CRA’s Represent a Client service allows individuals and businesses to access information online on behalf of others. To do so, representatives must register for this service and receive a Rep ID or GroupID for themselves or their business. They must then give this number to their clients along with a certification page.
CRA sign-in services allow users to access online income tax and benefit information through an Canada Revenue Agency website account. Creating an account with the CRA allows individuals to access their past and current income tax returns, notices of assessment, and proof of income documents. Individuals can also maintain direct deposit banking information and view benefit payment schedules. They can also receive email notifications when they have new mail to view. CRA sign-in services also allow users to fast-track future sign-ins using cookies.
When registering for a CRA account, individuals will be prompted to enroll in multi-factor authentication, a mandatory security validation process for all CRA accounts. They will be able to choose from two options: a one-time passcode sent by text message or a passcode grid that requires the user to enter a combination of grid coordinates.
During the CRA sign-in process, individuals must provide a line amount from one of their income tax returns and answer security questions. This information is used to verify the person’s identity. CRA recommends that individuals do not share this information with anyone.
What is Represent A Client Service?
CRA’s Represent a Client service allows individuals and businesses to authorize someone to access their information and services. Authorized representatives can include a bookkeeper, Canadian tax lawyer, CPA or other accountant, financial planner, trustee, executor, legal guardian, power of attorney, and friend or family member. Non-resident representatives can also use this service.
To use Represent a Client, a representative must create a CRA user ID and password or login through a Sign-in Partner. Representatives can find a list of Sign-in Partners on the Represent a Client website. A representative can also register himself or herself with this service using their Business Number (BN) and receive a Representative Identifier (Rep ID).
CRA representatives can send business authorization requests electronically at their convenience. To do so, they must provide all required information during the electronic request process and scan and send a signed and dated certification page. CRA will review and validate the request within five business days. The representative will receive an email confirming their RepID and access to the clients’ accounts if approved. For individuals, the CRA will also contact them by phone to verify their authorization request.
How to Access Represent A Client Service?
CRA’s Represent a Client service allows individuals and businesses to authorize representatives to access their tax information and services. Representatives can include a bookkeeper, a Canadian tax lawyer, CPA or other accountant, a financial planner, an estate trustee, a power of attorney, a legal guardian, or a family member.
To access the Represent a Client service, representatives must create a CRA user ID and password or login within a Sign-in Partner. They must also register their business or themselves with the service and receive a representative identifier (RepID) for individuals, a GroupID for groups of people, or the Busines Number for businesses. They then give the RepID, BN, or GroupID to individual clients who want them to represent them online.
Depending on the level of authorization, the taxpayer may choose to cancel their representation. This may be because they have recovered from an illness or injury and can manage their own affairs, or they may have a change of heart about the representative that they have chosen to trust with their tax information. The CRA will review and process cancellations within five business days.
Represent a Client Deceased for a Deceased Person’s Estate
If you have responsibilities for a deceased person’s estate, you can use the CRA Represent a Client service to access information and services. To do this, you must register with the CRA and receive a Representative Identifier (Rep ID). Then, submit documents to the CRA. Ensure that the documents are legible, calculated, cross-referenced, and easy for an CRA agent to review.
Once the CRA has received all of the required documentation, it will process them and provide online and offline access to the deceased person’s tax records. Documents are generally processed within 28 business days from the date of receipt. If you have registered for Represent a Client and provided your RepID with the submitted documents, you will have online access to the deceased person’s tax records.
Depending on the circumstances, you may be required to provide additional information. For example, you may need to submit previous tax returns and statements of accounts for investment or bank accounts. This will help CRA to analyze the deceased person’s financial history and determine whether any taxes are owing. In addition, you must provide an affidavit for intestate situations in accordance with the laws of the province or territory where the deceased lived.