ARTICLE · 20 JANUARY 2017

Changes To CRA Online Access To Business Client's Tax Information

Rotfleisch & Samulovitch P.C.

Explore more from Rotfleisch & Samulovitch P.C.

A scanned copy of the executed authorization must then be sent to the CRA using its submit documents feature.

CanadaTax

David Rotfleisch

Author LinkedIn connections

The Canada Revenue Agency has advised tax professionals including tax accountants and Canadian tax lawyers that if they wish to have online access to a business client's tax information after May 15, 2017 they will have to complete the authorization request in the Represent a Client section of the CRA web site.

Tax firms will have to log into Represent a Client and select "Review and update" from the Welcome page of the CRA web site. They should then choose "Authorization request" at the bottom of the "Manage clients" tab and follow the online instructions. Once the request is complete, tax professionals will be required to print the signature page for their client to sign. A scanned copy of the executed authorization must then be sent to the CRA using its submit documents feature.

We operate a free-to-view policy, asking only that you register in order to read all of our content. Please login or register to view the rest of this article.

Register for freeORLog in

Related Articles

Do First Nations People Pay Taxes? Understanding The Section 87 Indian Act Tax Exemption

Rotfleisch & Samulovitch P.C.

Cryptocurrency Held Through A Bare Trustee: Tax Treatment And The 2026 Reporting Obligations

Rotfleisch & Samulovitch P.C.

Estate Planning For Founders: What To Put In Place At Each Stage Of Growth

Alternative Minimum Tax: An Essential Part Of Your Financial Planning

Canada’s New Alternative Minimum Tax Regime: The Hidden Tax On The Equity Investment For Individual Taxpayers, High-Net-Worth

Rotfleisch & Samulovitch P.C.

Legal Intelligence Newsletters: sign up for the latest legal and regulatory news on your chosen topics

Read more about

Tax
- Tax Authorities

Related Comparative Guides

Comparative Guide

Tax

Comparative Guide

Tax Disputes

See more popular content from

Tax

CRA Requirement For Information And Compliance Orders: Why A New Appeals Court Decision Means You Can’t Stall Audits In Canada

If the CRA has served you or your accounting firm with a CRA requirement for information, and you are wondering whether you can refuse it, delay it, or fight it later, the Federal Court of Appeal has now answered that question.

Rotfleisch & Samulovitch P.C.

CRA Releases Updated CRS Guidance: CRS 2.0 And Other Matters

On July 2, 2026, the Canada Revenue Agency (CRA) published its updated Guidance on the Common Reporting Standard (Updated CRS Guidance).

Borden Ladner Gervais LLP

The GST/HST New Housing Rebate In 2026: A Complete Guide To Eligibility, Ontario's Enhanced Rebate, And How To Avoid Case Law Traps

If you have signed, or are about to sign, an agreement to buy a newly built home in Ontario, the HST you recover could be anything from nothing to $130,000. The difference usually comes down to a signing date, a price threshold, or whose name is on the purchase agreement, and not to whether you are buying your first home.

Rotfleisch & Samulovitch P.C.

Approved: $8.7M CRA Data Breach Settlement – How Affected Canadians Can Claim $80, $200, And Up To $5,000 For Verified Claims

The Federal Court has approved an $8.7 million class action settlement in Sweet v. His Majesty the King (2026 FC 590), resolving claims from the 2020 credential-stuffing cyberattacks on Government of Canada online accounts accessed via GCKey, including CRA My Account.

Rotfleisch & Samulovitch P.C.

When Is GST/HST Payable On Vehicle Sales? Guidance From A Canadian Tax Lawyer

When a specified motor vehicle is acquired through a private sale (for instance, from an individual who is not registered for GST/HST purposes), the transaction is generally not subject to GST/HST.

Rotfleisch & Samulovitch P.C.

The GST/HST New Housing Rebate: A Complete Guide To Eligibility, Amounts, And How To Avoid Case Law Traps

The GST/HST New Housing Rebate lets a purchaser recover part of the GST/HST paid on a newly built or substantially renovated home used as a primary residence.

Rotfleisch & Samulovitch P.C.

Understanding Canada’s new "Productivity Mega Deduction": Broad-based, immediate, and permanent expensing

Canada's new Productivity Mega Deduction promises to slash the marginal effective tax rate on business investment to just 6.4%, positioning the country as the most competitive G7 nation for capital deployment. This permanent tax incentive extends immediate expensing to roughly 65% of capital assets, fundamentally reshaping the economics of investing in Canadian operations across manufacturing, energy, technology, and resource sectors.

CRA To Prioritize Advance Ruling Requests For Large Investments

The Canada Revenue Agency has announced a new priority system for advance income tax ruling requests, targeting investments of at least $1 billion in Canada. This initiative aims to accelerate the tax certainty process for major investors by reducing processing times and providing binding guidance on how specific Income Tax Act provisions apply to proposed transactions.

Osler, Hoskin & Harcourt LLP

Advance Income Tax Ruling Requests For “major Investments” In Canada To Take Priority

The Canada Revenue Agency has announced a new policy to prioritize advance income tax ruling requests for investments of $1 billion or more in Canada. This initiative aims to provide greater tax certainty and reduce risks for major investors, potentially accelerating large-scale project development and strengthening Canada's economic competitiveness. However, questions remain about implementation timelines and potential impacts on smaller ruling requests.

Update: Bare Trust Reporting Rules For 2026

The federal government has finalized revised reporting rules for bare trusts, significantly narrowing the original requirements. While bare trusts are generally exempt from filing for 2023-2025, certain arrangements involving separated legal and beneficial ownership will face new filing obligations starting with the 2026 taxation year, with specific exemptions for family trusts, joint ownership arrangements, and principal residences.

Fogler, Rubinoff LLP