- Log into My CRA Account (opens in new tab)
- From top left choose “Profile”
- Scroll page to “Authorized Representative(s)”
- Click “+Add”
- Click “Start” button
- Enter Rep ID: GF36SH9
- Click “Search”
- Verify the information is correct:
Name: PAUL CROFT
Rep ID: GF36SH9
Phone number: 2045724324 - If information is correct click “Next”
- Choose “Level 2” (This is really important! I MUST have level 2 to access your account correctly)
- Choose “Yes” & “Does not expire”
- Click “Next”
- Review the information and if choose “I confirm ….” box
- Click “Submit”
- You should see a confirmation page
If all this is done correctly then I will be able to access your CRA Account and verify that all the information is complete and correct and that you do not miss out on any possible credits.
If you have any problems with this please contact me.
