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Sign in to Represent a Client to access My Account on behalf of someone else or a business and manage their information and direct deposit with the CRA or track their refunds and manage tax affairs online.
1. What is Represent a Client? Represent a Client is a service that provides you with secure and controlled online access to both individual and business tax information. Represent a Client is: Convenience – It is available 21 hours a day, 7 days a week (see Hours of service).
Select the level of authorization you need to represent your client. Level 1 allows the CRA to disclose information about the business account(s) to you in person, by telephone, in writing, or online through Represent a Client.
May 17, 2021 · Individuals and businesses can use CRA’s Represent a Client service, whereby they can represent their taxpayer client with the CRA and gain access to the client’s individual and business tax information.
If you decide to take this approach, there are a couple essential steps to follow: Promptly send the letter within the time frame you stipulated to the potential client. If you decide not to represent the client, do not let them think you are protecting their interests.
Aug 21, 2023 · When acting as an advocate, you must represent the client resolutely and honourably within the limits of the law, while treating the tribunal with candour, fairness, courtesy and respect (Rule 5.1-1 of the Code).
May 17, 2021 · Individuals and businesses can use CRA's Represent a Client service, whereby they can represent their taxpayer client with the CRA and gain access to the client's individual and business tax information.
