Represent a Client – Canada.ca
This web page from Canada.ca provides information on how individuals and businesses can authorize a representative to manage their tax affairs with the Canada Revenue Agency. It outlines the process for setting up and maintaining authorization for representation, as well as the responsibilities of the representative.
CRA sign-in services – Canada.ca
This page from Canada.ca provides information about the various sign-in services offered by the Canada Revenue Agency (CRA). It provides information about how to create an account, how to access your existing account, and how to protect your information. It also provides links to the different CRA services available to taxpayers.
About Represent a Client – Canada.ca
This webpage from Canada.ca provides information about the Represent a Client program, which allows authorized representatives to access the CRA’s secure online services on behalf of their clients. It explains how representatives can register for the program, how to use the services, and how to manage access rights for their clients.
FAQ’s
How do I create a CRA login to represent a client?
To create a CRA login to represent a client, you must first register for Represent a Client service through the CRA website. Once registered, you will be able to create a CRA login for the client and access their information.
What information do I need to provide in order to create a CRA login to represent a client?
You will need to provide the client’s Social Insurance Number (SIN), name, date of birth, and address.
Once I create a CRA login to represent a client, what are the next steps?
The next steps would be to register the client for the services they need, such as GST/HST, payroll deductions, and income tax. After registering, you will need to set up the client’s profile and provide the necessary information. Finally, you will need to submit any required forms and documents to the CRA.
Are there any restrictions on who can create a CRA login to represent a client?
Yes, there are restrictions on who can create a CRA login to represent a client. Only authorized representatives, such as tax preparers, bookkeepers, lawyers, and accountants, can create a CRA login on behalf of a client.
