On this page

• About Represent a Client
• How to access an individual’s account
• How to confirm your affiliation with the CVITP group

About Represent a Client

When you submit an authorization request using Auto-fill my return (AFR), you become authorized to access an individual’s account. You may now use their Canada Revenue Agency (CRA) credentials to sign in to Represent a Client and view the individual’s information online for a limited period.

To be authorized on an individual’s account, you must have a RepID and you must use the Community Volunteer Income Tax Program (CVITP) tax software to submit an Authorization request for the individual.

Each person only has one RepID. If you already have a RepID, you do not need to register for a new one for CVITP purposes.

Increased access to an individual’s information through Represent a Client improves the level of service volunteers can provide. This is particularly helpful when an individual is missing information that cannot be retrieved through AFR or when they do not meet confidentiality requirements over the phone.

There are several services available for representatives with Level 1 (view only) authorization. The information that is available to authorized volunteers using Represent a Client includes:

• benefits and credits overview
• Canada Child Benefit and related provincial and territorial programs payments, account balance, and statement of account
• carryover amounts and disability tax credit
• tax returns, and notices of assessment or reassessment
• universal child care benefit payments, account balance, and statement of account

As a volunteer, you cannot view an individual’s date of birth (DOB) or address through Represent a Client.

Represent a Client login page

Text version of this screenshot

Choose from one of two ways to access Represent a Client:
Option 1 – Using one of our Sign-In Partners
Sign-In Partner Login / Register is highlighted
Option 2 – Using a CRA user ID and password
CRA login is highlighted

• To view an individual’s information online, choose from one of two ways to log in to Represent a Client: Sign-in Partner Login or CRA login.

Multi-factor authentication– telephone number and delivery method

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Multi-factor authentication page- telephone number and delivery
Text me button is highlighted
Call me button is highlighted

If you’re already enrolled in the multi-factor authentication process, the last four numbers in the cell or landline telephone number you provided is displayed onscreen.

• Click on your preferred method to receive the one-time passcode; Text Me for a Short Messaging Service (SMS), or Call Me for an automated call.

Passcode entry page

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Multi-factor authentication page - passcode entry
One-time passcode field is highlighted
Next button is highlighted

• Enter the one-time passcode and click Next

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How to access an individual’s account

Access Client Information page

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Access Client Information page
SIN (9 digits) (required) is highlighted
Access SIN button is highlighted

• On the Welcome page, enter the Social Insurance Number (SIN) of the individual and click on the Access SIN.

How to confirm your affiliation with the CVITP group

To confirm that you are affiliated, click Review and update under the Administration heading.

Access Client Information page

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Access Client Information page screen
Administration topic
Review and update is highlighted

• To confirm if you’re affiliated, click on Review and update.

Review and update RepID page

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Review and update RepID page is displayed
View associations is highlighted

• Under Manage associations, click on View associations.

View associations page

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View associations page is displayed
CVITP/PCBMI is highlighted

On the View associations page, you will be able to see groups that you are affiliated with.

• If you wish to remove yourself from an affiliated group, you can click on the applicable group name.

Remove yourself from this group page

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Remove yourself from this group page is displayed
Next button is highlighted

• The website will prompt you to confirm if you wish to proceed to Remove yourself from this group
• If you wish to proceed, click Next.

Remove yourself from this group: Confirmation page

Text version of this screenshot

Remove yourself from this group: Confirmation page is displayed

• You are now removed from that group.