If you ever hire employees (or work with other people as partners/subcontractors) you set them up in your firm’s CRA Profile (as employees). As such, those employees can access your clients that have authorized your BUSINESS as their representative, but they will not be able to access your clients that have authorized only YOU using your rep ID.
I think this part of the CRA system is having glitches. (as if that’s new…
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Yesterday I had a client bring in their 2025 NOA, after I filed his T1 without having CRA access (first-time filer). Going through the steps to add an authorization request, the system didn’t ask for ANYTHING at step 3 - it just had the Next button, then went to step 4. So, having the NOA was useless, and now it is pending (see below). That is, I still don’t have access. The client tried to set up his own login, and the registration process just kept erroring out.
Good thing to bear in mind in case I would find someone to take over the business. At my age, I won’t be hiring employees though.
Don’t you need to use an NoA that is more than six months old?
Currently it is easier to get authorized for a first time filer than for someone who has previously filed but does not have the required prior year information. As Nezzer discovered nothing is asked for and it is just a few days wait to get access. I have not enquired with any of the first time filers but I believe they may be called by the CRA to finalize.
Is that one of the system requirements? I don’t recall seeing that. I guess I should look it up…
So, this was expected behaviour? LOL. I really should look up the details. I thought we had to file the first return based on paper slips, then get the NOA to gain RAC access.
We have had great success with getting authorization for first time filers (mostly 16-18 year olds); get the SIN card or letter so you have all the names; via RAC, get authorization; very important as often they do not have all their T4s!
I had a client in recently to help her get a CRA MyAccount (T1). We went through the process and they asked for line 15000 from her 2024 tax return. We put that in (she brought her 2024 NOA). CRA error message said it didn’t agree with their records. After being put on hold, we got a CRA agent on the phone. A couple more tries still didn’t work. The agent suggested putting in the full amount (with decimal places) from her 2024 T1. We did that and it went through. How could that even happen without some programming error at CRA’s end!? One of many examples of that type of craziness.
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Whaaa??? I thought those fields didn’t ALLOW decimal places!?!
That was always my impression. They tell you not to use decimal places. And yet, it worked like a charm after the agent told us to use that. I’m not sure if the agent did something to temporarily allow the decimal places or not but entering the line 15000 amount (no dec places) definitely did not work! What a system.
@Nezzer Nothing should surprise us any more with CRA and tech! My clients ask me “Why does this work the way it does?” And I tell them there is no telling, because it is CRA. We don’t expect it to make any sense.
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