I can't efile with estate of in with the first name, where it must go. How do I remedy this?

When I add "estate of" in front of the first name I get an efile- error Failed.  CRA: 44:  The entry for your client's name contains invalid characters, and/or the first and/or last character of your client's name is not alphabetic. I don't know what it means by the name not being alphabetic. There are no numbers or invalid characters. 


Answer

There are a couple of issues here. If you're filing a return for someone's estate, this requires a T3 tax return, not a T1.

The more likely answer is that you're filing a final T1 return for someone who died in 2017. If that is the case, don't change any of the name details in the INFO page. The SIN, first name, and last name should appear exactly as they were in the previous year. You can add a name in the "care of" box below and change the address if needed. If your client died in 2017, make a note of the date of death in the line below the birth information.

Don't get overly concerned about CRA messages. These are just canned responses, so the computer is just spewing out all possible problems. Obviously there is nothing non-alphabetic in your information, but the next tax preparer down the line who got that same rejection might have included an invalid number.

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