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 at canada.ca/my-cra-account or by completing a new Form T1013, or by calling CRA at 1-800-959-8281.

The Business you are authorizing for online access:

• Pragmatic Developments Inc.

• Business Number: 727510075

Enter an expiry date for the authorization given if you want the authorization to end at a particular time. We recommend providing us at least 10 days.

You can cancel your representative(s) using My Account at canada.ca/my-cra-account, or by calling 1-800-959-8281. An authorization stays in effect until you cancel it, it reaches the expiry date you choose, or we are notified of your death. Your representative can also immediately cancel their own authorization using Represent a client at canada.ca/taxes- representatives, or by making a request by telephone or in writing.
Part 5 – Signature and date
To protect your confidential tax information, we will not accept or act on any information given on this form unless you or a legal representative has signed and dated this form. Your responsibilities It is your responsibility to monitor and understand the transactions your representative completes on your behalf, and to make sure that the information for your representative is current. You can view your transactions using My Account. The CRA often adds new online services that your representative can access. It is your responsibility to review these services and decide if your representative should still be authorized to represent you. If you feel your representative is not acting in your best interest, you should immediately remove their access to your information. By Signing this form you are confirming you have read the entire disclosure agreement under the heading "Authorizing or Cancelling a Representative" and agree to all terms and conditions within.

By Signing below, I/We agree this is full acceptance of the terms above.