Settling a loved one's tax affairs is a difficult responsibility. We prepare the final (terminal) return and any related filings with care and accuracy, and guide executors through what the CRA requires.
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4:5 imageWhen someone passes away, a final (terminal) tax return must be filed for the year of death, and there may be optional additional returns that may need to be filed. As executor, you also need to manage estate matters and clearance. We prepare these returns properly and explain each step.
The terminal T1 return for the year of death, prepared accurately.
OptionalAdditional elective returns can reduce tax — we identify when they help.
T3Income after death is reported on a T3 estate return.
ClearanceWe help obtain a CRA clearance certificate before distribution.
A clear, low-stress process — in person, by drop-off, or fully remote.
We help you collect the information needed for the final return.
We prepare the terminal return and any beneficial optional returns.
We connect the final return with the estate (T3) filing.
We assist with the clearance certificate so you can distribute safely.
It's the income tax return for the year a person died, covering income from January 1 to the date of death. It must be filed by the executor or legal representative.
Sometimes. The Income Tax Act allows certain optional returns that can split income and reduce overall tax. We identify when these are worth filing.
A clearance certificate confirms the CRA's taxes are paid, allowing the executor to distribute the estate without personal liability. We help obtain it.
The final return covers the deceased up to the date of death; income earned afterward by the estate is reported on a T3 estate return. We handle both.
We prepare the returns, coordinate with the estate, and guide you through deadlines and clearance — easing a heavy responsibility during a difficult time.
Serving individuals and families across Durham Region: Oshawa · Whitby · Ajax · Pickering · Courtice · Bowmanville · Clarington · Newcastle · Port Perry · Uxbridge.
Book a free consultation and we'll match you with the right service and a clear, no-jargon plan.
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