Fastest way. Authorizing a representative online gives them immediate access to your CRA account. You must already be registered with My Account for Individuals.

Your representative must be a registered electronic filer in good standing. EFILE must be used with CRA certified professional tax software. This gives your representative instant access to your CRA accounts.

Authorization requests can be submitted 21 hours a day, except between the hours of 3:00 am and 6:00 am Eastern standard time.

Before submitting an authorization request via EFILE, your representative will ask you to sign a signature page and will keep it in their records. It must be kept for six years following the date that the return was electronically filed. It is a good idea to keep a copy for your records too. Do not send the signature page to the CRA unless the CRA asks to see it. Signature pages sent to the CRA that weren't requested won't be processed or returned.

For more information or to apply for EFILE, go to EFILE for electronic filers.

Your representative can submit an authorization request electronically. You need to be registered for My Account to use this option.

If your representative has a RepID, they can log in to Represent a Client.

After they complete the authorization request, you'll need to confirm or deny the request in My Account.

Important: A signature page will no longer be generated as it is no longer required for this option.

Note: If you can't register for My Account, you'll need to provide your representative with information from your notice of assessment from a previous return that was processed at least six months ago. For more information, go to Alternative process for individuals.

To learn more about how you can easily and securely authorize and verify new authorization requests, go to Confirm my representative's authorization request.

Note: A representative can't submit an authorization request in Represent a Client for a deceased client until the CRA receives and processes a copy of the deceased person's last will and testament. For more information, go to Represent someone who died.

Mailing a form will only authorize your representative for access to your tax information over the phone, by mail, by fax, or in person.

You must fill in and sign a separate authorization form for each representative. By signing Form AUT-01, Authorize a Representative for Offline Access, you're authorizing the representative to have access to information regarding your accounts by phone, by mail, by fax, and in person. Note that this does not provide online access.

Send the form to the appropriate CRA tax centre listed on the form within six months of the date it is signed.

Fastest way. Authorizing a representative online gives them immediate access to your CRA account. You must already be registered with My Business Account.

Your representative must be a registered electronic filer in good standing. EFILE must be used with CRA certified professional tax software. This gives your representative instant access to your CRA accounts.

Authorization requests can be submitted 21 hours a day, except between the hours of 3:00 am and 6:00 am Eastern standard time.

Before submitting an authorization request via EFILE, your representative will ask you to sign a signature page and will keep it in their records. It must be kept for six years following the date that the return was electronically filed. It is a good idea to keep a copy for your records too. Do not send the signature page to the CRA unless the CRA asks to see it. Signature pages sent to the CRA that weren't requested won't be processed or returned.

After your representative submits an authorization request using EFILE, you'll need to confirm or deny the request in My Business Account.

To learn more about how you can easily and securely authorize and verify new authorization requests, go to Confirm my representative's authorization request.

For more information or to apply for EFILE, go to EFILE for electronic filers.

Your representative can submit business authorization requests electronically. You need to be registered for My Business Account to use this option, unless there is an exclusion. For more information, go to Exclusions to the Confirm my Representative service.

If your representative has a RepID, they can log in to Represent a Client.

After they complete the authorization request, you'll need to confirm or deny the request in My Business Account.

Important: A signature page will no longer be generated as it is no longer required for this option.

Note: If you're a sole proprietor and you want to use the same representative for both your business and personal taxes, you may not have to use the Confirm my Representative service in My Business Account if certain conditions are met. For more information, go to Alternative process for sole proprietors.

To learn more about how you can easily and securely authorize and verify new authorization requests, go to Confirm my representative's authorization request.

Mailing a form will only authorize your representative for access to your tax information over the phone, by mail, by fax, or in person.

You must fill in and sign a separate authorization form for each representative. By signing an authorization form, you're authorizing the representative to have access to information regarding your accounts by phone, by mail, by fax, and in person. Note that this does not provide online access.

To authorize a representative to have offline access to your:

• business account information, use Form AUT-01, Authorize a Representative for Offline Access, and mail the form to the appropriate CRA tax centre listed on the form within six months of the date it is signed
• selected listed financial institutions with Quebec sales tax account information, use Form RC7259, Business Consent for Certain Selected Listed Financial Institutions, and mail the form to the CRA tax centre listed on the form within six months of the date it is signed

You must fill in and sign a separate authorization form for each representative. By signing Form AUT-01, Authorize a Representative for Offline Access, you're authorizing the representative to have access to information regarding your accounts.

Send the form to the following tax centre within six months of the date it is signed:

Sudbury Tax Centre
Post Office Box 20000, Station A
Sudbury ON P3A 5C1
Canada

You must fill in and sign a separate authorization form for each representative. By signing Form AUT-01, Authorize a Representative for Offline Access, you're authorizing the representative to have access to information regarding your accounts.

Fax the form within six months of the date it is signed to 1-705-671-4559.

You can apply for a trust account number online by using the Trust account registration service available on the CRA's secure online portals My Account, My Business Account and Represent a Client.

Fastest way. The primary trustee must log in to Represent a Client and complete the primary trustee registration. The primary trustee can then authorize a representative or additional trustees online, which gives them immediate access to My Trust Account. For more information, go to About My Trust Account.

Second fastest way. Representatives can submit an authorization request electronically in Represent a Client. The primary trustee needs to be registered for My Trust Account within Represent a Client to use this option.

After the representative completes the authorization request, the primary trustee will need to confirm or deny the request in My Trust Account.

To learn more about how you can easily and securely authorize and verify new authorization requests, go to Confirm my representative's authorization request.

Slowest way. Mail a form to authorize a representative for offline access only.

Mailing a form will only authorize your representative for access to your tax information over the phone, by mail, by fax, or in person.

You must fill in and sign a separate authorization form for each representative. By signing Form AUT-01, Authorize a Representative for Offline Access, you're authorizing the representative to have access to information regarding your trust accounts.

Send the form to the appropriate CRA tax centre listed on the form within six months of the date it is signed.