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RC59 business consent form

Updated: 2018-04-30

TaxCycle T2 is certified software for electronic filing of the RC59 form for obtaining authorization to represent a business. This means TaxCycle has gone through a process with the Canada Revenue Agency (CRA) to verify that it is compatible with the CRA electronic filing service.

As a tax preparer, use this form to gain consent from each client to act as their representative with the CRA. This consent is required to download and view information about your business clients from the CRA. 

RC59 forms and worksheets

  • RC59OnlineConsent—Complete this new worksheet to electronically transmit consent for online access. The details entered on this worksheet are used to complete the RC59TransmissionConsent form that your client must sign before you can submit the RC59 electronically. The CRA does not provide an official copy of this form. This worksheet is our own design based on requirements set by the CRA. Therefore you cannot file this form by mailing it to the CRA. The details on this form must be transmitted to the CRA using the RC59 transmission process; they are not included in the T2 corporation internet filing.
  • RC59TransmissionConsent—Before you can transmit an RC59 or an RC59X, print this form and have your client sign it. Similar to the T183Corp for T2 returns, you must keep this signed form on file for 6 years from the transmission date. Do not send it to the CRA unless requested to do so. This form only applies to the RC59 to request for online access. To cancel RC59, your client provides transmission consent by signing the RC59XCancel.
  • RC59OfflineConsent—This renames the existing RC59 form that requests access by telephone, fax and paper mail. This form must be mailed to the CRA. If you mail in a paper copy of this form, you will not have online access to the client's account. 
  • RC59XCancel—This is the existing RC59X form used to cancel authorization of a previous representative. You can now also electronically file this form with the CRA using RC59X transmission process. Your client must sign this form before you can transmit.

Based on the selection you make on the RC59OnlineConsent form, TaxCycle will guide you to complete the correct sections of the other forms if required.

Preparer/firm authorization details (RepID, GroupID)

Enter defaults required for the completion of authorization forms in options.

  1. To open options, go to the File menu, then Options. Or, if you are on the Start screen, click Options in the blue bar on the left. The settings below are accessible from section on the left-hand side of the Options dialog box.
  2. On the left, expand the Organization section and click on the Authorization page. 
  3. In the CRA Authorization Forms section, enter your firm's business number, RepID, Group name and GroupID, as required. These eventually flow to forms like the T1013 and RC59 depending on the authorization option you set there.
  4. If you need to use a different Preparer or Firm Name on these authorization forms, enter that name on the page. This information will then be used to populate the related field in Preparer/Firm representative section on the Engagement worksheet. 
  5. If you are preparing returns for Québec, also complete the similar fields under the Revenu Québec Authorization Forms section. The Québec enterprise number and the Identification number are inserted with other Preparer information on the Engagement worksheet.
  6. If you want a different name on Alberta AT1 forms, enter it on this page.

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New file default values for the RC59

In options, you can also see the default values for fields on the RC59. These are then entered on the form when you create or carry forward a file. They will also trigger a review message if the form doesn't match the default set in options.

  1. From the Start screen, click Options in the blue bar on the left side. If you have a file open, go to the File menu, then click Options
  2. On the left, expand T2 and click on New File to apply the settings to all years. To set different options for a particular module, expand the section and click on a module.
  3. On the right, scroll until you see the section for RC59 Default values and set the default Authorization Type and Signing Date.
  4. Click OK or Apply to save your changes.

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EFILE number and password

To electronically file, you must have an EFILE number and password issued by the Canada Revenue Agency (CRA): 

The registration or renewal process includes a suitability screening which process can take up to a month to complete. This process may take up to 30 days. To allow enough time for the review of your application before the filing season starts, we encourage you to renew your application as soon as possible.

EFILE transmission options

Enter the CRA EFILE number and password in TaxCycle options:

  1. If you have a file open, go to File menu, then click Options. To open Options from the Start screen, click Options in the blue bar on the left side. (You can also access these EFILE options any time by clicking on the wrench icon in the Transmit sidebar.)
  2. On the left side of the screen, expand Transmission and then click on EFILE Accounts.
  3. Enter your CRA EFILE Number and EFILE Password.
  4. Click OK to save the options.

