Final Return & Trust

  • Date Format: MM slash DD slash YYYY
  • If including digital copies of required items, please attach them here.
    Drop files here or
    Accepted file types: pdf, doc, docx.
  • 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