Report estate assets for administration tax without retyping executor details

Estate trustees filing an Estate Information Return repeat deceased person details, executor name and address, and estate asset information on every return package submitted to the Ministry of Finance. This guide is an example of storing them once in hivi.

Official form and source

Start from the official source and always use the current version — form numbers and links can change:

• Service page: Estate Administration Tax — ontario.ca
• Form (Central Forms Repository): Estate Information Return — 9955

What this form is about

Form 9955 is the Estate Information Return used to report estate assets for Ontario Estate Administration Tax — confirm filing deadlines and asset categories on ontario.ca.

Before you start: what to gather

• Deceased person's full legal name and date of death.
• Estate trustee name and mailing address.
• Court file number or certificate of appointment reference if applicable.
• Estate asset schedule — confirm required categories on ontario.ca.

Confirm the current process on ontario.ca.

How hivi makes it faster

1. Save it once. Store your executor name, address, and deceased person identifiers in your hivi profile.
2. Keep documents ready. Upload supporting documents to hivi Files so you are not searching at form time.
3. Autofill the form. Use the hivi Chrome extension on a web form, or fill a PDF from your saved profile inside hivi.
4. Review and submit yourself through the official channel.

Why do it in hivi

Related Ontario forms repeat the same personal details. Captured once in hivi — stored in Canada, with AI on its own servers — every form starts mostly complete.