Cancel a representative As part of the Canada Revenue Agency’s (CRA) ongoing commitment to protecting taxpayer information, the service to cancel a representative will be updated on October 21, 2024 to ensure that electronic filers can only submit a request to cancel their own authorization.
This seems meaningless to me…unless I’m totally misinterpreting it:
Can the client no longer remove an AuthRep?
As a new Rep can we no longer remove the old Rep?
And the authorization to Efile is quite separate from being an Auth Rep.
I did not realize I could cancel another Rep. That does seem like over reach to me as some clients drift away and return. I had always thought the cancel option was to remove myself from an account if desired.
I’m guessing the taxpayer can still authorize or cancel anyone they want, but they would do that either by phoning CRA or logging in to their CRA portal online.
I’m guessing it’s just that we (reps) won’t be able to cancel other rep’s access. Probably a good thing - if a malicious actor, pretending to be a rep, cancelled the access of other (legitimate) reps, that would make it more difficult for the taxpayer to correct the situation.
The authorization process is not working for me. I had my client sign an Auth Rep form for a T2, submitted it through TaxCycle, and nothing happened. I had my client check his My Account for a notification of a pending authorization request, and he found nothing. He eventually authorized me, but that was completely independent of my online request. In the old days (maybe a year ago) I’d get almost instantaneous access. Maybe I’ve missed something, but we seem to be taking privacy was too far. Have any of you been admitted to hospital and had a semi-private room? When the surgeon comes in to tell your roommate that they have an untreatable cancer that will kill them in 4 months, there is a curtain that’s pulled between your two beds. Any privacy has left the building as soon as you walked, or were wheeled in. Plus, when the meds come around, or when it’s time for vitals to be taken, or when blood samples are needed, you find out your neighbour’s full name and birthdate. Two different worlds.
Back in October (possibly October 2022) they removed the option to sign a corporate auth form and file it for access. Now, corporate owners can only authorize reps by logging into their My Business CRA account and manually add the reps via their business number (or call the CRA to go through the process on the phone with a rep).
What has me scratching my head is: why would we ever need to submit a request to cancel our own authorization when we can just do that directly from the RAC “review & update” screen??
Friggin’ ridiculous. I have clients who still have the original flip phones which they only use if they fall in the ditch and can’t get up. Their only computer is a tablet which is used to Skype with the grandkids. They do nothing else online and pay all their bills at the bank. Very few clients have My Account set up. They’re not Appalachian hillbillies, they just don’t see the point, and some of them are worth several million. I almost hate getting a new client.
Agreed. They provide multiple options to accomplish the things that people almost never need to do, and make it difficult, frustrating and sometimes impossible to accomplish the things people need to do regularly/daily.
Really? I just hate TRACS!! My logon kinda-sorta works, sometimes…but it always takes me to the wrong area. Very annoying site! Once it works, it’s OK.
OTOH, I just needed to register to deal with Iowa Department of Revenue. That was REALLY fun!!
So that CRA stops calling me to ask about that client. They phone me, and before telling me why, spend 5 minutes verifying my identity. Then they say something like, “Company X’s GST account is in arrears. Will you be making a payment in the next 7 days?”
As soon as they tell me the name…I stop them and say “Not my client anymore.”
Just had a VM from one I referred back to the client (without contacting CRA) and the agent told them she was “disconcerted” that I didn’t respond. Given that not only did the client stiff me for $900 and then went elsewhere I didn’t feel a great urge to assist!!
