Request a clearance certificate: Step 3. Before you apply

From: Canada Revenue Agency

Step 3. Before you apply

Identify the legal representative

A legal representative is responsible for distributing, administering, winding up, controlling or otherwise dealing with the property, business or estate of another person. The legal representative could be the executor, administrator, liquidator or trustee (but not a trustee in bankruptcy). For a full definition of legal representative, see paragraph 3 of information circular IC82-6R12, Clearance Certificate.

Before applying for a clearance certificate:

1. Notify the CRA of the death (individual)
2. File the final tax return(s)
3. Get the notice(s) of assessment and notice(s) of reassessment that apply
4. Pay or secure all amounts owing

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