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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It is your responsibility to review these services and decide if your 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. Form T must be kept for at least six years following the date that the return was electronically filed.
Tick the appropriate box and indicate the level of authorization:. Part 5 – Signature and date To 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. All tax years past, present, and future Level of authorization level 1 or 2.
Otherwise, it will not be processed. What is a legal representative? You may also find it on other notices from us.
For a list of available services, go to cra. Do you need more information? If your representative has not electronically submitted this form on your behalf then it must be submitted within six months of the date of signature. A signature by someone other than the taxpayer, the trustee, or the legal representative, is acceptable as long as an applicable power of attorney exists. If it is rejected the error code will be written into the EfileTError keyword.
Other issue not in this list. If not, it will not be processed. Tick the appropriate box. Electronic submission of Form T remains the fastest and most effective means of transmitting third party authorizations to the CRA.
T Authorizing or Cancelling a Representative –
Part 1 — Taxpayer information. There are two levels of t013 you can give to your By specifying the level of authorization, you control the type of access or information we give y1013 your representative. To view all the T e-submission error messages click here.
If two or more legal representatives are acting jointly on the taxpayer’s behalf, each legal representative must sign below. Part 1 – Taxpayer information Enter your account number and your name.
You or your legal representative must complete and sign this form. You can view your transactions using My Account. Personal information is collected under the Income Tax Act to administer tax, benefits, and related programs.
Forms T183 and T1013
Your representative will be able to submit a request for taxpayer relief or file a notice of objection or an appeal on your behalf. Section B – Authorize access by telephone, in person, and in writing no online access.
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. Instruct your client not to submit the form unless we ask for it. If you fail to provide these completed forms when we ask for them, we may suspend your electronic filing privileges.
Level 1 – Disclose We may disclose information to your representative such as: Enter your account number and your name. Under the Privacy Actindividuals have the right to file a complaint with the Privacy Commissioner of Canada OPC regarding the CRA’s handling of their personal information and the right to access their personal information and request correction if there are errors or omissions.
Please select all that apply: Thank you for your help! Enter an expiry date, if applicable. If you are the taxpayeryou must sign and date this form. Trustee in Bankruptcy or Legal Representative before the return is electronically transmitted. For more information about Represent a Clientor to register with the service, go to https: Written permission is required for you or your client to destroy Form T before the six-year period is up.
See the attached information sheet if you need help completing 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.
My Service Canada Account. Electronic or digital signatures that are obtained through the use of signature software, as well as the use of signature labels or stamps, are not acceptable on Form T The files will be processed in real time, meaning that the response will be almost instantaneous. Otherwise, enter your trust account number or T5 filer identification number.
If you have questions about how to complete this form, call Keep your copy in a secure location.