Petawawa Military Family Resource Centre
Issue link: http://read.uberflip.com/i/711198
Level 1 – Disclose We may disclose information to your representative such as: • information given on your T1 General Income Tax and Benefit Return or your T3 Trust Income Tax and Information Return; • adjustments to your T1 General Income Tax and Benefit Return or your T3 Trust Income Tax and Information Return; • information about your registered retirement savings plan, Home Buyers' Plan, tax-free savings account and Lifelong Learning Plan; • your accounting information, including balances, payment on filing, and instalments or transfers; • information about your benefits and credits (Canada child tax benefit, universal child care benefits, goods and services tax/ harmonized sales tax credit, and working income tax benefit); and • your marital status (but not information related to your spouse or common-law partner). Level 2 – Disclose / Request changes We may disclose the information listed in level 1 to your representative and, with level 2, he or she may ask for changes to your account. Such changes include adjustments to income, deductions, non-refundable tax credits, and accounting transfers. Your representative will be able to submit a request for taxpayer relief or file a notice of objection or an appeal on your behalf. However, your representative will not be allowed to change your address, your marital status, and your direct deposit information. Part 3 – Authorization expiry date Enter an expiry date for the authorization given in Sections A or B of Part 2 if you want the authorization to end at a particular time. Your authorization will stay in effect until you or your representative cancels it, it reaches the expiry date you choose, or we are notified of your death. Part 4 – Cancel one or more existing authorizations You can immediately cancel an existing authorization either at www.cra.gc.ca/myaccount or by calling us at 1-800-959-8281. You can also cancel an existing authorization by completing parts 1, 4, and 5 of this form. An authorization will stay in effect until you cancel it, it reaches the expiry date you choose, or we are notified of your death. Your representative may request by telephone, in person, online, or in writing, that the authorization you have given him or her be cancelled. Make note of each authorization you give so you can cancel them when they are no longer needed. Part 5 – Signature and date To protect the confidentiality of your tax information, we will not accept or act on any information given on this form unless you or a legal representative has signed and dated this form. If you are signing this form as the taxpayer, you must sign and date this form. If you are signing this form as the legal representative (executor or administrator of the taxpayer's estate, power of attorney, guardian or trustee or custodian for a trust), you must tick the legal representative box and sign and date this form. If not already done, send a complete copy of the legal document giving you the authority to act in this capacity to the taxpayer's tax centre. If two or more legal representatives are acting jointly on the taxpayer's behalf, each legal representative must sign Part 5 of this form. This form must be received by the CRA within six months of its signature date. If not, it will not be processed. Where do you send your completed form? Send the completed form to your CRA tax centre at the address listed below. If you are not sure which tax centre is yours, look on your most recent notice of assessment or notice of reassessment. You may also find it on other notices from us. St. John's Tax Centre PO Box 12071 STN A St. John's NL A1B 3Z1 Sudbury Tax Services Office 1050 Notre Dame Avenue Sudbury ON P3A 5C1 Summerside Tax Centre 103-275 Pope Road Summerside PE C1N 6A2 Winnipeg Tax Centre PO Box 14000 STN Main Winnipeg MB R3C 3M2 Jonquière Tax Centre PO Box 1900 STN LCD Jonquière QC G7S 5J1 Surrey Tax Centre 9755 King George Blvd Surrey BC V3T 5E1 Shawinigan-Sud Tax Centre PO Box 3000 STN Main Shawinigan-Sud QC G9N 7S6 International and Ottawa Tax Services Office PO Box 9769 STN T Ottawa ON K1G 3Y4 For trust accounts: Ottawa Technology Centre Canada Revenue Agency Ottawa ON K1A 1A2 Your responsibilities It is your responsibility to monitor and understand the transactions your representative is conducting on your behalf and to make sure that the information regarding your representative is current. By accessing My Account, you can view the transactions your representative made in your account. The CRA often adds new services that your representative can access. It is your responsibility to review the services and decide if your representative should still be authorized to represent you. For a list of services available, go to www.cra-arc.gc.ca/representatives. If you feel your representative is not acting in your best interests, you should immediately remove their access to your information. Service standard for processing this form We aim to process this paper form in 20 business days or less from the date it is received at the tax centre. Do you need more information? For more information, visit www.cra.gc.ca or call 1-800-959-8281. Teletypewriter (TTY) users TTY users can call 1-800-665-0354 for bilingual assistance during regular business hours.