To get help, please consult the form on screen.
For more information, consult:
Summary of Allocations
There are only a few questions that you have to manually complete here. The main purpose of the form is to total the amounts reported on the T3 slips to arrive at the total allocated income that the trust deducts at line 47 of the T3 return (this is done automatically).
When totalling the allocated income (which will be deducted at line 47 of the return), note that the total capital gains in Box 21 of the T3 slips (which are 'actual') are converted back to taxable capital gains (by multiplying by the inclusion rate.).