Tax year-end and fiscal period - Canada.ca 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering the name of the trust or estate as shown on federal Form SS-4, followed by the employer identification number. This information is crucial for proper identification.
3. Fill in the fiduciary's name, title, and address. Ensure accuracy here, as this identifies who is responsible for managing the trust or estate.
4. In line 1, enter the total amount of estimated taxes to be allocated to beneficiaries. This figure should match what you will report on Form IT-205.
5. For each beneficiary, list their name and address in Column A, followed by their identifying number(s) in Column B. This ensures that tax credits are accurately assigned.
6. In Column C, specify the amount of estimated tax payment allocated to each beneficiary. Finally, calculate and enter the proration percentage in Column D based on your allocations.
7. Review all entries for accuracy before signing at the bottom of the form. The signature confirms that all information provided is correct and complete.

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