What will your representative be allowed to do?
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What will your representative be allowed to do?
When you authorize a representative, you are letting that person represent you for income tax matters at the level of authorization you specify for the tax year or years you indicate. The list of services that a representative can do on your behalf varies depending on the level of authorization that you have given to him or her. Income tax matters include issues related to information on your tax return.
For security reasons, if your representative contacts or visits us, we will ask him or her for identification. After we confirm your representative's identity, and that he or she is listed as your representative on your account, we will ask for specific information relating to:
- your notice of assessment or notice of reassessment;
- your tax return; or
- other tax documents.
Note
Only you or your legal representative can ask us to change your marital status, address, or direct deposit information. Also, only you or your legal representative will be allowed to authorize, view, and cancel other representatives you have on your file.
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- Date modified:
- 2016-01-04