You may also have reasons to fire a representative. For example, if you now use tax software and no longer need an accountant. Or you have recovered from your illness or injury and can now take care of your own tax affairs again. Or if you have lost confidence in a representative or want to authorize a new one. For more information on how to proceed with this form, consult the submission documents of one or more taxpayers. The Canada Revenue Agency has introduced a new way to allow others to manage your tax affairs to simplify and digitize the process. Don`t worry, your representative will still need your signature to access it, but they can now apply online and use the more convenient form called AUT-01. Important changes to the authorization process for CRA representatives Download this form and open it in Adobe Reader for best results. For more information, see General information.
IMPORTANT: The credit rating agency has set up a programme to monitor electronic transmission and will request copies of the signature pages to be consulted. If you do not provide these copies, the credit rating agency will delete your name as an authorized representative on behalf of the taxpayer concerned. The credit rating agency may also suspend your eligibility for electronic filing. The Signed Form check box has been added to the electronic submission checklist because the signature page must be signed before submission. Therefore, Form T1013 is not eligible until you confirm that it has been signed. Do not send a signed copy of the form unless required by the credit rating agency as a result of the review. For persons with visual impairments, the following alternative formats are also available: Following the removal of a taxpayer`s authorization, you will no longer be able to access information and services for that taxpayer, either online or through traditional means, including by telephone, fax or mail. The Service This taxpayer has already authorized you to access the Represent a Clientele service, and your access is still valid, will be selected during the deferral in the following situation: Notes: If you want your employees to also have online access to your customers` information, they must also receive a Dir Repid from the CRA, as explained in Step 1. The best practice for a company to request authorization via the AUTHORIZATION form is to do so based on its BN (or GroupID) instead of a RepID. This way, no new permissions are required when an employee leaves, and it`s easy to create employee groups to control access to customer information. Existing licences for individuals (already in the CRA system) will no longer be revoked on the date of the taxpayer`s death.
In this way, it is not necessary to submit a new application for authorization to reauthorize the same representative after the date of death. This new feature will take effect from mid-February, which means that if the taxpayer`s death date is later than mid-February 2020, your existing approval will not be revoked. Your representative must be a registered electronic applicant with a good reputation. EFILE must be used with professional control software certified by the CRA. This gives your representative instant access to your CRA accounts. Since the credit rating agency has made changes to the authorisation procedure, it has also extended the period during which a representative may be admitted. If you die while someone has permission, they will keep it after you die. This will make the process of getting your financial affairs in order for your grieving family. Previously, they should have asked to reauthorize the same person after your death. Now they can immediately start taking care of your business.
Send the form within six months of its signature to the competent tax office of the credit rating agency indicated on the form. In lieu of Form T1013, before submitting an application for authorization electronically, you must now print a “signature page” generated by the program based on the data available in the authorization form. The values in the previous year`s Consent Expiration Date line and the This Taxpayer field have already authorized you to access the Represent a Client Service, and your access is still valid, from the deferral of information entered last year. Fax the form within six months of the date of its signature: however, you can make a different choice for a particular client by answering yes or no to the question Do you want to submit an application for authorization/cancellation for that taxpayer? in the AUTHORIZATION FORM. Like the previous year`s T1013 forms, this new signature page must be duly completed and signed by the client prior to submission and retained by the creator for a period of 6 years. The purpose of the list of criteria in this section of the form is to query it for electronic filing. Therefore, that list shall ensure that the form fulfils the electronic submission requirements of the credit rating agency. If all the criteria are met, the boxes are automatically selected and the status of the electronic filing is displayed at the end of this section. However, check the general type diagnosis against the AUTHORIZATION form, as eligibility for electronic submission directly depends on these diagnoses. The CRA released a more recent version of Form AUT-01 Authorize a Representative for Offline Access in late December 2020.
Form AUT-01 can be used by an individual or business (e.g., B a registered charity) that wishes to authorize a representative to communicate with the credit rating agency on its behalf using only offline access (i.e., by phone, fax, mail and in person) for different types of accounts. Before submitting an authorization request via EFILE, your representative will ask you to sign a signature page and keep it on file. It must be kept for six years after the date on which the tax return was filed electronically. It`s a good idea to keep a copy for your records too. Do not send the signature page to the rating agency unless we ask you to see it. Signature pages sent to RATINGagentur that we have not requested will not be modified or returned. You can select the permission level for the permission request. This choice applies to all your customers. However, you can edit your selection directly in the form.
If you do not specify a permission level, level 1 is used by default. You can access Form AUT-01 here or visit the following website: www.canada.ca/en/revenue-agency/services/forms-publications/forms/aut-01.html Form AUT-01 can be used by individuals, businesses and non-residents to grant their accountant or other representative access to their information when they are offline. As there are no online services for non-residents, non-residents can only authorize a representative through Form AUT-01. However, it is also more important that you revoke access to a representative as soon as you no longer need their services. Taxprep determines whether the AUTHORIZATION form applies to the electronic submission based on the information entered in the creator profile for all your customers. For subsequent years, if there is no new electronic submission of the application for authorization, this value is retained during the deferral. However, if the application for authorisation is resubmitted, the new date of acceptance of the form is advanced. Enter a signing date and have your client or their legal representative sign the signature page before submitting the authorization request. In addition, the application for authorisation must be submitted no later than six months after the date of signature.
Therefore, the application for authorization is not eligible if the date of signature is exceeded by six months. If your Represent a customer account contains redundant permissions for the same customer, you can remove the additional permission(s) on the You represent a customer account webpage or in this section of the form. AUT-01 forms are not required for your representative to access them online. Instead, your accountant, spouse, or family member can use the “Authorize My Representative” online process to get instant access to your CRA online account. You can also complete this section if you know that other representatives still have a valid authorization that your client no longer wants, or if your company has changed its name (you must revoke the authorization held under the old name). There are many circumstances in which you want to authorize a representative, including: A taxpayer`s account information is confidential. Complete this form if you would like the Canada Revenue Agency (CRA) to give you access to your clients` information and/or authorize you to act as an agent to manage their tax affairs. As noted above, the CRA no longer authorizes the printing of a personal income tax program Form T1013.
Around mid-February, the credit rating agency will make available on its website the new combined form AUT-01, which only provides offline access. This new form will consolidate three approval forms, namely Forms T1013, RC59 and NR95. So, if you wish to submit a printed copy of the combined form AUT-01, you must receive the new printable version of the form from the CRA and fill it out manually. .