Douglas Spence & Associates CPA | Final and Estate Returns
Tax advisors you can trust during this difficult time.
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Losing a family member or friend is a very difficult time. One of the duties of the executor is to handle the financial affairs of the deceased tax payor and file a tax return. If the death of the tax payor occurred between January 1 and October 31, the due date for the final return is April 30 of the following year. If the death of the tax payor occurred between November 1 and December 31, the due date for the final return is 6 months after the date of death. We can help you to determine what documents need to be collected to complete the final return.
CRA requires that estate return for the deceased tax payor be filed from the day after the date of death up to the approximate date the assets are distributed from the trust. Our team will assist you every step of the way from the final return up to the date the assets are distributed. From start to finish we are always analyzing and looking for any possible tax saving opportunities.