Follow the steps below to submit an authorization request to gain online access to your client's information.

Brochure description

• Accessing the Authorization request service

  These instructions are for persons already registered a CRA account. If you are not registered for a CRA account, which includes access to Represent a Client, go to canada.ca/cra-registration

  • Sign in to your CRA account
  • On the Welcome page, select your Representative account to access Represent a Client
  • Select Authorization request from the left-side menu
  • Select the appropriate representative identifier - RepID, GroupID, or BN - from the List of representative identifiers drop-down and select Submit

• Step 1 – Add authorization request
  • Select Add authorization request
  • Select Individual client, then select + Add
  • Read the Before you begin information and select Start

  Add authorization information

  • Within Taxpayer Information, enter your client’s information
  • Select the applicable Certified by option
    • If you selected the Taxpayer button, select Next and proceed to Step 2 below
    • If you selected the Legal Representative button
      • Select the option – Individual, Group ID, or Business – that applies to the legal representative
      • Enter the information requested, and select Next and proceed to Step 2 below

• Step 2 – Select authorization level
  • Select the applicable Level of authorization (Level 1 or Level 2)
  • Enter an Authorization expiry date or select the box Does not expire, and select Next

• Step 3 – Taxpayer validation enhancement
  • Select the applicable Confirmation method option
    • If you selected the Client will confirm in MyAccount option, select Next and proceed to Step 4
    • If you selected the Representative to provide tax information option:
      • Enter - in dollars only - the amount assessed from the specified tax year and tax field, select Next, and proceed to Step 4

  NOTE: If your client is unable to register for My Account nor provide tax information, Represent a Client may prompt you to obtain signed consent from your client, which you must then submit as part of the authorization process. Even with this information provided, the CRA may still contact your client by phone to verify your request.

• Step 4 – Review and submit
  • Review the authorization request information
  • Select the I confirm that the information is correct box, then select Confirm

• Finalizing your Request

  If you selected Client will confirm in MyAccount (per Step 3 above):

  • Ask your client to confirm your pending authorization request in their My Account to complete the authorization process
  • If confirmed, you will be given instant access to the account

  If you selected Representative to provide tax information (per Step 3 above):

  • A Confirmation page will be displayed on your screen
  • Select Proceed to signature page (at the bottom of the page) to obtain a copy of the document for your client to sign
  • Print the signature page
  • Submit the signed copy of the signature page in Authorization request using the Submit button, in your Pending authorization requests table, within 30 business days
  • Once submitted, you will be given instant access to the account

  If you selected Certified by Legal Representative (per Step 2 above):

  • A Confirmation page will be displayed on your screen
  • Select Proceed to signature page (at the bottom of the page) to obtain a copy of the document for your client to sign
  • Print the signature page
  • Submit the signed copy of the signature page in Authorization request using the Submit button, in your Pending authorization requests table, within 30 business days
  • Inform your client that the CRA may contact them by phone to verify the request

  If you were not prompted to select a confirmation method (per Step 3 above):

  • A Confirmation page will be displayed on your screen
  • Select Proceed to signature page (at the bottom of the page) to obtain a copy of the document for your client to sign
  • Print the signature page
  • Submit the signed copy of the signature page in Authorization request using the Submit button, in your Pending authorization requests table, within 30 business days
  • Inform your client that the CRA may contact them by phone to verify the request