How to Add Me as an Authorized Representative on Your CRA Account
Managing your taxes can be stressful—but it doesn’t have to be. By authorizing me as your representative on your CRA account, I can securely access your tax documents, communicate with the CRA on your behalf, and help you stay compliant with ease.
Here’s a simple step-by-step guide to help you add me as your Level 2 representative (which gives me permission to view and update your tax information).
Why Add an Authorized Representative?
Tax Preparation: I can retrieve slips, Notices of Assessment, and file returns for you.
CRA Communication: I’ll handle CRA correspondence so you don’t have to.
Audit Support: If CRA requests documents or clarification, I can respond directly.
Business Accounts: I can access GST/HST, payroll, and corporate tax info.
Step-by-Step: Adding Me in CRA My Account (Personal)
Sign In to CRA My Account Go to CRA My Account and log in using your CRA credentials or a sign-in partner.
Go to Your Profile Once logged in, click the “Profile” tab.
Add a Representative Scroll to “Authorized Representatives” and click “Add”.
Enter My RepID Type in my RepID (I’ll provide this to you directly).
Set Authorization Level Choose Level 2 access so I can view and update your account.
Enable Online Access Select “Yes” to allow me to access your account online.
Set Expiry Date Choose “Never Expires” unless you prefer a specific timeframe.
Review & Submit Confirm the details and submit. CRA usually processes this instantly.
Verify Go back to your profile and confirm that I’ve been added under “Authorized Representatives.”
For Business Accounts (CRA My Business Account)
The process is similar, but you’ll log in through CRA My Business Account and authorize using my Business Number (BN) instead of RepID.
