How do individuals and businesses authorize me?

Individuals can go to My Account within their CRA account and enter your RepID to authorize you as an individual, a GroupID to authorize a group of representatives, or enter the Business number to authorize all employees of a business. They can also authorize you as a representative by completing Form AUT-01 Authorize a Representative for Offline Access, and sending it to their tax centre. Note that Form AUT-01 gives a representative offline access to the account by phone, fax, mail, or in person.

Businesses can go to My Business Account within their CRA account and enter your RepID to authorize you as an individual, a GroupID to authorize a group of representatives, or enter the Business number to authorize all employees of a business. They can also authorize you as a representative by completing Form AUT-01 Authorize a Representative for Offline Access, and sending it to their tax centre. Note that Form AUT-01 only gives a representative offline access to the account by phone, fax, mail, or in person.

To cancel a representative, taxpayers can use Form AUT-01X, Cancel Authorization for a Representative, and send it to their tax centre. Representatives can also be cancelled through My Account, My Business Account, or Represent a Client within a CRA account.