Canada Revenue Agency
www.cra.gc.ca
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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; and
- the contents of your income tax return.
However, your representative will not be allowed to change your address, your marital status, your direct deposit information or to authorize another representative.
We will not give your representative your eight-character access code. Also, he or she will not be allowed to view or cancel other representatives you have on your file.
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 your 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.
