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

If your accountant or tax advisor needs access to your CRA account, you must authorize them through CRA My Account.

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

Step 1: Log in to CRA My Account

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

Step 2: Go to “Authorized representatives”

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

(The wording may vary slightly depending on your account view.)

Step 3: Select “Authorize a representative”

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

Step 4: Enter your 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 accounts to grant access to
• The authorization expiry date

Confirm these details with your advisor before submitting.

Step 5: Choose the appropriate authorization level

• Level 1 – Limited access (view-only access to certain information)
• Level 2 – Full access, including account changes and filing support

Most tax engagements require Level 2 access.

Step 6: Select the accounts

You may choose:

• Specific program accounts (e.g., Income Tax, GST/HST), or
• All accounts

Discuss with your advisor which option is appropriate.

Step 7: Set the expiry date

You can:

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

Be sure to confirm your advisor’s preference before proceeding.

Step 8: Review and submit

Carefully review all details and click Submit.
You should receive a confirmation once the authorization is processed.

Important Note

Authorizing a representative allows them to:

• Access your tax information
• Communicate with CRA on your behalf
• Support you with filings and compliance

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