Authorizing a representative – Overview
- Before you authorize a representative
- How to authorize a representative
- After you authorize your representative
- Cancel your representative
What is a representative?
As an individual, trust, or T5 filer, your tax information is confidential. The Canada Revenue Agency (CRA) needs your authorization to deal with another person who would act as your representative.
A representative is a person or business that you authorize to deal with the CRA for you. This person could be your spouse or common-law partner, other family member, friend, or accountant.
You don't need to authorize a representative if they're only doing your taxes.
Forms and publications
- My Account for Individuals
- Represent a Client
- Representatives for non-resident accounts
- CRA login services
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