How to Add an Accountant as an Authorized Representative on Your CRA Account
Managing taxes can be stressful—but it doesn’t have to be. By adding A.B.T PRO Inc. as your authorized representative on your CRA account, we can securely access your tax information, communicate with the Canada Revenue Agency (CRA) on your behalf, and assist with tax filings more efficiently.
This guide explains how to add an accountant as an authorized representative on CRA My Account in just a few minutes.
Once authorized, we can help you with services such as personal tax filing, corporate tax returns, bookkeeping services, and tax planning.
Why Add an Authorized Representative to Your CRA Account?
Authorizing an accountant allows them to help manage your tax matters directly with the CRA.
Tax Preparation
We can retrieve important documents such as:
T4 slips
T5 slips
Notices of Assessment
Tax account balances
This allows us to accurately prepare your personal tax return or corporate tax filing
CRA Communication
Instead of dealing with the CRA yourself, we can communicate with them directly regarding:
notices
missing information
tax account issues
Audit Support
If the CRA requests documentation or clarification, we can respond on your behalf.
Business Tax Accounts
For business owners, authorization allows us to access:
GST/HST accounts
payroll accounts
corporate tax accounts
This helps us support clients with bookkeeping service, controller services, and fractional CFO services.
Step-by-Step: Adding an Authorized Representative in CRA My Account
1. Sign in to CRA My Account
Go to CRA My Account and log in using either:
your CRA login credentials
a sign-in partner (such as your bank)
2. Navigate to Your Profile
Once logged in, click the “Profile” tab.
3. Select Authorized Representatives
Scroll down to the “Authorized Representatives” section and click “Add.”
4. Enter Our RepID
Enter the RepID for A.B.T Pro Inc. (we will provide this to you directly).
5. Choose Authorization Level
Select Level 2 Authorization.
Level 2 allows us to:
view your tax information
update certain details
communicate with CRA on your behalf
This is the recommended level for working with an accountant.
6. Enable Online Access
Choose “Yes” to allow us to access your account electronically.
7. Set Expiry Date
You can choose:
Never Expires (recommended)
ora specific expiry date if you prefer.
8. Review and Submit
Review the authorization details and submit.
In most cases, CRA processes the authorization instantly.
9. Confirm Authorization
Return to your profile and confirm that A.B.T PRO Inc. appears under Authorized Representatives.
Once added, we can begin assisting with your tax account.
Adding an Accountant to CRA My Business Account
If you are a business owner, the process is similar but is completed through CRA My Business Account.
Steps include:
Log into CRA My Business Account
Navigate to Manage Authorized Representatives
Enter our Business Number (BN) or RepID
Grant authorization for the required program accounts (GST/HST, payroll, etc.)
This allows us to help with services like:
GST/HST filings
Need Help With Your CRA Account?
If you’re unsure how to add a representative or would prefer assistance, our team can guide you through the process.
At A.B.T PRO Inc., we help individuals and businesses with:
✔ Personal tax returns
✔ Corporate tax filings
✔ Bookkeeping services
✔ CRA account support
✔ Financial advisory and fractional CFO services
👉 Contact us today to get help with your taxes or accounting needs.
