It is important that your representative has authorization with CRA. Currently the only way to get a business account authroized is to do it through the online portal at CRA called "My Busines Account"
Here is a video you should watch to setup your account. Once that is done, you can add us as your represenative.
https://www.canada.ca/en/revenue-agency/services/e-services/cra-login-services.html
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NEW CLIENT ONBOARDING FOR TAXES
- Once we get T1013 processed with CRA we can continue
- Next will send them an engagement letter once cra authorization is in place
- Then we can down load prior yr to start comparisons so we do not miss anything
- Review prior year physical tax returns for familiarity of file
- Get 2020 info as available from client or cra
- Finalize tax returns, review any items of concern with client
- Get T183 signed
- Process tax return with CRA
- Check assessment once processed, compare with submission
- Documents along with tax return and assessment to be given to client, copy may be scanned if business, rental, or emailing to client or high probability of return to e required in future for third party, ie mortgage renewals, etc.
V2-4-2021 BSF-TRA-TLR
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