Get Sommaire Rl3

The Sommaire Rl3 is an essential document for payers and their representatives tasked with submitting the relevant summary information. This guide provides a thorough understanding of the form's components and step-by-step instructions to assist users in completing the form accurately and efficiently.

Follow the steps to fill out the Sommaire Rl3 successfully.

1. Press the ‘Get Form’ button to access the Sommaire Rl3 document and open it for editing.
2. Begin by entering the year applicable to the submissions in the designated field.
3. Select the appropriate code indicating the nature of the summary: 'O' for original, '1' for additional, or '2' for modified.
4. In the identification section, provide the payer's or representative's identification number, Quebec enterprise number (NEQ), branch number (if applicable), name, and address. Include the postal code and the resource person's name along with their phone number.
5. If a preparer completed the RL-3 statements and submitted them online, fill in the preparer's information including their NEQ, identification number, preparer number, name, address, postal code, resource person's name, and phone number.
6. In the summary section, indicate the total number of RL-3 forms submitted online and on paper.
7. Record the totals from the corresponding boxes (A1, A2, B, C, D, E, F, G, H, I, J) in the appropriate fields.
8. Calculate the total investment income by summing the amounts from boxes A1, A2, D, E, H, I, and J.
9. Provide the total for income that is less than $50 and for which RL-3 forms were not submitted.
10. Record the overall total investment income by adding the totals from the previous two calculations.
11. Include the unknown property income in the total for line three and indicate the total amount.
12. Indicate the amount of Quebec tax withheld at the source (15%).
13. Finally, sign the form, provide your title or position, and enter the date and any necessary regional or contact details.

Complete your Sommaire Rl3 online today to ensure compliance and accuracy.