CRA sign-in services help - Manage how your business uses Represent a Client

After you have signed in to Represent a Client (RAC), you can register your business and associate employees to it. This will enable you to manage the access of employees to your client's information. Clients can authorize a business as an authorized representative, and only the employees associated to the business can access client information.

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Register your business in Represent a Client (RAC)

You can register your business in Represent a Client using your business number (BN) if all of the following criteria are met:

Sign in to Represent a Client and follow these steps to register your business in Represent a Client:

Once the business is registered in Represent a Client, you will give your BN to clients who want to authorize your business as their representative.

Employee roles and their access

You can assign various roles to your employees to manage their access and responsibilities. Refer to the table below to understand the functions available to each role.

results out of

Function

Table of features
Functions Access

Associate representatives

  • Junior rep: No access
  • Senior rep: No access
  • Junior admin: Allowed
  • Senior admin: Allowed
  • Owner: Allowed

Associate senior and junior administrators

  • Junior rep: No access
  • Senior rep: No access
  • Junior admin: No access
  • Senior admin: Allowed
  • Owner: Allowed

Assign employee privileges

  • Junior rep: No access
  • Senior rep: No access
  • Junior admin: No access
  • Senior admin: Allowed
  • Owner: Allowed

View list of employees

  • Junior rep: No access
  • Senior rep: No access
  • Junior admin: Allowed
  • Senior admin: Allowed
  • Owner: Allowed

Disassociate or re-associate an employee

  • Junior rep: No access
  • Senior rep: No access
  • Junior admin: Allowed
  • Senior admin: Allowed
  • Owner: Allowed

Modify or delete employee associations

  • Junior rep: No access
  • Senior rep: No access
  • Junior admin: Allowed
  • Senior admin: Allowed
  • Owner: Allowed

View and download list of clients for the business

  • Junior rep: With "Manage clients" privilege
  • Senior rep: With "Manage clients" privilege
  • Junior admin: With "Manage clients" privilege
  • Senior admin: Allowed
  • Owner: Allowed

Create and manage groups

  • Junior rep: No access
  • Senior rep: No access
  • Junior admin: No access
  • Senior admin: Allowed
  • Owner: Allowed

View and update the business registration information

  • Junior rep: No access
  • Senior rep: No access
  • Junior admin: No access
  • Senior admin: Allowed
  • Owner: Allowed

Suspend, unsuspend or cancel your business registration for this service

  • Junior rep: No access
  • Senior rep: No access
  • Junior admin: No access
  • Senior admin: No access
  • Owner: Allowed

Authorization request

  • Junior rep: Allowed
  • Senior rep: Allowed
  • Junior admin: Allowed
  • Senior admin: Allowed
  • Owner: Allowed

Delete Authorization

  • Junior rep: With "Manage clients" privilege
  • Senior rep: With "Manage clients" privilege
  • Junior admin: With "Manage clients" privilege
  • Senior admin: Allowed
  • Owner: Allowed

Manage online mail (for registration)

  • Junior rep: No access
  • Senior rep: No access
  • Junior admin: No access
  • Senior admin: Allowed
  • Owner: Allowed

Access mail

  • Junior rep: With "Manage access mail" privilege
  • Senior rep: With "Manage access mail" privilege
  • Junior admin: With "Manage access mail" privilege
  • Senior admin: Allowed
  • Owner: Allowed

An additional role, Jr. Rep Ltd, can only submit authorization requests for a business. It serves no other purpose, and privileges can not be assigned to it.

Assigning privileges

You can assign certain privileges to employees that will allow them to perform various tasks. They can be assigned to an employee who doesn't already have them. Where these privileges are assigned to an employee, they will have the ability to perform all of the permissions grouped under that privilege.

View and delete individual clients

The View and delete individual clients privilege groups these 4 permissions:

  • View individual client list
  • Delete Authorizations
  • View individual transactions (Jr. admins have this ability by default)
  • View list of notices issued
View and delete business clients

The View and delete business clients privilege groups these 3 permissions:

  • View business client list
  • Delete Authorizations
  • View business transactions (Jr. admins have this ability by default)
View and delete trust clients

The View and delete trust clients privilege groups these 3 permissions:

  • View trust client list
  • Delete Authorizations
  • View trust transactions (Jr. admins have this ability by default)
Manage access mail

View pre-assessment review and processing review letters that have been electronically delivered.

Manage employee access

Create BN Groups

Any individual client that has authorized a business can be assigned to a BN Group. Employees must then be associated to that group to access the information of those clients.

  1. Sign in to Represent a Client
  2. Select Review and update
  3. Select the business name you wish to manage
  4. In the Business information tab, select Create a group
  5. Enter and confirm group information

Associate employees to your business or BN Group

Your employees must register for a RepID through the Register yourself link on the Represent a Client welcome page. When they give you their RepID, you can associate your employees to your business or BN Group to allow them access to your client's information.

  1. Sign in to Represent a Client
  2. Select Review and update
  3. Select the business name or BN group you wish to manage
  4. In the Manage employees' access tab, select Associate employees
  5. Select a role for the employee and enter their RepID
    You can also assign additional privileges to individual employees who don't already have them

Assign taxpayers to your BN Group

Only business owners and employees associated to a BN Group will be permitted to access the information of clients assigned to that group.

  1. Sign in to Represent a Client
  2. Select Review and update
  3. Select the BN Group you wish to manage
  4. In the Manage clients tab, select Assign taxpayers
  5. Enter taxpayer SINs or business numbers

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