Notice: The information on this page is only for users of Personal Taxprep 2018. If you are using Personal Taxprep Classic 2018, consult the help available in the program. |
Profile – Authorization Forms
This preparer profiles tab allows you to make choices with respect to the filing of Forms T1013, RC59 and MR-69 for all clients.

To obtain an on-line access authorization, you must select the Authorize online access (Part 2A, CRA’s Represent a Client service) check box and enter your identification number RepID, Group ID or your Business number (BN) in this section. A RepID is a seven-character alphanumeric code, a GroupID is a six-character alphanumeric code, starting with the letter G and a Business Number (BN) is a nine-character code. You must also indicate the name associated with the identification number used. Note that the program does not validate these values: it is important that you make sure they correspond to the information provided or received at the time you registered as a representative with the CRA, because if the information entered is incorrect, it may result in the rejection of the form.
To obtain an authorization for the access by telephone and in writing, you must select the Authorize access by telephone, in person, and in writing (Part 2B) check box and indicate the period covered by the authorization, or else the program will select the check box A – all (past, present, and future) tax years by default.
You can specify an authorization expiry date for Part 3 of the form if you want the authorization to end on a specific date.
To cancel an authorization for a specific client, you must make the request in the taxpayer's Form T1013.
In addition, you can file Form T1013 for a specific client by selecting the check box Print this form in Form T1013.

By default, Form RC59 is not printed. This section allows you to define the options relating to the filing of this form and the consent given on the latter. You can modify these choices for a particular client by accessing this client’s Form RC59 directly.

By default, the request applies to all taxation years (previous, current and future). You must specify whether it is an authorization or a power of attorney. You can also specify an expiry date for the authorization or the power of attorney, if you desire. To cancel or modify requests, complete Form MR-69.
See Also
T1013 - Authorizing or Cancelling a Representative
MR-69 - Authorization to Communicate Information or Power of Attorney