CRA’s New Process for Authorizing Representatives for Business Clients

The Canada Revenue Agency (CRA) introduced Confirm my Representative in 2021 and recently announced this will also apply for all new authorizations submitted by representatives through the Business Consent Service in certified tax software (EFILE). This new step has been taken to ensure your tax information is more secure and puts you in control of confirming who is able to access your information. So what does this mean for you? Moving forward, you are now required to have your own CRA My Business Account and will be responsible for either confirming or denying pending authorization requests submitted through EFILE in your My Business Account. To help you navigate these changes, we’ve outlined detailed instructions below.

Step 1: Register for My Business Account 

You are now required to register for a CRA My Business Account.* To do this, please click on the My Business Account link here and select “CRA register” (in Option 2) or click “Sign-In Partner” (Option 1) to register using one of the CRA’s sign-in partners. In order to complete this process, please have the following information ready:

  • Social Insurance Number
  • Date of Birth
  • Current postal or zip code
  • Personal income tax returns from the current and previous year
  • Business number

For full details and a video on how to register for a My Business Account, please click here.

*If you have previously registered for My Account, please be aware that you do not need to re-register for My Business Account. Instead, you can simply sign into My Business Account using your CRA user ID and password.

Step 2: Enable Email Notifications from CRA

Once you have setup your My Business Account, you will need to go into your account and enable email notifications. To do this, sign into your My Business Account and under “Profile” select “Manage notification preferences” and then select “Add email address.” From here, you will be able to add up to three email addresses to be notified any time an important change is made to your account including confirming pending authorization requests.

For full details and instructions about registering for email notifications from the CRA, please click here.

Step 3: Confirm Pending Authorizations or Authorizing a Representative

If you are intending to authorize Rise to be your representative, then we will provide you with the authorization form for you to sign which we will submit through our online tax software. The request will go into a pending state in your My Business Account. This request will not be active until you have confirmed it. To do this you will need to log into your My Business Account and under the “Authorized representative” section select “Confirm pending authorization.” These requests will also be sent out to the email addresses you registered above. You will have ten business days to confirm the request or it will be cancelled and a new one will need to be submitted.

Alternatively, you can log into your My Business Account and select “Authorize a representative,” enter the Rise ID or business number that is on the authorization form, and then authorize us directly.

Your Business. New Heights. 

Rise CPA provides professional accounting, tax and business advice to help you make the right decisions at the right time. Since 1979, we’ve been helping clients create businesses and lifestyles they envision by delivering expert insights and financial guidance. At Rise, we excel at advising business owners and their families in a caring and personal way. Our services cover a wide range of Tax Planning, Auditing, Accounting, Estate Planning, and Business Advisory. Please call (604) 936-4377 or use the online contact form to book an appointment with one of our accounting professionals.