Represent a Client

Represent a Client is a service that lets business owners share secure and controlled online access to their businesses tax-related information with designated individuals such as an accountant or an employee who performs payroll or tax-related activities.

To view a full list of the services available in Represent a Client, go to List of services for representatives of businesses or List of services for representatives of individuals.

Recently, we have made enhancements to Represent a Client that lets business owners grant privileges to employees such as:

  • give administrative rights to a group of employees who manage tax related or payroll duties (called Group ID)
  • authorize a designated individual to delete authorizations and to manage individual and business clients with 'view client' lists
  • submit business authorization requests

We are interested in your general feedback about Represent a Client, including any experiences you've had using the new features.

Please share any ideas you may have on features the CRA could add to make it easier for you to be supported by your representative or, if you are a representative, to support your clients.

Also let us know how we can raise awareness of these services.

If this is the first time you have heard of this service, we are interested in hearing what you think about it and whether or not you will consider trying it.

 

Final card: Feedback on the 2016 Serving You Better consultations

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Comments

Gendron's picture
Aug 16, 2016 - 18:42

The business authorization request could be improved by allowing an employee to select the employer's ID as the authorized party. The employee are generally the ones interacting with the client but, under the current process, they can only authorized themselves through the business authorization request.

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BrenTax's picture
BrenTax
Aug 30, 2016 - 12:29

This authorization needs to move to an online submission as the T1013.
The scanning and sending is a waste of time when efiling them would be so much quicker

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Donna's picture

While I appreciate this faster alternative to faxing or mailing the RC59, currently this process only provides me with access to the client's account, and not my firm, which still means I need to send in the RC59 to allow other employees from my company access. I agree that we need online submission of the RC59, same as the T1013.

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Hugh N FCPA FCA TEP's picture
Hugh N FCPA FCA TEP
Sep 9, 2016 - 16:48

I use the same login data for My Account, My Business Account and Represent a Client. There seems to be no compelling reason I should need to log in for each service separately. I really felt this when I prepared my and my wife's tax returns this year - I could not use AFR for both of us at the same time, as I must access her data through Rep a Client.

It seemed strange authorizing myself as my own representative, but that's what I had to do to use AFR in our coupled returns. I will admit to a chuckle as I signed off my acknowledgement that CRA may communicate with my representative without informing me...

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Hugh N FCPA FCA TEP's picture
Hugh N FCPA FCA TEP
Sep 9, 2016 - 16:49

The many comments on EFILE of RC59 like the T1013 (here and elsewhere) highlight a broader issue. As much as possible, make the systems work the same. When we need access to personal, corporate, GST and payroll accounts, a single, consistent system promotes efficiency. CRA departments need to communicate internally to deliver services in a consistent manner.

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Cathy G's picture
Sep 22, 2016 - 15:21

The RRSP section on the represent a client. Should indicate when an overpayment to RRSP'shas occurred. Currently at first glance it is difficult to determine whether there is room available when there are unused RRSP's contributed.

Thanks

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Cathy G's picture
Cathy G
Sep 22, 2016 - 15:26

I am happy to obtain client's T slips online however the universal child tax benefit slip should be located within the T slip section. Also it would be great if all slips could be viewed in one instance after selecting the appropriate tax year rather than having to review each type of T slip to see whether there is a T slip.

Thanks

Thanks

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Hugh N FCPA FCA TEP's picture
Hugh N FCPA FCA TEP
Sep 23, 2016 - 12:32

While I suspect it would take considerable reprogramming, I agree that this would be a lot more useful if we selected "2015" and were presented with a listing of slips which were relevant, rather than "now choose between these 10 different slips". If, instead, we then received a screen indicating:

"T4 Slips (2)"
"T4A Slips (NONE)"
"T5 Slips (5)"
etc.

And could then click through to access a list of any specific slips, that would be a lot easier to work with. Having all the slips under one banner would also be helpful, although maybe it is not worth reprograming for the UCCB at this stage, 2016 being the final year of that program.

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Shawn's picture
Oct 9, 2016 - 21:26

I second this feature, will be highly beneficial

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