Everything canadians need to know about cra represent a client—how it works, who can use it, levels of access, and how to authorize someone securely online in 2025. The cra represent a client service is an official canada revenue agency platform that allows authorized representatives, such as accountants, lawyers, or charity directors, to securely access tax information, file returns, and communicate directly with the cra. To gain instant access to a canadian taxpayer's account, using the alternative process for individuals, a tax representative must
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Use the authorization request service in represent a client
And obtain information from an individual's notice of assessment that was sent at least six months ago.
To gain instant access to a canadian taxpayer’s account, using the alternative process for individuals, a tax representative must Use the authorization request service in “represent a client” And obtain information from an individual’s notice of assessment that was sent at least 6 months ago. One of the keys to a smoother process is authorizing a trusted representative to access your cra account
Whether you're managing your personal tax or corporate tax matters, granting me (your sole practitioner cpa) access can simplify your tax filings, address cra queries quickly, and help you stay on top of any updates or changes. Beginning july 15, 2025, you will need to use represent a client to obtain access to an individual’s account This message provides information on an enhancement and a change to the canada revenue agency’s (cra) authorization service for individuals.
