The new Confirm my Representative service

The new Confirm my Representative service.

On October 18, 2021, the Canada Revenue Agency (CRA) is introducing a new, two-step verification process to make authorizing a representative using Represent a Client more efficient and secure.

The new process makes it easier for clients to confirm who has access to their personal and tax information, helping them play an active role in protecting their data. 

An individual or a business can now verify who has access to their personal and tax information by signing in to My Account or My Business Account without waiting for a confirmation call from the CRA. 

The new process applies to all new authorization requests submitted through Represent a Client, including new clients, or requests a higher level of access to an existing client’s information. 

How it works:

1. The first step is making sure your client has My Account or My Business Account. If they haven’t used the CRA’s digital services before, they must register for an account. CRA has created two step-by-step videos that walk you through the process of registering.

2. Once registered, we recommend your client enable email notifications to notify them when a new authorization request is available. Find out more about how to allow email notifications for individuals or businesses.

3. You must sign in to Represent a Client and open a new authorization request. Once the request is completed and submitted, you must submit the certification page using CRA’s “Submit Documents” service. 

4. Once your authorization request is submitted, your client will be notified by email that someone has requested access to your account. They must then sign in to My Account or My Business Account to confirm or deny the pending request by clicking a button found in the Authorized Representatives section of their account.

5. You can view the status of authorization requests in Represent a Client. Once a request is confirmed, we will be granted access within one business day. Your client must approve or deny the authorization request within ten business days, or the request will be cancelled, and a new one will need to be submitted. 

Note: The new process only applies to new authorization requests submitted through Represent a Client. You will not be impacted if you use EFILE and certified tax software to submit your clients’ returns, including authorization requests.

Source: CRA

Don’t hesitate to contact RGB Accounting by phone at (416) 932-1915 or by email at [email protected] if you need help with this matter. We’ll be pleased to assist you.



Events & Sponsorship

Toronto Entrepreneurs Conference @ Mississauga

May 08, 2019 Our B.E.S.T. (Business Entrepreneurs Services Team) Group has participated in this event for first time. Toronto Entrepreneurs Conference and Trade Show is the largest Entrepreneurs event in Canada. The event which targets business owners, partners or...

Hispanic Fiesta 2018

September 04, 2018 RGB Accounting will participate in this event for a second year in a row. Hispanic Fiesta will be held at Mel Lastman Square in Toronto during the Labour Day Weekend, August 31st, Sept. 1, 2, & 3, 2018. Hispanic Fiesta is a four-day celebration...

Secure Your Future Seminar 2018

June 20, 2018 This event gathered business owners running a small or medium-sized business, self-employed and incorporated businesses willing to learn tax saving strategies to help them utilize their company assets to secure their retirement. We are proud of having...

2nd Latino Business Expo Show

May 19, 2018 The 2nd Latino Business Expo Show held on May 19th at Daniels Spectrum gathered a wide range of entrepreneurs and business owners avid to learn how to take their businesses to the next level. RGB Accounting participated as vendor and speaker at this...

Hispanic Fiesta 2017

September 04, 2017 Hispanic Fiesta, a celebration of Spanish and Latin-American: Arts, Food, Music and Entertainment, is a four-day celebration filled with the splendid sounds, tempting treats and colorful culture featuring 300 local, national and International...

Articles & Publications

Shareholder Owners Salaries vs Dividends

Shareholder Owners Salaries vs Dividends. Which Method is Better for You?   When is it better to pay yourself a salary vs. dividends as the owner/manager of a corporation?  Each method has pros and cons, and as a business owner, you should be aware of your options...

Understanding the Shareholder Loan

Understanding the Shareholder Loan. How to Use it to your Advantage and Stay Compliant with CRA If you are the owner-manager of a corporation, understanding the concept of the shareholder loan is essential to running your business. Below I will explain what a...

GST/HST for digital economy businesses

GST/HST for digital economy businesses Overview New rules for digital economy businesses are in effect as of July 1, 2021. As of July 1, 2021, digital economy businesses, including digital platform operators, may have potential goods and services tax/harmonized sales...