How to authorize or change your representative

Important Message to Representatives:

We have made major changes to Form T1013, Authorizing or Cancelling a Representative. Two of these changes added new features to the form: the level of authorization and an expiry date.

See level of authorization on the revised form; it will indicate what an individual agrees to let his or her representative do. If a client gives you level 1 authorization, you will have access to his or her income tax information, but you will not be able to request any adjustments or transfer payments from one year to another. If a client gives you level 2 authorization, you will have access to the client's income tax information and be able to make certain adjustments. See the revised Form T1013 for more information on the different levels of authorization.

All existing authorizations will be considered level 2, and they will automatically expire on December 31, 2008. If a client completes and sends us an older version of Form T1013, we will process it as having level 1 authorization.

We have added an expiry date to the form so that clients can tell us when they want the authorization to expire. This date cannot be more than three years from the date we process the form. If a client does not enter an expiry date, the authorization will expire three years from the date we process the form.

Important Information for Other Individuals:

Tax information is confidential. If you want the Canada Revenue Agency (CRA) to deal with another person (such as your spouse or accountant) as a representative for income tax matters, the CRA needs your authorization.

You can do this by completing Parts 1, 3, and 4 of Form T1013, Authorizing or Cancelling a Representative.

You can provide us with a completed form by one of the following methods:

By mail

Mail it to the same tax centre where you send your tax return.

How can you get Form T1013?

By Internet: You can view and print Form T1013 online or you can download the file onto your computer's hard drive. You can also use our online order form to have a printed copy of Form T1013 or other forms and publications, mailed to you.

By phone: You can have a printed copy of Form T1013 or other forms and publications, mailed to you by calling 1-800-959-2221.

Service standards for processing Form T1013 for individual accounts

T1013 forms for individual accounts received during tax peak time, which is mid-March to mid-July, will be processed within 20 business days of receipt by us. T1013 forms received during tax non-peak time, which is mid-July to mid-March, will be processed within 5 business days of receipt by us. These service standards will be met at least 90% of the time.

More information on confidentiality and representatives