Singh Posted April 10, 2021 Report Share Posted April 10, 2021 I have about 50 trades to report on Schedule 3. Would I have to report each buy/sell trade or I can somehow report the final total of the summary of proceeds of disposition, ACB, outlays and expenses, and gain/loss? And, attach the excel sheet as a support or retain for review by the CRA when required? Quote Link to comment Share on other sites More sharing options...
Nawal Posted April 12, 2021 Report Share Posted April 12, 2021 HI @Singh, yes you can use an excel sheet to calculate the total amounts and report them in Ufile. Quote Link to comment Share on other sites More sharing options...
Singh Posted April 12, 2021 Author Report Share Posted April 12, 2021 Thank you so much for your reply/help. However, I have difficulty in completing the Sch 3, which requires the reporting of the date of acquisition, date of disposition, number of shares, and description, etc. If I use the summary total from the excel sheet, how would I able to enter the above information for a total amount? That is my issue. And, would I be able to attached the excel sheet to the UFile return, or simply retain in the file in case the CRA wants to review it. Please guide. Thanks. Quote Link to comment Share on other sites More sharing options...
Nawal Posted April 12, 2021 Report Share Posted April 12, 2021 If you enter the total amounts, you can enter 31-12-2020 as the date of disposition and i'm sure you know what is the total number of shares sold. Those are mandatory information required. You can leave the date of acquisition. You cannot attach the excel sheet, but you can keep it with the other documents of the sale as proofs. Quote Link to comment Share on other sites More sharing options...
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