Represent a Client
New My Trust Account portal for representatives
The CRA has launched My Trust Account, a secure portal that lets legal and authorized representatives of trust accounts manage trust information online. You can securely access My Trust Account services through Represent a Client.
For more information, visit About My Trust Account.
Process for confirming a representative
Authorization requests submitted through Represent a Client may need to be confirmed by the client from one of the CRA’s sign-in services. To learn more about the process and some exceptions, go to Confirm my representative’s authorization request - Canada.ca.
If your CRA user ID and password have been revoked
Some taxpayers may have received a notification that their CRA user ID and password have been revoked. Visit CRA user ID and password have been revoked for more information.
The manage direct deposit service is currently unavailable
The manage direct deposit service is unavailable at this time. We regret the inconvenience. Here is another way to manage your direct deposit information.
Use this secure service to access tax information on behalf of individuals and businesses, including your employer.
Choose from one of two ways to access Represent a Client:
Option 1 – Using one of our Sign-In Partners
Sign in or register with the same sign-in information you use for other online services (for example, online banking).
For the security of your CRA account, when you are on your Sign-In Partner website, ensure it is your information that is entered and not that of somebody else.
View list of Sign-In Partners
Option 2 – Using a CRA user ID and password
Sign in with your CRA user ID and password, or register.
Topics
- What’s New for Representatives?
- About Represent a Client
- About My Trust Account
- List of services for representatives of individuals
- List of services for representatives of businesses
- Hours of Service
- Frequently asked questions
- CRA sign-in services
- Responsibilities of authorized representatives
- Representative authorization
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