New Authorization Process for Non Business Clients
Starting on October 18, 2021, the Canada Revenue Agency (CRA) has introduced a new way to confirm authorized representatives using My Account or My Business Account. Whether you’re an individual or a business, the new two-step digital process will help you protect your tax information and make authorizing new representatives more secure.
How to confirm a new representative using My Account or My Business Account
Follow these steps to confirm a new authorized representative or to accept changes to the authorization level of an existing representative using the new “Confirm my Representative” service.
1. The first step is to make sure you have either My Account or My Business Account. If you haven’t used these services before, you will need to register for an account. You can check out the videos below for step-by-step instructions on how to register.
Keep in mind that registration may take several days. If you are planning to authorize a new representative, make sure to register for My Account or My Business Account in advance.
2. Once registered, we recommend you enable email notifications to make sure you are notified when you receive a new authorization request. Email notifications let you know when you have mail to view in your account, and when important changes have been made to your account. Find out more about how to enable email notifications as an individual or a business.
3. The next step involves your representative. They will need to sign in to Represent a Client to submit a new authorization request. When submitting this request, they will need to include a certification page signed by you or your delegated authority to complete the request.
4. Once they have submitted a request, and if you have enabled email notifications, you will be notified by email that someone has requested access to your account. You must then sign in to My Account or My Business Account, where you can review your pending authorization request in the Authorized Representatives section of your account. You can then confirm or deny the request with the click of a button.
5. You must confirm or deny the authorization request within ten business days, or the request will be canceled and your representative will need to submit a new one.
If you need assistance, please contact Ward & Uptigrove and our Administration team can assist.
