Schedule 3 is where your capital gains land on your Canadian return — proceeds, adjusted cost base, outlays, and the taxable gain, grouped the way the CRA expects. Sched3 assembles it for you from a cost base that already accounts for pooling, distributions, FX, and corporate actions, so filing is a review, not a rebuild.
Your trades, distributions, FX, and corporate actions already feed a running, CRA-correct cost base for every holding.
Dispositions are grouped by security with proceeds, adjusted cost base, outlays, and the resulting gain or loss — and the taxable half computed.
Hand the export to your tax software or your accountant, with every line traceable back to the trades and adjustments behind it.
Sched3 produces the figures the form requires, grouped and totalled the way the CRA expects.
Whether you file yourself or send it to an accountant, the export is structured and auditable — no mystery numbers, no re-derivation on the other end.
Schedule 3 export is part of the Active plan and reflects every adjustment tracked across your portfolio.
Manual entry, 1 portfolio, basic ACB & CSV export.
Broker import, superficial loss detection, FX support, splits & DRIPs.
Everything, for one investor: T5008/T3 tools, crypto, equity comp, corporate actions, accountant export.
Multi-client dashboard, client import links, bulk import, branded reports.
Schedule 3 is the Canadian tax form where you report capital gains and losses for the year. For each disposition you report the proceeds, the adjusted cost base, and any outlays; the net gain is calculated and only the taxable half is carried to your income. Sched3 assembles these figures from your tracked cost base.
The inclusion rate is the portion of a net capital gain that is taxable — historically one half. Sched3 computes the taxable amount from your net gain so the figure that flows to your return is the included portion, not the full gain. Always confirm the current-year rate with your accountant.
Yes — that is a primary use. The export groups dispositions by security with proceeds, ACB, outlays, and the taxable gain, each traceable to the underlying trades and adjustments, so your accountant can review and file without rebuilding your cost base from scratch.
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