CRA Represent a Client
For my clients, one of my asks is to be setup as your CRA authorized representative on any personal and business CRA accounts. CRA recently updated the authorization process, and now the most straightforward way to do this is to login to your CRA My Account.
After logging in, you can add an authorized representative directly from your profile. At that point, I can provide my business number, which shows that Michael Martin CPA Inc. is a registered and legitimate representative.
What this allows me to do on your behalf:
Find additional tax slips
See any carryforward balances
Check CRA mail and correspondence
Represent you to CRA including submitting documents on your behalf
File GST returns
Support with questions about transaction history, especially helpful for business accounts as there can be corporate tax, payroll and GST balances
Disclaimer
The information provided in this blog is for general informational purposes only and does not constitute accounting, tax, or legal advice. Tax laws and reporting requirements vary based on individual circumstances and are subject to change. Readers should not act on this information without seeking professional advice specific to their situation. Reading this blog does not create a client‑advisor relationship