|Authorize a Representative for Offline Access|
|Representatives||Individuals and Business owners|
|Get access to your client's information faster online using
"Represent a Client." Go to canada.ca/cra-login-services
and log in.
|If you are a Canadian individual or business, you can view,
add, or modify an authorized representative online using
our online services at canada.ca/cra-login-services.
|Use this form to authorize a representative to communicate on your behalf with the Canada Revenue Agency (CRA) using only
offline access (for example, by phone, fax, mail and in person) for several types of accounts. For more information, see "When
to use this form" on page 3.
Step 1 – Identification of accounts to access
|Complete all lines that apply to the tax accounts you want the representative to access. Use this section to identify your
accounts (as the client or taxpayer), not to identify the representative.
|I am giving my representative access to all of my accounts identified below.|
|SIN, TTN, or ITN||First name on the tax or benefit account||Last name on the tax or benefit account|
|Non-resident account number||Non-resident account name|
|Business number||Business name|
|If you provided a business number, choose one of the following business options:|
|Option 1 – Give access to all my business number program accounts.|
|Option 2 – Give access to specific business number program accounts.|
|For a list of supported program identifiers, see page 3.|
|A specific reference number
Step 2 – Representative information
|Rep ID||Group ID||Business number (BN)|
|Choose one of the following options and fill in the required information:|
|Option 1 – I am authorizing an individual:|
|Individual's first name||Last name||Telephone number||Extension|
|Option 2 – I am authorizing a firm:|
|Firm name||Telephone number||Extension|
|AUT-01 E (22)||(Ce formulaire est disponible en français.)||Page 1 of 4|
|Protected B when completed|
Step 3 – Type of access
|Check only one of the following options:|
|Option 1 – Only allow access to information.|
|We can disclose information on your account to your representative. Your representative can also make payment
arrangements for you.
|Option 2 – Allow access to information and most changes.|
|We can disclose information on your account to your representative. Your representative can also request to make some
changes on your account. For a list of things your representative will not be able to update, see page 3.
Step 4 – Authorization expiry date
|If you want this authorization to expire, enter an expiry date.|
|Expiry date (YYYYMMDD):||(Optional)|
|Note: If there is no expiry date, a representative's authorization continues until it is changed, cancelled, or cancelled by an
executor of an estate. It is not automatically cancelled after death.
Step 5 – Certification
|You must have signing authority for the individual, trust, or business in order to sign this form. Forms that cannot be
processed will be returned to the individual or business. We may contact you to confirm the information you have given.
|Choose the appropriate option (for an individual, trust, business or non-resident account):|
|I am the:||taxpayer|
|administrator, executor, liquidator, power of attorney, trustee, or legal guardian
or parent of a taxpayer under the age of 16
|Choose the appropriate option (for a business):|
|I am the:||owner|
|corporate director, corporate officer, individual with delegated authority, officer of a non-profit
organization, partner of a partnership, or trustee of a trust
|This form will not be processed if your name does not match the one in our records. To avoid processing delays, verify that
we have complete and valid information on file for you before signing this form.
|First name||Last name||Telephone number|
|I certify that the information given on this form is correct and complete.|
|Mailing address (if you are signing this form on behalf of an individual or trust)||City|
|Province, territory, or state||Country||Postal or ZIP code|
|Once completed, send this form to your tax centre within six months of the date it was signed or it will not be processed.
For more information, see page 4.
|Personal information (including the SIN) is collected for the purposes of the administration or enforcement of the Income Tax Act, the Excise Tax Act, the Tax
Administration Act, and related programs and activities including administering tax, benefits, audit, compliance, and collection. The information collected may be
used or disclosed for purposes of other federal acts that provide for the imposition and collection of a tax or duty. It may also be disclosed to other federal,
provincial, territorial or foreign government institutions to the extent authorized by law. Failure to provide this information may result in interest payable, penalties
or other actions. Under the Privacy Act, individuals have the right to access their personal information, request correction, or file a complaint to the Privacy
Commissioner of Canada regarding the handling of the individual's personal information. Refer to Personal Information Bank CRA PPU 005, CRA PPU 015,
CRA PPU 047, CRA PPU 063, CRA PPU 094, CRA PPU 140, CRA PPU 178, CRA PPU 218, and CRA PPU 223 on Info Source at canada.ca/cra-info-source.
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