Beneficial Ownership Information of a Trust with T3/T3RCA/T3M returns

Beginning in ProFile version 2023.3.0, S15/S15Supp can be filed as part of the T3/T3M/T3RCA returns for tax years ending after December 30, 2023.

Complete Part A of S15 and the applicable Part B and Part C. If you have more than one reportable entity, use S15Supp to report additional reportable entities.