Brochure: Authorizing a representative

Follow the steps below to give your representative access to your tax information.

Brochure description

• How to authorize your representative using My Account

  This method will provide your representative with immediate access to your tax account. If you are not registered for a CRA account, which includes access to My Account, go to canada.ca/cra-registration

• Option 1 - Add a representative using My Account

  • Contact your representative to get their RepID, GroupID, or Business Number (BN).
  • Sign in to your CRA account
  • On the Welcome page, select your Individual account to access My Account
  • Select Profile from the left-side menu

  Add authorization request

  • Select +Add in the Authorized representative(s) section
  • Read the Before you begin information and select Start

  Step 1 – Enter representative information

  • Enter your representative's RepID, GroupID, or BN, select Search to confirm the details, then select Next

  Step 2 – Select authorization details

  • Select the applicable Authorization level (Level 1 or Level 2)
  • Select Yes to give Online access or select No to give only offline access to your accounts
  • Enter an Expiry date if desired, or select the box Does not expire, then click Next

  Step 3 – Review and confirm

  • Review the information provided
  • Select the I confirm that the CRA may deal directly with the above named representative… box, then select Submit.
  • You will receive confirmation that the representative has been successfully authorized on your account.
• Option 2 - Add a representative by confirming them in My Account

  To use this service, your representative must first submit an authorization request through Represent a Client to request access to your information. Once submitted, you must:

  • Sign in to your CRA account
  • On the Welcome page, select your Individual account to access My Account
  • Select Profile from the left-side menu

  Step 1 – Pending representatives

  • Select Confirm pending authorizations in the Authorized representative(s) section
  • Under Pending authorization requests, select the representative's name to continue
    • If there are no pending authorization requests, a message will display that As of (the current date) you have no pending representatives. Check with your representative to make sure they’ve submitted the access request

  Step 2 - Review representative information

  • Review the authorization request information
    • To confirm the request, select Confirm authorization. In the Confirm authorization window, select the I confirm that this pending authorization will be approved, then select Submit.
    • To deny the request, select Deny authorization. In the Deny authorization window, select either Deny or Deny and restrict, then select the I confirm that this pending authorization will be rejected, then select Submit.

  You will receive confirmation that the representative has been successfully authorized or not.

• How to authorize a representative using the alternative process for individuals

  Your representative may use the Alternative process for individuals if you provide them with your previously assessed tax information.

  Step 1 – Provide your representative with your tax information

  • Provide your representative with information from your notice(s) of assessment
    • The required tax line and year will be displayed to your representative while they are submitting their authorization request in Represent a Client

   If you have more than one assessment or reassessment for a particular tax year, ensure to have them all available for your representative.

  Step 2 – Review and confirm authorization request

  • Review the authorization request information, then sign the signature page provided to you by your representative for them to upload in Represent a Client for the pending request.
  • The CRA may contact you to verify the authorization request.