How to Add a CRA Authorized Representative for Your Business Account

Adding an authorized representative to your Canada Revenue Agency (CRA) business account allows an accountant, bookkeeper, or another trusted individual to access and manage tax-related matters on your behalf. This process is essential for business owners who want to streamline tax filings, correspondence, and account management.

Why Add an Authorized Representative?

An authorized representative can:

• Manage tax filings and payments on your behalf

• Communicate with the CRA regarding tax inquiries

• Access and update business tax information

• Handle GST/HST, payroll, and corporate tax matters

Steps to Add an Authorized Representative

The fastest and most convenient method to authorize a representative is online through My Business Account.

Authorizing a Representative Online

Step 1: Log in to CRA My Business Account

• Visit CRA Account

• Sign in using your credentials or create an account if you don’t have one.

Step 2: Select your business account

If you do not see your business, follow the additional steps at the bottom.

Step 3: Navigate to Manage Authorized Representatives

• Navigate to the profile tab.

• Under the "Profile" tab, find "Authorized Representatives" section.

• Click on "Add".

Step 4: Enter the Representative’s Information

• Input the representative’s Business Number (BN) (for firms) or RepID (for individual accountants or bookkeepers).

• If you are authorizing ModernAxis, use the Business Number 717 023 022 and select Level 2.

If you are not able to find your business under on CRA online

Step 1:

• If you do not see your Business Number (BN) listed, you need to add it.

• Click on "Add account"

• Select Business account

• Choose "Add business number"

• If you are unable to add your own BN, you must call the CRA at 1-800-959-5525 and select option 2 to link your SIN with your BN. When you call, make to have your incorporation documents ready as you will be asked questions for security purposes.

Final Thoughts

Adding an authorized representative simplifies your tax responsibilities and ensures compliance with CRA regulations. Whether you're working with an accountant, bookkeeper, or tax advisor, granting access allows them to efficiently handle your tax matters.

If you need assistance managing your business taxes, ModernAxis can help! Our team can act as your authorized representative to ensure your tax filings and compliance are handled seamlessly. Contact us today for expert tax support.