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  1. Sign in or register to Represent a Client (RAC) to access CRA sign-in services on behalf of someone else or a business to manage their manage tax affairs online.

  2. Sign in or register for My Account, My Business Account or Represent a Client with the CRA, and get help with using the CRA sign-in services.

  3. Represent a Client (RAC) gives authorized representatives secure, quick, and easy online access to tax-related information for the individuals, businesses and trusts they represent. Transactions in Represent a Client are processed immediately, and information is up-to-the-minute.

  4. Oct 1, 2024 · The primary trustee must log in to Represent a Client and complete the primary trustee registration. The primary trustee can then authorize a representative or additional trustees online, which gives them immediate access to My Trust Account.

  5. The services in Represent a Client (RAC) that are available to representatives on behalf of an individual depend on the level of authorization the individual has consented to: Level 1. View information only. Level 2. View and make certain changes to information. Legal representative.

  6. On October 18, 2021, the Canada Revenue Agency (CRA) is introducing a new, two-step verification process to make authorizing a representative using Represent a Client more efficient and secure. The new process makes it easier for clients to confirm who has access to their personal and tax information, helping them play an active role in ...

  7. Sep 25, 2024 · How to review and update your information, your business information and your client information in Represent a Client (RAC).

  8. May 17, 2021 · Individuals and businesses can use CRAs 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.

  9. Sep 25, 2024 · After you have registered for Represent a Client (RAC), you must request and receive authorization to access a client's information. Once you are authorized, you can access and manage information on behalf of individuals, including friends and family members, businesses, or trusts.

  10. Submit documents is a secure online service the CRA provides that allows businesses to upload their requested documents.

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