The Canada Revenue Agency has announced to tax preparers and representatives that if they wish to have online access to a business client’s tax information after May 15, 2017 they will have to complete the authorization request in the Represent a Client section on the CRA web site.
In order to do this, tax representatives have to log into Represent a Client and select “Review and update” from the Welcome page. They then select “Authorization request” at the bottom of the “Manage clients” tab and follow the instructions.
Once the request is complete, tax representatives will need to print the signature page for their client to sign. Once it is signed, a scanned copy of the document may be sent to the CRA using its submit documents feature.
Using this method will allow tax professionals to gain access to their business clients’ information in five days or less instead of the 15 days it currently takes with form RC59.
If, however, you still prefer your current process, you can still use form RC59 to request access to your business clients’ information by telephone or mail.
And if you need to have authorization in less that 5 days, you should reach out to us here at inTAXicating, because with almost 11-years’ experience working in the CRA’s Collections department, we know how to get that authorization in the hands of someone in minutes!
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The Canada Revenue Agency (CRA) has announced on their website that there are changes coming to the RC59 Business Consent form. This form is completed by a taxpayer who has business accounts or by businesses who wish to have a representative contact the CRA on their behalf.
Without having this form signed and dated, the CRA will not speak to the representative.
These changes are expected to be law in May of 2017.
These laws apply to representatives who use the RC59, Business Consent, to get online access to their business clients’ information in Represent a Client.
- After May 15, to request online access to tax information for a business, you will need to complete the authorization request in Represent a Client. Form RC59 will no longer be used to authorize online access.
To complete an authorization request:
- Log into Represent a Client.
- From the Welcome page, select “Review and update.”
- Select “Authorization request” at the bottom of the “Manage clients” tab and follow the instructions.
- Print the signature page for your client to sign.
Scan and send the signed copy of the signature page to the CRA using Submit documents.
- When you use Represent a Client, you’ll have access to your business clients’ information in five days or less instead of the 15 days it takes today with form RC59.
You can also see which business clients have authorized you and if the authorizations expire by selecting “Businesses that have authorized this business (or RepID)” under the “Manage clients” tab.
- What if I don’t use Represent a Client?
If you still prefer your current process, you can still use form RC59 to request access to your business clients’ information by telephone or mail.
If you would like to add a representative to speak to the Canada Revenue Agency on your behalf to discuss your taxes or make changes, all you need to do is complete and sign this handy form, the T1013.
If you follow this link to the CRA website you will find a fillable copy of the form – so you can enter information in the form and print it, NOT, save it – and a form that you can just print and fill in after.
Send this to the CRA and viola… Someone else can speak on your behalf.
If you need someone to get information for the CRA and you only want them to have access for a day, you can set that up through this form to. Cool, eh?
Of course you will still get the odd Call Services Agent who will not allow you to speak and make you fax the form again, but all in all, this is one handy form to have.