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How to add a representative to the CRA account

How to add a representative to the CRA account

 

Add your accountant to your CRA account as Representative:

 

  1. Log in to your CRA My Account: Visit the Canada Revenue Agency (CRA) website and log in to your CRA My Account using your credentials.
  2. Navigate to Represent a Client (Red ID): Once logged in, find the “Represent a Client” section. This may be located in different places depending on the layout of the website, but typically, you can find it under a section related to managing your account or authorizing representatives.
  3. Initiate the authorization process: Look for an option to “Authorize or Manage Representatives” or similar wording. Click on this option to start the process of authorizing your accountant.
  4. Select the authorization type: You’ll likely have options to authorize different types of representatives, such as tax professionals, employees, or businesses. Choose the appropriate option for authorizing your accountant.
  5. Enter your accountant’s information: You’ll need to provide information about your accountant, such as their name, business name (if applicable), contact information, and any other required details.
  6. Confirm authorization: Review the information you’ve entered to ensure it’s accurate. Once confirmed, proceed with the authorization process.
  7. Receive confirmation: After submitting the authorization request, you and your accountant will receive confirmation from the CRA once the authorization is processed. This confirmation will indicate that your accountant now has access to your CRA account using Red ID.
  8. Set permissions (if applicable): Depending on the system’s capabilities, you may be able to specify the level of access your accountant has to your account. This could include viewing certain information, filing taxes on your behalf, or other actions. Make sure to set permissions according to your preferences and needs.