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T1 Preparation Guide

Important steps to complete before we begin working on your tax return.

1Intro2CRA Auth3Office Address4Parking

How to Authorize a Representative

Via My Account CRA

  1. Log in to your My Account CRA: canada.ca/cra-login
  2. On the main page, select your Individual Account.
  3. In the menu, find and click Profile.
Go to CRA My Account

++ Add representative:

1

In the bottom section - Authorized representative(s), click +Add.

2

Read the instructions, click Start.

3

Step 1: Enter GroupID (enter the following details GR7QQ7) → click Search, then Next.

4

Step 2: Choose access level - All accounts - Level 2 - view + ability to act on your behalf.

5

Choose: grant online access (Yes).

6

Set date Does not expire → click Next.

7

Review the entered details → check the confirmation box → Submit.

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