Sign in with your cra user id and password, or register Sign in to represent a client to access my account on behalf of someone else or a business and manage their information and direct deposit with the cra or track their refunds and manage tax affairs online. Everything canadians need to know about cra represent a client—how it works, who can use it, levels of access, and how to authorize someone securely online in 2025. To gain instant access to a canadian taxpayer’s account, using the alternative process for individuals, a tax representative must Use the authorization request service in “represent a client” And obtain information from an individual’s notice of assessment that was sent at least 6 months ago.
If you would like to access someone else's tax information through your business, you must register your business in represent a client and then request authorization with your business number (bn). Your client, friend, or family member must access my account, my business account or my trust account, and enter your repid, bn or groupid to add you as an authorized representative. There are now two ways to request online access to your client’s business account when they are bankrupt or under receivership Send a request to the insolvency intake centre
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