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2018-rc-59-incomplete636607015432380913Select an authorization type (RC59OnlineConsent)

In TaxCycle T2, you can see the T2 RC59 Online status in the Transmit sidebar:

  1. Click Transmit in the sidebar, or press F12.
  2. Click once on the T2 RC59 Online box to expand it and see details of the status. 
  3. If the RC59 is incomplete, click the link to the change the consent type and open to the RC59OnlineConsent worksheet. 
  4. If the selection on the RC59OnlineConsent indicates there is already a valid RC59 on file, the box will show this status. If you believe this is incorrect, click the consent type to change it. You can also jump to the consent history on the RC59Results worksheet.

At the top of the RC59OnlineConsent worksheet, select what kind of authorization to prepare for the taxpayer. The answer you choose affects what information you must enter on the form, what types of services you can provide to your clients and whether you can electronically file the RC59. For example, you must select a consent type that includes "online access" to transmit an RC59.

 

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Valid RC59 already on file and submitted

If you already submitted a RC59 in prior years or through some other way, select this option and you will no longer be prompted to complete the RC59.

If you previously submitted a RC59 using TaxCycle in the prior year and then carried forward the return, TaxCycle automatically sets this option. 

Online access by an individual (Eligible for RC59 EFILE) Part 2 is automatically completed with your RepID and preparer contact information. This information flows from the Engagement worksheet.
Online access by a group of individuals (Eligible for RC59 EFILE)  Part 2 is automatically completed with your GroupID and contact information. This information flows from the Engagement worksheet.
Online access by a firm (Eligible for RC59 EFILE) Part 2 is automatically completed with your Business Number and contact information. This information automatically flows from the Engagement worksheet.
No online access. (Must paper file RC59) Complete the RCOfflineConsent worksheet to gain authorization to represent by telephone, in person, and in writing. You must then print the form, have your client sign it and then mail it to the CRA. 
Cancel RC59 If you select this option, a review message will appear to remind you to complete RC59XCancel worksheet and use the RC59X filing process. Read the "Cancel a representative (RC59X)" section, below.

Program accounts

Complete Part 3 to indicate which accounts you wish to have access to:

  1. Check the box in column 1 to gain access to all program accounts and reference numbers. Do not complete column 2 or 3.
  2. Select a program identifier from column 2 to just gain access to a specific program—payroll or GST for example.
  3. Enter a reference number in column 3 to gain access to a specific reference number for the program selected in column 2. 
  4. This table allows multiple rows, so you can complete more rows to gain access to more than one program or reference number.

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Level of authorization

Set the level of authorization representing a client in Part 4.

  • Level 1 allows the CRA to only disclose information to you on the program accounts.
  • Level 2 allows the CRA to disclose information to you on the program accounts and to accept changes to the accounts.
  • Level 3 allows you to delegate authority and makes changes to the representatives on the accounts, as well as allowing the CRA to disclose and accept changes.

Unless you enter an expiry date for the authorization in Part 4, the authorization remains in effect until the taxpayer or the representative cancels it.

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Confirm signature of the RC59TransmissionConsent

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The CRA requires that a taxpayer provide authorization to transmit the RC59 or RC59X. In TaxCycle, this form is called the RC59TransmissionConsent.

Print this page and have the authorized person of the business sign and date it. It is also important that you keep this signed form in your files should the CRA asks for it.

By default, TaxCycle requires you confirm the taxpayer has signed the RC59TransmissionConsent before you can transmit. Do this from the transmit sidebar:

  1. Click Print the RC59TransmissionConsent link to print the form on whatever printer is configured for single-form printing. (Read the Print/PDF a single form help topic to learn more about the options available from this box.) 
  2. TaxCycle records the date and the name of the person who printed the form.
  3. Once you have the signed RC59TransmissionConsent on file, click the Confirm signature link. TaxCycle records the signing date and the name of the person who confirmed the signature.

You can disable the signature confirmation step. This skips the confirmation step, but will still see links to print and optionally log the signature before transmitting. To learn how to do this, scroll to the bottom of this page and read the section on "Disable signature confirmation."

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Transmit the RC59

  1. Once you confirm the signature outstanding errors, the form is Ready to transmit
  2. Click the Transmit Now! link to begin the transmission.

Successful transmission results

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If an RC59 transmission is successful, you will see:

  1. The words Transmission successful in green text and green happy face. This is the same symbol that appears in the Client Manager for successful transmissions, and it also appears (white on blue) in the blue bar at the bottom of the window of any open tax return, so you can quickly see the current status.
  2. The box shows the date and time of the transmission. (The CRA does not provide a unique confirmation number.) 
  3. Click the RC59 Electronic Transmission Results link to view the worksheet which contains a full list of the results from all transmission attempts.
  4. If you need to re-transmit, click Dismiss all CRA messages and start again.

