Authorize Cycle CPA as a CRA representative for My Account for Individuals (personal)

Optional: If you haven’t registered for a My Personal Account with the CRA

  1. Go to: https://www.canada.ca/en/revenue-agency/services/e-services/e-services-individuals/account-individuals.html
  2. Under “Option 2”, click the link “CRA register” located beside the “CRA login” button
  3. Follow the steps to complete the registration

Authorizing Cycle CPA to represent you with the CRA

  1. Go to: https://www.canada.ca/en/revenue-agency/services/e-services/e-services-individuals/account-individuals.html
  2. Scroll down and click on either “Sign-In Partner Login / Register” or “CRA Login”
  3. We recommend using the “CRA Login” option as not all Sign-in Partners work all of the time
  4. Complete the login process that you selected in the previous step
  5. Scroll down and look for the section “Related services”
  6. Click “Authorized a representative(s)”
  7. Click “Authorize new representative”
  8. Enter “794964205” under “RepID, GroupID, or BN” and press next
  9. Select level 3 under “Level of authorization for this representative” or level 2 if it’s not available
  10. Leave “Expiry date” empty
  11. Click the box beside “All accounts” under “Accounts this representative will be authorized to access”
  12. Press next
  13. Click the box under “Confirmation” and then press “Submit”
  14. You will then see a page confirming the details of the authorization you have granted. This can be revoked at any time through the My Business Account portal