Help with Represent a Client online mail for registered electronic filers
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Manage online mail
Select “Manage online mail” from the “Review and update” page. Click “Continue” from the "Manage online mail" page.
Manage online mail – Step 1 of 5
Enter the EFILE number(s) that you would like to be receiving electronic notifications and click “Continue”.
Note
Manage online mail – Step 2 of 5
Confirm the EFILE number(s) and names associated with the EFILE number(s) and click “Continue” if everything is correct.
Manage online mail – Step 3 of 5
Enter the email address where you would like the electronic notification to be sent and select the preferred language of the notification. Then click “Continue”.
Note
Manage online mail – Step 4 of 5
Confirm the email address and the preferred language selected. Agree to the terms and conditions of use.
Manage online mail – Step 5 of 5
Confirmation page is displayed with a summary of the registration. After you complete your registration, the CRA will send a confirmation to the email address provided.
View and update email preferences
Select “View and update email preferences” from “Manage online mail” page.
View and update email preferences – Step 1 of 3
Enter the new email address where you would like the electronic notification to be sent and select the preferred language of the notification. Then click “Continue”.
Note
The system will default to the existing email address associated to the representatives’ account. To enter and associate a new email address, select the “provide a new email address” radio button and enter your new email address in the applicable field.
View and update email preferences – Step 2 of 3
Confirm the email address and the preferred language selected. Agree to the terms and conditions of use.
View and update email preferences – Step 3 of 3
Confirmation page is displayed with a summary of the registration. After you complete your registration, the CRA will send a confirmation to the newly added email address.
View and update link to EFILE number(s)
Select “View and update link to EFILE number(s)” from the "Manage online mail" page.
View and update EFILE number(s) – Adding
Select “Add EFILE number(s)” from the “View and update link to EFILE number(s)” page.
Add EFILE number(s) – Step 1 of 3
Enter the EFILE number(s) that you would like to be receiving electronic notifications and click “Continue”.
Note
Add EFILE number(s) – Step 2 of 3
Confirm the EFILE number(s) and names associated with the EFILE number(s) and click “Continue” if everything is correct.
Add EFILE number(s) – Step 3 of 3
Confirmation page is displayed with the EFILE number(s) and name(s) now registered for electronic notification.
View and update EFILE number(s) – Removing
Select “Remove EFILE number(s)” from the “View and update link to EFILE number(s)” page.
Remove EFILE number(s) – Step 1 of 3
Select the EFILE number(s) that you would no longer like to be receiving electronic notifications and click “Continue”.
Note
Remove EFILE number(s) – Step 2 of 3
Confirm the EFILE number(s) and name to be removed. Agree to the terms and conditions of use.
Remove EFILE number(s) – Step 3 of 3
Confirmation page is displayed with the EFILE number(s) and name that is no longer registered for electronic notification.
Note
Cancel registration for online mail
Select “Cancel registration for online mail” from the “Manage online mail” page.
Cancel registration for online mail – Step 1 of 2
Agree to no longer receiving correspondence items online.
Cancel registration for online mail – Step 2 of 2
Confirmation page is displayed with correspondence items that you will no longer receive online.
Note
EFILE Mail
Select "Mail" from the Represent a Client navigation bar on the left.
Click the EFILE number for the correspondence items you would like to view. This will navigate you to the Mail (correspondence) page with a list of correspondence items available to view online.
Note
If you have removed an EFILE number from online mail, the EFILE number will no longer appear on the Mail page. To re-instate online viewing of online mail, you can re-register the EFILE number using "Manage online mail" found on your Review and update page.
Mail is a tool within the Canada Revenue Agency (CRA) Represent a Client online service. It lets you review certain correspondence items from the CRA for the EFILE number you selected.
The information here will help you understand what you can do in Mail.
If you need more information or help with Mail, contact the CRA.
Note
Only eligible correspondence items issued to you electronically will be available in Mail.
EFILE number
The EFILE number field will allow you to switch between your authorized EFILE ID’s from within the mail page. By selecting an EFILE number from the dropdown list, the mail page for the selected EFILE will present automatically.
Preferences
Preview pane
The preview pane is defaulted to the right side of the mail page. The preferences button will allow you to change where correspondence items are displayed: right, left, top, or bottom.
Note
The preview pane is blank if you don’t select an item.
Message grouping
Mail items are defaulted to be grouped with the same topic, if the mail list contains audit enquires. If there are no audit enquiries, message grouping option is greyed out.
To choose how mail messages are organized, you can click the preferences button and select "Show mail items individually".
Archive
The Archived tab lets you separate correspondence items from the Mail tab. Within the archived tab you can view, sort, and filter correspondence items.
By selecting the archive icon in the mail tab, the correspondence item will be placed into the archived tab. Archived items can be moved back to the mail tab by selecting the icon with an arrow pointing left.
Flag
The flag icon next to each correspondence item lets you flag important correspondence. Flagged items will turn red. You can remove a flagged item at any time.
Search
By selecting the search icon, you can search within your correspondence list by using numbers, letters, or characters.
Filter your correspondence
You can refine your correspondence list by using the filter options.
Correspondence type
Only certain correspondence the CRA sends you will show in Mail. To see a specific correspondence on the mail page, you can choose one of these options from the drop-down list:
- Preassessment review letters
- Processing review letters
Date range
The date range filter lets you view correspondence the CRA sent you within a specific time period.
Taxpayer name
The Taxpayer name filter displays the taxpayer name, starting with the last name and then the first name.
Note
To remove a filter, use the "X" button next to the name of the filter. To clear all filters at once, use the "Clear filters" button.
Sort your correspondence
The most recent correspondence will always appear at the top of the list.
Date
The date field shows the date the CRA sent the correspondence to you. You can arrange your correspondence from newest to oldest or oldest to newest by selecting the "Date" sort option.
Status
To arrange your correspondence by status, select one of these options:
- Unread
- Read
Subject
If you have not read an item yet, the subject of the correspondence will be in bold. If you have read the item before, the subject will be in regular type.
Taxpayer name
The Taxpayer name column shows the taxpayer name, starting with the last name and then the first name.
Account number
The Account number column shows the taxpayer’s account number. Only the last three digits of a social insurance number will be displayed.
Reset filters and sort options
To reset all filters and sort options, refresh the page.
Note
If you want to view a correspondence later, without having to sign in to My Business Account, you can save it to your computer.
View, print, and save
Select the correspondence item you want to view, print, or save by clicking on an item in the correspondence list.
Portable document format (PDF)
The "PDF" button on the preview pane lets you download a correspondence item in a printer-friendly format.
Print or save
The "Print/Save" button lets you print the screen you are currently viewing.
Open
The "Open" button lets you view the full correspondence.
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