How to Authorize KLCA CPA Professional Corporation for Level 2 CRA My Business Account Access

In order to best assist you with your CRA-related matters, we may require Level 2 Authorization on your CRA My Business Account. This access allows us to securely view and manage your tax information, submit filings, and correspond with CRA on your behalf.

Follow this simple step-by-step guide to authorize us online through your CRA My Business Account.

Step 1: Sign in to Your CRA My Business Account

1. Visit the CRA My Business Account login page:
   https://www.canada.ca/en/revenue-agency/services/e-services/e-services-businesses/business-account.html

2. Log in using:

   • Your CRA user ID and password
     OR

   • Sign-in Partner (using your bank login)

Tip: If you do not have a My Business Account yet, you will need to register for one. Please visit our website at klca.com, select “News”, then select “CRA My Business Account”.

Step 2: Navigate to “Authorized Representatives”

Once logged in:

1. From the main menu, select “Profile”.

2. Click on “Manage authorized representatives”.

3. Select “Authorize a representative”.

Step 3: Enter Our Firm’s Information

You will be prompted to fill in our details:

• Representative Type: Business

• Business Number (BN): 852030469

• Name of Business Representative: KLCA CPA Professional Corporation

Step 4: Select Authorization Level & Duration

1. Choose Level 2 Authorization.

   • This allows us to view and update your business tax information, submit returns, make requests, and correspond with CRA on your behalf.

2.      You can specify:

o    Start Date: Typically today’s date.

o    End Date: Leave blank for ongoing authorization

Step 5: Select Program Accounts

Select the accounts for which you wish to authorize us. Common examples include:

• RC (GST/HST)

• RP (Payroll)

• RT (Corporate Income Tax)

• RQ (Quebec Programs, if applicable)

• All accounts

Step 6: Review & Submit

Carefully review all the details you entered:

• Our business number and name.

• The level of authorization.

• Selected program accounts and duration.

Once everything looks correct, click Submit.

Step 7: Notify Us

Once you have completed the authorization, please notify our office so we can confirm receipt and begin working on your file:

• Phone: 905-820-8292

• Email: info@klca.com

• You can also notify the member of staff that is working directly with you on your corporation

Questions or Assistance?

If you have any questions or require assistance with this process, don’t hesitate to contact us! We’re happy to walk you through it or assist in any way.

KLCA CPA Professional Corporation