Government resources

Financial planning

Additional resources

My Canada Revenue Agency (CRA) setup

1. Log in to your CRA account: Go to the CRA website and log in to your account using your credentials.

2. Navigate to the "Profile" section: Once logged in, find the "Profile" section.

3. Select "Manage authorized representatives": In the Profile section, look for the option to manage authorized representatives.

4. