How to Amend a Filed T3010 With Form T1240

You have filed your T3010 and then found a mistake. The instinct is to file a corrected return, and that is the one thing you should not do. CRA has a specific form for post-filing changes, Form T1240, and it handles everything from a wrong figure on Schedule 6 to a change of address. This guide covers when to use it, what it can change, who has to sign it, and how to get it to CRA now that the fax line is gone.

When do you need Form T1240 rather than a new return?

Any time you need to change information on a return you have already filed. CRA's instruction is direct: do not file a new return for the same year.

Filing a second return for a period creates two records for one fiscal year, which is a bigger problem than the error you set out to fix. The adjustment request amends what is already on file.

You are responsible for making sure your return is correct. That responsibility does not end at submission, and finding your own error and correcting it is a better position than having CRA find it.

The threshold for using it is low. If a figure, a date, an answer or an attachment is wrong, and it is already filed, T1240 is the route.

What can you change with Form T1240?

Information you filed on the T3010, anything filed alongside it, and your address. The form is built around three routes rather than a long list of forms.

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The address function is worth knowing about on its own. You can change your address at any point, not only when correcting a return.

That matters more than it sounds. CRA sends the Notice of Intention to Revoke by registered mail, so an address CRA cannot reach is a live compliance risk rather than an administrative untidiness.

How do you complete the adjustment details?

Identify the charity, name the fiscal period, and set out each change with the line number and the corrected figure. The form asks for the revised information or amount rather than a rewritten return.

The mechanics split by what you are amending.

If you are amending the T3010 itself, enter the revised information in Section C under the T3010 adjustment details.

If you are amending any other form or document related to your T3010, describe the change in Section C under other details or explanations, and attach a copy of the amended form or document. A corrected Schedule 6, a corrected Form T1235 or a revised set of financial statements all travel this way.

If you need more room, attach a separate sheet using the same format. Do not compress several changes into one line.

Use one Form T1240 for each fiscal year you are amending. A single error repeated across three years needs three forms.

Who is allowed to sign it?

A director, trustee, like official, or an authorised representative of the charity. Authorisation has to already be on file with CRA.

That last point catches out charities that use an external bookkeeper or accountant. Your provider cannot sign an adjustment request unless authorisation is registered with CRA first, and setting that up is not something you want to start on the day you find the error.

Offline and online authorisation are different things, and the route you take decides which you get. A mailed authorisation letter or Form AUT-01 gives your representative offline access only, meaning the phone and the mail. A representative who needs to view or change the account online has to be authorised through My Business Account, or submit a request themselves through Represent a Client.

An authorisation letter supplies your organisation's name and registration number, the representative's name and telephone number, the effective date and any expiry date. It does not by itself confer online change rights. Where authority levels are referred to, level 2 permits changes to the account and level 3 adds delegated authority to sign for the charity.

The certification is not a formality. The form states that it is a serious offence under the Income Tax Act to provide false or deceptive information.

How do you submit it?

Online through your CRA account is the fastest route, and CRA actively encourages it. Sign in, navigate to your registered charity account, select "Adjust a return," and upload the completed form.

If you do not have an account, you register for online services for charities first. That is worth doing before you need it rather than during a correction.

Mail remains available. Adjustment requests go to the Charities Directorate at 105-275 Pope Road, Summerside PE C1N 6E8. CRA notes that filing online avoids mail and processing delays and reduces the risk of errors.

Do not fax it. Some published guidance, including CRA's own T4033 guide, still prints a fax number for adjustment requests. The Charities Directorate fax line closed on 1 April 2026 and faxed documents are not received.

Keep copies of the form and any revised document with your books and records. They form part of the record supporting that fiscal period.

What if the error changes your financial statements?

Work out whether the statements were wrong too, because a T3010 correction does not always mean they were. A figure can be misreported on the return while the underlying statements were right.

Where the statements were also incorrect, settle with your preparer or accountant whether corrected or reissued statements are required under the accounting framework you use, then send the appropriate revised document with the adjustment request. A figure corrected on the return but left wrong in the filed statements leaves two versions of the same number on the record.

Where the correction is material and your statements have been distributed to funders or a membership, there is a governance step alongside the filing one. Who needs to be told, and when, is a board decision rather than a bookkeeping one.

If the error came from the underlying records rather than transcription, fix the ledger too. Our guide to common pitfalls in charity accounting covers the weaknesses that produce a wrong figure in the first place.

How do you stop needing one?

Run a tie-out before you file rather than a review after. Arithmetic and transcription errors are the kind a tie-out catches, and the kind that otherwise need an adjustment request later.

Three checks catch a large share of correctable errors. Confirm your revenue lines total to line 4700. Confirm your expenditure accounts total to line 4950 and that lines 4950, 5045 and 5050 total to line 5100. And, where you complete Schedule 6, confirm the Schedule 3 compensation total at line 390 matches line 4880.

Have someone other than the preparer read the return against the financial statements before it goes. A second reader finds transposed digits that a preparer looks straight past.

Where the return is prepared as part of ongoing bookkeeping support, the tie-out is a step in the year-end file rather than a separate project at filing time.

Frequently Asked Questions

Can we just file a corrected T3010 instead?

No. CRA's instruction is not to file a new return for the same year. Use Form T1240. Filing a second return creates two records for one fiscal period.

Is there a deadline for filing an adjustment request?

CRA does not set the same kind of fixed window as the six month filing deadline. The practical answer is to file the adjustment as soon as you identify the error, since the incorrect figure sits on the public record until it is changed.

We need to correct three years. Do we file one form?

No. Use one Form T1240 for each fiscal year you are amending. Each year is a separate record and needs its own request.

Can our bookkeeper sign the adjustment request?

Only if they are an authorised representative with authorisation already on file with CRA at the appropriate level. A mailed authorisation gives offline access only, so a representative who needs to submit changes online has to be authorised through My Business Account or Represent a Client. Otherwise the form is signed by a director, trustee or like official.

Will the amended figures show publicly?

Your return appears on CRA's List of Charities, and the record reflects what CRA holds once the adjustment is processed. Correcting an error is a better public record than leaving it.

Can we use T1240 to change our fiscal period?

A fiscal period change is handled separately from the return rather than through an adjustment request. Contact the Charities Directorate about the process before changing your year end, since it affects which return and which version apply.

This article describes CRA's adjustment process for registered charities as at August 2026. Submission routes and CRA's digital services are changing. Confirm the current process on CRA's website before filing.