New Rules for Authorization

As of July 2025, CRA has changed the way I can access your account for information. I have a service called Represent a Client, which I use to access your account, but the authorization has to come from you. I access your account for a few reasons; to find missing slips, to review notices or letters and to change your past returns. To make this process easy, please register for CRA MY ACCOUNT before booking an appointment with me. If you have My Account you can see tax slips, you can change your banking, address and marital status, you can get a notice of assessment and see any electronic mail from CRA. You can authorize me too. THIS IS VERY IMPORTANT. Without authorization your income tax preparation can be delayed.

Register at

https://www.canada.ca/en/revenue-agency/services/e-services/cra-login-services.html