Levels of Security | Reps | Party Time | mish mash | Caller verificaiton |
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What is Enhanced
This level of security is required when a Taxpayer has forgotten their PIN or did not use it.
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What is a legal rep.
This type of rep can do anything a taxpayer can do.
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Who is Tatenda.
This classmate walked into a bank and walked out with a job.
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What is a bulletin.
This type of account indicator would tell you that a PIN is mandatory for caller verification.
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What is ELCS notepad.
This is the area of TSAD where you document the outcome of caller verification.
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What is regular
This level of security is required when a taxpayer wants to delete their direct deposit information.
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What is Verbal Authorization.
This type of authorization allows an unauthorized person to talk to the CRA about the taxpayer's account.
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Ana.
This classmate worked on cruise ships.
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What is AUT-01
This is the name of the form to authorize a representative for telephone and mail access only.
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What is DD.3.
This rapid option displays information slip data.
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What is Enhanced
This level of security is required when an authorized rep wants to have mail sent to an alternate address.
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What is an E filer number
This five character number would indicate a rep is not authorized on an account.
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Who is Sagirthia.
This classmate has two rabbits.
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Call back and try again, Obtain the information through My Account or send a letter to their tax center.
These are the three options available to callers who are unsuccessful in completing caller verification.
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What are control questions.
This type of question can be asked in addition to regular or enhanced questions when you doubt a caller's identity.
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What is regular
This level of security is required when a taxpayer wants you to fix a typo in their address.
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What is M.1.1
This Rapid option lists representatives names.
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Who is Adam.
This classmate used to work in pharmacy.
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What are Joint legal representatives.
This type of legal rep cannot make account updates alone.
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What is a NETFILE access code.
This type of code must be used by the taxpayer for 2020 or subsequent tax years to allow you to use financial fields for caller verification purposes.
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What is regular
This is the level of security required when a Taxpayer wants to change their email correspondence preference.
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What is a password
This special rule prevents even authorized representatives from accessing an account over the phone.
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Who is Jay.
This classmate went white water rafting without knowing how to swim!
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What is immediately.
This is the time limit for a rep to be authorized through my account by the taxpayer.
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What are designation numbers.
This type of number can come before or after a transit or bank account number and taxpayers are not expected to know or provide them.
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