About Represent a Client

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Represent a Client (RAC) gives authorized representatives secure, quick, and easy online access to tax-related information for the individuals, businesses and trusts they represent. Transactions in Represent a Client are processed immediately, and information is up-to-the-minute.

On this page

• Who can use Represent a Client
• Sign-in options
• RAC identifiers to gain authorization
• Services in Represent a Client
• Sign-in services availability
• What's new
• Resources

Who can use Represent a Client

A representative can be anyone who would like to access information and services on behalf of individuals, businesses, and trusts. Examples include, but are not limited to:

• An individual who is involved in the tax affairs of individuals, businesses, or trusts, including:
  • A friend or family member
  • An executor, power of attorney or legal guardian
  • An employee who does payroll/GST/corporate etc. for their employer
  • A bookkeeper
  • A public trustee
  • A lawyer
  • A financial planner
• An owner or employee of a business that provides tax or payroll services for clients
• A non-resident representative living in the United States

Responsibilities of authorized representatives

A client is anyone who authorizes you to be their representative, including:

• A family member or friend
• A business
• Your employer

Sign-in options

There are 2 options for signing in:

Sign in to Represent a Client

RAC identifiers to gain authorization

There are 3 different RAC identifiers you can use to gain authorization and access to someone else's information:

RepID

Everyone who registers with Represent a Client will receive a Rep ID.

Share this with your clients, family or friends to authorize you as their representative. You can also give your RepID to your employer to gain access to their clients' information.

If you lose your RepID

If you lose or forget your RepID, you do not need to register for another one. To view your RepID:

1. Sign in to Represent a Client
2. Select Review and update
3. Select View and update my registration information

Business number (BN)

Register your business with Represent a Client to manage the access of employees to your client's information. Clients can authorize a business as an authorized representative, and only the employees associated to the business can access client information.

For help with setting up your business to use Represent a Client and associating employees to your business, go to: Manage how your business uses Represent a Client

GroupID

Any representative can sign in to Represent a Client and create a group that will be identified by a unique GroupID. Any representative associated to the GroupID will have online access to the tax information of taxpayers that have authorized the GroupID.

For more information, go to: Create and manage a GroupID in Represent a Client

Learn more about how to request authorization.

Services in Represent a Client

The services in Represent a Client that are available to a representative are different depending on whether you are representing an individual, a business, or a trust.

You can access client information from the main menu, by entering your client's SIN, business number or trust number in the appropriate field.

Individuals: Services for representatives

Businesses: Services for representatives

Trusts: Services for representatives

Sign-in services availability

Access your sign-in service during our available hours of service. If you are having difficulty, you might need to update your browser.

Hours of service

Browser requirements

What's new

Improved CRA sign-in service webpages

The CRA has introduced a new look and feel for the My Account, My Business Account, and Represent a Client sign-in, registration, and help pages on Canada.ca. The improved webpages make it easier for you to find the information you need.

New look and feel

Represent a Client has been updated with a new look and feel. It has been redesigned to make it easier for representatives to securely access tax and benefit information online on behalf of their clients.

Authorization changes

In an effort to uphold CRA security measures, the ability to add, remove, or modify authorizations for a Level 3 representative or trustee in My Trust Account and in Represent a Client has been removed, with the exception of trustees of Bare Trusts.

Document verification service

The document verification service is an alternative identity validation option that allows Canadians to register for and access the CRA sign-in services in real-time. Canadians choosing this option no longer need to wait up to 10 business days to receive a CRA security code by paper mail. The process requires a mobile device to take a picture of the user’s government-issued photo identification and of themselves to verify their identity. To use this service you must:

• Be 16 years of age or older
• Have an accepted government-issued photo identification
• Have a mobile device with a working camera

The following original government-issued documents are accepted:

• Canadian passport
• Canadian driver's license
• Provincial or territorial photo ID card

Resources

Help with using Represent a Client