Petawawa Military Family Resource Centre
Issue link: http://read.uberflip.com/i/711198
Authorizing or Cancelling a Representative Why do you need to complete this form? 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. The CRA will process completed forms only; incomplete forms will not be processed. You must complete and sign this form or it must be signed by a legal representative (read "What is a legal representative?" on this page). Can you use this form for your business accounts? No. For business number accounts, use Form RC59, Business Consent. What is a legal representative? A legal representative is an executor or administrator of the taxpayer's estate, someone with a power of attorney, guardian, or trustee or custodian for trust accounts. That person does not need to complete this form to be updated as a legal representative on your 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. 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. Income tax matters include issues related to information on your tax return. For security reasons, if your representative contacts or visits us, we will ask him or her for identification. 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: • your notice of assessment, notice of reassessment, or other tax documents; or • the contents of your tax return. You can authorize more than one representative. However, you must complete a separate Form T1013 for each account and representative. You can authorize or cancel a representative by providing the requested information online through "Authorize my representative" at www.cra.gc.ca/myaccount. You can also change information about an existing representative through My Account or by completing a new Form T1013. For example, if your existing representative does not have online access and you would like to give the CRA your authorization to deal with them online, you have to complete a new authorization form because representatives are not automatically given online access when they register the business, themselves or a group with the "Represent a Client" service. You do not have to complete a new form every year if there are no changes. Part 1 – Taxpayer information Enter your account number and your name. If you are an individual, enter either your social insurance number (SIN), temporary tax number (TTN), or individual tax number (ITN). Otherwise, enter your trust account number or T5 filer identification number. Part 2 – Representative information and authorization Section A – Authorize online access (including access by telephone, in person, and in writing) For trust accounts, your representative will have access to all tax years available to them but with no online access. By completing Section A, you are authorizing your representative to deal with the CRA through our online services and by telephone, in person, and in writing. Your representative will have access to all tax years. Note You have to provide the RepID and the name of your representative if he or she is an individual, the GroupID and the name of the group if your representative is a group of individuals, or the business number (BN) and the name of the business if your representative is a business. If you give authorization for online access and you have a "care of" address on your account, a letter will be sent to you to confirm the authorization. Online access will not be granted until you or your legal representative calls the CRA to confirm the authorization for online access. 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 telephone, in person, and 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. Levels of authorization There are two levels of authorization you can give to your representative. By specifying the level of authorization, you are controlling the type of access or information we give to your representative. Note If you do not specify a level of authorization, we will assign a level 1. T1013 E (14) (Vous pouvez obtenir ce formulaire en français à www.arc.gc.ca/formulaires ou en composant le 1-800-959-7383.)