CRA Personal Authorization  for KLCA

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

This guide provides a clear, step-by-step walkthrough on how to authorize a representative within your CRA MyAccount. Authorizing a representative allows a trusted individual or firm to securely access your tax information, communicate with the CRA on your behalf, and assist with tax filings or account inquiries.

If you are unsure of how to grant access, please follow our guide below with visuals to assist in authorizing a representative!

Step 1: Sign in to Your CRA MyAccount

Log in to your CRA MyAccount using your usual sign‑in method. If you don’t have an account, complete the CRA registration process first.

Step 2: Open the Profile Section

Once logged in, navigate to the “Profile” menu from your main dashboard. 

Step 3: Access Representative Options

Scroll to the section labeled “Authorized Representative(s)” and select the option to add a new representative. 

Step 4: Enter the Representative’s Business Number

1. Input the representative’s Business Number (BN). Click “Search” so the system can identify the representative. 

2. If you are authorizing KLCA as your representative, please see our business number below under Step 5. 

3. If you authorizing an individual as your representative you will need their RepID. Please see our website for obtaining a RepID 

https://www.klca.com/news/cra-repid

Step 5: Confirm the Representative

Select the representative from the search results and proceed by clicking “Next.” 

Step 6: Set Authorization Level

1. Select “Level 2” authorization, this allows your representative to view and update your tax information, submit filings, make certain requests, and correspond with CRA on your behalf

2. Select “Yes” for online access for your representative

3. Check the box “Does not expire” for ongoing authorization

Step 7: Review and Submit

Review all selections carefully, and then submit the authorization to finalize access!