Authorize a representative: How to give authorization

Process for confirming a representative

In October 2022, we expanded the Confirm my Representative service, which helps individual taxpayers and business owners to protect their tax information using My Account or My Business Account, to include authorization requests received using certified tax software (EFILE) for business. To learn more about this service, go to Confirm my representative's authorization request.

4. How to give authorization

You are authorizing a representative for a:

  • personal tax account
  • business tax account
  • non-resident tax account
  • trust tax account
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