Rejected transmission

If a transmission is rejected by the CRA due to errors, you will see:

  1. The words Transmission rejected and a red sad face. This is the same symbol that appears in the Client Manager for unsuccessful transmissions, and it also appears (white on blue) in the blue bar at the bottom of the window of any open tax return, so you can quickly see the current status.
  2. Any error messages received from the CRA also appear in this box, starting with the error number. This number may be useful if you need to contact the CRA regarding an error.
  3. Click the RC59 Electronic Transmission Results link to view the worksheet which contains a full list of the results from all transmission attempts.
  4. When you have resolved the issue, click Dismiss all CRA messages and start again to re-transmit. This rechecks the return for outstanding errors before returning to the transmission step.

Cancel a representative (RC59X)

To cancel a representative, complete the RC59X form instead of the RC59OnlineConsent form. You can use the form to cancel all representatives or all programs for a business, or to cancel a specific program, reference number, RepID, GroupID or Business Number.

2018-rc59x-filing-method (1)Paper file the RC59X
  1. Select Cancel by mail at the top of the form.
  2. Complete the rest of the form.
  3. Print the form.
  4. Have your client sign it.
  5. Mail it to the CRA.
File the RC59X electronically
  1. Select Cancel by EFILE at the top of the form. A new T2 RC59X box appears in the Transmit sidebar. Follow the steps in this box to electronically file the form. (They are similar to filing an RC59 above, only the appear in the T2 RC59X box.)
  2. Print the form, obtain your client's signature and confirm that signature in the Transmit sidebar.
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  3. Click Transmit now! to send the form.
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  4. The CRA will return results from the transmission. Please note that the CRA does not return a unique confirmation number for successful transmissions. Instead, it appears as a time stamp upon receipt of the form. 

RC59 results and consent history

  1. The RC59 Results worksheet lists the results of  any attempts to electronically file a business consent. TaxCycle carries forward all these the values year-over-year, so next year you can review which consents you have on file, which ones need updating.
  2. In the History of RC59 submissions to CRA table you can also to manually enter the consent history from past years if you need to. 
  3. This information is also saved in the Consent section on the Engagement worksheet and in the file workflow and tasks.

Transmission history

No matter what type of transmission you make (EFILE, ReFILE, PAD, T1135, etc.), each transmission attempt is recorded in the file history:

  1. Go to the File menu, then click on Info
  2. Click on History
  3. Find the record of the transmission in the list.
  4. Click the first save button (the one with the lightning bolt) to save a copy of the XML file that was transmitted to the CRA.
  5. Click the second save button (the one with the green arrow) to save a copy of the response sent back from the CRA.
  6. TaxCycle also updates the workflow information for the taxpayer. (See the Workflow groups and tasks help topic.)

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Failed connection to the Internet

Internet connectivity issues

Transmissions will fail if your Internet connection isn't working properly. If this happens, you will see (the following items and screen capture apply to all transmission types, not just T1 EFILE):

  1. The words Transmission failed and two computers with red dots between them. This means that TaxCycle could not connect with the CRA system and no attempt at filing the return was made.
  2. Click the Diagnose Internet connectivity link to see whether your Internet connection is working. 
  3. TaxCycle will run a check on your Internet connection and display the results.
  4. The results of this transmission attempt are also recorded on the EFILE Results (or T1013 Results, etc.) worksheet. Click the link to open the worksheet.
  5. When your Internet connection is working again, click Dismiss error(s) and retry to try the transmission again. 

Disable signature confirmation

The CRA and Revenu Québec expect a signed T183, TP1000, T1013, T1135, etc. before you transmit, but you are not required to log the signature confirmation in TaxCycle if your practice has another way of tracking this information. You can disable the signature confirmation step in options.

  1. If you have a file open, go to File menu, then click Options. To open Options from the Start screen, click Options in the blue bar on the left side. (You can also access these options any time by clicking on the wrench icon in the Transmit sidebar.)
  2. On the left side of the screen, expand Transmission and then click on Workflow.
  3. On the right-hand side of the window, scroll to the table. In the row for the transmission type you require (for example, T1013 or T1 EFILE), clear the check box under the Documents Signed column.

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