What is authorizing a representative on a CRA account?
Authorizing someone in your Canada Revenue Agency (CRA) account means allowing them to represent you in certain tax matters. This person could be a family member, friend, or a professional like an accountant. In the past, to authorize a representative you filled out a T1013 form for authorization, while now the CRA encourages clients to manage authorizations directly through their CRA accounts. This ensures a smoother and more direct process for granting access to your tax information.
Once you’ve set it up, your representative can help you out with your taxes. They can chat with the CRA on your behalf and make sure things are in order. It’s important to keep the info up to date, like if your representative changes or if you want to stop them from helping you. This way, everything runs smoothly, and you get the help you need with your taxes.
How to authorize a representative in my CRA account?
Here, we’ll walk you through the process of authorizing Abraham Accounting Inc. as your representative in your CRA account. This guidance is designed for personal accounts. If you’re a business owner looking to designate Abraham Accounting Inc. as your business representative, please check our dedicated page available here.
1) Log in to your CRA account
Access your personal CRA account by logging in through this official CRA link. Choose your usual login method. This may involve answering a security question, receiving a text message verification on your phone, or logging in through your bank account, depending on your selected login settings.
2) Go to Profile on the left menu
Once logged into your CRA account, navigate to ‘Profile’ in the left menu, usually located below ‘Overview.’ Refer to the accompanying picture for guidance.
3) In your Profile, on the right column find “Authorized representative(s)”
3-1) Locate “Authorized representative(s)” in the right column within your Profile. You might already have some representatives listed here, and you can manage or remove them at any time from this section.
3-2) Once you’ve found “Authorized representative(s),” click on “Add” to include another representative (Abraham Accounting Inc.). Refer to the accompanying picture for guidance.
4) Click on the Start button
Read the information provided by CRA and click on the Start button to authorize a representative.
5) Enter the Abraham Accounting Inc. Business Number
Enter the Abraham Accounting Inc. Business Number (767462740) as your representative and click on ‘Search.’ Our information will appear after you enter the business number and click the ‘Search’ button. Refer to the provided images for visual guidance.
6) Select Level 2 and “Yes” to Online Access and No Expiry Date
Choose Level 2 and select ‘Yes’ for Online Access, and opt for ‘No Expiry Date.’ We strongly recommend Level 2 with Online Access and No Expiry Date. Avoid setting an expiry date, as it will require you to repeat the process when needed.
Remember, you can modify or cancel our authorization anytime from this platform. For more information on the Level of Authorization, refer to this CRA link
7) Review the information and submit it.
Review your business information and the details of the authorization level. Confirm the accuracy of the information, and then submit the authorization request.
8) You have successfully authorized a new representative: ABRAHAM ACCOUNTING INC.
After submission, you should be directed to a screen that looks like the following:
Typically, you should receive an email from CRA confirming the change in your authorized representative. The email will resemble the following example:
“Dear First Name and Last Name :
Your authorized representative with the Canada Revenue Agency (CRA) has been changed.
You can view the authorized representative on the Personal profile page in My Account to ensure it is correct.
If you do not have My Account, go to the CRA web page to register.
This is an automated email message. Please do not reply.”
This was a visual walkthrough on how to authorize a representative. Now you can let us know about your authorization by going to the 9th step.
9) Let us know about your authorization by sending a message here.
Thanks a lot.