Authorize a representative: Overview

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:

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

In the "Profile" section in My Account, under "Authorized representative(s)," you can:

In the "Profile" section in My Business Account, select "Manage authorized representatives" to:

For information about corporations, go to Access to corporate tax information.

To access My Trust Account, enter the Trust Number (T3) on the Represent a Client welcome page.

In the "Profile" section of the trust account, under "Authorized representative(s)," you can:

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:

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