Authorization via NOA

Tax Topics
1

I’m curious to know what others have experienced when attempting to generate the authorization form for new clients to sign by generating a form using information from a Notice of Assessment. This is the first time trying that method this tax season and I was surprised CRA wanted information from the 2023 Notice of Assessment. I had requested the clients provide their most recent NOA which were from 2024. One NOA was issued in Feb 2026 as the person only recently filed their 2024 return so I understand it in that situation. In the other two examples their NOAs were dated early June 2025.

Does CRA always request information from the 2023 NOA or if clients filed in March/April last year do I need their 2024 NOA? Trying to get a better idea of which year to have my client’s provide moving forward.

Thanks

2

Notice has to be at least 6 months old

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3

Yeah, I saw that mentioned but was surprised I wasn’t asked for the 2024 figures for the 2024 NOAs that were dated June 2025 as those are 8+ months old. So curious what others are experiencing.

4

Recent reassessments of the last year filed seem to require the previous year information I have discovered.

5

I had this issue also. It was on a late filer, so the returns were well over 6 months. The Last NOA was 2020, but CRA wanted info from 2019.

I am in the habit of checking CRA first to see what year I will need.

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