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.
On this page
- Register your business in Represent a Client (RAC)
- Employee roles and their access
- Manage employee access
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:
- You have registered your business with the CRA
- You are identified as the owner, partner, director, or officer of the business in our CRA BN database
- Your social insurance number (SIN) is associated with your business
Sign in to Represent a Client and follow these steps to register your business in Represent a Client:
-
This is your first time signing in to Represent a Client: Option 1
- Select Register your business from the welcome screen and follow the instructions provided
You will also receive a RepID you can give to any client who wants to authorize only you as their representative
- Select Register your business from the welcome screen and follow the instructions provided
-
You have previously signed in to Represent a Client: Option 2
- Select Review and update
- Select your RepID (if necessary)
- In the Manage associations tab, select Register my business with 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.
Function
Functions | Access |
---|---|
Associate representatives |
|
Associate senior and junior administrators |
|
Assign employee privileges |
|
View list of employees |
|
Disassociate or re-associate an employee |
|
Modify or delete employee associations |
|
View and download list of clients for the business |
|
Create and manage groups |
|
View and update the business registration information |
|
Suspend, unsuspend or cancel your business registration for this service |
|
Authorization request |
|
Delete Authorization |
|
Manage online mail (for registration) |
|
Access mail |
|
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.
- Sign in to Represent a Client
- Select Review and update
- Select the business name you wish to manage
- In the Business information tab, select Create a group
- 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.
- Sign in to Represent a Client
- Select Review and update
- Select the business name or BN group you wish to manage
- In the Manage employees' access tab, select Associate employees
- 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.
- Sign in to Represent a Client
- Select Review and update
- Select the BN Group you wish to manage
- In the Manage clients tab, select Assign taxpayers
- Enter taxpayer SINs or business numbers
Page details
- Date modified: