Authorize or manage representatives

As a business owner, you can authorize a representative, including your employee, to access your business account(s) online. Your representative (an individual or a service provider business) must be registered through Represent a Client. To complete the authorization, you will need the RepID of the individual acting for your business or the CRA-issued business number (BN) for a service provider business.

Your personal user ID and password to access My Business Account should not be given to anyone, including your representative.

You can authorize representatives to:

  • view your account information only;
  • view and make changes to your account(s); and
  • view and make changes to your account(s); and allow the representative to authorize, modify, or delete other representatives' access within their authority.

Authorizing your representative online through My Business Account gives your representative immediate access to your business accounts. Most services offered through My Business Account are available to representatives. However, your representative will access them through Represent a Client.

Our online service does not have a year-specific option, so your representative will have access to all tax years/periods. When you authorize online access, the access by telephone, fax and mail will also be granted. Your consent will stay in effect until you cancel it.

You can view a list of authorized representatives we have on record for the business, and cancel or modify each representative's authorization. You can also choose a date for the authorization to expire.

You can view activities and transactions performed online for your business account(s), by your authorized representative(s) (including employees).

If you are not registered with My Business Account, your representative can submit an authorization request online through Represent a Client.

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