Authorizing a New Representative

Thank you for choosing me to support your tax and financial needs. Before I can access your CRA information or speak with the CRA on your behalf, you must authorize me as your representative. If you already have a CRA My Account, sign in and proceed to STEP #2; all others, please see below.

Before starting, you must have the following ready:

Social Insurance Number
Date of Birth
Your most recently filed personal tax return or Notice of Assessment

Note: These steps must be completed for each individual

STEP #1

1) Go to the CRA Sign-in page: https://www.canada.ca/en/revenue-agency/services/e-services/cra-login-services.html

2) Select "Register for a CRA Account"

3) Enter your personal information (SIN, date of birth, and a line from your last filed tax return)

4) You can set-up your login in one of two ways. Please choose the option that is easiest for you.

5) Choose one of the following options:

Instant ID verification - Using a cell phone, you will be prompted to take a photo of your government issued photo ID (Front & back) and a "selfie". Ensure sufficient lighting as they only allow 3 attempts.
Receive a security code by mail - Slower process, instant verification is recommended

6) Once you have created your login, you will need to choose 5 security questions and answers - Please print the confirmation page for future reference as these answers can be used to regain lost access to your CRA My Account.

STEP #2

1) Sign in to your CRA My Account

2) Select your Individual Account

3) In the left-side menu, choose Profile

4) Under Authorized Representatives, Click Add

5) Review the "Before you begin" information and click Start

6) Enter Business Number: 808645527 and select Search to confirm my details

7) Select:

Level of access: 2 = Full Access (recommended)
Online Access - Yes
Expiry Date: Does not expire (recommended)

8) Review and submit.

Once submitted, I will receive immediate access to your CRA account.

Please send me a quick email to confirm you've added me. I'll verify that the authorization went through correctly.

Business Number: 808645527 - Level 2 Access - Online Access

Authorizing a New Representative

Create a User ID and Password

Use a Sign-in Partner (Financial Institute)

Use a Sign-in Partner (Financial Institute)

Use a Sign-in Partner (Financial Institute)

Use a Sign-in Partner (Financial Institute)

Use a Sign-in Partner (Financial Institute)

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