CRA workshop to review the experience of executors

The CRA is holding a workshop with past executors to review the experiences they have had when settling a deceased person’s tax obligations. Acting as an executor is a difficult time in people’s lives and the CRA is committed to making this interaction with the CRA as easy as possible.

The information gathered at this workshop will be used to improve this CRA service. The information will be confidential and will not be used for any other purpose. This workshop is part of the CRA’s efforts to provide consistent and ongoing opportunities for Canadians to provide feedback so that it can further its commitment to making information more helpful and easier to understand, providing more convenient access to services and support, and ensuring Canadians feel understood, respected and valued.

Participation in this workshop is by invitation only, and the recruitment process will be managed by a third-party firm, Canada Market Research.

Details on recruitment and on the workshop

• In March 2020, CRA sent a letter to a number of past executors in the Ottawa-Gatineau area, that outlines the details of the workshop.
• The letter explains that these past executors have been identified as potential participants of this workshop, and requests that they phone or e-mail Canada Market Research if they are interested in participating. The letter indicates that participants will be compensated for attending the workshop.
• Participation is completely voluntary and each participant’s privacy will be fully respected. There is no obligation to participate, and agreement or refusal will not affect the person’s taxes or benefits.
• The workshop will be held in March 2020.

The CRA has heard from Canadians that we need to make changes to the way we deliver service. We want to be trusted, helpful and fair by putting people first. To learn more about how the CRA is working to make sure that Canadians have a more positive service experience and putting people first, visit our Serving Canadians Better pages.