CRA Authorization Updates: Streamlined Access for Tax Preparers in 2025
Learn how the CRA’s new authorization system affects you and your tax preparer. Faster, more secure processes mean less waiting and instant account access—if you have the right information on hand.
Dragos RotaruCRA Authorization Updates: Streamlined Access for Tax Preparers in 2025
Staying on top of your tax details is vital for every Canadian, and recent changes by the Canada Revenue Agency (CRA) will affect how you or your tax preparer manage your personal tax filings. On July 17, 2025, the CRA announced important updates to the way representatives access individual tax accounts—a move that aims to strengthen security, streamline the authorization process, and offer quicker service.
What Changed?
1. Instant Access for Representatives
Representatives can now obtain immediate access to their clients’ CRA tax accounts using the Authorization Request service in Represent a Client. No more waiting five business days for processing, provided:
- You are the representative seeking authorization.
- You use the Authorization Request service in Represent a Client.
- You have information from your client’s notice of assessment (NOA) that’s at least six months old.
2. EFILE Authorization Removal for Individuals
As of July 15, 2025, representatives cannot rely on EFILE software for obtaining authorization on individual accounts. Instead, they must use Represent a Client to request and confirm access. It’s crucial for Canadians to stay informed to ensure their representatives can continue providing seamless tax services.
Why Does This Matter?
- Enhanced Security: By having your representative use your past NOA details or having you confirm them via My Account, the CRA ensures your personal and financial data remains safe.
- Faster Processing: Eliminating the previous processing delays means your representative can handle urgent tax tasks more promptly.
- Smooth Digital Process: If you have My Account, you can instantly confirm or grant authorization. If you don’t, you can register and verify your identity online without waiting for a mail-in security code.
Action Steps for Canadians
- For Taxpayers: Make sure you have access to My Account or keep a NOA older than six months on hand. This will allow your tax preparer to request authorization instantly.
- For Representatives: Familiarize yourself with the updated steps in Represent a Client. If you previously relied on EFILE for individual client authorizations, note that this service has been discontinued.
Helpful Resources
- Alternative Process for Individuals: Learn how you or your tax preparer can submit an instant authorization request if you have the right NOA details.
- How to Give Authorization: The CRA’s guidelines for granting authorization to a representative.
- Register for a CRA Account: If you need to create a new CRA My Account, get started and verify your ID online for immediate access.
Final Thoughts
These updates mark an important shift in how Canadians grant access to their tax accounts. By upping security and streamlining the authorization process, the CRA aims to make it easier and safer for both tax preparers and taxpayers to handle filings. With the right preparation—like keeping older NOAs accessible or ensuring My Account registration—maintaining your financial well-being and compliance can continue without a hitch.
Disclaimer: This post is for informational purposes only and doesn’t replace professional tax advice tailored to your personal circumstances. Always consult a qualified tax professional or the CRA’s official resources if you have specific questions.