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TTCom
Level 1
posted
‎November 19, 2021 10:22 AM
last updated ‎November 19, 2021 10:22 AM

Requesting online access to deceased online account

I need to help my mother who is the legal representative to gain access to my father's online account.  On CRA's site it indicated that I must register for Represent a client prior to sending the documents like copy of death certificate, copy of will, new mailing address of estate.  Can this be send via upload documents under Represent a client or I need to mail in?  I am just hoping to save time.

 

Also if she wants to appoint my brother and myself as authorized representative, what form should be filled in?  Can this be submitted online as well?

Thanks.

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1 Comment 1
BSBbkkbtax
Level 3
‎January 20, 2022 03:54 PM

Requesting online access to deceased online account

These documents I believe can be sent electronically when a T3 trust return is being filed.  I  am hoping someone else can give further info.  I know that is where you would start.  

 

Here is a link to the info from CRA.  I hope this will help as well.

 

https://www.canada.ca/en/revenue-agency/services/tax/individuals/life-events/what-when-someone-died/...

 

I just came across this as well:

https://quickbooks.intuit.com/learn-support/en-ca/tax-return-preparation/online-authorization-for-an...

Sorry to hear of the loss of your father.

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