Authorize a representative: Overview
My Trust Account portal for representatives
The CRA has launched My Trust Account, a secure portal that lets legal and authorized representatives of trust accounts manage trust information online. You can securely access My Trust Account services through Represent a Client.
For more information, go to About My Trust Account.
Process for confirming a representative
Authorization requests submitted through Represent a Client or EFILE for business may need to be confirmed by the client from one of the CRA's sign-in services. To learn more about the process and some exceptions, go to Confirm my representative's authorization request.
All electronic authorization requests by representatives for individuals and business clients will not be activated until the representative has been verified. The CRA may contact clients to verify the representative's authorization request.
1. Overview
What your representative can do
When you authorize a representative, you are letting them represent you for your personal tax, business tax, non-resident tax, or trust tax matters.
With authorization, your representative could do one or more of the following:
- access your personal tax information, tax assessment or reassessment
- get information about your business tax accounts
- update some of your business number and program account information
- access your non-resident tax account information
- update some of your non-resident tax account information
- access trust account information
- update trust account information
- verify that they are authorized on your account by referring to their Client List in Represent a Client to verify your name and their authorizations levels (this doesn't apply to non-resident accounts)
Your representative's access to your tax information remains until you or they cancel the access or it expires (if an expiry date was included in the authorization request). Your representative's access won't expire when the CRA is notified of your death, unless they were your legal representative.
For information on how to cancel authorization, go to Cancel authorization for a representative.
What you can do
From the "Profile" section in My Account, under "Authorized representative(s)," you can:
- select "Confirm pending authorizations" to confirm or deny electronic authorization requests submitted by representatives
- select "View authorized representatives" to view authorized representatives on your personal account
- select a specific representative to view, modify or delete their authorization
- view the online transactions done by a representative on your personal account, when viewing a specific representative
- add a representative to your account
- select "Deleted/expired representative list" to view representatives that were previously authorized to act on your behalf
- view the online transactions done by a deleted or expired representative on your personal account, when viewing a specific representative
From the "Profile" section in My Business Account, within the "Authorized representatives" section, select "Manage authorized representatives" to:
- view all current representatives authorized on your business account
- view, modify or delete a specific representative's authorization
- view the online transactions done by a representative on your business account, when viewing a specific representative
- select "Authorize a representative" to add a representative on your business account
- select "Confirm pending authorizations" to confirm or deny electronic authorization requests submitted by representatives
For information about corporations, go to Access to corporate tax information.
To access My Trust Account, enter the Trust Number (T3) on the "Welcome" screen of Represent a Client.
From the "Profile" section, under "Authorized representative(s)," you can:
- select "Confirm pending authorizations" to confirm or deny electronic authorization requests submitted by representatives
- select a specific representative to view, modify or delete their authorization
- view the online transactions done by a representative on your trust account, when viewing a specific representative
- add a representative to your account
- select "Deleted/expired representative list" to view representatives that were previously authorized to act on your behalf
- view the online transactions done by a deleted or expired representative on your trust account, when viewing a specific representative
Who can be my representative
Your representative is a person, a group of people or a business that you authorize to deal with the CRA for you, such as:
- an accountant
- a bookkeeper
- your spouse or common-law partner
- another family member
- a friend
- a lawyer
- a customs broker
- an executor
- a power of attorney
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