Final Return & Trust

  • MM slash DD slash YYYY
  • If including digital copies of required items, please attach them here.
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    Accepted file types: pdf, doc, docx, Max. file size: 32 MB, Max. files: 20.
    • Trust Returns are done if the Estate received a CPP Death Benefit and if there is any income earned in the Estate after death.

      Date Final Return is Due
      If Deceased January – October 31, due April 30th of the following year
      If Deceased November – December 31, due 6 months after death
      Date Trust Returns are Due
      March 30th if a Calendar Year End is used for the trust (Calendar used on On-going Trusts)
      3 Months after Trust Year End Date if any other Year End is used