How to Add Your Accountant to Your CRA My Account as a Representative

Granting your accountant access to your CRA account makes tax filing and compliance much easier. Here’s a simple step-by-step process to add your accountant to your CRA account using the “Represent a Client” system.

Step 1: Log In to CRA My Account

Go to the Canada Revenue Agency (CRA) website and log in to your CRA My Account with your user ID and password.

Step 2: Find “Represent a Client”

Once logged in, navigate to the Represent a Client (RepID) section. You’ll typically find it under account management or authorization settings.

Step 3: Start the Authorization Process

Click on “Authorize or Manage Representatives.” This option allows you to add, view, or remove representatives.

Step 4: Choose Authorization Type

Select the type of representative you want to authorize. In this case, choose the option for a tax professional or accountant.

Step 5: Enter Accountant’s Information

Provide details such as your accountant’s name, firm name (if applicable), contact information, and their CRA RepID. Double-check for accuracy before continuing.

Step 6: Confirm and Submit

Review all details. Once everything is correct, confirm and submit the authorization.

Step 7: Receive CRA Confirmation

The CRA will process your request. Both you and your accountant will receive a confirmation notice once access is granted. Your accountant will then be able to log in with their CRA RepID.

Step 8: Set Permissions (Optional)

If the system allows, specify what your accountant can do—view account details, submit returns, or manage all tax matters on your behalf. Set permissions based on your preferences.

✅ By following these steps, you’ll successfully add your accountant to CRA My Account as a representative, ensuring they can securely manage your taxes and correspondence with the CRA.