Turbotax return status pending6/30/2023 For a request to be completed, you must provide all required information during the electronic authorization process, as well as scan and send a signed and dated certification page from your client. With an active RepID, you can log into Represent a Client to submit an electronic authorization request for your client’s approval or may have the option of providing the client’s tax information from the previous year. Representatives are able to send individual authorization requests electronically at their convenience. Individuals can go to My Account and enter your RepID to authorize you as an individual, a GroupID to authorize a group of representatives, or a business number (BN) to authorize all employees of a business. Note that Form AUT-01 will not give a representative access to taxpayer information in Represent a Client. The client will need to review, validate, and either approve or deny the request within 10 business days or it will be cancelled.īusiness owners can go to My Business Account and enter your RepID to authorize you as an individual, a GroupID to authorize a group of representatives, or a business number (BN) to authorize all employees of a business.īusiness owners can also authorize you as a representative for access to their tax information over the phone, by mail, by fax, or in person by completing Form AUT-01 Authorize a Representative for Offline Access, and sending it to their tax centre. For a request to be completed, you must provide all required information during the electronic authorization process, as well as scan and send a signed and dated certification page from your client. After the CRA receives the electronic authorization request and certification page, the request will appear in a pending status for the client to approve within My Business Account. With an active RepID, you can log into Represent a Client to send an electronic authorization request. Representatives are able to send business authorization requests electronically at their convenience. Since it is possible to grant different roles and accesses, some menus may slightly differ form one user to another.įor additional information, view the Represent a Client overview. This overview provides step-by-step instructions on how to use the features in Represent a Client. Is there an overview available for Represent a Client? Access individual or business information and servicesĪfter you are authorized you can access information and services on behalf of individuals, businesses or your employer.įor additional information, view our Frequently asked questions.Ĥ.Give your Business Number (BN), GroupID or RepID to individuals, businesses, or your employer so they can authorize you. Register your business (using your Business Number (BN)), yourself with this service and receive a representative identifier (RepID) or a group and receive a group identifier (GroupID). Create a CRA user ID and password or login with a Sign-in Partner.How do I register for Represent a Client? For more information see, Represent a Client – Non-resident representative.ģ. A non-resident representative living in the United States can use Represent a Client.an executor, power of attorney or legal guardian.an employee who does payroll /GST/corporate etc.An individual who is involved in the tax affairs of individuals and/or businesses, including the business you work for.Mary Payroll specialist of Payroll company.An employee of a business that provides tax or payroll services.An owner, partner, director, or officer of a business that provides tax or payroll services for clients.Examples include, but are not limited to: Represent a Client is a service that provides you with secure and controlled online access to both individual and business tax information.Īnyone who would like to access information and services on behalf of individuals and businesses.
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