Giving consent to 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.

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.

Instructions

To accept your request, the following information is required:

• Part 1 - Taxpayer information - see example
  • First name
  • Last name
  • Home or work telephone number
  • Account number - at least one account number must be present
    
    
• Part 3 - Giving consent for a representative (other than online access) - see example
  • Name of individual or business
  • Telephone and fax numbers
  • Level of authorization - see example
    • Box A: to give consent for all tax years and specify level of authorization
    • Box B: to give consent for specific tax year or years and specify level of authorization for each tax year.
      
      
• Part 4 - Consent expiry date - see example
  • Enter an expiry date for the consent given in Part 3 if you want the consent to end at a particular time.
    
    
• Part 6 - Signature - see example
  • The taxpayer or his or her legal representative must sign and date the form. Tick the appropriate box if it is a legal representative. If two or more legal representatives are acting jointly on the taxpayer's behalf, the signature of each legal representative is required.
  • The form must be received by the CRA within six months of its signature date. If not, the form will not be processed.

Forms and publications

• T1013, Authorizing or Cancelling a Representative

Related topics

• My Account
• Represent a Client
• CRA login services