If you want to authorize your representative to deal with the CRA only via the telephone, in person and in writing, complete Parts 1, 2B, 3 and 5 of Form T1013, Authorizing or Cancelling a Representative.

Instructions for completing Form T1013

To accept your request, the following information is required:

• Part 1 - Taxpayer information
  • First name and last name
  • Trust name
  • Filer name
  • Account number - at least 1 account number must be present
    
• Part 2 - Representative information and authorization

  Section B - Authorize access by telephone, in person, and in writing (other than online access)

  • Name of individual, group or business
  • Telephone and fax numbers
  • Level of authorization
    • give authorization for all tax years and specify level of authorization
    • give authorization for specific tax year or years and specify level of authorization for each tax year
      
• Part 3 - Authorization expiry date
  • Enter an expiry date for the authorization given in Part 2B if you want the authorization to end at a particular time
    
• Part 5 - Signature and date
  • You or your legal representative must sign and date the form. If you are a legal representative, tick the appropriate box. If 2 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 6 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