Authorizing a representative, An Overview

by in Tax Advice Information and Updates
Authorizing a representative, An Overview
There are some instances when you, as a taxpayer, need someone to help in resolving some issues with the CRA. And since an individual’s tax information is confidential, the CRA will need your authorization to deal with another person who would act as your representative.

A representative is a person or business that you authorize to deal with the CRA for you. This person can be your spouse, a family member or your accountant.

You can check if you already have representatives listed on your file and what they are allowed to do on your behalf by calling the CRA at 1-800-959-8281 or viewing them on your MyAccount.

Note that you do not need to fill out a new form every year. Your current representative is valid until you cancel them or the expiry date you assigned has been reached.

So what is your representative allowed to do? When you authorize a representative, you are allowing that person to represent you on income tax matters at the level of authorization you specify and for the tax year/s you indicate.

Once your representative contacts the CRA on your behalf, the CRA will ask for identification and some specific information relating to:
- Your name, date of birth and social insurance number
- Your notice of assessment or reassessment
- Your tax return and other tax documents

There are 2 levels of authorization that you can choose from when authorizing a representative which we will be discussing on our next blog so please stay tuned!

And remember, if you need help in dealing with the CRA, please contact us at KD! We will be happy to help you resolve your issues with the CRA!

Source: https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/authorizing-a-representative-overview.html
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