Update: Changes to CRA Records Request Process

1.  Use of AUT-01 Form is Mandatory

A custom authorization form is now required. The standard Tracument-generated authorization is no longer accepted. Instead, all requests must include the CRA's AUT-01 form.

2.  Accessing the AUT-01 Form

You can download the AUT-01 form directly from the CRA website.

3.  Easier Client Signature via Tracument

Good news! This part just got easier. The AUT-01 form is now built into Tracument for Full Service Requests under Matters > Administration.

• Send the form directly to your client for signature (just make sure their email is included in the matter)
• There are two main benefits to sending the form through Tracument's auto-signature feature:
  • The system will ensure the form is completed correctly the first time.
  • The system will handle all client communications and let you know when the form is ready to use; it's “send it and forget it” for you.

4.  Additional Identification Requirements

All requests must now include:

• Two (2) pieces of valid government-issued ID
• At least one must include a photo (e.g., driver's license or passport)

5.  Substitute Decision Makers

If someone is signing as a substitute decision maker, a bit more documentation is required:

• Two (2) pieces of ID for the decision maker
• Supporting legal documents (e.g., Power of Attorney, Guardian and Trustee documents, Will, or Certificate of Appointment of Estate Trustee)

6.  Updated Submission Address

All requests must now be sent to the CRA ATIP office in Ottawa:

555 MacKenzie Avenue, Ottawa

Be sure to select the verified organization in your system and follow the notes carefully.