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Sign in to your CRA account - Canada. ca If you are signing in on behalf of someone else (including friends and family members) you must use Represent a Client in your CRA account to access their information
CRA launches new process for Canadian taxpayers to authorize their tax . . . To gain instant access to a Canadian taxpayer's account, using the Alternative process for individuals, a tax representative must: Use the Authorization Request Service in "Represent a Client"; and Obtain information from an individual's notice of assessment that was sent at least six months ago
CRA Represent a Client – Step-by-Step Guide for Charities and Taxpayers What is CRA Represent a Client? CRA Represent a Client is an online portal designed to give authorized representatives controlled access to a taxpayer’s or charity’s account Representatives can view tax information, submit filings, and handle communication on behalf of their clients
New CRA Process to Allow Reps Access to Your Online Account To gain instant access to a Canadian taxpayer’s account, using the Alternative process for individuals, a tax representative must: Use the Authorization Request Service in “Represent a Client”; and Obtain information from an individual’s notice of assessment that was sent at least 6 months ago
How to Authorize a Representative with the CRA—and How I Can Help One of the keys to a smoother process is authorizing a trusted representative to access your CRA account Whether you're managing your personal tax or corporate tax matters, granting me (your sole practitioner CPA) access can simplify your tax filings, address CRA queries quickly, and help you stay on top of any updates or changes
How to authorize a representative | Personal Tax Advisors To give full access for your tax advisor to work on your tax files and communicate with CRA on your behalf, grant us Level 2 access Level 1 will allow us to view data but not to make changes or requests on your behalf
Obtaining Represent a Client (RAC) access - QuickBooks This is also known as the process of obtaining Represent a Client (RAC) access You will no longer be able to obtain RAC access by submitting the Authorize a Representative form to the CRA via professional tax software using the EFILE service
CRA Improvements to the Authorization Request - cpans. ca Beginning July 15, 2025, you will need to use Represent a Client to obtain access to an Individual’s account This message provides information on an enhancement and a change to the Canada Revenue Agency’s (CRA) authorization service for Individuals