Estate Tax Returns
We understand that dealing with tax matters after the loss of a loved one can feel overwhelming. Our role is to help you navigate these requirements with clarity and care.
T1 Return
The T1 “final return” covers the period from January 1 up to the date of death. It is filed in the same way as other personal returns, and is generally due by April 30 of the following year.
T3 Return
The T3 estate return is not always required. We will review your situation and advise if one is needed. This return covers the estate as a separate legal entity starting the day after death. Unlike the T1, the T3 does not need to follow the calendar year—you can choose a year-end up to 52 weeks after it begins. The filing deadline is three months after the chosen year-end.
TX-19 Clearance Certificate
The TX-19 application for a clearance certificate is optional, but in many cases it provides peace of mind by confirming that no further taxes are owed by the estate. We can help you determine whether it’s the right step for your situation.
Our user-friendly, fillable PDF worksheets are also available for download here.
Contact us today to book an appointment with Brian Petersen, your trusted estate and small business accountant.
Download instructions for fillable PDFs Read instructions
PDF links are set up to be automatically downloaded. You must download the accessible fillable PDF to your computer. Use Acrobat Reader 10+ to open the file. Do not click the link to open it in your web browser.
- Click on the PDF and download and save the PDF to your computer
- Open the downloaded PDF (usually in your 'Downloads' folder) in Acrobat Reader 10+
- Save your file once you filled it out and re-open it to make sure your changes were saved before sending it to us.
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Estates Worksheets
Estate Tax Information Form
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