CRA account help - Represent a Client: Update your information

You can change your registration information by following these steps:

1. Sign in to your CRA account
2. Select your Representative account to access Represent a Client
3. Select Profile
4. Under “Representative information,” select Edit and follow the instructions

If you no longer wish to use Represent a Client, cancel your RepID by following these steps:

1. Sign in to your CRA account
2. Select your Representative account to access Represent a Client
3. Select Profile
4. Under “Representative information,” select Cancel my RepID and follow the instructions

View or download your client list, request a download frequency of your client list, obtain detailed authorization information, or delete authorizations by following these steps:

1. Sign in to your CRA account
2. Select your Representative account to access Represent a Client
3. Select Profile
4. If needed, select the business or GroupID under "Associations"
5. Find the authorizations under “Clients”

View a list of the transactions you have performed for your clients by following these steps:

1. Sign in to your CRA account
2. Select your Representative account to access Represent a Client
3. Select Profile
4. If needed, select the business or GroupID under “Associations”
5. Under "Clients," select the dropdown for the client type (individual, business or trust)
6. Select Transactions performed

The List of notices issued service allows you to view notices of assessment (NOA) and notices of reassessment (NOR) issued to your individual clients (only) as a result of a tax return being filed or amended. The list will show notices issued in the last 365 days.

List of notices issued can be accessed directly through Represent a Client.

Registered electronic filers can receive pre-assessment and processing review letters, relating to T1 returns, online.

Authorization to manage notification preferences is granted when:

• The taxpayer completes Part D of Form T183, Information Return for Electronic Filing of an Individual's Income Tax and Benefit Return

• The tax preparer files the return electronically indicating the tax preparer contact code

Business owners and senior administrators can register by following these steps:

1. Sign in to your CRA account
2. Select your Representative account to access Represent a Client
3. Select Profile
4. If needed, select the business or GroupID under “Associations”
5. Under “Notification Preferences,” select Manage notification preferences

To view the letters, select Mail from the left hand side bar on the Overview page.

Only letters received electronically are available for viewing online in Represent a Client.

Before you can change your business name in Represent a Client, you must update your business name in our BN database:

1. Sign in to your CRA account
2. Select your Business account to access My Business Account
3. Select Profile
4. Choose Manage operating names to add, remove, or change an operating name

For more information, go to: Change a business operating name

After you have updated your business name in our BN database, update your business name within Represent a Client:

1. Sign in to your CRA account
2. Select your Representative account to access Represent a Client
3. Select Profile
4. Under "Associations," select the business you want to update
5. Under “Business information,” select Edit to update the business name or contact information

If you are the owner or an administrator of the business, you can review the list of employees associated to your business as representatives and/or administrators by following these steps:

1. Sign in to your CRA account
2. Select your Representative account to access Represent a Client
3. Select Profile
4. Under “Associations,” select the business
5. Select Employee list

Cancel or suspend your business registration from Represent a Client by following these steps:

1. Sign in to your CRA account
2. Select your Representative account to access Represent a Client
3. Select Profile
4. Under “Associations,” select the business
5. Select Suspend business or Cancel business, whichever is appropriate, and follow the instructions