Login to Represent a Client. At the bottom of the "Manage clients" tab, select "Authorization request" and follow the instructions. Scan and send the signed copy of the signature page to the CRA using Submit documents. After you send it, you will receive authorization and online access to your client's information in five days or less. Then, they will need to select "Representatives" under "Manage" from the menu on the left of the Welcome page. Once they complete the authorization, it takes effect immediately and you'll have access to their CRA accounts.
|Published (Last):||14 June 2016|
|PDF File Size:||6.42 Mb|
|ePub File Size:||12.74 Mb|
|Price:||Free* [*Free Regsitration Required]|
The new form is quite important because it allows a non-profit or charity to authorize someone to communicate on behalf of the charity with CRA. You should have a list of people with proper authority for you or your business. If your list changes, you need to let us know right away. Send us official documents about the change so our records on you or your business are up to date.
Other responsibilities include:. To see the type of access your representative has, go to canada. We may add new services that your representative can access with your consent. Please note that the Form is valid within 6 months of the date it was signed or it will not be processed thereafter.
Non-profits and charities will need to determine whether the representative will have access to only one account, selected accounts or all accounts. You can cancel an authorization online. Some organizations have been completely shut down, some have suspended….
Here is a list of qualified donees. One of them is "Her Majesty in right of Canada" ie. However, it also includes…. Skip to Menu Skip to Content. Subscribe Search. Published February 10, by Mark Blumberg. Other responsibilities include: making sure that the list of people with proper authority to sign this form is up to date in our files keeping representative information up to date monitoring and understanding what your representative is doing on your behalf for you or your business reviewing services to which your representative has access deciding if your representative should continue to represent you or your business To see the type of access your representative has, go to canada.
Related Posts. Class action lawsuit certified for GLGI donation scheme Tax preparer given prison sentence for false charitable donation receipts. Join Charity Law List! Sign Up.
Common menu bar links
The new form is quite important because it allows a non-profit or charity to authorize someone to communicate on behalf of the charity with CRA. You should have a list of people with proper authority for you or your business. If your list changes, you need to let us know right away. Send us official documents about the change so our records on you or your business are up to date. Other responsibilities include:.
Business number BN program account information is confidential. The Canada Revenue Agency CRA needs your consent to deal with an individual for example, an accountant, a lawyer, or an employee , a group, or a firm as your representative for information related to your business accounts. Confidential information includes, but is not limited to, issues related to returns, the status of accounts, account balances, transactions, and correspondence. Use this form either to consent to the release of, or changes to, confidential information about your business accounts, based on the authorization level you choose, to the named representative, or to cancel consent for an existing representative. For more information on the two levels of authorization, see the instructions for Part 3. You can also give this consent at www. Representatives can manage their own authorizations at www.
RC59 Business Consent for Offline Access