Authorizing or Cancelling a Representative

Authorizing or Cancelling a Representative
Why do you need to complete this form?
Levels of authorization
Taxpayer information is confidential. We need your consent 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 level of authorization that you allow tells us what you agree to
let your representative do. In some cases, you may want us to
disclose your income tax information to your representative, but he
or she cannot ask for changes to your account. By specifying the
level of authorization, you are controlling the type of access given
to your representative.
You can consent to have more than one representative at the same
time. However, you must complete a separate Form T1013 for
each representative.
This form must be completed by you or your legal representative
(read "What is a legal representative?" on this page).
Note
If you do not specify a level of authorization, we will assign a
level 1.
Level 1 – Disclose
We may disclose information to your representative such as:
Giving consent to a representative
information given on your tax return;
Giving consent for a representative (including online access)
If you want to authorize your representative to deal with the CRA
online as well as via the telephone, in person and in writing,
complete Parts 1, 2, 4 and 6.
adjustments to your tax return;
Giving consent for a representative (other than online access)
If you want to authorize your representative to deal with the CRA
only via the telephone, in person and in writing, complete Parts 1,
3, 4 and 6.
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;
The difference between Part 2 and Part 3 is that Part 2 grants
online access and Part 3 does not. Therefore both cannot be
completed. If both parts are completed, we will only process Part 2.
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
You can also give or cancel a consent by providing the requested
information online through "Authorize my representative" on our
Web site at www.cra.gc.ca/myaccount.
your marital status (but not information related to your spouse
or common-law partner).
You can also change information about an existing representative
through the My Account online service or by completing a new
Form T1013. For example, if your existing representative has
traditional access only and you would like to give the CRA your
consent to deal with them online, a new authorization form must be
completed as they are not automatically given online access when
they register the business (BN), themself (RepID) or a group
(GroupID) with the "Represent a Client" service. You do not have
to complete a new form every year if there are no changes.
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.
Does your spouse or common-law partner or other
family member need your consent?
Without your consent, your spouse or common-law partner, son,
daughter, or any other family member cannot deal with us on your
behalf.
What will your representative be allowed to do?
When you give us consent to deal with a representative, you are
letting that person represent you for income tax matters, depending
on the level of authorization you specify, for the tax year or years.
Income tax matters include issues related to information on your tax
return.
For security purposes, if your representative contacts or visits us,
he or she will be asked to identify himself or herself. After we
confirm your representative's identity, and verify 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
Your representative will be able to submit a request for taxpayer
relief, 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, or your direct deposit information. We
will not give your representative your eight-character access code
which is located on the top right corner of your notice of
assessment.
Who can change your marital status, address, or
direct deposit information?
Only you or your legal representative can ask us to change your
marital status, address, or direct deposit information. Also, only you
or your legal representative will be allowed to authorize, view, and
cancel other representatives you have on your file.
What is a legal representative?
A legal representative can be someone with your power of
attorney, your guardian, or an executor or administrator of the
taxpayer's estate. That person does not need to complete this form
to be updated as a legal representative on your account, but he or
she has to provide a complete copy of the legal document that
identifies him or her as acting in that capacity.
the contents of your income tax return.
T1013 E (11)
(Vous pouvez obtenir ce formulaire en français à www.arc.gc.ca ou au 1-800-959-3376.)
Part 2 – Giving consent for a representative
(including online access)
By giving consent to a representative in Part 2, you are authorizing
your representative to deal with the CRA via our online services as
well as via the telephone, in person and in writing.
You have to provide the RepID if your representative is an
individual, the GroupID if your representative is a group of
individuals, or the Business Number if your representative is a
business. Our online services do not have a year-specific option.
Therefore, your representative will have access to all tax years.
Part 5 – Cancelling one or more existing consents
Make note of each consent you give, so you can cancel them when
they are no longer needed. You can immediately cancel an existing
consent by calling us at 1-800-959-8281 or by using the "My
Account" service on the CRA Web site. You can also cancel an
existing consent by completing Parts 1, 5, and 6 of this form. Your
consent 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 also request by telephone, in person, or in
writing, that the consent you have given him or her be cancelled.
