Create and manage a GroupID in Represent a Client – CRA account help

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https://www.canada.ca/en/revenue-agency/services/e-services/cra-login-services/help-cra-sign-in-services/create-manage-groupid.html

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CRA account help

CRA account help – Create and manage a GroupID in Represent a Client

Any representative can access Represent a Client (RAC) and create a group that will be identified by a unique GroupID. Taxpayers can then authorize the GroupID. Representatives must be associated to that GroupID to access the information of those taxpayers.

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Benefits of using a GroupID

When you create a GroupID, you can:

  • Facilitate the management of representatives; new authorization forms are not required when a new representative joins the organization
  • Delegate managing the group to an administrator
  • Promote transparency since group administrators are able to view the transactions performed on behalf of clients by representatives assigned to the group

Create a GroupID

Follow these steps to create a GroupID:

  1. Sign in to your CRA account
  2. Select your Representative account to access Represent a Client
  3. Select Profile
  4. Under “Associations,” select Create GroupID
  5. Enter and confirm group information

Representative roles and their access

You can assign various roles to your representatives to manage their access and responsibilities. Refer to the table below to understand the functions available to each role.


Table of roles and functions

Table of features
Function Access available to
Junior representatives available to
Senior representatives available to
Group administrators

Associate representatives and group administrators
  • Junior rep: No access
  • Senior rep: No access
  • Group admin: Allowed

Assign privileges
  • Junior rep: No access
  • Senior rep: No access
  • Group admin: Allowed

View list of employees/group members and their activity
  • Junior rep: No access
  • Senior rep: No access
  • Group admin: Allowed

Modify or delete employee/group member association
  • Junior rep: No access
  • Senior rep: No access
  • Group admin: Allowed

Disassociate or re-associate an employee/group member
  • Junior rep: No access
  • Senior rep: No access
  • Group admin: Allowed

View and download list of clients for the GroupID
  • Junior rep: With "View and delete clients" privilege
  • Senior rep: With "View and delete clients" privilege
  • Group admin: Allowed

View and update the GroupID information
  • Junior rep: No access
  • Senior rep: No access
  • Group admin: Allowed

Cancel, suspend, or unsuspend the GroupID
  • Junior rep: No access
  • Senior rep: No access
  • Group admin: Allowed

Add business authorization
  • Junior rep: With privilege
  • Senior rep: With privilege
  • Group admin: Allowed

Delete authorization
  • Junior rep: With "View and delete clients" privilege
  • Senior rep: With "View and delete clients" privilege
  • Group admin: Allowed

Manage online mail (for registration)
  • Junior rep: No access
  • Senior rep: No access
  • Group admin: Allowed

Access mail
  • Junior rep: With "Manage mail" privilege
  • Senior rep: With "Manage mail" privilege
  • Group admin: Allowed


Assigning privileges

You can assign certain privileges to representatives that will allow them to perform various tasks. They can be assigned to a representative who doesn't already have them. Where these privileges are assigned to a representative, they will have the ability to perform all of the permissions grouped under that privilege.

View and delete individual clients

The View and delete individual clients privilege groups these 4 permissions:

  • View individual client list
  • Delete Authorizations
  • View individual transactions (Jr. admins have this ability by default)
  • View list of notices issued

View and delete business clients

The View and delete business clients privilege groups these 3 permissions:

  • View business client list
  • Delete Authorizations
  • View business transactions (Jr. admins have this ability by default)

View and delete trust clients

The View and delete trust clients privilege groups these 3 permissions:

  • View trust client list
  • Delete Authorizations
  • View trust transactions (Jr. admins have this ability by default)

Manage mail

View pre-assessment review and processing review letters that have been electronically delivered.


Manage representative access

Associate representatives to a GroupID

Follow these steps to associate representatives to a GroupID:

  1. Sign in to your CRA account
  2. Select your Representative account to access Represent a Client
  3. Select Profile
  4. Under “Associations,” select the name of the group you wish to manage
  5. From the GroupID information page, under “Representatives,” expand the Representative list
  6. Select Associate representatives and follow the instructions
  7. After you submit your information, you can Assign employee privileges if needed

Remove a representative from a GroupID

Follow these steps to remove a representative or yourself from a GroupID. If you are the only Group administrator under the group, you will be requested to associate another group administrator prior to removing yourself from the group.

  1. Sign in to your CRA account
  2. Select your Representative account to access Represent a Client
  3. Select Profile
  4. Under “Associations,” select the GroupID, scroll to the Representative list and select the rep name to edit or remove and follow the instructions


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Date modified:
2025-03-13