T1013 - Authorizing or cancelling a representative

For users of the UFile PRO product, we have added the possibility of using the T1013 form, either to request or cancel the authorization to represent a client.

You must meet the following requirements:

A) You are a preparer registered for EFILE
- EFILE number
- EFILE password
- Authorized as a T1013 filer

B) You are registered as a representative and you have a Rep ID (and Group ID or Business number, when applicable)

C) The "EFILE-NetFile" setup is up-to-date.

You must select a default value by completing one of the fields and subsequently check the box "Authorize online access to the T1013"

D) The taxpayer's file has been created
- Identification page
- Address page
- CRA questions

Note if the taxpayer has a spouse the same data is applicable.

Remarks

Identification, address and CRA questions are the minimum data required for correct operation.

You can submit the T1013 by EFILE or in paper format.

To enter the information, please follow this procedure;

1. On the "Left side menu on the Interview tab", select the "Interview setup".

2. On the right-hand page, select the "Authorizing or cancelling a representative (T1013)" checkbox and click "Next" at the bottom of the page.

3. Return to the "Left side menu on the Interview tab" and under the "Specific situations" tab, select the "T1013".

4. In the page that appears you must choose if you wish to submit electronically or in paper format. To do this on the line "Do you want to submit the T1013 by paper or EFILE?", select the relevant option that suits you.

5. Then, enter the representative's information and any other relevant information pertaining to the taxpayer.

You must print the T1013 and ask the taxpayer to sign it.

Then, if you are authorized to submit electronically, go to the "EFILE" tab and select "Federal T1013 - Ready for filing" and on the next page follow the instructions.

NOTE To download the client's federal tax data, you must submit the T1013 in advance.

However, if the client does not want you to submit electronically, they must mail the form to the CRA.

For Quebec residents, please note that MR-69 is not available.

ID: 20191202142147NAX.xml

Webpage: KPA310-20191202142147NA.htm

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