Doing taxes for someone who died
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Doing taxes for someone who died
There can be a lot to do when someone dies. Here's what you'll need to do to settle their tax accounts with the CRA.
What to do immediately after the death
Notify the CRA of the date of death
Call the CRA to report the date of death and cancel or transfer benefit payments
Apply for the CPP/QPP death benefit
A payment of up to $2,500 made to the estate or other eligible individuals on behalf of a deceased CPP/QPP contributor
Represent someone who died
If you’ve been named the executor, if there is no will, to access tax accounts, to authorize a representative
Plan and file tax returns
Prepare tax returns for someone who died
Tax returns you need to file, report income, capital gains, plans such as RRSPs and TFSAs, claim credits and deductions
Close a business and report business income of someone who died
Report business income, close or transfer accounts such as GST and payroll
Settle the estate
Apply for a clearance certificate
Why you need a clearance certificate, when to distribute cash or assets, if tax amounts are owing after distribution
Contributors
From: Canada Revenue Agency
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- Date modified:
- 2024-01-23