Authorized Representative
Authorized Representative is an important advantage for individuals and their dealings with the CRA avoiding costing errors, adds professional tax skills, improves communications with CRA, and better manages the tax process overall. Individuals can appoint Expert Fiscaliste as their Authorized Representative with the Canada Revenue Agency (CRA) and we work on behalf of the individual not CRA. Authorized Representatives have online access to the tax information about the individual which provides important information that tax professional needs, and has the ability to download tax slips in the preparation of tax returns which improves the process. For more information about preparing your tax return visit our page http://www.expert-fiscaliste.org/individual-tax/
Individuals can give Expert Fiscaliste instant access to your business information online using “My Account for individuals” Go to canada.ca/cra-login-services and log in. On the “Welcome” page, select “Manage”, then “Representatives” and follow the instructions. Expert Fiscaliste’s RepID is 6KH2M29 and our BN is 854472362, select Update and view, all accounts, and confirm. Please keep a copy for your files.
Expert Fiscaliste can become your Authorized Representative very simply by filing online form T1013, and in additional can get access to your downloadable tax slip information which greatly improves the tax preparation process. We will need your signed form T1013, and returned to us and we will file it online.
Expert Fiscaliste can also become your authorized representative for Quebec using form MR-69-V. We will need your signed form T1013, and returned. Expert Fiscaliste’s Professsional representative number is A848701 , NEQ 1163798037, and MRQ Identification number is 122149299. Please keep a copy for your files.
Select the level of authorization you want to give to your representative.
Level 1 – Allow the CRA to disclose information about the account(s)
We may disclose information to you as a representative such as:
- View account balance and activities; and
- View return status
However you will not be allowed to request any changes to the account(s).
Level 2 – Allow the CRA to disclose information and accept changes to account(s)
We may disclose the information listed in level 1 to you, and with level 2, you may ask for changes to their account(s) such as:
- File a return; and
- Transfer payment
Level 3 – Delegated Authority – Allow the CRA to disclose information and accept changes to account(s) as well as authorize a representative
We may disclose the information listed in level 1 to you, and you may ask for changes to their account(s) such as:
- File a return; and
- Transfer payment
As a level 3 delegated authority you may also authorize a representative or another delegated authority on behalf of the business.
About Expert Fiscaliste
Expert Fiscaliste provides Canadian and international income tax preparation and consulting services to individuals, businesses, and trusts.
If you want to take advantage of our services. Give us a call at 514-954-9031, or visit our Contact Tax Experts page.