Authorizing a representative
When you authorize someone as a CRA “represent a client”
, you are letting that person or Business represent you for income tax matters at the level of authorization you specify. (Level 1 or Level 2) Income tax matters include issues related to information on your tax return.
To put it simply. Level 1 access allows us to READ ONLY
your income tax document history. Level 2 access would allow your representative to make changes
to your income tax documents (example: change a return, or request relief of penalties) You can learn more about the difference of Level 1 and Level 2 access by clicking here.
At Pragmatic Lending, we only require Level 1 access (READ ONLY)
. This allows us to securely and safely review your income documents required by banks/lenders to obtain an approval. Further, being your CRA "my representative" does not have to be permanent, and does not interfere with any other authorizations you have in place already. While filling out this form you will have the option to set an expiry date. We recommend at least 10 days, so our access will be automatically deleted after your application has been completed.
You can add or change information about an existing representative through My Account
or by completing a new Form T1013, or by calling CRA at 1-800-959-8281.