Obtaining Authorization on Deceased Taxpayer

EFILE
1

Does ANYONE here actually know the process to gain access to a deceased taxpayer online?

Our office has experienced ongoing issues with obtaining access to a deceased taxpayers SIN. We have attempted the following steps:
Method 1
-Obtain authorization for the Executor/Executrix/Authorized Person (PAUTH)
-Using the RC552 form, we submit that along with the Will and Death Certificate to CRA via RAC

Method 2
-Obtain authorization for the Executor/Executrix/Authorized Person (PAUTH)
-Prepare PAUTH inside of Tax Software for the deceased taxpayer
-EFILE PAUTH
-Upload supporting documentation such as the Will and Death Certificate via RAC

Both of these methods sometimes work and sometimes they don’t. Is there something that we’re missing?

2

Yes, there’s something you’re missing, but it’s nothing you can do anything about: CRA doing its job and responding in a timely fashion.

Doesn’t matter if your upload via RAC, or FAX, whether the Will/DC are Certified True Copies or not…CRA takes, sometimes…forever…to do anything. Very frustrating.

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