• Represent a Client Authorization Form

  • Authorizing a representative When you authorize a representative, you are letting that person represent you for income tax matters at the level of authorization you specify. (Level 1 or Level 2) Income tax matters include issues related to information on your tax return. You can add or change information about an existing representative through My Account at canada.ca/my-cra-account or by completing a new Form T1013.
  • Part 1 – Taxpayer account information

  • Enter your account number and your name.
  • Part 2 – Representative information and authorization

  • By signing and dating this page, you authorize the Canada Revenue Agency to interact with the representative mentioned above.
    There are 2 levels of authorization. These levels control the amount of access your representative gets. Note If you do not specify a level of authorization, we will assign level 1.
    Level 1 Disclose Your representative can make payment arrangements for you. We may also disclose information to your representative such as:
    • information given on your T1 Income Tax and Benefit Return or your T3 Trust Income Tax and Information Return
    • adjustments to your T1 Income Tax and Benefit Return or your T3 Trust Income Tax and Information Return
    • information about your registered retirement savings plan, Home Buyers' Plan, tax-free savings account and Lifelong Learning Plan
    • your accounting information, including balances, payment on filing, and instalments or transfers
    • information about your CRA-administered benefits and credits (Canada child benefit, goods and services tax/harmonized sales tax credit, and working income tax benefit)
    • your marital status (but not information related to your spouse or common-law partner)
    Level 2 Disclose and request changes We may disclose the information listed in level 1 and allow changes to your return(s) and your account, including adjustments to:
    • income
    • deductions
    • non-refundable tax credits
    • accounting transfers.
    Your representative can request remittance vouchers for you. Your representative can submit a request for taxpayer relief or file a notice of objection or an appeal for you. Your representative will not be allowed to change any of the following: • address • marital status • direct deposit information • pre-authorized debit agreement
  • Section A

  • The Person you are authorizing for online access:
    • First Name: Kyle
    • Last Name: Wilson
    • Rep ID: LL3P5J8
  • Part 3 – Authorization expiry date

  • Enter an expiry date for the authorization given if you want the authorization to end at a particular time.
  • Date Format: YYYY dash MM dash DD
  • Part 4 – Cancel your representative(s)

  • You can cancel your representative(s) using My Account at canada.ca/my-cra-account, by calling 1-800-959-8281. An authorization stays in effect until you cancel it, it reaches the expiry date you choose, or we are notified of your death. Your representative can also immediately cancel their own authorization using Represent a client at canada.ca/taxes- representatives, or by making a request by telephone or in writing.
  • Part 5 – Signature and date

  • To protect your confidential tax information, we will not accept or act on any information given on this form unless you or a legal representative has signed and dated this form. Your responsibilities It is your responsibility to monitor and understand the transactions your representative completes on your behalf, and to make sure that the information for your representative is current. You can view your transactions using My Account. The CRA often adds new online services that your representative can access. It is your responsibility to review these services and decide if your representative should still be authorized to represent you. If you feel your representative is not acting in your best interest, you should immediately remove their access to your information. By Signing this form you are confirming you have read the entire disclosure agreement under the heading "Authorizing or Cancelling a Representative" and agree to all terms and conditions within.

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Kyle Wilson, MBI | Kelowna Mortgage Broker

Finex Lending Office

1915 Foxtail Terrace Kelowna BC V1P 1T9

Direct: 250.869.7880
Email: mail@kylewilson.ca
Web: KyleWilson.ca