Represent a Client - What's new

Enhanced security

• The CRA has increased the mandatory security requirements for Represent a Client. New registrants, or current users who have not yet met the security requirements, now need to enter more information, including four shared secrets (social insurance number, date of birth, current postal or ZIP code, and an amount from an income tax and benefit return) and a CRA security code.

Print and save buttons

• Represent a Client is updated to add a print/save button on most pages.

Confirm my representative – Efile Business Consent Service

• The CRA is expanding the digital two-step verification process to confirm new authorized representatives to also include requests from Efilers. Business owners will be required to sign into My Business account to confirm requests submitted through the Business Consent Service in Efile.

Online access for legal representatives to business clients

• Legal representatives will now be able to access the services of their business client’s My Business Account. For more information on gaining online access, please go to Legal representative.