Death & Estate Taxation Compliance Explained

When an individual dies, the personal representative or executor has a primary duty to ensure all tax filings of the deceased and the estate are prepared and filed. Just Estates® can assist with the preparation and filing of:

  • T1 personal tax returns, including year of death (terminal) returns, prior year returns, T1 adjustments, rights & things and other elective returns., and return for surviving spouse
  • Estate T3 income tax and information returns
  • Ongoing trust (intervivos or testamentary) T3  tax returns
  • Preparation of T4 information return requirements for executor or administrator fees
  • Non-resident compliance certificate requests, withholding, remitting and reporting
  • Tax clearance certificate requests;
  • Business T2 and GST tax filings
  • Advise on post mortem tax planning opportunities
  • Tax clearance submissions

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