I have a client who passed in 2021 in Ontario. His kids - all three of them - are co-Executors and provided me with an auth for his personal return as they were having difficulties with the Ontario accountant and getting information. No problem there at all as of now.
Now…four years later…the T3 is (maybe?) still not filed/processed/dealt with and we have the Ontario accountant once more not communicating at all…as in for six months and more.
I’ve reviewed what docs they have with a view to getting the primary Trustee access to RAC so they can boot the Ontario accountant off and substitute me…but:
- there appear to be TWO trust numbers, different by some six weeks in approval
- the primary Trustee (let’s calll them “J Someone Doe”) appears on one CRA Trust Approval under that name and under the second one as “Somebody Doe” (using a “common abbreviation” name…like Jack / John)
- Primary Trustee HAS a RAC account and a RepID but was unable to access the Trust Reg’n (as am I…having tried various combos of names of both Trust and numbers and Trustee I was finally booted off the system).
I can’t even figure out how to proceed here…I have no standing, the primary Trustee, who SHOULD have standing is also unable to access online files…we have not tried phone/offline access as yet, but I’m dubious. Has anyone had any luck in a similar situation or thoughts on how to proceed?