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CRA's New Account Authorization Process
CRA's New Account Authorization Process
Effective July 15, 2025
Effective July 15, 2025
Click the arrow on the right for details.
The ability for representatives to submit account authorization requests via their tax software, which gave us instant access to our clients' accounts, was eliminated by the Canada Revenue Agency (CRA) on July 15, 2025. Three alternatives for authorization are left:
OPTION 1
You provide me with a notice of assessment or notice of reassessment that's at least six months old.
I provide the required information from the document when I submit my authorization request to the CRA.
You sign the CRA's certification page I send to you before I submit it to the CRA. Your signature must be drawn with your finger on your device's screen to be valid.
I submit the signed certification page to the CRA.
While authorization requests are usually processed promptly, the processing times may vary.
OPTION 2
Log into your CRA My Account to authorize me as your representative. These are the details you must enter:
Rep Name: Joseph Grill
Rep ID: NM5GN82
Authorization Level: 2
Authorization: All Years, no expiry date.
Please notify me via email or text at 403-560-5168 immediately after authorizing me as your representative.
OPTION 3
If you have trouble logging in or do not have access to your My Account, call the CRA at 1-800-959-8281 and request that an agent authorize me as your representative. You will need to provide the agent with the following details:
Rep Name: Joseph Grill
Rep ID: NM5GN82
Authorization Level: 2
Authorization: All Years, no expiry date.
Please notify me via email or text at 403-560-5168 immediately after authorizing me as your representative.
Understanding the latest tax regulations and deductions can be challenging for many people.
Understanding the latest tax regulations and deductions can be challenging for many people.
Most individuals find it frustrating to understand the complex tax terms and calculations.
With my qualifications as a tax preparer, I offer professional tax services to individuals, couples, low-income earners, and seniors. I electronically file eligible tax returns promptly and accurately using the Canada Revenue Agency's online system, including late or multi-year submissions.
I provide discounts to seniors.
I offer reduced rates for couples who file jointly.
I provide discounts to low-income earners based on their income levels.
Returning customers are eligible for loyalty rewards as an additional benefit.
During tax season and beyond, many people encounter substantial stress and confusion while managing deadlines, errors, and deductions. Allow me to manage your tax preparation, ensuring the accuracy and completeness of your tax return through meticulous handling of your paperwork and calculations.
Feel free to contact me directly if you have any questions or would like to schedule an appointment; I'm here to help you promptly. I am dedicated to prioritizing your tax needs and helping you with them.
For your convenience, I provide document translation services in both French and English.
How It Works
How It Works
Complete the tax information questionnaire (link below).
Sign the service agreement (link below). Your signature on the service agreement must be drawn with your finger on your device's screen to be valid. Please use the draw function, not the type function.
New clients after July 15, 2025: Use one of the three remaining alternatives below to authorize me as a representative on your account.
Provide a notice of assessment or notice of reassessment that's at least six months old so I can complete the authorization request via the CRA portal.
Log into your CRA My Account to authorize me as your representative.
Call the CRA at 1-800-959-8281 and request that an agent authorize me as your representative.
Upload any tax documents you may have using this secure link. https://www.dropbox.com/request/lHhtA2VXYpqImZnrmiMV
I prepare your tax return using the information you provide, your CRA account details, and the latest tax regulations.
After payment, you can review your entire income tax return by clicking on the link provided. You will also receive the filing authorization link via email.
Before you sign the filing authorization, make sure to thoroughly check your tax return details and request any necessary changes. Your signature on the service agreement must be drawn with your finger on your device's screen to be valid. Please use the draw function, not the type function.
After you sign the authorization, I electronically submit your tax return to the CRA. Once your tax return is submitted, you will receive an email with a link to access the filing confirmation and notice of assessment.
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