CRA T1013 PDF

You can add or change information about an existing representative through My Account at or by completing a new Form T When electronically submitting Form T for processing, there will be a 4 day delay to gain access to your clients’ accounts via CRA’s online. The T form, Authorizing or Cancelling a Representative is used to authorize a representative to access a taxpayer?s tax information through the CRA.

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As an individual, trust or T5 filer, your account information is confidential. You need to complete this form if you want the Canada Revenue Agency CRA to deal with another person such as your spouse or common-law partner, other family member, friend, or accountant who would act as your representative for income tax matters.

A legal representative is an executor or administrator of the taxpayer’s estate, someone with a power of attorney, guardian, cga trustee or custodian for trust accounts. That person does not need crra complete this form to be updated as a legal representative on crx taxpayer’s account, but he or she must send a complete copy of the legal document giving him or her the authority to act in that capacity to the appropriate tax centre.

For business number accounts, use Form RC59, Business consent for access by telephone and mail.

When you authorize a representative, you are letting that person represent you for income vra matters at the level of authorization you specify, for the tax year or years you indicate.

Income tax matters include issues related to information on your tax return. If your representative contacts or visits us, we will ask him or her for identification.

Forms T and T –

After we confirm your representative’s identity and that he or she is listed as your representative on your account, we will ask for specific information relating to:. You can authorize more than one representative.

However, you must complete a separate Form T for each account and representative. You can add or change information about an existing representative through My Account at cra. For security reasons, inactive authorized representatives will be removed from your account after two years. Enter your account number and your name. Otherwise, enter your trust account number or T5 filer identification number.

Section A – Authorize online access for all tax years including access by telephone, in person, and in writing. By completing Section A, you are authorizing your representative to deal with the CRA through our online services and by telephonein personand in writing.

Your representative will have access to all tax years online.

For trust accounts, your representative will have access to all tax years available to them but with no online access. If you have a “care of” address on your account, we will send you a letter asking you to call the CRA to authorize the online access.

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T1013 Authorizing or Cancelling a Representative

To avoid a delay, use My Account ‘s ‘Authorize my representative’. Section B – Authorize access by telephone, in person, and in writing no online access. By completing Section B, you are authorizing your representative to deal with the CRA only by telephonein personand in writing.

You have to provide the name of your representative if it is an individual, the business name if your representative is a business or the name of your representative and the business name if you want the CRA to deal with a specific individual from that business. There are two levels of authorization you can give to your By specifying the level of authorization, you control the type of access or information we give to your representative.

T – fill out and auto calculate/complete form online

We may disclose the information t10113 in level 1 to your representative and, with level 2, he or she may ask for changes to your return s and your account. Your representative t113 be able to submit a request for taxpayer relief or file a notice of objection or an appeal on your behalf. Enter an expiry date for the authorization given in Section A or B of Part 2 if you want the authorization to end at a particular time.

You can dra your representative s using My Account at cra. An authorization stays in effect until you cancel it, it reaches the expiry date you choose, or we are notified of your death. Your reprensentative can also immediately cancel their own authorization using Represent a client at cra. Cfa protect your confidential tax informationwe will not accept or act on any information given on this form unless you or a legal representative has signed and dated this form.

It is your responsibility to monitor and understand the transactions your representative completes on your behalf, and to make sure that the information for your representative is current.

Forms T183 and T1013

You can view your transactions using My Account. The CRA often adds new online services that your representative can access. It is your responsibility to review these services and decide if g1013 representative should still be authorized to represent If you feel your representative is not acting in your best interest, you should immediately remove their access to your information.

For a list of available services, go to cra. Send the completed form to your CRA tax centre at the address t10013 below. If you are not sure which tax centre is yours, go to cra. You may tt1013 find it on other notices from us.

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You or your legal representative must complete and sign this form. The CRA will process completed forms only. What is a legal representative? Can you use this form for your business accounts?

Authorizing a representative When you authorize a representative, you are letting that person represent you for income tax matters at the level of authorization you specify, for the tax year or years you indicate. After we confirm your representative’s identity and that he or she is listed as your representative on your account, we will ask for specific information relating to: Part 1 – Taxpayer information Enter your account number and your name. Xra 2 – Representative information and authorization Section A – Authorize online access for all tax years including access by telephone, in person, and in writing By completing Section A, you are authorizing your representative to deal with the CRA through our online services r1013 by telephonein personand in writing.

Section B – Authorize access by telephone, in person, and in writing no online access By completing Section B, you are authorizing your representative to deal with the CRA only by telephonein personand in writing. Levels of authorization There are two levels of authorization you can give to your By specifying the level of authorization, you control the type of access or information we give to your representative. Note If you do not specify a level of authorization, we will assign level 1.

Level 1 – Disclose We may disclose information to your representative such as: Your representative can request remittance vouchers for you. Your representative will not be allowed to change your: Part 3 – Authorization expiry date Enter an expiry date for the authorization given in Section A or B of Part 2 if you want the authorization to end at a particular time.

Part 4 – Cancel your representative s You can cancel your representative s using My Account at cra. To cancel more than one representative, but not all representatives, attach another sheet.

Part 5 – Signature and date To protect your t0113 tax informationwe will not accept or act on any information given on this form unless you or a legal representative has signed and dated this form. Your responsibilities Cta is your responsibility to monitor and understand the transactions your representative completes on your behalf, and to make sure that the information for your representative is current. Where do you send your completed form? Do you need more information?

If you have questions about how to complete this form, call