Managing client authorizations with the Canada Revenue Agency (CRA) is a key step for tax professionals and eFilers.
While many clients can grant access quickly through their online accounts, there are situations where digital authorization is not possible. Understanding the alternative process helps you avoid delays and keeps your workflow efficient.
When a Signed Authorization Form Is Required
In some cases, a client may be unable to register for a CRA account or complete authorization digitally.
This can happen if they have trouble verifying their identity, do not have online access, or prefer a paper-based process. When this occurs, a signed authorization form becomes part of the required workflow.
After the client signs the document, the eFiler can submit it through Represent a Client while completing the authorization request.
Uploading the signed form ensures the CRA has proper consent on file before granting access to tax information.
For detailed guidance from the CRA, visit:
https://www.canada.ca/en/revenue-agency/services/tax/representative-authorization/how.html
Uploading the Form Through Represent a Client
Once the authorization form is signed, follow these general steps:
• Log in to Represent a Client
• Start or continue the authorization request
• Upload the signed authorization document
• Submit the request for CRA processing
Using Represent a Client helps centralize your authorization requests and allows you to track the status directly within your professional portal.
Alternative Option: Client Adds You Through CRA My Account
If the client has access to their CRA My Account, they may choose to add you directly as an authorized representative. This is often the fastest method because it eliminates manual paperwork and reduces processing time.
Clients simply log in, navigate to the authorization section, and enter your representative details. Once submitted, access can be granted quickly, allowing you to move forward with their tax services.