The Estate Information Return: A Guide for Ontario Executors

The Estate Information Return is a form Ontario executors file with the Ministry of Finance after probate. It lists the estate's assets and their values, so the province can check that the right Estate Administration Tax was paid.

When it is due

• Within 180 calendar days after the estate certificate is issued

• Required even when the estate is $50,000 or less and no tax is owed

• An amended return is due within 60 days of learning that information was incomplete or wrong

What goes in it

• Real estate in Ontario, with values and any mortgages

• Bank accounts and investments

• Vehicles and boats

• Business interests

• Other personal property, such as jewellery, art and household items

Common mistakes

• Waiting too long to get appraisals and account balances

• Including assets that passed outside the estate, such as jointly held accounts

• Leaving out assets discovered later without filing an amendment

• Using rough estimates without supporting documents

Why it matters

The Ministry can audit returns, and penalties may apply to late or inaccurate filings. Keeping clear records from day one makes the return straightforward.

How we help

As your Agent for Executor, we gather values and documents, prepare the asset details for the return, and track the deadline for you.

Regal Solutions is a Toronto Agent for Executor led by a Certified Executor Advisor. Book a free consultation at regalsolutions.ca or call 416-887-6721.

This article is general information about Ontario estates as of November 2026. It is not legal or tax advice. Speak with a lawyer or accountant about your situation.