I have a client who passed away April 22 2024 and Tax Cycle is giving her full CCR…is this correct? From my readings on CRA it appears she shouldn’t be entitled.
TaxCycle can’t GIVE her the rebate - the rebate comes from CRA. CRA will not send it out if they know she is deceased.
I know Tax Cycle doesn’t give the rebate…but it calculates it and includes in letter…so have to override…I’m too tired for this kind of comment!
Are you printing the STANDARD client letter or the DECEASED client letter? For all terminal T1s I’ve done, the deceased client letter says nothing about CCR (or any other benefits). And, as long as I’ve entered the date of death correctly on the Info page, TaxCycle automatically chooses to include the DECEASED client letter in the print set, rather than the standard client letter.