You must already be registered for a CRA account.

• 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
• Select Add in the "Authorized representative(s)" section
• Read the "Before you begin" information and select Start
• Enter and confirm the required information

If your representative has a RepID, they can submit an authorization request in Represent a Client.

Confirm in My Account

If your representative submits an authorization request using the Client will confirm in My Account option, you will need to confirm or deny the request in My Account.

• 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
• Select Confirm pending authorizations in the "Authorized representative(s)" section
• Under "Pending authorization requests," select the representative's name to proceed
  • If there are no pending authorization requests, you will see "As of [the current date] you have no pending representatives"

To learn more about how you can easily and securely verify new authorization requests, go to Confirm my representative's authorization request.

Provide tax information

If your representative submits an authorization request using the Representative to provide tax information option, you will need to provide your representative with information from your notice of assessment, from a return processed at least six months ago. For more information, go to Alternative process for individuals.

Note: This option is available even if you have registered for a CRA account, or if your legal representative is acting on your behalf.

Signed consent

If you are unable to register for a CRA account or provide tax information, your representative may be prompted to obtain signed consent from you, which must be submitted as part of the authorization process in Represent a Client. Even with this information provided, the CRA may still contact you by phone to verify the request.

Deceased individuals

For more information, go to Represent someone who died.

Note: The CRA must receive and process legal documents (such as a last will and testament) before a representative can submit an authorization request in Represent a Client that is certified by the executor.

Fill in Form AUT-01, Authorize a Representative for Offline Access, to authorize the representative for offline access to your account information by phone, by mail, by fax, and in person. You must fill in and sign a separate authorization form for each representative.

Send the form to the appropriate CRA tax centre listed on the form within six months of the date it is signed. Note that this does not provide online access to your account information.

You must already be registered for a CRA account and have already added My Business Account.

• Sign into your CRA account
• On the "Welcome" page, select your Business account to access My Business Account
• Select Profile from the left-side menu
• Select Add in the "Authorized representatives" section
• Read the "Before you begin" information and select Start
• Enter and confirm the required information

Your representative must be a registered electronic filer in good standing. EFILE must be used with CRA certified professional tax software. This gives your representative instant access to your CRA accounts.

Authorization requests can be submitted 21 hours a day, except between the hours of 3:00 am and 6:00 am Eastern standard time.

Before submitting an authorization request via EFILE, your representative will ask you to sign a signature page and will keep it in their records. It must be kept for six years following the date that the return was electronically filed. It is a good idea to keep a copy for your records too. Do not send the signature page to the CRA unless the CRA asks to see it. Signature pages sent to the CRA that weren't requested won't be processed or returned.

After your representative submits an authorization request using EFILE, you'll need to confirm or deny the request in My Business Account.

To learn more about how you can easily and securely authorize and verify new authorization requests, go to Confirm my representative's authorization request.

For more information or to apply for EFILE, go to EFILE for electronic filers.

If your representative has a RepID, they can submit an authorization request in Represent a Client.

Confirm in My Business Account

If your representative submits an authorization request, you will need to confirm or deny the request in My Business Account.

• Sign into your CRA account
• On the "Welcome" page, select your Business account to access My Business Account
• Select Profile from the left-side menu
• Select Confirm pending requests in the "Authorized representatives" section
• Under "Pending authorization requests," select the representative's name to proceed
  • If there are no pending authorization requests, you will see "As of [the current date] you have no pending representatives"

To learn more about how you can easily and securely verify new authorization requests, go to Confirm my representative's authorization request.

Note: If you're a sole proprietor and you want to use the same representative for both your business and personal taxes, you may not have to use the Confirm my Representative service in My Business Account if certain conditions are met. For more information, go to Alternative process for sole proprietors.

Exclusions

Confirming in My Business Account is not available for all businesses. For more information, go to Exclusions to the Confirm my Representative service.

Fill in Form AUT-01, Authorize a Representative for Offline Access, to authorize the representative for offline access to your account information by phone, by mail, by fax, and in person. You must fill in and sign a separate authorization form for each representative.

Note: If your business is a selected listed financial institution with a Quebec sales tax account, instead use Form RC7259, Business Consent for Certain Selected Listed Financial Institutions.

Send the form to the appropriate CRA tax centre listed on the form within six months of the date it is signed. Note that this does not provide online access to your account information.

You must fill in and sign a separate authorization form for each representative. By signing Form AUT-01, Authorize a Representative for Offline Access, you're authorizing the representative to have access to information regarding your accounts.

Send the form to the following tax centre within six months of the date it is signed:

Sudbury Tax Centre
Post Office Box 20000, Station A
Sudbury ON P3A 5C1
Canada

You must fill in and sign a separate authorization form for each representative. By signing Form AUT-01, Authorize a Representative for Offline Access, you're authorizing the representative to have access to information regarding your accounts.

Fax the form within six months of the date it is signed to 1-705-671-4559.

You can apply for a trust account number online by using the Trust account registration service available in My Account, My Business Account and Represent a Client in your CRA account.

Fastest way. The primary trustee must access Represent a Client through their CRA account and complete the primary trustee registration. The primary trustee can then add authorized representatives, which gives them immediate access to My Trust Account. For more information, go to About My Trust Account.

Second fastest way. Representatives can submit an authorization request electronically in Represent a Client. The primary trustee needs to be registered for My Trust Account within Represent a Client to use this option.

After the representative completes the authorization request, the primary trustee will need to confirm or deny the request in My Trust Account.

To learn more about how you can easily and securely authorize and verify new authorization requests, go to Confirm my representative's authorization request.

Slowest way. Mail a form to authorize a representative for offline access only.

Mailing a form will only authorize your representative for access to your tax information over the phone, by mail, by fax, or in person.

You must fill in and sign a separate authorization form for each representative. By signing Form AUT-01, Authorize a Representative for Offline Access, you're authorizing the representative to have access to information regarding your trust accounts.

Send the form to the appropriate CRA tax centre listed on the form within six months of the date it is signed.