Canada revenue agency represent a client

Canada revenue agency represent a client

Represent a Client – Cra represent a client – My cra represent a client

If you want someone else to be able to access your business’s tax information online, such as an accountant, lawyer, bookkeeper, employee, friend or family member, he or she can use the Canada Revenue Agency’s Represent a Client service to do that.

How to Register for Represent a Client

If you are a person, professional or business that needs to use the Represent a Client service, you can access it through a Sign-In Partner or through a CRA log-in account.

To register, you’ll be asked for:

the access code on your Notice of Assessment (the eight-character alphanumeric code found in the right-hand corner of the notice).
your postal or ZIP code.
Then you’ll create a CRA user ID and password and select and answer a variety of security questions.

You will then register with the Represent a Client online service by registering your business (using your Business Number) or yourself to receive a representative identifier (RepID) or register a group and receive a group identifier (GroupID).

Once you’ve done that, you’ll need to Give your Business Number (BN), GroupID or RepID to the client you’re representing (individual, business, or your employer) so they can authorize you.

If your client is an individual, they can authorize you online by going to the My Account service and entering the appropriate ID number (the Rep, Group or Business Number ID that you received).

If your client is a business, they can authorize you online by going to My Business Account and entering the appropriate ID number.

(Authorization can also be done the old slow way by filling out a form and mailing to the appropriate tax centre. For individuals, Form T1013, Authorizing or Cancelling a Representative would have to be completed and sent in; for businesses, Form RC59, Business consent form.)

Once you’re authorized, you’ll be able to access the Represent a Client service and access all your client’s tax information.