Authorize or cancel a representative in Pro Tax

Here's how to authorize or cancel a representative for a taxpayer in Pro Tax.

Note: The T1 Authorization request form (AuthorizeRep) replaced the T1013 form in the 2019 tax year.

Set up tax options for authorizing a representative

1. In Pro Tax, select Tax Settings.
2. Under the Prepare Info tab, enter your preparer information.

You can review this article on how to get started on Pro Tax.

Authorize a representative

Note: In order to transmit an authorization request or cancellation request, you must file from the latest tax module that supports EFILE, regardless of the year your client is filing a return for.

1. In a Pro Tax T1 return, search for the AuthorizeRep form in the Go to… search field. 
2. Select the form. The Authorization request – signature page opens.
3. Taxpayer information populates from information already entered on Info form. 
4. Select how you want to represent your client. Select Representative, Business, or Group. The numbers will populate from the Tax Settings in Pro Tax.
5. Acquire the taxpayer's signature on the form and retain the signed form for your records.
6. Select the Authorize/cancel a representative from the EFILE drop-down menu.
7. Review the terms and conditions information.
8. Select I confirm and select Accept and transmit to confirm and proceed.

Alternatively, the authorize a representative form can be transmitted from the main Pro Tax page if necessary information for the client has been entered and the authorization page has been signed by your customer.

1. Select Add from the Author a Rep column.
2. The authorize a representative window opens on the right side. Review the terms and conditions and select Accept and transmit.

Cancel a representative

Note: In order to EFILEe an authorization request or cancellation request, you must file from the latest tax module that supports EFILE, regardless of the year your client is filing a return for.

1. On Pro Tax, search for the AuthorizeRep form in the Go to… search field. 
2. Click on the form. The Authorization request – signature page opens.
3. Taxpayer information populates from information already entered on Info. 
4. Select how you want to represent your client. Select Representative, Business, or Group. The numbers will populate from the Tax Settings in Pro Tax.
5. Select the Authorize/cancel a representative from the EFILE drop-down menu The terms and conditions menu displays.
6. By default Authorize a representative is selected. Select Cancel a representative.
7. Review the terms and conditions information.
8. Select Accept and transmit to transmit to the CRA.

Alternatively, the authorize a representative form can be transmitted from the main Pro Tax page if necessary information for the client has been entered and the authorization page has been signed by your customer.

1. Select Add from the Author a Rep column.
2. The authorize a representative window opens on the right side. By default, Authorize a representative is selected. Select Cancel a representative.
3. Review the terms and conditions information and select Accept and transmit to transmit to the CRA.