Represent a Client
Before you start
CVITP volunteers who are authorized on a taxpayer’s account can use their CRA credentials to sign in to Represent a Client and view the taxpayer’s information online for a limited period. To be authorized on a taxpayer’s account, a volunteer must have a RepID and must have submitted an Authorization request, through UFile CVITP, for the taxpayer. Each person can only have one RepID. If you already have a RepID, you do not need to register a new one for CVITP purposes.
Having increased access to an individual’s information through Represent a Client will improve the level of service volunteers can provide. This is particularly helpful when an individual is missing information that can’t be downloaded through AFR, and/or they cannot 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 via 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
- returns and notices of assessment and reassessment
- universal child care benefit payments, account balance, and statement of account
Note:
Volunteers cannot view an individual’s date of birth (DOB) or address through Represent a Client.
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Need to know
RepID and CVITP GroupID
Name Acronym Definition and use Represent a Client RaC A service that provides individuals with secure and controlled online access to both individual and business tax information. Representative identifier RepID A unique 7-character alphanumeric identifier that identifies an individual as a registered representative. Group identifier GroupID A code that identifies a group of representatives; also registered through Represent a Client.
The CVITP has only one GroupID.
The CVITP GroupID is listed as the authorized representative on the taxpayer’s account. 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
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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
Important note
If you are using an older browser that does not support the latest security standard, you will not be able to access CRA's secure online services. For more information on tested browsers, please see Your browser - Canada.ca
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How to view an individual’s information online
On the Welcome page, enter the Social Insurance Number (SIN) of the individual and click on the Access SIN button.
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Access Client Information page
SIN (9 digits) (required) is highlighted
Access SIN button is highlighted
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How to confirm if you are added under the CVITP group (or managing/verifying your affiliated groups)
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Access Client Information page screen
Administration topic
Review and update is highlighted
Under Manage associations, select View associations.
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Review and update RepID page is displayed
View associations 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
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View associations page is displayed
CVITP 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, select Next.
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Remove yourself from this group page is displayed
Next button is highlighted
You will then be removed from the group you chose to remove yourself from.
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Remove yourself from this group: Confirmation page is displayed
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