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T1013 form and electronic filing

Updated: 2017-02-09

TaxCycle T1 is certified software for filing the form for T1013 Authorizing or Cancelling a Representative. This means TaxCycle has gone through a process with the Canada Revenue Agency (CRA) to verify that it is compatible with the CRA T1013 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 client from the CRA, using services like the Auto-fill my return (AFR). (For businesses, use the RC59 Business Consent form.)

Complete the T1013 in TaxCycle and have your client sign it. Then, you can electronically file this request from TaxCycle. In most cases this gives you instant access to your client's online information. Printing and mailing the form will take much longer—20 business days—to gain access.

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 T1013

In options, you can also see the default values for fields on the T1013. 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 T1/TP1 and click on New File to apply the settings to all years. To set different options for a particular year, expand the section and click on a year.
  3. On the right, scroll until you see the section for T1013 Default values and set the default Authorization Type, Authorization Level 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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Check the T1013 status in the Transmit sidebarSelect an authorization type

In TaxCycle, you can see the T1013 status of any return in the Transmit sidebar:

  1. Click Transmit in the sidebar, or press F12.
  2. Click once on the T1013 box to expand it and see details of the status. 
  3. If the T1013 is incomplete, click the link to the change the consent type and open to the T1013. 
  4. If the selection on the T1013 indicates there is already a valid T1013 on file, the box will show this status. If you believe this is incorrect, click the consent type to change it on the T1013. You can also jump to the consent history on the T1013Results worksheet.

At the top of the T1013, 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 T1013. For example, you must select a consent type that includes "online access" to use Auto-fill my return (AFR) and go online with Represent a Client.

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Valid T1013 already on file and submitted

If you already submitted a T1013 in prior years or through some other way, select this option and you will no longer be prompted to complete the T1013.

If you previously submitted a T1013 using TaxCycle in the prior year and then carried forward the return, TaxCycle automatically sets this option on the T1013.

If you use the Auto-fill my return (AFR) service and it returns results (because you already have authorization to access the client's file), TaxCycle will automatically switch the T1013 to this option.

Online access by an individual Complete Part 1 and enter a RepID, your first name and last name.
Online access by a group of individuals Complete Part 1 and enter a GroupID and group name.
Online access by a business Complete Part 1 and enter a Business Number and business name.
No online access for individual Complete Part 2 for authorization to deal with the CRA only by telephone, in person, and in writing. TaxCycle inserts the preparer name from the Engagement worksheet. You must then print the form, have your client sign it and then mail it to the CRA. 
No online access for business Complete Part 2 for authorization to deal with the CRA only by telephone, in person, and in writing. TaxCycle inserts the business name from the Engagement worksheet. You must then print the form, have your client sign it and then mail it to the CRA. 
No online access for a specific person at a business Complete Part 2 for authorization to deal with the CRA only by telephone, in person, and in writing. TaxCycle inserts the business name from the Engagement worksheet as well as the preparer name. This means only this person, at this business has authorization. You must then print the form, have your client sign it and then mail it to the CRA. 
Cancelling consent only Select this option to cancel a consent you previously had. Complete part 4 before filing to cancel all representatives or to just cancel a particular representation.

Level of authorization

Set the level of authorization representing a client.

  • Level 1 gives the representative authorization to access certain information about the taxpayer.
  • Level 2 gives the representative authorization to access certain information about the taxpayer, and allows the representative to make changes to the account.

For more details on what information can be accessed and changes made, visit the CRA Levels of authorization page

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Authorization expiry date (optional)

Unless you enter an expiry date for the authorization in Part 3 - Authorization expiry date, the authorization remains in effect until the taxpayer or the representative cancels it, or the CRA is notified of the taxpayer's death.

Cancel a representative

To cancel a representative, select Cancelling consent only at the top of the form and complete Part 4 - Cancel your representative

You can use the form to cancel all representatives for a taxpayer, or to cancel a specific RepID, GroupID or Business Number

Resolve T1013 error messages

Resolve outstanding errors

Once you choose a consent type, outstanding errors that prevent filing the T1013 will appear in the Transmit sidebar:

  1. If a message reminds you to complete your EFILE Number or Password, click the link set them in options.
  2. In any message, click the blue link to jump to the field that needs attention.
  3. Some messages have Quick Fix suggestions, so you can fix the error without jumping to the form. Hover over the message and click on the lightbulb to see the suggestions.

Set the signing date

Depending what is set in New File options, the signing date on the T1013 may default to a particular date.

  1. If, In options for the T1013 Signing date, you select No default, TaxCycle will remind you to enter a signing date before filing. 
  2. The Quick Fix message gives you the following options:
    1. Insert current date upon transmission and printing. This also checks the box near the signing field on the T1013. (Applies only to the current T1013.)
    2. Enter Today's date.
    3. Enter Yesterday's date.
    4. Enter the day before yesterday, whatever day that was.
    5. Jump into options to set the default signing date. (To learn more about New File options for the T1013, scroll to the top of this page, or see the Authorization form options (T1013, RC59, MR69) help topic.)
  3. If you select Insert current date upon transmission and printing in options, this checks the box near the signing field on the T1013. Then, when you print or electronically file the form, TaxCycle inserts the date.
  4. If you select Enter the signing date manually or leave it blank, TaxCycle will also show the Quick Fix review message.

Signing date options options review message


Confirm signature of the T1013

T1013 confirm signature step

The CRA requires that a taxpayer sign the appropriate sections on the T1013 before a preparer electronically files the form. 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 T1013 before you can transmit. Do this from the transmit sidebar:

  1. Click Print the T1013 link to print the form on whatever printer is configured for single-form printing. This opens the Print/Generate forms dialog box, where you can change the printer/output settings. From this dialog box, click the Print or Generate button to print/PDF the form. There is even a T1013 Cover email you can use to send the PDF to your client. (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 T1013 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 T1013 signature before transmitting. To learn how to do this, scroll to the bottom of this page and read the section on "Disable signature confirmation."

Transmit the T1013

  1. Once you confirm the signature, the form is Ready to transmit
  2. Before you can transmit, the CRA requires you agree to the T1013 Terms and Conditions. To read the full terms and condition click the link and open then T1013Declaration worksheet.
  3. Check the box to agree to activate the Transmit Now! link. If you disagree to the terms, you cannot transmit the return.
  4. You response is recorded on the T1013Declaration worksheet.
  5. Click the Transmit Now! link to begin the transmission.

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Successful transmission results

Successful T1013 transmission

If a T1013 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 also shows the Confirmation number for future reference. 
  3. Any messages returned from the CRA appear in this box. They begin with the number. Click the more link to see the full message.
  4. Click the T1013 Results link to view the worksheet which contains a full list of the results from all transmission attempts.
  5. If you need to re-transmit the T1013, click Dismiss all CRA messages and start again.
  6. TaxCycle also places a watermark on the T1013 after transmission to mark it as transmitted and remind you not to mail it in to the CRA.

Rejected transmission

If a T1013 transmission is rejected by the CRA due to errors, you will see:

Failed T1013 transmission

  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. The longer error description usually contains information on what went wrong with the transmission, so you can work to correct it.
  4. Click the T0103 Results link to view the worksheet which contains a full list of the results from all transmission attempts.
  5. 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.

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. 

T1013 results and consent history

  1. The T1013 Results worksheet lists the results of  any attempts to electronically file a T1013. 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 T1013 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.

T1013 results worksheet

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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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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