Person Granted an Authorization or Power of Attorney
Someone may have you represent them by granting you an authorization or power of attorney.
With an authorization, you can view confidential information and documents we have on file for the person.
With a power of attorney, you can not only view confidential information and documents, but also act on the person's behalf. For example, you can negotiate with us on their behalf or ask that changes be made to their tax file.
If you are representing a client as part of your business, you cannot use the Act on Behalf of an Individual service in My Account for individuals. If you are professional representative, click Professional Representatives.
You do not have to contact us or come to our offices to act on someone's behalf. If you have a general authorization or power of attorney, you can simply use the Act on Behalf of an Individual service in My Account for individuals. For more information, click Person Granting an Authorization or Power of Attorney.
You can act on someone's behalf in the following cases:
- The person granted you an authorization or power of attorney using form MR-69-V, Authorization to Communication Information or Power of Attorney, or a handwritten letter.
- You have one of the following legal documents for the person:
- a succession document;
- a notarial act;
- a homologated incapacity mandate;
- You are acting under the legal mechanism known as protective supervision.
- Individuals with an authorization, power of attorney or other legal document allowing them to represent someone, such as liquidators of a succession.
- Individuals in business and professional representatives who are representing someone as a friend or family member (not professionally) and who have one of the above documents.
Representing someone in My Account
To use the Act on Behalf of an Individual service, you need to have a valid general authorization or power of attorney. For information about granting an authorization of a power of attorney, see Person Granting an Authorization or Power of Attorney.
The Act on Behalf of an Individual service is available in My Account for individuals. You can use it view (if you have an authorization) or change (if you have a power of attorney) information in another person's tax file. To sign up for My Account, click My Account.
For security reasons, you will have to provide information about the other person before using the service.
Note that authorizations and powers of attorney are valid indefinitely, unless the person granting them specifies an end date.