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:

• 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 the Individual panel of your CRA 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 the Business panel of your CRA account, 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" page of Represent a Client, through the Representative panel in your CRA account. From the "Profile" section of the trust account, under "Authorized representative(s)," you can:

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