Principal Issues: Can the CRA provide an update regarding the new online application process for a trust account number?
Position: General comments provided
Reasons: See below
2021 STEP CRA Roundtable – June 15, 2021
QUESTION 15. Information on Trust Registration New Online Process
Can the CRA provide us with additional information about their new service which allows users to apply for a trust account number online?
CRA Response
Since February 2021, trustees (which includes an executor, an administrator or a liquidator who owns or controls property for another person) and their representatives have been able to immediately obtain a trust account number using the online registration service through CRA My Account, My Business Account, and Represent a Client (footnote 1) .
In order to apply for a trust account number using the online portals, trustees will need to know the trust type and have a signed copy of the trust document or the last will and testament.
Online registration is not available to a non-resident trust electing to file an income tax return under section 216 of the Income Tax Act.
Dawn Dannehl
2021-088873
Response prepared by:
Business Number and Authorization Division
Business Returns Directorate
Assessment, Benefit, and Service Branch
FOOTNOTES
Note to reader: Because of our system requirements, the footnotes contained in the original document are shown below instead:
1 https://www.canada.ca/en/revenue-agency/services/e-services/represent-a-client.html