Estate and trust

Hi Everyone,

I'm reaching out to see if anyone has encountered challenges when trying to obtain CRA authorization for a deceased individual.

I recently attempted to use the new online method via CRA Represent a Client ("RAC") to gain authorization for a client's estate. Despite submitting the will and death certificate through RAC about five weeks ago, the system is rejecting the legal representative's information as invalid.

I've heard from other professionals that CRA may no longer process legal representative updates unless the documentation is submitted directly by the legal representative themselves. In our case, the legal representative is 93 years old, which makes this requirement quite impractical.

Has anyone been able to confirm this change in CRA's process? Or seen any official communication from CRA outlining this policy? Any insights or advice would be greatly appreciated.

Thanks in advance!

Hi Everyone,

I'm reaching out to see if anyone has encountered challenges when trying to obtain CRA authorization for a deceased individual.

I recently attempted to use the new online method via CRA Represent a Client ("RAC") to gain authorization for a client's estate. Despite submitting the will and death certificate through RAC about five weeks ago, the system is rejecting the legal representative's information as invalid.

I've heard from other professionals that CRA may no longer process legal representative updates unless the documentation is submitted directly by the legal representative themselves. In our case, the legal representative is 93 years old, which makes this requirement quite impractical.

Has anyone been able to confirm this change in CRA's process? Or seen any official communication from CRA outlining this policy? Any insights or advice would be greatly appreciated.

Thanks in advance!

I work with many estate files and have never been as frustrated as since the implementation of the new authorization system, coinciding with the understaffing issue at CRA. My current three Estates for deceased individuals have been an absolute nightmare. Legal Representatives used to be registered within about a week but that is no longer the case. My clients have had to call CRA several times. Sometimes only to find out the information needs to be resubmitted, others are just told the standard answer of .. it takes 28 days to process. I am finding it taking longer.

Beyond that, many of the people that are executors for the estates are not very tech savvy and walking them through approving my authorized representation is also a constant frustration. For many of them, they do not even have a "my account" so walking them through represent a client and then the approval process is a nightmare. We do have the option to have a signature uploaded but that only works with one of those circumstances.

I'm finding the added stress for executors is a huge downside to these new processes, as is the delay in work done on our end as we wait for legal representatives to be registered, and then our authorization to be requested and approved and then processed. 

Hi Everyone,

I'm reaching out to see if anyone has encountered challenges when trying to obtain CRA authorization for a deceased individual.

I recently attempted to use the new online method via CRA Represent a Client ("RAC") to gain authorization for a client's estate. Despite submitting the will and death certificate through RAC about five weeks ago, the system is rejecting the legal representative's information as invalid.

I've heard from other professionals that CRA may no longer process legal representative updates unless the documentation is submitted directly by the legal representative themselves. In our case, the legal representative is 93 years old, which makes this requirement quite impractical.

Has anyone been able to confirm this change in CRA's process? Or seen any official communication from CRA outlining this policy? Any insights or advice would be greatly appreciated.

Thanks in advance!

Hi Everyone,

I'm reaching out to see if anyone has encountered challenges when trying to obtain CRA authorization for a deceased individual.

I recently attempted to use the new online method via CRA Represent a Client ("RAC") to gain authorization for a client's estate. Despite submitting the will and death certificate through RAC about five weeks ago, the system is rejecting the legal representative's information as invalid.

I've heard from other professionals that CRA may no longer process legal representative updates unless the documentation is submitted directly by the legal representative themselves. In our case, the legal representative is 93 years old, which makes this requirement quite impractical.

Has anyone been able to confirm this change in CRA's process? Or seen any official communication from CRA outlining this policy? Any insights or advice would be greatly appreciated.

Thanks in advance!

I called CRA about this issue and was informed the executor was required to send in the documentation. They informed me the executor was required to have a REPID. 

I have later heard from other accountants that CRA processed the information when they sent the documents directly to CRA. 

It would be good to have some clarification   So far I am still waiting using both methods and have not yet been successful in obtaining authorization since the change. 

Hi Everyone,

I'm reaching out to see if anyone has encountered challenges when trying to obtain CRA authorization for a deceased individual.

I recently attempted to use the new online method via CRA Represent a Client ("RAC") to gain authorization for a client's estate. Despite submitting the will and death certificate through RAC about five weeks ago, the system is rejecting the legal representative's information as invalid.

I've heard from other professionals that CRA may no longer process legal representative updates unless the documentation is submitted directly by the legal representative themselves. In our case, the legal representative is 93 years old, which makes this requirement quite impractical.

Has anyone been able to confirm this change in CRA's process? Or seen any official communication from CRA outlining this policy? Any insights or advice would be greatly appreciated.

Thanks in advance!

Hi Everyone,

I'm reaching out to see if anyone has encountered challenges when trying to obtain CRA authorization for a deceased individual.

I recently attempted to use the new online method via CRA Represent a Client ("RAC") to gain authorization for a client's estate. Despite submitting the will and death certificate through RAC about five weeks ago, the system is rejecting the legal representative's information as invalid.

I've heard from other professionals that CRA may no longer process legal representative updates unless the documentation is submitted directly by the legal representative themselves. In our case, the legal representative is 93 years old, which makes this requirement quite impractical.

Has anyone been able to confirm this change in CRA's process? Or seen any official communication from CRA outlining this policy? Any insights or advice would be greatly appreciated.

Thanks in advance!

I have tried the new process, one deceased person I was successful, two others I get an error "The information provided does not match our records, (T901)"  I did upload will and death certificate about a 10 days ago.  Was thinking I would call CRA for guidance, will let you know the results of the call.

Hi Everyone,

I'm reaching out to see if anyone has encountered challenges when trying to obtain CRA authorization for a deceased individual.

I recently attempted to use the new online method via CRA Represent a Client ("RAC") to gain authorization for a client's estate. Despite submitting the will and death certificate through RAC about five weeks ago, the system is rejecting the legal representative's information as invalid.

I've heard from other professionals that CRA may no longer process legal representative updates unless the documentation is submitted directly by the legal representative themselves. In our case, the legal representative is 93 years old, which makes this requirement quite impractical.

Has anyone been able to confirm this change in CRA's process? Or seen any official communication from CRA outlining this policy? Any insights or advice would be greatly appreciated.

Thanks in advance!

Hi Everyone,

I'm reaching out to see if anyone has encountered challenges when trying to obtain CRA authorization for a deceased individual.

I recently attempted to use the new online method via CRA Represent a Client ("RAC") to gain authorization for a client's estate. Despite submitting the will and death certificate through RAC about five weeks ago, the system is rejecting the legal representative's information as invalid.

I've heard from other professionals that CRA may no longer process legal representative updates unless the documentation is submitted directly by the legal representative themselves. In our case, the legal representative is 93 years old, which makes this requirement quite impractical.

Has anyone been able to confirm this change in CRA's process? Or seen any official communication from CRA outlining this policy? Any insights or advice would be greatly appreciated.

Thanks in advance!

Hi Everyone,

I'm reaching out to see if anyone has encountered challenges when trying to obtain CRA authorization for a deceased individual.

I recently attempted to use the new online method via CRA Represent a Client ("RAC") to gain authorization for a client's estate. Despite submitting the will and death certificate through RAC about five weeks ago, the system is rejecting the legal representative's information as invalid.

I've heard from other professionals that CRA may no longer process legal representative updates unless the documentation is submitted directly by the legal representative themselves. In our case, the legal representative is 93 years old, which makes this requirement quite impractical.

Has anyone been able to confirm this change in CRA's process? Or seen any official communication from CRA outlining this policy? Any insights or advice would be greatly appreciated.

Thanks in advance!