How to Register for CRA My Account and Authorize Your Accountant (Level 2 Access)

Follow these steps to authorize your accountant quickly:

1. Log in to your CRA account.

2. Go to the top right-hand corner and click on “Profile.”

3. Choose “Add or Authorize a Representative.”

4. Enter this Business Number (BN): 999999999

5. Set Authorization Level to “Level 2.”

6. Leave the expiration date blank (no expiry).

7. Click “OK.”

This gives your accountant full access (Level 2) to help manage your tax matters without time restrictions.

Step-by-Step: Creating Your CRA My Account for Individuals

Before you can authorize anyone, you need to have a CRA My Account. Here’s how to set it up:

1. Go to the CRA Website

Visit:Create  CRA My Account 

Click “CRA My Account” and choose the “Sign-In Partner” or “CRA Login” option.

• Sign-In Partner: Lets you log in using your bank login (BMO, RBC, TD, etc.)

• CRA Login: Requires creating a CRA user ID and password

2. Verify Your Identity

You’ll need:

• Social Insurance Number (SIN)

• Date of birth

• Current postal code

• Info from a prior tax return (Line 15000 from last year’s return)

After you input your details, CRA will mail you a security code within 5-10 business days.

3. Enter Your Security Code

Once your letter arrives, log back in and enter the code to activate full access.

How to Add a Business to Your Account (If Applicable)

If you’re a sole proprietor or want to manage business taxes through CRA:

1. Link Your Business Number (BN)

• After logging in, click “Profile” again.

• Choose “Manage Business Authorization” or “Add a Business Number”.

• Enter your 9-digit BN (Business Number).

If your business is already linked to your SIN, it should appear automatically.

Levels of Authorization Explained

When authorizing a representative, CRA gives you two access options:

• Level 1: View-only access. Can see tax info but cannot act on your behalf.

• Level 2 (Recommended): Full access. Your representative can:

  • View and update personal/business info

  • File returns

  • Make account changes

  • Submit documents

For accountants or tax professionals, always choose Level 2 to avoid delays.

Final Note

Authorizing your accountant properly ensures they can handle tax filings, audits, and correspondence with CRA. Double-check that you’ve entered the correct Business Number and selected Level 2 access.

Need help or hit a roadblock? CRA’s support line is 1-800-959-8281.

Want to connect with us for your accounting needs?

 Let’s Talk

Want to make sure your business or personal taxes are set up properly?

 Book a consultation
 Call us: 647-825-4243
 Email: tax.nehal@gmail.com
 Visit: https://www.tax4less.ca

We’ll help you adjust, stay compliant, and get the most out of this tax break.