Previously just mailed in the form T1013 with Will+Death Certificate but that form is gone. Profile form AuthorizeRep form does not look like it's meant to be mailed AUT-01 forms is not for online access (this form serves no purpose to me, everything is online now) CRA's program for preparer's retaining authorization after death does not appear to be in effect like they said it would be What form should be mailed to CRA with the Will and Death Cert to get online authorization?

T

todd29

Level 3

Question

Online authorization for an Estate?

Forum|Forum|6 years ago
June 3, 2020
5 replies
6 views

Previously just mailed in the form T1013 with Will+Death Certificate but that form is gone.
Profile form AuthorizeRep form does not look like it's meant to be mailed
AUT-01 forms is not for online access (this form serves no purpose to me, everything is online now)
CRA's program for preparer's retaining authorization after death does not appear to be in effect like they said it would be
What form should be mailed to CRA with the Will and Death Cert to get online authorization?

ProFile (Canada)

This topic has been closed for replies.

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ken58

Level 4

The authorization form in Profile has a line and check box to indicate that the signee is the Authorized Representative, which can be POA, Executor of the Estate, Probate Court appointee, etc. Just indicate what capacity the representative falls under, and his/her signature is valid.

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todd29Author

Level 3

Thanks. I do see that check box but is that form designed to be mailed to CRA. You can't efile that form with a deceased person who passed away (prior to the new rules where authorization is maintained after death) If you can mail it then all good.

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LMK1

Level 3

The retaining authorization after death thing IS in effect, but whether it applies depends on date of death relative to when that change happened. I have deceased clients on both sides of that date, whatever it was...

I am thinking the best way to proceed is to use the "authorization request" on RAC. There is a place to indicate who is signing it and I presume you can upload supporting doc's along with the signature page if you have indicated it's signed by legal rep? CRA is all working remotely now so this is probably your best bet...

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todd29Author

Level 3

Thank you. I will check out Rep a Client.

9130347028092726

Level 3

Dead People....

This what I do...works everytime ..takes forever....

1. T1013 authorizing the POA / Executor.

2. T1013 having the Executor authorizing you as the representative.

3. Letter authorizing ON LINE ACCESS. (as level 2 on the T1013 is not enough)

4. Will

5.Death Certificate.

All this gets mailed in........

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ken58

Level 4

I just went through this with 3 clients who had deceased spouse within the year.

I mailed the Death Certificate, Will, and form AUT-01, signed by the Executor. I included a cover letter outlining that the Executor had retained our firm to represent the deceased, and mailed that all to the Winnipeg Tax Office (mailing address is on the CRA website.

It takes a long time to get approval due to the cutbacks at CRA due to Covid-19, but I eventually got access to all three accounts.

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LMK1

Level 3

I am about to do this so will see how long it takes...anyone know if TSO drop boxes are in use again?

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ken58

Level 4

Don't hold your breath waiting for the approval. I sent the info in, and the 20 working days they say is their time frame stretched out into over 40 working days. I'm not sure how long it would have taken if I had not sent an e-mail to the office of the Minister of National Revenue. That seemed to get things moving, and I now have on-line access to the accounts of all 3 deceased clients.

Good luck!

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KDHayes

Level 2

Mail in copy of will making sure to include SIN on each page. Efile authorization as usual. Once the will has been registered, your online information will be available. May take a few weeks but seems to be faster.

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