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Authorize or cancel a representative

by Intuit Updated 1 year ago

Note: The T1 Authorization request form replaced the T1013 form in the 2019 tax year.

Setting up module options for authorizing a representative

  1. Select the Module... option from the Options menu in the ProFile top toolbar.
  2. Select the General tab. The general options display.

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  1. Adjust and set the parameters under the following sections of the T1 Authorize a Representative section:
    • Carry forward files
    • New files

Authorizing a representative

Note: In order to e-file an authorization request or cancellation request, you must file from the latest tax module that supports EFILE, regardless of the year your client is filing a return for.

  1. Open the Form Explorer in ProFile.
  2. Search in the Form: field for the term authorize and double-click the AuthorizeRep option presented in the results list. The Authorization request – signature page opens.

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

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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:

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4. Acquire the taxpayer's signature on the form and 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. The terms and conditions menu displays.

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6. Review the terms and conditions information.
7. Select I confirm and click Submit to confirm and proceed.

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The authorization transmits to the CRA.

Cancelling a representative

  1. Open the Form Explorer in ProFile with the keyboard shortcut.
  2. Search in the Form: field for the term CancelRep and double-click the CancelRep option presented in the results list. The Cancellation request – signature page opens.

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  1. Select the Enable printing and EFILE of this cancellation request checkbox. Taxpayer information populates from information already entered on Info form.

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

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  1. Acquire the taxpayer signature on the form and retain the signed form for your records.
  2. Select the EFILE Cancel a Representative option from the EFILE drop-down menu in the top toolbar. The terms and conditions menu displays.

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  1. Review the terms and conditions information.
  2. Select I confirm and then Submit to confirm and proceed.

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The cancellation transmits to the CRA.

Intuit ProFile Tax

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