General information
Do you have a valid authorization?
The program automatically answers the question Do you have a valid authorization or power of attorney? based on the information entered in the form.
The answer to this question will be “Yes”:
- if, in Form MR-69, the box You had a valid authorization or power of attorney in the previous year is selected;
- if, in Form MR-69, the date entered in the field “Expiry date of the authorization or power of attorney rolled forward from last year” is not passed;
- if, in Form MR-69, a date is indicated in the field “Date the form was last submitted or form signature date of the preceding fiscal period.”
The answer to this question will be “No”:
- if you create a new client file;
- if, in Form MR-69, the date entered in the field “Expiry date of the authorization or power of attorney rolled forward from last year” is passed;
- if Form MR-69 does not contain rolled forward data and no date is entered in the field “Expiry date of the authorization rolled forward from last year” or in the field “Date the form was last submitted or form signature date of the preceding fiscal period.'
Date the form was last submitted or form signature date of the preceding fiscal period
The value that was entered in the “Signature” section of the form for the previous year will be rolled forward to the field “Date the form was last submitted or form signature date of the preceding fiscal period” of the “Rolled Forward Data” section. In this field, you will also be able to enter the date on which you have filed this form. The value in this field used to determine if you have an authorization for the client.