Representing A Client - CRA’s Service Is Expanded
The Canada Revenue Agency (CRA) has announced some additional features added to the Represent a Client Service.
When registering with the service or updating information regarding a client, the option for providing an e-mail address is now available. The CRA will be using the e-mail address to provide information on upcoming events, future enhancements or possible service interruptions. It should be noted that the CRA will not be utilizing e-mail to contact representatives or businesses for tax related information.
In addition, a Client Summary feature has been added to the representatives screen of My Account, which will allow them to view a list of accessible information such as:
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account balances and instalment details
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assessment/reassessment details
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registered retirement savings plan/Home Buyers' Plan/Lifelong Learning Plan information
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disability details
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carryover amounts
Another upgraded feature is providing the ability to tax preparation and payroll service businesses to create groups of representatives within the Represent a Client service. This will allow large tax service and payroll businesses to separate groupings of clients or businesses into more manageable sizes.
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