CRA: You’ve Got Mail!

On October 20, 2014 CRA launched the long anticipated electronic mail system for professional tax specialists registered under the Represent a Client portal.

But, online mail from CRA is not an automatic function and does require activation by the business owner of the tax professional using their current CRA login information and e-file number. Once activated, snail mail for most notices, statements, and letters, included pre and post assessments, will be available electronically for viewing under Represent a Client.

What’s Required

In order to be able to manage online mail on behalf of your clients, Form T1013 – “Authorizing or Cancelling a Representative” must be on file with a level 2 authorization. Level 2 allows the tax professional full authority over the client’s CRA filings.

How to Register

1. The Business Owner will log into Represent a Client using their login information.
2. Click “Review and Update” under the box provided to enter a BN number.
3. You will now see your personal RepID and underneath that your Business Information
4. Click the Business name - you will now see a table showing three tabs.
5. Click “Business Information”.  The list of functions included “Manage Online Mail”
6. Click “Manage online mail” and follow the instructions to register.