Registering for a CRA Account
A clear, step-by-step walkthrough to register for your Canada Revenue Agency account and grant your advisor access — so we can serve you better.
Sound Advice™ — Insuring Your Financial Journey
Why grant your advisor access?
When you authorize Marie Phillips as your representative on your CRA account, she can view the information needed to give you complete, well-rounded financial advice — saving you time and avoiding guesswork.
Accurate income verification
Marie can confirm your reported income and notice of assessment directly, so account applications, loan documentation, and coverage amounts are based on verified figures — not estimates or paper chasing.
Up-to-date contribution room
She can review your current RRSP deduction limit and TFSA contribution room, helping you maximize registered savings and avoid costly over-contribution penalties.
Faster, cleaner applications
With tax-return status and assessments on hand, Marie can complete paperwork, insurance applications, and investment documentation more quickly — and flag anything that needs your attention sooner.
You stay in control
Representative access is consent-based and revocable. You choose the level of access, and you can adjust or withdraw it at any time through your CRA account.
In short: granting Marie representative access means your wealth and insurance planning is built on your real numbers — so recommendations fit your actual situation, not a best guess. If you're ready, follow the steps below to register, then authorize her as a representative.
Gather these documents
Have everything ready before you start — it streamlines registration and reduces errors.
Social Insurance Number (SIN)
Your 9-digit SIN
Date of birth
As filed with the CRA
Reported income amount
From your most recent assessed tax return (last 2 years)
For faster access, also have ready:
Mobile device with camera
Working camera required
One photo ID
Canadian driver's licence OR provincial/territorial photo ID card
Your registration path at a glance
Step 1
Gather documents
Step 2
Pick sign-in
Step 3
Verify identity
Step 4
Set up MFA
Step 5
Full access
Five steps to register
Follow these in order — each builds on the last.
Gather your documents
Have everything ready before you begin — it streamlines the process and reduces errors.
- Your Social Insurance Number (SIN)
- Your date of birth
- The income amount you reported on your most recent assessed tax return (filed and assessed within the last 2 years)
- Use the amounts you originally reported, even if later reassessed
Choose your sign-in option
The option you register with is the one you'll use every time you sign in.
- Sign-In Partner — use your existing online banking credentials (you must already have an account with a partner)
- CRA user ID and password — create a dedicated username and password
- Provincial partner — use a BC Services Card or Alberta.ca Account for immediate access
Verify your identity
Confirm who you are to unlock your CRA account.
- Choose an identity-verification option
- For My Account: you can get limited access before completing full verification
Enrol in multi-factor authentication (MFA)
CRA adds a one-time passcode on top of your password for stronger security.
- Choose how to receive your one-time passcode (passcode grid, SMS, or authenticator app)
- You'll enter this code each time you sign in
Complete identity verification
Finish the verification option you chose in Step 4 to unlock full account access.
- Complete the verification step you selected
- Once verified, full services become available — apply for benefits, update personal info, and more
Choose how you'll sign in
The option you pick at registration is the one you'll use every time you sign in.
Sign-In Partner
Use the same sign-in info you use for online banking. You must already have an online account with a participating Sign-In Partner.
CRA User ID & Password
Create a username and password specifically for your CRA account.
Provincial Partner
If you have a BC Services Card or an Alberta.ca Account, use it to access your CRA account immediately.
Limited vs. full access
You can start with limited access and unlock full services once verification is complete.
Limited access
- View the status of your tax return
- View RRSP deduction limit and TFSA contribution room
- View notice of assessment or reassessment
- Request a remittance voucher
- Pay by pre-authorized debit (create new agreement)
- Change notification preferences
Full access
- Apply for benefits
- Update your personal information
- Full My Account services
Grant Marie access to view your MyCRA
Once your CRA account is set up, authorize Marie Phillips as a representative so she can securely view your tax information and advise you on your real numbers. It takes about five minutes — and you stay in control the whole time.
Go to MyCRA to beginSign in to My Account
Use the same sign-in method you set up during registration.
- Go to canada.ca and sign in to My Account with your CRA user ID and password, or your Sign-In Partner
Open 'Authorize my representative'
This is the CRA service that lets you name someone to act on your behalf.
- From the My Account homepage, go to Profile
- Select 'Authorize my representative' (under Personal information)
Enter Marie's RepID
The RepID links your authorization to Marie specifically.
- In the Representative information section, enter Marie Phillips' RepID: TX6TF7N
- Leave the GroupID field blank unless our office has given you one
Choose your access level
You decide how much Marie can see and do.
- Level 1 — View: Marie can see your tax information (balances, RRSP/TFSA room, notices of assessment)
- Level 2 — Adjust: also lets Marie make changes and submit forms on your behalf
- Most clients choose Level 1 (view only) — you can upgrade later if needed
Select the tax years
Choose how far back the authorization reaches.
- Pick the tax years you want to authorize (current and prior years)
- You can authorize all years if you'd like Marie to see your full history
Review and confirm
A final check before the authorization goes live.
- Review the details, read and accept the terms, and submit
- You'll see a confirmation — Marie is now authorized and can view your information in her Represent a Client portal
How Marie gets her RepID
Marie is registered in the CRA's Represent a Client service, which assigns her a unique RepID: TX6TF7N. Enter this exactly as shown during authorization. If you have any trouble, call our office at 905-648-2425 ext. 215.
You can revoke access anytime
Representative access is never permanent. To change or remove it, return to "Authorize my representative" in My Account and update or delete the authorization — the change takes effect immediately.
Prefer a paper form? You can also authorize Marie using CRA Form AUT-01 (Authorize/Cancel a Representative). Download it from canada.ca , complete and sign it, and send it to our office — we'll submit it to the CRA on your behalf.
Have more questions?
These Canada.ca pages are the authoritative source for registration, sign-in, and account help.
Register for a CRA account
The official Canada.ca registration page with full step-by-step instructions.
canada.caHelp with using your CRA account
How to register, manage, and update your information, and use multi-factor authentication (MFA).
canada.caAbout your CRA account
Sign-in options, availability, and privacy commitments.
canada.caNeed help getting set up?
Our team can walk you through registration and granting advisor access.
Now that's Sound Advice™
Next Steps Planning Inc. (NSP INC) is an insurance agency and an approved Outside Business Activity (OBA) of Marie Phillips. Insurance products and services are offered through Next Steps Planning Inc. and are separate and distinct from investment products and services offered through IPC Securities Corporation. IPC Securities Corporation does not provide, supervise, or endorse insurance products or services offered through Next Steps Planning Inc.