Authorize a Representative - Laptop Version
The Canada Revenue Agency (CRA) allows individuals and businesses to authorize representatives to access certain tax information through its online portals. Below is an overview of the authorization process based on publicly available CRA guidance.
Below is a laptop version of the CRA authorization process. Let's get started!
Step 1: Log in to your CRA account.
Once you have successfully logged in to your account, click on the Profile icon.
Step 2: Authorized Representative
Under the Profile tab, you should see the Authorization Representative(s) section. Click Add icon.
Step 3: Adding New Representative
Click on the Start button to initiate the process.
Step 4: Searching Representative
Under RepID/GroupID put G7RV7X and click the Search icon next to it.
Step 5: Searching Representative
When searched you should see our name Canada Tax Savers Inc. If this appears, click the Next button.
Step 6: Authorization Levels
For the Authorization level select Level 2, for online access select Yes, and for the expiry date tick the Does not Expire checkbox. Once done click the Next button.
Step 7: Review and Submission of Request
Review the information, then acknowledge the request by checking the checkbox and clicking submit button.
Congratulations! The Authorization process is now complete.
Disclaimer: The information provided on this page is for general informational purposes only and is based on publicly available information from the Canada Revenue Agency (CRA). It does not constitute tax advice and should not be relied upon as such. CRA processes and administrative procedures are subject to change.
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