About Represent a Client
1. What is Represent a Client?
Represent a Client is a service that provides you with secure and controlled online access to both individual and business tax information.
2. Who can use Represent a Client?
Anyone who would like to access information and services on behalf of individuals and businesses. Examples include, but are not limited to:
- An owner, partner, director, or officer of a business that provides tax or payroll services for clients. This could include:
- an accounting service
- a payroll service
- An employee of a business that provides tax or payroll services. This could include:
- Joe Accountant of Accounting firm
- Mary Payroll specialist of Payroll company
- An individual who is involved in the tax affairs of individuals and/or businesses, including the business you work for. This could include:
- an employee who does payroll /GST/corporate etc. for their employer
- a bookkeeper
- a public trustee
- a lawyer
- a financial planner
- a friend or family member
- an executor, power of attorney or legal guardian
- A non-resident representative living in the United States can use Represent a Client. For more information see, Represent a Client – Non-resident representative.
3. How do I register for Represent a Client?
- Go to Represent a Client.
- Create a CRA user ID and password or login with a Sign-in Partner.
- Register with this service
Register your business (using your Business Number (BN)), yourself with this service and receive a representative identifier (RepID) or a group and receive a group identifier (GroupID).
- Obtain authorization
Give your Business Number (BN), GroupID or RepID to individuals, businesses, or your employer so they can authorize you.
- Access individual or business information and services
After you are authorized you can access information and services on behalf of individuals, businesses or your employer.
For additional information, view our Frequently asked questions.
4. Is there an overview available for Represent a Client?
Yes. This overview provides step-by-step instructions on how to use the features in Represent a Client. Since it is possible to grant different roles and accesses, some menus may slightly differ form one user to another.
For additional information, view the Represent a Client overview.
5. How do I get authorized?
For business clients:
Representatives are now able to send business authorization requests electronically at their convenience. With an active RepID, a representative can log into Represent a Client to send an electronic authorization request. For a request to be completed, representatives must provide all required information during the electronic authorization process, as well as scan and send a signed and dated certification page from their client. After the CRA receives the electronic authorization request and certification page, the information will be reviewed, validated, and processed within five business days.
Business owners can go to My Business Account and enter your RepID to authorize you as an individual, a GroupID to authorize a group of representatives, or the BN of a business to authorize all its employees. They can also authorize you as a representative by completing Form AUT-01 Authorize a Representative for Access by Phone and Mail, and sending it to their tax centre. Note that Form AUT-01 will give a representative access only by telephone and mail.
For individual clients:
Form AUT-01 Authorize a Representative for Access by Phone and Mail will be accepted by paper method only.
Individuals can go to My Account and enter your RepID to authorize you as an individual, a GroupID to authorize a group of representatives, or enter the Business Number (BN) to authorize all employees of a business. They can also authorize you as a representative by completing Form AUT-01 Authorize a Representative for Access by Phone and Mail, and sending it to their tax centre. Note that Form AUT-01 will give a representative access only by telephone and mail.
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