Form preview

Get the free PUBLIC CRA DOCUMENT REQUEST - Union Bank

Get Form
Click & Tab To Begin Reset Form PUBLIC CRA DOCUMENT REQUEST Fax request form to 415-765-2599 or Mail to: Union Bank, CSR Data Center, 400 California St, 15th Fl, San Francisco, CA 94104 FROM: Name:
We are not affiliated with any brand or entity on this form

Get, Create, Make and Sign public cra document request

Edit
Edit your public cra document request form online
Type text, complete fillable fields, insert images, highlight or blackout data for discretion, add comments, and more.
Add
Add your legally-binding signature
Draw or type your signature, upload a signature image, or capture it with your digital camera.
Share
Share your form instantly
Email, fax, or share your public cra document request form via URL. You can also download, print, or export forms to your preferred cloud storage service.

Editing public cra document request online

9.5
Ease of Setup
pdfFiller User Ratings on G2
9.0
Ease of Use
pdfFiller User Ratings on G2
Use the instructions below to start using our professional PDF editor:
1
Create an account. Begin by choosing Start Free Trial and, if you are a new user, establish a profile.
2
Prepare a file. Use the Add New button to start a new project. Then, using your device, upload your file to the system by importing it from internal mail, the cloud, or adding its URL.
3
Edit public cra document request. Text may be added and replaced, new objects can be included, pages can be rearranged, watermarks and page numbers can be added, and so on. When you're done editing, click Done and then go to the Documents tab to combine, divide, lock, or unlock the file.
4
Save your file. Choose it from the list of records. Then, shift the pointer to the right toolbar and select one of the several exporting methods: save it in multiple formats, download it as a PDF, email it, or save it to the cloud.
It's easier to work with documents with pdfFiller than you could have ever thought. Sign up for a free account to view.

Uncompromising security for your PDF editing and eSignature needs

Your private information is safe with pdfFiller. We employ end-to-end encryption, secure cloud storage, and advanced access control to protect your documents and maintain regulatory compliance.
GDPR
AICPA SOC 2
PCI
HIPAA
CCPA
FDA

How to fill out public cra document request

Illustration

How to fill out a public CRA document request:

01
Begin by accessing the official website of the Canada Revenue Agency (CRA). You can do this by typing "CRA" into your preferred search engine and selecting the official CRA website.
02
Navigate to the section of the website that is dedicated to form downloads or search for the specific form "T137 - Request for Authentication of Documents" using the search bar on the website. This form is the appropriate one to fill out for a public CRA document request.
03
Download the form and save it to your computer or print it out if you prefer a hard copy.
04
Read the instructions provided on the form carefully to ensure that you understand the requirements and any supporting documents that may be needed.
05
Start filling out the form, beginning with your personal information such as your name, address, and contact details. Ensure that all information is accurate and up to date.
06
Specify the type of document you are requesting from the CRA in the appropriate section of the form. Provide as much detail as possible to aid the CRA in locating the requested document.
07
Indicate the reason for your request and any additional information that may be helpful for the CRA to understand your need for the document.
08
If applicable, you may need to include supporting documents or a letter detailing why you need the requested document. Review the instructions to determine if any additional documents are required.
09
Double-check all the information you have entered on the form to ensure its accuracy and completeness. Typos or missing information may delay the processing of your request.
10
Once you are confident that the form is correctly filled out, sign and date it as indicated. Unsigned forms may be rejected by the CRA.

Who needs a public CRA document request?

01
Individuals who require specific documents from the Canada Revenue Agency for various purposes such as tax filings, record-keeping, or business transactions may need to submit a public CRA document request.
02
Business owners or self-employed individuals who require tax-related documents, such as Notices of Assessment or Statements of Account, may need to fill out a public CRA document request.
03
Individuals who need historical tax information, employment records, or other government-issued documents where the CRA is the custodian may also need to request these documents through the public CRA document request process.
Note: It is advisable to consult with a tax professional or visit the official CRA website for any specific questions or concerns regarding the public CRA document request process.
Fill form : Try Risk Free
Users Most Likely To Recommend - Summer 2025
Grid Leader in Small-Business - Summer 2025
High Performer - Summer 2025
Regional Leader - Summer 2025
Easiest To Do Business With - Summer 2025
Best Meets Requirements- Summer 2025
Rate the form
4.6
Satisfied
42 Votes

For pdfFiller’s FAQs

Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

You can use pdfFiller’s add-on for Gmail in order to modify, fill out, and eSign your public cra document request along with other documents right in your inbox. Find pdfFiller for Gmail in Google Workspace Marketplace. Use time you spend on handling your documents and eSignatures for more important things.
The premium version of pdfFiller gives you access to a huge library of fillable forms (more than 25 million fillable templates). You can download, fill out, print, and sign them all. State-specific public cra document request and other forms will be easy to find in the library. Find the template you need and use advanced editing tools to make it your own.
pdfFiller makes it easy to finish and sign public cra document request online. It lets you make changes to original PDF content, highlight, black out, erase, and write text anywhere on a page, legally eSign your form, and more, all from one place. Create a free account and use the web to keep track of professional documents.
The public CRA document request is a formal request made to the Canada Revenue Agency (CRA) to obtain certain documents or information related to a taxpayer's tax returns or audit records.
Any individual or organization that requires access to specific CRA documents or information can file a public CRA document request.
To fill out a public CRA document request, you can use the CRA's online service called My Account or submit a written request to the CRA along with the necessary information and documentation.
The purpose of a public CRA document request is to request access to specific CRA documents or information for legitimate purposes such as research, audit, or legal proceedings.
The public CRA document request should include details such as the taxpayer's name, social insurance number or business number, the specific documents or information requested, and the reason for the request.
Fill out your public cra document request online with pdfFiller!

pdfFiller is an end-to-end solution for managing, creating, and editing documents and forms in the cloud. Save time and hassle by preparing your tax forms online.

Get started now
Form preview
If you believe that this page should be taken down, please follow our DMCA take down process here .
This form may include fields for payment information. Data entered in these fields is not covered by PCI DSS compliance.