Erin Denise, Chartered Professional Accountant Inc.

Caring for You through the Whole Process

Supporting Estate Executors

Erin is a kind and caring individual dedicated to supporting you through the income tax requirements of your deceased loved one. 
We help Entrepreneurs and Estate Executors get organized and efficient in your record keeping, bookkeeping and income taxes. 

We empower our Clients through sharing our knowledge and expertise in a way that is kind & easy to understand. 

We want to help you worry less, and enjoy your life more. 

We enjoy supporting kind and caring Estate Executors ensure the income tax filings of your loved ones are thoroughly and thoughtfully cared for

Our services include

Preparation of your loved ones final tax return

Assistance in understanding your income tax obligations and responsibilities with the Canada Revenue Agency

Filing for Clearance Certificates

T3 Trust Return preparation

And more! 

Check out our New Brochure:

FAQs

My loved one passed away, when is the deadline to file their final tax return?

The due date for the final tax return of your deceased loved one depends on their date of passing. 

If this was between January 1 and October 31, the return is due the same date as your personal tax return, April 30 of the following calendar year. 

If they passed between November 1 and December 31, the filing due date is 6 months from their date of passing. 


Where do I report the CPP Death Benefit?

This amount should be reported on the T3 return of the deceased. 

It does not belong on the terminal return. 

For full details, visit CRA online at:  https://www.canada.ca/en/revenue-agency/services/tax/trust-administrators/t3-return/taxation-cpp-qpp-death-benefit-amounts.html

 

 

What is a clearance certificate?

A clearance certificate gives security to the executors of the Estate that all amounts owing to the CRA by the deceased have been paid, or the CRA has accepted security for the payment. 

This is the best way to ensure you don't get any surprises from CRA, after you distribute the Estate funds. 

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We are a CPA licensed Accounting Firm

Ready to get started?

Book your free introductory call here!

Erin Denise, 
Chartered Professional Accountant Inc.
Main Street, Selkirk, Manitoba

Info@Petaski-cpa.ca
PO Box 306 Selkirk, MB R1A 2B3

Existing clients can send a meeting request here
Kindly note we operate by appointment only

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