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Expatax Services Ltd.
Laurie Yoon, C.P.A., C.A. |
Taking care of your taxes wherever your travels may take you.....
Specialist in Personal Income Taxes |
How do I authorize Expatax as my Canadian Tax Representative?
Why should I authorize Expatax as my Canadian Tax Representative?
The Canada Revenue Agency is, rightfully so!, very careful about who they will disclose any type of information to online or over the phone. Adding Expatax Services Ltd. as an authorized representative allows me to access the information that I need to complete your return and helps to ensure completeness as the Canada Revenue Agency may have information online that you did not receive in the mail. An example of this is a T4 slip for a small amount that you forgot you were supposed to get, misplaced after opening it or which got lost in the mail. There are penalties associated with missing income slips so it is very important that all information is included. If you discover after your tax return has been filed that you missed an income item of some sort it needs to be corrected right away either by yourself or myself. If you wish to purchase a return through my store please be very sure you have all your information before ordering.
You may authorize Expatax Services Ltd. as either level 1 or 2. Level 1 allows me to sign into Represent a Client and see the same things you can see when you sign into My Account on the Canada Revenue Agency website. Level 2 allows me to make changes to your account - for example request an online adjustment if an additional slip arrived in the mail that you were not expecting. For a more complete list of what each level allows please see "Levels of Authorization" on page 2 of the sample authorization form attached below.
Authorizations may be on going or have a defined end date. If you are likely to use my services again in the future then it is best to leave it open ended. You may revoke the authorization anytime by calling the Canada Revenue Agency or by logging into My Account. If you are probably only going to use my services this year then you can provide an expiry date. I would suggest six to nine months after the return is due so that if the Canada Revenue Agency does something strange when they process your tax return I will be still be able to see your information in order to be able to help sort out what happened and fix it. If the Canada Revenue Agency is going to send any letters requesting more information they usually do so within six months of when the return was filed. If you change your mind and do decide to come back then you simply need to reauthorize Expatax Services Ltd. again for the year.
Dealing with the Canada Revenue Agency over the phone is very time consuming so when completing the authorization make sure you authorize me for online access (Part 2, Section A) and not phone only access (Part 2, Section B)
What if I don't want to authorize Expatax as my Canadian Tax Representive?
That is your prerogative however it will make your tax return preparation fees slightly higher (noted in the product descriptions where this applies) and invalidates free T1Adjusts for missed slips where applicable and free follow up on Canada Revenue Agency letters requesting more information where applicable. I can still do your return with the information that you provide directly via Box or Drop box however it is more time consuming and the chances of some important information being over looked is much greater.
How do I authorize Expatax as my Canadian Tax Representative?
1. You can log into My Account on the Canada Revenue Agency website and enter my business name, address and business number into the Authorize a Representative area which is in the menu on the left hand side of the welcome screen. Level 1 allows me to see the information you can see. Level 2 allows me to make changes to your account with the Canada Revenue Agency over the phone and I will need this if you need me to deal with any requests from the Canada Revenue Agency or fix your return if the Canada Revenue Agency processes it incorrectly. You can change the authorization between level 1 and 2 immediately by logging into your account. You can also revoke the authorization by logging in. Make sure you authorize me for online (section A) and not phone access only (section B) please.
2. You can call the Canada Revenue Agency at 1-800-959-8281 and request that Expatax Services Ltd. be added as an Authorized Representative.
3. You can fill out the authorization form, sign it and return it to me via email at [email protected]. This form can be printed by clicking on it and printing to a printer or adobe. Note that the CRA is changing the forms around for 2020 and until they open for filing on Feb 24th, 2020 I am not positive which form they are going to be using. I will update this section once I figure out what the new process is.
The Canada Revenue Agency is, rightfully so!, very careful about who they will disclose any type of information to online or over the phone. Adding Expatax Services Ltd. as an authorized representative allows me to access the information that I need to complete your return and helps to ensure completeness as the Canada Revenue Agency may have information online that you did not receive in the mail. An example of this is a T4 slip for a small amount that you forgot you were supposed to get, misplaced after opening it or which got lost in the mail. There are penalties associated with missing income slips so it is very important that all information is included. If you discover after your tax return has been filed that you missed an income item of some sort it needs to be corrected right away either by yourself or myself. If you wish to purchase a return through my store please be very sure you have all your information before ordering.
You may authorize Expatax Services Ltd. as either level 1 or 2. Level 1 allows me to sign into Represent a Client and see the same things you can see when you sign into My Account on the Canada Revenue Agency website. Level 2 allows me to make changes to your account - for example request an online adjustment if an additional slip arrived in the mail that you were not expecting. For a more complete list of what each level allows please see "Levels of Authorization" on page 2 of the sample authorization form attached below.
Authorizations may be on going or have a defined end date. If you are likely to use my services again in the future then it is best to leave it open ended. You may revoke the authorization anytime by calling the Canada Revenue Agency or by logging into My Account. If you are probably only going to use my services this year then you can provide an expiry date. I would suggest six to nine months after the return is due so that if the Canada Revenue Agency does something strange when they process your tax return I will be still be able to see your information in order to be able to help sort out what happened and fix it. If the Canada Revenue Agency is going to send any letters requesting more information they usually do so within six months of when the return was filed. If you change your mind and do decide to come back then you simply need to reauthorize Expatax Services Ltd. again for the year.
Dealing with the Canada Revenue Agency over the phone is very time consuming so when completing the authorization make sure you authorize me for online access (Part 2, Section A) and not phone only access (Part 2, Section B)
What if I don't want to authorize Expatax as my Canadian Tax Representive?
That is your prerogative however it will make your tax return preparation fees slightly higher (noted in the product descriptions where this applies) and invalidates free T1Adjusts for missed slips where applicable and free follow up on Canada Revenue Agency letters requesting more information where applicable. I can still do your return with the information that you provide directly via Box or Drop box however it is more time consuming and the chances of some important information being over looked is much greater.
How do I authorize Expatax as my Canadian Tax Representative?
1. You can log into My Account on the Canada Revenue Agency website and enter my business name, address and business number into the Authorize a Representative area which is in the menu on the left hand side of the welcome screen. Level 1 allows me to see the information you can see. Level 2 allows me to make changes to your account with the Canada Revenue Agency over the phone and I will need this if you need me to deal with any requests from the Canada Revenue Agency or fix your return if the Canada Revenue Agency processes it incorrectly. You can change the authorization between level 1 and 2 immediately by logging into your account. You can also revoke the authorization by logging in. Make sure you authorize me for online (section A) and not phone access only (section B) please.
2. You can call the Canada Revenue Agency at 1-800-959-8281 and request that Expatax Services Ltd. be added as an Authorized Representative.
3. You can fill out the authorization form, sign it and return it to me via email at [email protected]. This form can be printed by clicking on it and printing to a printer or adobe. Note that the CRA is changing the forms around for 2020 and until they open for filing on Feb 24th, 2020 I am not positive which form they are going to be using. I will update this section once I figure out what the new process is.