RepID / GroupID / Business Number
A RepID is a seven-character alphanumeric code that identifies your
representative. If your representative does not have a RepID, he or
she can register for one online at www.cra.gc.ca/representatives.
A GroupID is a six-character alphanumeric code, starting with the
letter G, that identifies a group of representatives. The group of
representatives can register online at
www.cra.gc.ca/representatives.
A Business Number (BN) is a nine-digit number that identifies the
business that you choose to represent you. The BN must be
registered with the "Represent a Client" service to be an online
representative. Your representative can register their BN at
www.cra.gc.ca/representatives.
If you complete two or more fields:
an individual (RepID) will take precedence over a group
(GroupID) or a business (BN); and
a group (GroupID) will take precedence over a business (BN).
If you entered a RepID, provide the name of the individual
associated to the RepID. If you entered a GroupID, provide the
name of the group associated to the GroupID. If you entered a BN,
provide the name of the business associated to the BN.
Enter the level of authorization you want to grant to your
representative (read "Levels of authorization" on the first page).
If you give consent for online access, you will receive a Letter of
Intent informing you of the authorization for online access. If you
agree with the authorization, a response is not required.
If you give consent for online access and you have a “care of”
address on your account, a Letter of Intent will be generated and
online access will not be granted until you or your legal
representative calls the CRA to confirm online access for the
representative's authorization.
Part 3 – Giving consent for a representative (other
than online access)
You can authorize your representative to deal with us only through
our telephone services, in person and in writing. You have to provide
the name of your representative if it is an individual, or the business
name if your representative is a business.
Note
If your representative is a business and you do not identify an
individual in that business as your representative, you are giving
us consent to deal with anyone from that business
Enter the level of authorization you want to grant to your
representative and the year(s) for which you want to give your
consent (read "Levels of authorization" on the first page).
Part 4 – Consent Expiry date
Enter an expiry date for the consent given in Part 2 or Part 3 if you
want the consent to end at a particular time. Your consent 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 6 – Signature
If you do not sign and date this form, we cannot be sure that you
have given us consent to deal with the representative identified on
the form. 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 the
form. If two or more legal representatives are acting jointly on the
taxpayer's behalf, the signature of each legal representative is
required in Part 6 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.
Can you use this form for your business accounts?
No. For Business Number accounts, you have to complete
Form RC59, Business Consent Form.
Service standards for processing Form T1013 for
individual accounts
Our goal is to process T1013 forms received during the peak tax
time (mid-March to mid-July) within 20 business days of receipt by
the CRA and within 5 business days of receipt by the CRA during
non-peak tax time (mid-July to mid-March).
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 Jonquière Cité PDF
Jonquière QC G7S 5J1
Surrey Tax Centre
9755 King George Blvd
Surrey BC V3T 5E1
Shawinigan-Sud Tax Centre
PO Box 3000 STN Bureau-chef
Shawinigan-Sud QC G9N 7S6
International Tax Services Office
PO Box 9769 STN T
Ottawa ON K1G 3Y4
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.
Authorizing or Cancelling a Representative
Complete this form to give the Canada Revenue Agency (CRA) your consent 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 or to cancel
any existing representatives on your file. Send your completed form to your CRA tax centre. You can find the address of your tax centre on
the attached information sheet. To immediately cancel a consent, call us at 1-800-959-8281. You can also give or cancel a consent by
providing the requested information online through "Authorize my representative" on our Web site at www.cra.gc.ca/myaccount.
Note
We will accept a change of address only from you or your legal representative. If you have recently moved, call us at 1-800-959-8281
before submitting this form to ensure we have your current mailing address. If you have registered with the My Account service, you can
change your address by going to www.cra.gc.ca/myaccount.
To authorize a representative, complete Part 1, Part 2 or Part 3, Part 4, and Part 6.
