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How to complete the T1013 on the T1 module

Note: for tax year 2019 and going forward preparers need to use the form Authorize a Representative or Cancel a Representative for EFILE. Click here to review the current method of EFILE or click here to learn about the change.

Issue

The T1013 form Authorizing or Cancelling a Representative is used to authorize a representative to access a taxpayer's tax information through the CRA. The taxpayer can grant access to a person, a group or a business. To grant a group online access, the GroupID number must appear correctly in Part 2 of T1013.

The T1013 can be completed either manually or automatically by ProFile for the purpose of authorizing a representative for the tax payer with CRA. The T1013 is submitted to the Government of Canada separately from the T1 return - the option is provided under the EFILE menu as EFILE the T1013 for this tax payer?

ProFile lets you enter preparer's credentials under Options -> Environment -> Preparer, which then populates into Part 2 (both sections A and B) of the form.

The T1013 also has two levels of authorization: Level 1 allows CRA to disclose information to the representative, while Level 2 allows CRA to disclose information to the representative and the representative to request change.

For more details, see page 2 of the T1013.

Manually populating the information

1. Choose the purpose of the form.

The Tax Payer information in Part 1 is automatically populated from the Info page

2. Select one of the following options:

Part 2, A: the preparer can choose who is getting granted authorization Part 2, B: the preparer can choose to authorize by phone, person or in writing

3. Complete parts 3, 4, and 5 manually.

Setting default options through the software options

Most of the T1013 can be automatically filled from the menu Options -> Module. Under Carry Forward and New Files there are options which automatically fills out the purpose of the form, Representative information and authorization, including the level of authorization.

Complete parts 3, 4, and 5 manually.

EFILE the T1013

1. Ensure the form is complete.

2. Select the EFILE the T1013 for this taxpayer option under the EFILE menu in ProFile.

Note that the form can only be transmitted if Part 2 A has been selected:

 

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