The Canada Revenue Agency (CRA) implemented #Confirm my Representative, # a two-step verification process for authorizing a representative via Represent a Client. In October 2022, this process will also apply to authorization requests submitted through the Business Consent Service in certified tax software (EFILE). The Business Consent Service is used to request access to business client information only.
In the new process, after the representative submits an authorization request through certified tax software, the request will go into a 'pending' state. The request will not be activated until the business owner or their delegate logs into My Business Account and clicks on the "confirm pending authorizations" button in the Authorized Representatives section.
Cients will be able to confirm who is able to access their tax information by using the Confirm my Representative service in My Business Account.
Once your client has registered for My Business Account, they will have to enable email notifications to be notified each time a new representative requests access. Once they receive a request, they can confirm or deny access in My Business Account.
Authorization requests submitted through the Business Consent Service in EFILE software will be marked as pending for ten business days. If the owner or their delegate doesn't confirm it within this timeframe, the request will be cancelled, and a new one will need to be submitted.
This process of confirming the authorization of a representative will be a one-time action for most business owners.
This only applies to new authorization requests, including those from a currently authorized representative if they choose to submit a new request.
In some exceptional cases, the CRA may still contact a business owner by telephone to verify a representative's authorization..
Steps for clients to take:
#Make sure your clients are aware that they must register for My Business Account and enable email notifications before you submit your authorization request.
#Business owners who are already registered for My Account do not have to register again for My Business Account. They can sign in to My Business Account using their CRA user ID and password.
#If they don't have a CRA user ID and password, they'll need to create one and for this, they'll need their:
1.Social insurance number
2.Date of birth
3.Current postal or zip code
4.Personal income tax returns from the current and previous year
Once client has signed up for My Business Account, they will need to add their business number to their account. The business owner will only be allowed to do this if their name and social insurance number matches the information the CRA has on file for the business. If they get an error message at this step, they will need to contact the CRA to update their records.