To cancel a representative, complete Part 1, Part 5, and Part 6.
Part 1 – Taxpayer information
Complete this part to identify yourself and to give your account number.
You will need to complete a separate Form T1013 for each account.
First name
Last name
Work telephone number
–
Individual
Social insurance number
Complete the one
that applies:
Home telephone number
–
–
T5
T5 filer identification number
Trust
Trust account number
T
–
H
A
To authorize your representative for online access, complete Part 2; otherwise, complete Part 3.
Part 2 – Giving consent for a representative (including online access)
You must complete a separate Form T1013 for each representative. Note that online access is not available for trust accounts.
Please fill out Part 3 of the form to give your consent to a representative for your trust account.
To grant online access to your representative, enter
his or her identification number.
For an individual
RepID
Enter the full name of the individual, group or business.
Name of individual associated to the RepID
Last name:
First name:
Name of the group associated to the GroupID
or
For a group
GroupID
Name of the business associated to the BN
G
or
For a business
Business Number (BN)
Enter the level of authorization (level 1 or 2):
If you do not specify a level of authorization, we will assign a level 1.
Your representative must have registered the BN
with the CRA "Represent a Client" service.
Our online services do not have a year-specific option. Therefore, your
representative will have access to all tax years.
Part 3 – Giving consent for a representative (other than online access)
You must complete a separate Form T1013 for each representative.
If you are giving consent for an individual, enter the individual's full name in the appropriate box below.
If you are giving consent for a business, enter the name of the business in the appropriate box below.
Name of individual
Name of business
First name:
Last name:
Telephone:
–
–
Ext:
Fax:
–
–
Part 3 continued on the next page
T1013 E (11)
(Vous pouvez obtenir ce formulaire en français à www.arc.gc.ca ou au 1-800-959-3376.)
Part 3 (Continued)
Tick either:
Box A below to give consent for all tax years and specify the level of authorization; or
Box B below to give consent for a specific tax year or years and specify the level of authorization for each tax year.
If you do not specify a level of authorization, we will assign a level 1.
Level of authorization (level 1 or 2):
A. All (past, present, and future) tax years
B. Enter the applicable tax year or years (past and/or present), and specify the level of authorization (level 1 or 2) for each tax year.
Tax year(s)
Level of authorization
Month Day
If this consent is for a trust account and the year-end is not December 31, enter the month and day of the year-end.
Part 4 – Consent expiry date
Year
Enter an expiry date for the consent given in Part 2 or Part 3 if you want the consent to end at
a particular time. Your consent 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.
Month Day
Part 5 – Cancelling one or more existing consents
Complete this section only to cancel an existing consent. Tick the appropriate box.
A. Cancel all consents.
B. Cancel the consents given for the individual, group or business identified below:
Name of individual
Name of business
First name:
Last name:
RepID
or
GroupID
G
or
Business Number
Part 6 – Signature
You or your legal representative (for example, a person with your power of attorney, your guardian, or an executor or administrator
of the taxpayer's estate) must sign and date this form. If you are signing and dating this form as the legal representative, tick the box
below. If two or more legal representatives are acting jointly on the taxpayer's behalf, the signature of each legal representative is
required. Also, send us a copy of the legal document that identifies you as the legal representative, if you have not already done so.
By signing and dating this form, you authorize us to deal with the individual, group, or business identified in Part 2 or Part 3 and/or
to cancel the consents shown in Part 5.
We will not process this form unless it is signed and dated by you or your legal representative.
This form must be received by the CRA within six months of its signature date. If not, it will not be processed.
I am not the taxpayer named in part 1 of this form. However, I have power of attorney for this taxpayer,
I am the legal guardian of this taxpayer, or I am the executor/administrator of this taxpayer's estate.
Print name of taxpayer or each legal representative
Year
Month Day
x
Signature of taxpayer or each legal representative
Date of signature
Privacy Act, Personal Information Bank numbers CRA PPU 005 and CRA PPU 175
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