CRA Account Access
Already have a CRA account? Grant Marie access in five minutes. Need to register? Follow our step-by-step guide below.
Sound Advice™ — Insuring Your Financial Journey
Grant Marie access to view your MyCRA
You must already be registered for a CRA account. The fastest way to give authorization is online, using My Account — it takes about five minutes. You stay in control the whole time, and you can change or remove the authorization whenever you like.
Marie's RepID — enter this during authorization
TX6TF7N
Enter exactly as shown. Leave GroupID blank unless given one.
Authorized representative(s)
Representative information
Sign in to your CRA account
- Sign in to your CRA account
- On the "Welcome" page, select your Individual account to access My Account
Add an authorized representative
This is the CRA service that lets you name someone to act on your behalf.
- Select Profile from the left-side menu
- In the "Authorized representative(s)" section, select Add
- Read the "Before you begin" information and select Start
- Enter and confirm the required 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 level of access
You decide how much Marie can see and do — you can change it later.
- Allow access to information only (level 1) — Marie can access your personal tax information, assessments, and reassessments
- Allow access to information and to make certain account changes (level 2)
- Most clients choose level 1 (information only)
Review and confirm
A final check before the authorization goes live.
- Review the details, read and accept the terms, and submit
Prefer to provide information directly?
If you'd rather not authorize online, the CRA offers other ways to give authorization. You can provide Marie with any of the following so she can verify your income and contribution room:
- •A copy of your most recent Notice of Assessment (showing Line 15000 — net income before adjustments)
- •Your current RRSP deduction limit and TFSA contribution room (from your CRA account or latest NOA)
- •Representative to provide tax information — if Marie submits an authorization request in Represent a Client, you provide information from your notice of assessment, from a return processed at least six months ago, then confirm or deny the request in My Account under "Confirm pending authorizations"
- •Form AUT-01, Authorize a Representative for Offline Access — for offline access only (by phone, mail, fax, and in person). Note that this does not provide online access to your account information, and it must be sent to the appropriate CRA tax centre within six months of the date it is signed
Submitting Form AUT-01? You don't need to send it yourself — our office will fax it to the CRA for you.
- Drop it off at our office: 128 Wilson St W., Ancaster ON L9G 1N3
- Or scan and email it to marie.phillips@ipcsecurities.com
- Questions? Call 905-648-2425 x 215
How Marie gets her RepID
Marie is registered in the CRA's Represent a Client service, which assigns her the unique RepID shown above. Use that RepID wherever you are asked for it. If you have any trouble, call our office at 905-648-2425 ext. 215.
You can change or remove access anytime
Your representative's access remains until you or they cancel the access, or it expires if an expiry date was included in the authorization request. Leave the expiry date blank when you authorize if you'd like Marie to keep access until you cancel it. To change or remove it, go to the "Authorized representative(s)" section in My Account, select Marie, and view, modify, or delete her authorization.
Register for a CRA Account
Registering for a CRA account allows you to access and change your tax information with the CRA, and you only need to register one time to access your personal, business, and other accounts. Follow these steps to register.
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 (from your NOA)
Marie can confirm your reported income (Line 15000 on your Notice of Assessment / NOA) directly, so your RRSP and TFSA contribution room, income-tested benefits and credits, and your insurance and investment applications are built 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.
What you need to have ready
During registration, your session will expire after 18 minutes of inactivity, and your progress will not be saved. Gather what you need before you begin.
Your social insurance number (SIN)
If you don't have a SIN, the CRA also accepts a temporary tax number (TTN), an individual tax number (ITN), or a non-resident representative number (NRRN)
Your date of birth
As filed with the CRA
Amounts you reported on your most recent tax return
From your most recent, assessed income tax and benefit return, and your return from within the last 2 years. Use the amounts that you initially reported, even if your return was reassessed and the amounts have changed
At least 1 MFA option
To provide a passcode each time you sign in
Side note: signing in on your mobile device (optional)
You can use the document verification service to verify your identity without waiting for a CRA security code, giving you full and immediate access to your CRA account. Use a mobile device to take a real-time picture of yourself and an accepted government-issued photo identification document. To be eligible, you must be 16 years of age or older, have an accepted government-issued photo identification, and have a mobile device with a working camera. If you are not able to use this service, you can still verify your identity with a CRA security code, which the CRA mails within 10 business days to the physical address it has on file.
Accepted photo ID
- • Canadian driver's licence
- • Canadian permanent resident card
- • Secure Certificate of Indian Status (only those issued as of February 2019 are accepted)
- • Provincial or territorial photo ID card
- • Canadian passport
- • Australian passport
- • British passport
- • New Zealand passport
Not accepted
- • Provincial health cards
- • Documents that have been reported as lost or stolen
- • Expired or damaged documents
- • Photocopies of documents
- • Pictures of yourself that were not taken in real-time
Your registration path at a glance
Gather your documents
Choose a registration option
Enrol in MFA
Verify your identity
Full access
Three steps to register
Follow these in order — each builds on the last. Need the official CRA instructions? Visit the CRA registration page
Choose a registration option
The option you register with will be the option you use each time you sign in to your CRA account.
- Sign-In Partner — use your existing online banking sign-in
- CRA user ID and password — create a dedicated username and password
- Provincial partner — Alberta.ca Account or BC Services Card (your SIN is all you need)
- You cannot use GC Key to sign in to your CRA account
Enrol in multi-factor authentication (MFA)
Every time you sign in, you must enter a one-time passcode in addition to your password.
- If you are registering for the first time, you will be prompted to enrol in 2 MFA options to get your one-time passcode
- Third-party authentication app
- Passcode grid
- Phone
Verify your identity
As an extra security measure, you must verify your identity to complete your registration. This is done to ensure the safety of your tax information.
- Use the document verification service for full and immediate access — take a real-time picture of yourself and an accepted government-issued photo ID (see the side note above)
- Or wait for a CRA security code, which the CRA mails within 10 business days to the physical address it has on file
- Once your identity is verified, you will have full access to your CRA account
Choose how you'll sign in
The option you register with will be the option you use each time you sign in to your CRA account.
Sign-In Partner
You use the same banking sign-in information you use with other online financial accounts. You must already have an online account with one of the CRA's Sign-In Partners.
CRA User ID & Password
You create a username and password that you use with your CRA account.
Provincial Partner
If you already have an Alberta.ca Account or a BC Services Card, you can use them to immediately access your CRA account. You only need your SIN.
Limited vs. full access
You do not need to verify your identity to access the following services in My Account. After you complete your registration, you will have access to additional services such as applying for benefits and updating your personal information.
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
- All other My Account services
Once registered? Return to the "Already Have CRA Access?" section at the top of this page to grant Marie representative access using RepID TX6TF7N.
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.