Representatives can submit business authorization requests electronically. ![]() ![]() However, the process for obtaining authorized access for business clients and individual clients is different.ĬRA Account Authorization for Business Clients Obtaining Authorized Access to a Client’s My CRA Account or My Business CRA AccountĪs previously discussed, representatives may obtain authorized access to information and services on behalf of another individual or business. However, regardless of the level of access granted, a representative will not be allowed to update any of the following information on behalf of the taxpayer: The representative can also request to make changes to the individual, business or group’s My CRA Account or My CRA Business Account. Allow update and view access – whereby the CRA can disclosure information about the individual, business or group authorizing access to the representative.The representative may also make payment arrangements with the CRA on the individual, business or group’s behalf. Allow view only access – whereby the CRA can disclosure information about the individual, business or group authorizing access to the representative.The two types of access that can be granted are: Individuals, businesses or groups may also grant different roles and accesses to different representatives. Access individual or business information and services – once authorization is granted, the individual, business or group can access information and services on behalf of the taxpayer who granted the authorization.Obtain authorization – individuals, businesses or groups must provide their Business Number (BN), Rep ID or Group ID to the individual, business or group authorizing access so they can be granted access accordingly.Groups that would like to access information and services on behalf of another individual or business must register their group and receive a group identifier (Group ID). Individuals who would like to access information and services on behalf of another individual or business must register themselves with the services and receive a representative identifier (Rep ID). Register with CRA’s Represent a Client service – businesses that would like to access information and services on behalf of another individual or business must register their Business Number (BN).A CRA user ID and password can be obtained by contacting CRA’s General Enquires line and the CRA will process and issue the user ID and password to the representative’s mailing address within 10 business days. However, if a representative’s financial institution is not a listed Sign-in Partner, the representative can only access CRA’s Represent a Client service using a CRA user ID and password. If a representative’s financial institution is a Sign-in Partner, he or she can access the Represent a Client service, provided they have online banking set up with their financial institution. CRA’s Represent a Client webpage provides a list of the financial institutions that are registered with the CRA as a Sign-in Partner. Create a CRA user ID and password or login within a Sign-in Partner – A “Sign-in Partner” is a financial institution that is registered with the CRA as a Sign-in Partner.Go to Represent a Client – representative must go to CRA’s Represent a Client webpage.Individuals or businesses who would like to access information and services on behalf of another individual or business must complete the following: How to Register for CRA’s Represent a Client? A non-resident representative living in the United States of America can also use CRA’s Represent a Client service to access information and services on behalf of another individual or business.This may include, but is not limited to: a bookkeeper, a Canadian tax lawyer, a CPA or other accountant, a financial planner, a trustee, an executor, a power of attorney, a legal guardian, and friend or family member. An individual acting on behalf of the taxpayer with respect to his or her tax affairs.For examples, a Payroll specialist of a Payroll company. An employee of a business that provides tax or payroll services.An owner, partner, director or officer of a business that provides tax or payroll services for clients, such as accounting and payroll services.Representatives may include, but are not limited to: 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. In addition, CRA’s Represent a Client service permits the CRA to deal with taxpayer’s representative on their behalf. The Canada Revenue Agency’s (CRA) Represent a Client (RAC) service allows individuals and businesses to access to tax information and services on behalf of another individual and/or business. Introduction – What is Represent a Client?
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