CRA changes

As of July 15, 2025, the CRA has changed its rules around the authorization of representatives. Going forward, individuals will need to add/confirm their accounting firm as an authorized representative themselves through their personal CRA My Account online.

Steps to add your accounting firm as an authorized representative:

1. Sign in to your personal My Account
2. Under your Profile, scroll down to the Authorized representative(s) section.
3. Click on Add to authorize a new representative and follow the prompts on the screen.
4. You will be asked to type in the representative’s identification number. For an accounting firm, this will be the firm’s business number which your firm will provide to you.
5. Under the authorization details section select Level 2 with online access and no expiry date.
6. Confirm the details and submit.

Once submitted, the firm will have authorization to access your account details and talk to the CRA on your behalf.

Registering for a CRA Account

If you do not already have a CRA My Account set up, you will first need to Register for a CRA Account before completing the steps above. The CRA link provided has detailed step by step instructions on how to register for an account. You may be required to answer a few verification questions upon registering for a CRA account. Once you have your CRA My Account set up, you can refer to the steps above to authorize your accounting firm as a representative.

To complete this registration, you may need to have your most recent personal tax return handy to answer their verification questions, although there are other options.

References

For more information on the recent changes and how to authorize a representative, please refer to the following links from the CRA:

·        Changes to Authorized Representatives for individuals

 ·        How to Authorize a Representative