UPDATE: As of January 2017, the Ministry of Finance offers an online submission service to submit the Estate Information Return electronically. It is available at www.Ontario.ca/estateadmintax or by clicking here. The online submissions can be sent 24 hours, 7 days a week, is free to use and provides an acknowledgement of receipt upon submission.
Beginning January 1, 2015, an Estate Information Return must be received by the Ministry of Finance within 90 calendar days after a Certificate of Appointment of Estate Trustee has been issued by the court. However, this does not apply to anyone who applied to the court for a Certificate of Appointment of Estate Trustee prior to January 1, 2015.
A fillable PDF version of the Estate Information Return is available on the ministry’s website, ontario.ca/finance, under the “Forms and Publications” link on the left side. Its accompanying Guide is available on the website as well. The Estate Information Return may be filled out on-line and printed, or it may be printed and filled out by hand, before submitting it to the Ministry of Finance.
An Estate Information Return may be submitted to the Ministry of Finance in the following manner:
- by mail or courier to: Ministry of Finance, Advisory and Compliance Branch,
- 33KingStreetWest, POBox625, OshawaONL1H8H9, or
- by fax to: 1 866 888-3850, or
- in person to: Ministry of Finance, 33KingStreetWest, OshawaONL1H8H9(8:30 am to 5:00 pm, Monday to Friday).
Effective May 1, 2015, an Estate Information Return will also be accepted in person at select ServiceOntario locations. For ServiceOntario locations, hours of operation and telephone numbers, please visit ontario.ca/serviceontarioor call toll-free 1(888) 745- 8888 (TTYtoll-free 1 (800) 268-7095).
If you require any additional information or have any questions please contact the Ministry of Finance at: