Authorizing a representative (online access)

You can give your representative online access through My Account or, by completing Part 2 Section A of Form T1013, Authorizing or Cancelling a Representative. You have to provide the RepID if your representative is an individual, the GroupID if your representative is a group, or the Business Number (BN) if your representative is a business.

Once your authorization has been accepted, your representative will be able to deal with us through Represent a Client.

Our online services do not have a year-specific option. Therefore, your representative will have access to your tax information for all tax years.

If you want to authorize your representative to deal with the CRA online as well as via the telephone, in person and in writing, complete Parts 1, 2A, 3 and 5 of Form T1013.

You must complete a separate Form T1013 for each representative.

To accept your request, the following information is required:

• Part 1 - Taxpayer information
  • First name and last name;
  • Trust name; or
  • Filer name; and
  • Account number - at least one account number must be present
    
• Part 2 - Representative information and authorization
  • Section A - Authorize online access (includes access by telephone, in person, and in writing)
    • RepID (individual), GroupID (group) or Business Number (BN)
    • Name of individual, group or business
    • Level of authorization
      
• Part 3 - Authorization expiry date
  • Enter an expiry date for the authorization given in Part 2 if you want the authorization to end at a particular time.
    
• Part 5 - Signature and date
  • You or your legal representative must sign and date the form. If you are signing and dating this form as a legal representative, tick the appropriate box. If two or more legal representatives are acting jointly on the taxpayer's behalf, the signature of each legal representative is required.
  • The form must be received by the CRA within six months of its signature date. If not, the form will not be processed.

RepID / GroupID / Business Number

A RepID is a seven-character alphanumeric code that identifies your representative. If your representative does not have a RepID, he or she can register for one through Represent a client.

A GroupID is a six-character alphanumeric code, starting with the letter G, that identifies a group of representatives. The group of representatives can register through Represent a client.

A Business Number (BN) is a nine-digit number that identifies the business that you choose to represent you. The BN must be registered with the Represent a client service to be an online representative.

If you complete two or more fields of Form T1013:

• an individual (RepID) will take precedence over a group (GroupID) or a business (BN); and
• group (GroupID) will take precedence over a business (BN).

If you entered a RepID, provide the name of the individual associated to the RepID. If you entered a GroupID, provide the name of the group associated to the GroupID. If you entered a BN, provide the name of the business associated to the BN.

Enter the level of authorization you want to grant to your representative.

If you give authorization for online access and you have a "care of" address on your account, a letter will be sent to you to confirm the authorization. Online access will not be granted until you or your legal representative calls the CRA to confirm the authorization for online access.

Forms and publications

• T1013, Authorizing or Cancelling a representative

Related topics

• My Account
• Represent a client
• CRA login services

Date modified:

2016-01-04