CRA workshop to review the experience of executors

The Canada Revenue Agency (CRA) is holding virtual workshops with past executors to review the experiences they have had when settling a deceased person’s tax obligations, and to get their feedback and perspective on some potential solutions that could have better met their needs. Acting as an executor is a difficult time in people’s lives and the CRA is committed to making their interactions with the CRA as easy as possible.

The information gathered at this workshop will be used to improve this CRA services. The information will be confidential and will not be used for any other purpose. This workshop is part of the CRA’s efforts to provide consistent and ongoing opportunities for Canadians to provide feedback so that it can further its commitment to making information more helpful and easier to understand, providing more convenient access to services and support, and ensuring Canadians feel understood, respected and valued.

Participation in this workshop is voluntary and by invitation only, and the recruitment process will be managed by a third-party firm, Canada Market Research, acting as an independent agent of the CRA.

Details on recruitment and on the workshop

• In early April 2021, Canada Market Research firm will be making phone calls to a number of past executors in Canada, that outlines the details of the workshops.
• During the phone call, the recruiter will explain that these past executors have been identified as potential participants for these workshops, and request that they go through a series of questions if they are interested in participating. The recruiter will explain that participants will be compensated for attending the workshop.
• Participation is completely voluntary and each participant’s privacy will be fully respected. There is no obligation to participate, and agreement or refusal will not affect the person’s taxes or benefits.
• The workshops will be held virtually between April 16 and 23, 2021. To participate virtually, attendees will need to use Microsoft Teams (an online video conferencing platform). The third-party firm will provide further information on how to participate.

The CRA has heard from Canadians that we need to make changes to the way we deliver service. We want to be trusted, helpful and fair by putting people first. To learn more about how the CRA is working to make sure that Canadians have a more positive service experience and putting people first, visit our Serving Canadians Better pages.

Related topics

• End of Life Tax Journey Project: Closed consultation