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Death & Taxes

While coping with the death of a loved one, we at Liberty Tax Canada, realize that the last thing you want to deal with is tax consequences. The following information is designed to make this difficult task easier for you.

The Canada Revenue Agency, also realizes that this is a unfortunate, yet necessary task. With this in mind, they have created some very good informational resources to help you through the process.

We at Liberty Tax Canada recommend that you visit the Canada Revenue Agency page titled "What to do when someone has died”. This page is designed to help make your completing and filing the appropriate tax forms easier. You should also read the CRA Guide T4011: Preparing Returns for Deceased Persons.

Visit your local liberty Tax Canada office for additional assistance. Our seasoned tax preparers are on staff to help you.

You should also alert the Canada Revenue Agency of your loved ones passing as soon as possible. If the deceased was receiving GST/HST credit payments, these will need to be stopped. You will be required to fill out and submit the form “Request for CRA to update records” This form can be found at the following link: request form

You can also contact the CRA at 1-800-959-8281

Period when death occurred
January 1 to October 31
November 1 to December 31
Due date for the return
April 30 of the following year
Six months after the date of death

 

If the deceased or the deceased's spouse or common law partner was carrying on a business in the tax year (unless the expenditures of the business are mainly in connection with a tax shelter), the following due dates apply:

Period when death occurred
January 1 to December 15
December 16 to December 31
Due date for the return
June 15 of the following year
Six months after the date of death

 

Click here for additional dates and deadlines.

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