Optional: If you haven’t registered for a My Business Account with the CRA
- Go to: https://www.canada.ca/en/revenue-agency/services/e-services/e-services-businesses/business-account.html
- Under “Option 2”, click the link “CRA register” located beside the “CRA login” button
- Follow the steps to complete the registration
Authorizing Cycle CPA to represent your business with the CRA
- Go to: https://www.canada.ca/en/revenue-agency/services/e-services/e-services-businesses/business-account.html
- Scroll down and click on either “Sign-In Partner Login / Register” or “CRA Login”
- We recommend using the “CRA Login” option as not all Sign-in Partners work all of the time
- Complete the login process that you selected in the previous step
- When you get to the “Overview” page, click “Profile” in the top right of the page
- Scroll down and look for “Authorized representatives”. Click “Manage authorized representatives”
- Click “Authorize a representative”
- Enter “794964205” and press next
- Select level 3 under “Level of authorization for this representative” or level 2 if it’s not available
- Leave “Expiry date” empty
- Click the box beside “All accounts” under “Accounts this representative will be authorized to access”
- Press next
- Click the box under “Confirmation” and then press “Submit”
- You will then see a page confirming the details of the authorization you have granted. This can be revoked at any time through the My Business Account portal