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MR-69 authorization form

Updated: 2017-02-22

As a tax preparer, use the MR-69 form to gain consent from a client to act as their representative with Revenu Québec. It allows the taxpayer to authorize a preparer as a representative to file the return or as power of attorney, and download data from Revenu Québec Tax Data Download. The MR-69 is the Québec equivalent to the federal T1013 form

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.

2018-authorization-options

New file defaults for the MR-69

In options, you can also see the default values for fields on the MR-69. 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 MR-69 Default values.
  4. Set the default Authorization Type: Power of attorney allows the authorized person to make changes to the client’s tax return, while Authorization does not (it only allows access to information about the client). When you create a new TP1 return and set the province of residence to Québec, the  Authorization Type is set in the MR-69 section on the Engagement worksheet. This then flows to the MR-69 form.
  5. Select an option under Signing Date:
    1. Choose No default to leave the check boxes at the top of the MR-69 blank and manually enter the signing date on the Info worksheet.
    2. Choose Insert the current date when printing to check the box to this checks the box near the signing field on the MR-69. Then, when you print or electronically file the form, TaxCycle inserts the date.
    3. If you select Enter the signing date manually or leave it blank, TaxCycle leaves the field blank for you to manually enter the information.
  6. Click Apply or OK to save your changes.

MR69 new file default options