CRA "Represent a Client" | Income tax filing | Discussion forum

I used this feature when my parents were elderly and needed help completing and filing their income taxes. I was also able to complete prior year adjustments easily when my mother found a medical expense receipt after the fact. I set myself up to receive all of CRA's correspondence via email (like Notice of Assessment, etc.) instead of waiting for snail mail from my parents - who did not have internet or a computer.

In addition, I currently use this feature as a volunteer treasurer for a local charity. It is very handy to receive the email notifications from CRA and also file everything online as needed.

This page has all the info you need to be set up as a representative and for others to authorize you, at whatever level they choose, to be their representative. Maybe you already have this link.

https://www.canada.ca/en/reven.....lient.html