Frequently asked questions - Using the service

1. What is a representative identifier (RepID) and why do I need one?
2. I have registered for this service and received my RepID. What do I need to do next?
3. I have registered my business with this service. What do I need to do next?
4. How do my clients authorize me to deal with the CRA for them?
5. How do I associate my employees to my business?
6. What is an administrator and can I name more than one?
7. What is the difference between a junior and a senior administrator?
8. Can an employee be both an administrator and a representative?
9. What is the difference between a junior and senior representative?

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1. What is a representative identifier (RepID) and why do I need one?

A RepID is a unique seven-character alphanumeric identifier that identifies you as a registered representative with the Represent a Client service. You give your RepID to your employer, clients, family members, or friends so they can authorize you to access their tax information online.

2. I have registered for this service and received my RepID. What do I do next?

Give your RepID to your clients so they can authorize you as their representative to access their tax information online.

3. I have registered my business with this service. What do I do next?

First you need to associate your employees to your business through this service. Next, give your BN to your clients so they can use it to authorize your business to represent them. All employees associated to your business will have online access to these clients' tax information.

4. How do my clients authorize me to deal with the CRA for them?

Your individual clients should access My Account and enter the RepID to authorize an individual or an employee, or enter the Business Number (BN) to authorize all employees of a business. Clients can also authorize a representative by completing Form T1013, Authorizing or Cancelling a Representative, and sending it to their tax centre.
Your business clients should access My Business Account and enter the RepID to authorize an individual or an employee, or enter the Business Number (BN) to authorize all employees of a business. Clients can also authorize a representative by completing Form RC59, Business consent form, and sending it to their tax centre.

5. How do I associate my employees to my business?

Before you can associate employees to your business, they will need to register for an employee RepID through the "Register as a representative" link on the main menu page of Represent a Client.

Once you have your employees' RepIDs, log in to the service, select "Review and update" and then "Manage employees' access" and then "Associate employees" and complete the association using the RepIDs.

6. What is an administrator and can I name more than one?

An administrator will be useful in a large business with many employees. Associating employees and managing them for this service can be delegated so that the task does not have to be performed only by the business owner.

You can have a maximum of 100 junior administrators and 50 senior administrators.

7. What is the difference between a junior and a senior administrator?

The following table shows the functions that the different types of administrators can perform:

8. Can an employee be both an administrator and a representative?

Yes. An employee that you name as an administrator can also be authorized by clients to be their representative.

9. What is the difference between a junior and senior representative?

These roles differ in the functions they can perform in their capacity as employees of business. The introduction of a "junior representative" allows businesses to manage their employees access to clients' accounts. The difference between a junior and senior representative is evident when level 2 authorization, view and request changes, is granted to the business:
When a business is authorized by a client for level 2, view and request changes, a junior representative can perform only a view information function whereas a senior representative can perform both view and request changes functions.

Client has authorized the business (BN):

Representative	Level 1: (View Only)	Level 2: (View and request Changes)
junior representative	X
senior representative	X	X