Represent a Client How to get your Rep ID

Page 1 of 5
January 3, 2013
Represent a Client
How to get your Rep ID
_____________________________________________________________________________
H&R Block uses CRA’s Represent a Client system to ensure accurate preparation of
a client’s tax return and the highest of client service. This document provides
instructions on how to register for Rep ID with CRA. There are two ways to register
for Rep ID – through My Account or Represent a Client.
Register with CRA for Rep ID using Represent a Client feature
This feature allows individuals to see their own CRA account and any other accounts
for which they become representatives.
To apply for access, you will need the internet, your SIN, your latest Notice of
Assessment and some personal information.
For more information about the registration process:
http://www.cra-arc.gc.ca/esrvc-srvce/tx/psssrvcs/pss_fq/cnd-eng.html
Follow these steps to register:
1. Go to the CRA home page and choose Represent a Client:
© 2013, H&R Block Canada, Inc.
Represent a Client – Rep ID
Page 2 of 5
January 3, 2013
2. On the following screen you see the two options to log in: through a Sign-in
Partner Login or CRA Login. We strongly recommend that you use the
CRA Login. So, choose Register on the CRA Login side.
3. On the next screen you will need your access code from the Notice of
Assessment and your postal code
© 2013, H&R Block Canada, Inc.
Represent a Client – Rep ID
Page 3 of 5
January 3, 2013
To access the service anytime in the future, return to Represent a Client
NOTE 1: If you have never filed a Canadian tax return and do not have a Notice of
Assessment, you will not be able to use this service.
NOTE 2: If you had a Rep ID before, you should be aware that CRA will transition
to a single Rep ID and will not allow multiple ones. You should select the Rep ID
that you want to keep. See the screen bellow:
© 2013 H&R Block Canada, Inc.
Represent a Client – Rep ID
Page 4 of 5
January 3, 2013
Representative ID
When you have your CRA user ID and password, the next step is to register for a
Representative ID. A step by step explanation is also located on this page:
http://www.cra-arc.gc.ca/esrvc-srvce/tx/rprsnttvs/ttrl/rc-ttrll-2-eng.html
Once you have logged in on the CRA web site under Represent a Client and have
answered the security question complete the following steps:
1. Go to the Register and Yourself section on the menu page
2. On the next screen you will find “Terms and conditions of use”, review
these and select I agree
3. On the following screen select “clients of an accounting, tax preparation,
payroll or other business”
© 2013 H&R Block Canada, Inc.
Represent a Client – Rep ID
Page 5 of 5
January 3, 2013
4. Enter the information in the following screen. Select the “I am an
employee…” option.
a. Enter your full name
b. Enter the district you are working in by entering “HRB – name of
district
Leave all other fields blank
5. Click Continue
6. Confirm that the information you entered is correct, select “I agree”.
7. The next page contains your new Rep ID. Print the page for your records.
8. Provide the Rep ID to your district manager.
Once your Rep ID has been linked to the business by the district manager,
you will be able to assist clients by viewing their most recent tax related
information at CRA.
© 2013 H&R Block Canada, Inc.