Services for your Business Clients

Represent a Client

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This service offers representatives access to their business clients' tax information. Represent a Client is also for employees who need to access tax information online for their employer.

You need to register yourself through Represent a Client and then provide your representative identifier or your firm's Business Number to your business clients. They can then authorize your online access through My Business Account, or with the newly revised Form RC59, Business Consent Form. Once authorized, you access your clients' business account information and services through Represent a Client.

Level 1 access will allow the CRA to disclose information from your client's account(s) to you, for example - viewing information using My Business Account. With Level 2 access, Canada Revenue Agency can disclose information from your client's account(s) and you can also request changes to program accounts.

Businesses are now able to authorize a GroupID if their representative is a group of individuals, including their employees. For example, employees that perform tax related or payroll duties for their employer can now be associated to a group, allowing the employer to better manage the employer/employee relationship.

Representatives with business clients are now presented with an enhanced business client list, which displays detailed authorization information including:

• program identifier
• program account
• level of authorization
• authorization process date
• expiry date

Tax preparation and payroll service businesses are now able to assign business clients to their group client list, to help them better manage their representative/client relationships. Previously, this feature was available for individual (SIN) clients only.

For more information about the Represent a Client service or to register today, visit www.cra.gc.ca/representatives.