The Canada Revenue Agency (CRA) introduced key changes to how representatives obtain access to individual tax accounts. These updates include the following:
Enhanced Authorization Request Service in Represent a Client
The CRA has upgraded the Authorization Request service for individuals in Represent a Client, making the process faster, more secure, and easier to use.
The alternative process for individuals no longer requires a five-day wait period.
Representatives can now gain instant access to a client's account, provided certain conditions are met.
To use this enhanced process, you must:
- Be the representative requesting access;
- Submit the request through the Authorization Request service in Represent a Client; and
- Provide information from your client’s notice of assessment that was issued at least six months ago.