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Authorizing and cancelling a Representative

Please note: the following instructions apply to customers using ProFile release 2019.3.0 and later.

1. Select the Module... option from the Options menu in the ProFile top toolbar.

2. Select the General tab; the general options display:

pcg_L1zLpMfPj_A1.JPG

3. Adjust and set the parameters under the following sections of the T1 Authorize a representative section:

  • Carryforward files
  • New Files

1. Open the Form Explorer in ProFile with the <F4> keyboard shortcut.

2. Search in the Form: field for the term “authorize” and double-click the AuthorizeRep option presented in the results list:

pcg_L1zLpMfPj_A.JPG

The Authorization request – signature page opens.

3. Click and select the Enable printing and EFILE of this authorization request checkbox:

pcg_L1zLpMfPj_B.JPG

Taxpayer information populates from information already entered on Info form. Representative information populates from information already entered on the Preparer tab in the Options Environment menu:

pcg_L1zLpMfPj_C.JPG

4. Acquire the taxpayer signature on the form; retain the signed form for your records.

5. Select the EFILE Authorize a Representative option from the EFILE drop-down menu in the top toolbar:

pcg_L1zLpMfPj_D.JPG

The terms and conditions menu displays.

6. Review the terms and conditions information.

7. Select the I confirm option and click Submit to confirm and proceed:

pcg_L1zLpMfPj_E.JPG

The authorization transmits to CRA.

1. Open the Form Explorer in ProFile with the <F4> keyboard shortcut.

2. Search in the Form: field for the term “CancelRepl” and double-click the CancelRep option presented in the results list:

pcg_L1zLpMfPj_F.JPG

The Cancellation request – signature page opens:

3. Click and select the Enable printing and EFILE of this cancellation request checkbox:

pcg_L1zLpMfPj_G.JPG

Taxpayer information populates from information already entered on Info form.

4. Enter the information of the representative to be removed or select the Cancel all representatives option:

pcg_L1zLpMfPj_H.JPG

5. Acquire the taxpayer signature on the form; retain the signed form for your records.

6. Select the EFILE Cancel a Representative option from the EFILE drop-down menu in the top toolbar:

pcg_L1zLpMfPj_I.JPG

The terms and conditions menu displays.

7. Review the terms and conditions information.

8. Select the I confirm option and click Submit to confirm and proceed:

pcg_L1zLpMfPj_J.JPG

The cancellation transmits to CRA.

 

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