How to Authorize a Representative on CRA My Business Account (Step-by-Step Guide)

If your accountant or advisor needs access to your corporation’s CRA account, you must authorize them through CRA My Business Account.

Below is a step-by-step guide to add a representative online.

Step 1: Log in to CRA My Business Account

1. Go to CRA My Business Account.
2. Sign in using:
   • Your CRA user ID and password, or
   • A Sign-In Partner (your financial institution).

You must be an authorized officer, director, or legal representative of the business to grant access.

Step 2: Go to “Authorized representatives”

1. On the “Welcome” page, select your Individual account to access My Account.

Step 2: Go to “Authorized representatives”

1. From the homepage(left side menu), navigate to:
   • Profile / Manage profile
2. Select:
   • Authorized representatives
     or
   • Manage authorized representatives

Step 3: Select “Authorize a representative”

1. Click:
   • Authorize a representative
2. Choose:
   • Add a new representative

Step 4: Enter the representative’s details

You will need to enter:

• The representative’s Business Number (BN) or RepID
• The authorization level (Level 1 or Level 2)
• The program accounts to grant access to
• The authorization expiry date

Confirm these details with your advisor before submitting.

Step 5: Choose the authorization level

• Level 1 – Limited access
• Level 2 – Full access, including filings, adjustments, and communication with CRA

For corporate tax and compliance support, Level 2 is typically required.

Step 6: Select the program accounts

You can authorize access to specific program accounts such as:

• RC (Corporate Income Tax – T2)
• RT (GST/HST)
• RP (Payroll)
• RZ (Information Returns)

Or select All accounts, depending on your engagement scope.

Step 7: Set the expiry date

You may:

• Set a specific expiry date, or
• Choose no expiry

Confirm your advisor’s preference before submitting.

Step 8: Review and submit

Carefully review the information and click Submit.
You should receive confirmation once the authorization is processed.

Important Note

Authorizing a representative allows them to:

• Access your business tax information
• File returns and make adjustments
• Communicate directly with CRA on your behalf

You can remove or modify a representative at any time through CRA My Business Account.