Deceased Tax Return in Canada

The final T1

The firm’s FAQ gives the due date in one line: for a deceased person, file by the later of six months after the death and the normal due date. The return covers income up to the date of death. Slips that arrive in the name of the estate after that date are a different question, and the office will say whether they belong on the final T1 or on an estate filing.

Estate work the firm already offers

The other-services list includes estate planning and accounting. That is the right place to start when the family needs more than the final T1: a review of the papers, and accounting for the estate. Nothing on that list has a menu price. The quote follows what the estate actually needs. A clearance certificate and a T3 trust return are discussed only when the file calls for them, and the firm will point at the CRA page that applies rather than guess a fee.

How to start

Call with the date of death and the name of the person who will deal with the CRA. Bring the slips, the last notice of assessment, and any pension or RRIF papers. The same desk that files personal returns files this one.

The only office is in Scarborough, near Kennedy Station. You can come in or send the papers. English, Bengali and Tamil are spoken. Manoranjan (Mano) Talukder, CPA, leads the firm, which has done this work since 2010. Personal income tax returns start at $49.99 + HST. Everything else is quoted before it starts.

Year-round questions of this kind also sit under other services.

The due date the FAQ published

For a person who has died, the FAQ says the return is due on the later of six months after the death and the normal due date. The final T1 covers income up to the date of death. Slips that arrive in the name of the estate after that date are a different question. The office will say whether they belong on the final return or on an estate filing. It will not guess.

Estate work already on the firm’s list

The other-services page includes estate planning and accounting. That is the right start when the family needs more than the final T1: a review of the papers, and accounting for the estate. The same list includes shutting down a corporation or a self-employed business, which sometimes sits beside an estate. Nothing on that list has a menu price. The quote follows what the estate actually needs.

A clearance certificate and a T3 trust return are discussed only when the file calls for them. The firm points at the CRA page for the year rather than inventing a fee or a form. A trust’s own return, when there is one, is generally due 90 days after the trust’s year end. That is a separate engagement from the final T1.

How to start

Call with the date of death and the name of the person who will deal with the CRA. Bring the slips, the last notice of assessment, and pension or RRIF papers: T4A(P), T4(OAS), T4RIF and any T5 or T3. The same desk that files personal returns files this one. A simple personal return’s starting price does not apply to an estate file. It is quoted.

The only office is 2390 Eglinton Ave E, Suite 205, Scarborough, near Kennedy Station. You can come in or send the papers. English, Bengali and Tamil are spoken. Manoranjan (Mano) Talukder, CPA, has led the firm since 2010. Year-round questions of this kind also sit under other services.

Papers to put in one envelope

The date of death. The will or a note of who is speaking to the CRA, if you have it. The last notice of assessment. Income slips to the date of death: employment, pension, OAS, RRIF, interest and any rental. The property tax receipt if there is a house and no rent. The house costs if there was rent. A corporation the person owned is a separate T2, and shutting that company down is on the other-services list, quoted on its own.

The final return is not given the simple-return price. It is quoted after the office sees the date and the slips. The due date remains the later of six months after the death and the normal filing date. A trust return, if one is needed, follows the T3 guide for that year, generally 90 days after the trust’s year end. The firm will not guess a clearance certificate. It will say whether the file needs that conversation.

Call (647) 827-2220. English, Bengali and Tamil are spoken. The meeting is at Suite 205 or by phone. Manoranjan (Mano) Talukder, CPA, leads the firm, which has done this work since 2010.

If more than one person is calling about the same estate, the office will ask who has authority to give instructions. That keeps the file to one set of papers. Bring those papers once, rather than in several partial emails.

A pension slip that covers days after the death is flagged, not typed into the final return without a question.

If a house was in the person’s name, bring the property tax bill even when the house was not rented. One person should be the contact for the file, even when several relatives are helping gather slips.