Help with Represent a Client online mail for registered electronic filers


Manage online mail

Select “Manage online mail” from the “Review and update” page. Click “Continue” from the "Manage online mail" page.

Manage online mail – Step 1 of 5

Enter the EFILE number(s) that you would like to be receiving electronic notifications and click “Continue”.

Note

The EFILE number(s) must be in the format A####.

Manage online mail – Step 2 of 5

Confirm the EFILE number(s) and names associated with the EFILE number(s) and click “Continue” if everything is correct.

Manage online mail – Step 3 of 5

Enter the email address where you would like the electronic notification to be sent and select the preferred language of the notification. Then click “Continue”.

Note

An email address will be displayed for selecting if an email address is already associated to representatives’ account. The system will default to the existing email address associated to the representatives’ account. To enter and associate a new email address, select the “or provide a new email address” radio button and enter your new email address in the applicable field.

Manage online mail – Step 4 of 5

Confirm the email address and the preferred language selected. Agree to the terms and conditions of use.

Manage online mail – Step 5 of 5

Confirmation page is displayed with a summary of the registration. After you complete your registration, the CRA will send a confirmation to the email address provided.

View and update email preferences

Select “View and update email preferences” from “Manage online mail” page.

View and update email preferences – Step 1 of 3

Enter the new email address where you would like the electronic notification to be sent and select the preferred language of the notification. Then click “Continue”.

Note

The system will default to the existing email address associated to the representatives’ account. To enter and associate a new email address, select the “provide a new email address” radio button and enter your new email address in the applicable field.

View and update email preferences – Step 2 of 3

Confirm the email address and the preferred language selected. Agree to the terms and conditions of use.

View and update email preferences – Step 3 of 3

Confirmation page is displayed with a summary of the registration. After you complete your registration, the CRA will send a confirmation to the newly added email address.

View and update link to EFILE number(s)

Select “View and update link to EFILE number(s)” from the "Manage online mail" page.

View and update EFILE number(s) – Adding

Select “Add EFILE number(s)” from the “View and update link to EFILE number(s)” page.

Add EFILE number(s) – Step 1 of 3

Enter the EFILE number(s) that you would like to be receiving electronic notifications and click “Continue”.

Note

The EFILE number(s) must be in the format A####.

Add EFILE number(s) – Step 2 of 3

Confirm the EFILE number(s) and names associated with the EFILE number(s) and click “Continue” if everything is correct.

Add EFILE number(s) – Step 3 of 3

Confirmation page is displayed with the EFILE number(s) and name(s) now registered for electronic notification.

View and update EFILE number(s) – Removing

Select “Remove EFILE number(s)” from the “View and update link to EFILE number(s)” page.

Remove EFILE number(s) – Step 1 of 3

Select the EFILE number(s) that you would no longer like to be receiving electronic notifications and click “Continue”.

Note

You may continue to receive emails for correspondence items that are being processed over the next five to seven business days. If you remove an EFILE number from receiving electronic notifications, you will no longer be able to view mail online for that EFILE number, including items previously viewable online. To re-instate online viewing of online mail, the EFILE number must be re-registered for electronic notifications. If you would like to re-instate registration for any of your EFILE number(s), you can re-register using “Manage online mail” found in your “Review and update” page.

Remove EFILE number(s) – Step 2 of 3

Confirm the EFILE number(s) and name to be removed. Agree to the terms and conditions of use.

Remove EFILE number(s) – Step 3 of 3

Confirmation page is displayed with the EFILE number(s) and name that is no longer registered for electronic notification.

Note

You may continue to receive emails for correspondence items that are being processed over the next five to seven business days. If you remove an EFILE number from receiving electronic notifications, you will no longer be able to view mail online for that EFILE number, including items previously viewable online. If you are removing your only EFILE number or the last EFILE number registered for electronic notification, you will no longer be able to view mail online. To re-instate viewing of online mail, the EFILE number must be re-registered for electronic notifications. If you would like to re-instate registration for any of your EFILE number(s), you can re-register using “Manage online mail” found in your “Review and update” page.

Cancel registration for online mail

Select “Cancel registration for online mail” from the “Manage online mail” page.

Cancel registration for online mail – Step 1 of 2

Agree to no longer receiving correspondence items online.

Cancel registration for online mail – Step 2 of 2

Confirmation page is displayed with correspondence items that you will no longer receive online.

Note

You may continue to receive emails for correspondence items that are being processed over the next five to seven business days. If you cancel registration for online mail, you will no longer be able to view mail online, including items previously viewable online. To re-instate online viewing of online mail, you can re-register the EFILE number using “Manage online mail” found in your “Review and update” page.

Access mail

Select “Access mail” from the Represent a Client left navigation bar.

Click the EFILE # for the correspondence items you would like to view. This will navigate you to the “View mail (correspondence)” page with a list of correspondence item(s) available to view online.

Note

If you have removed an EFILE number from online mail, the EFILE number will no longer appear on this page. To re-instate online viewing of online mail, you can re-register the EFILE number using “Manage online mail” found in your “Review and update” page.

View mail

View mail is a secure electronic service that lets you use the Canada Revenue Agency (CRA) website to review certain correspondence items from the CRA for the EFILE number you selected on the “Access mail” page.

Note

Only eligible correspondence items issued to you electronically will be available in View mail.

Search options

Rather than searching through the list of correspondence items that are available, you can refine the list by using the criteria in the “Search options” section.

Correspondence type

Only certain correspondence items issued to you from the CRA are eligible to be displayed through View mail. To refine your search to show a specific correspondence item, you can choose a correspondence type from the drop-down list.

To use this option, select from the following correspondence types to filter the list:

  • All (includes all the types of correspondence listed below)
  • Preassessment review letters
  • Processing review letters

Date range

The Date range drop-down will let you filter any correspondence items that were issued within a time period. When you first access View mail, the date range will be the last two months. The list of correspondence items can be refined by selecting another option.

Note

Eligible correspondence items issued to you electronically since October 20, 2014 will be available for display.

Status

To use this option, select from the following statuses:

  • All
  • Unread
  • Read

Refine the list

  • Each time you change the search criteria you must select the “Refine the list” button to change the list of results based on the selections you made.

List of correspondence items

By default, the correspondence items are displayed with the most recently issued item at the top. You can change the sequence of your search by selecting the up and down arrows at the top of each column.

The list of correspondence items will display with information in the following columns:

Status

The Status column indicates whether or not a correspondence item has been read. If the item has not been read, the status will be “Unread.” If the item has been read, the status will be “Read.”

Taxpayer name

The Taxpayer name column shows the taxpayer name, starting with the last name and then the first name.

Account number

The Account number column shows the taxpayer’s account number. Only the last three digits of a social insurance number will be displayed.

Correspondence item

The Correspondence item column gives a brief description of the item and has a link to the item. Select the item you want to view, print, or save by clicking on the link in the description and the item will download in Hyper Text Markup Language (HTML) format.

Print format

The Print format column has a link to the correspondence item in a printer-friendly format. Select the item you want to view, print, or save by clicking on the Portable Document Format (PDF) link and the item will download.

Items can be selected as many times as you like. The correspondence item will be available in View mail for a minimum of four years from the issue date, unless you choose to no longer receive electronic notification for your EFILE number.

Note

By saving a correspondence item to your computer, you will be able to view it without having to log into Represent a Client and to store the item for as long as you want.

Date

The Date column shows the date the correspondence item was issued.

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