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Fill and sign Form AUT-01 online

Authorises a representative to deal with the CRA on your tax account by phone, mail, fax and in person (offline access only).

Form AUT-01 at a glance

Official name
Authorize a Representative for Offline Access
Issued by
Canada Revenue Agency
Country
Canada
Category
Tax
Language
English and French
Who uses it
Individuals, businesses and trusts that want an accountant, family member or other representative to talk to the CRA for them.
Signature

Check with the recipient

The CRA says you must fill in and sign a separate form for each representative and send it within six months of signing. It does not say whether an electronic signature is accepted.

Source: canada.ca

Form AUT-01, Authorize a Representative for Offline Access, lets a representative such as an accountant or family member deal with the Canada Revenue Agency on your behalf by phone, mail, fax and in person. It does not give online access to your account. Open the official form from canada.ca in BunnyDoc's free Sign PDF tool straight from this page, type into its fillable fields, add your signature and date, and download it. Everything happens in your browser, so the file never leaves your device.

How to fill in and sign Form AUT-01

  1. Open the current form

    Use the button on this page to open the current AUT-01 from canada.ca. Fill in a separate form for each representative you want to authorise.

  2. Enter your account details

    Give your name and the identifier for the account the authorisation covers, such as your Social Insurance Number for a personal account or your business number for a business account.

  3. Name your representative

    Enter the representative's name and the details the form asks for, so the CRA can identify them when they call or write.

  4. Choose the access and how long it lasts

    Pick the level of access and, if the form offers it, the tax years or end date that the authorisation should cover.

  5. Sign and date the form

    The account holder, or a person with authority to sign for the business or trust, signs and dates the form.

  6. Send it to the CRA within six months

    Mail or fax the signed form to the CRA tax centre listed on the form so that it arrives within six months of the date you signed it. Non-resident accounts use the Sudbury Tax Centre.

What you need before you start

  • Your Social Insurance Number, business number or trust account number.
  • Your representative's full name and contact details.
  • A decision on how much access to give and for how long.
  • The current form from canada.ca.

Offline access only

AUT-01 gives your representative access by phone, mail, fax and in person. The CRA says it does not give online access to your account information. For online access, your representative can request authorisation through the CRA's Represent a Client service and you confirm it in your CRA account, as explained on the CRA page How to give authorization.

Can I sign AUT-01 electronically?

The CRA does not say. Its guidance says you must fill in and sign a separate form for each representative and send it within six months of signing. If you are unsure whether an electronically signed copy will be accepted, sign by hand. For background, see whether e-signatures are legal.

Common mistakes

  • Naming two representatives on one form instead of using one form each.
  • Sending the form more than six months after signing it.
  • Expecting AUT-01 to give online access.
  • Leaving out the account number the authorisation is for.

Form AUT-01: frequently asked questions

Where do I send form AUT-01?

Send it by mail or fax to the CRA tax centre listed on the form. For non-resident accounts the CRA gives the Sudbury Tax Centre, PO Box 20000, Station A, Sudbury ON P3A 5C1, fax 1-705-671-4559.

Is there a deadline for sending AUT-01?

Yes. The CRA says to send the form within six months of the date it is signed.

Does AUT-01 give my accountant online access?

No. AUT-01 is for offline access by phone, mail, fax and in person. Online access is requested through the CRA's Represent a Client service.

Can I name two representatives on one AUT-01?

No. The CRA says you must fill in and sign a separate authorisation form for each representative.

Can I sign AUT-01 electronically?

The CRA does not say. You can add a signature with the free Sign PDF tool, but sign by hand if you are unsure the CRA will accept it.

Is BunnyDoc connected to the Canada Revenue Agency?

No. BunnyDoc is not affiliated with the Canada Revenue Agency. We link to the official form on canada.ca and give you a free tool to fill and sign it in your browser.

BunnyDoc is not affiliated with Canada Revenue Agency. Check that the recipient accepts electronic signatures.

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