Represent a Client

On this page

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

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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 your 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 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.

How to access Represent a Client

Sign in to your CRA account page

• To view an individual’s information online, choose from one of three ways to sign in to Represent a Client: Sign-In Partner, CRA user ID and password or Provincial partner (BC, AB)

Multi-factor authentication – telephone number and delivery method

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.

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

Multi-factor authentication – passcode entry page

• Enter the One-time passcode and click Next
• Once signed in to your CRA account, click either the Representative account from the Select an account list or + Add account if you have not yet registered for your RepID

  Important note

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How to access an individual’s account

Access Client Information page

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

How to confirm your affiliation with the CVITP group

Access Client Information page

• To confirm if you’re affiliated, click Review and update under the Administration heading

Review and update RepID page

• Under Manage associations, click View associations

View associations page

The View associations page shows a list of all groups 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

• The website prompts 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

• You are now removed from that group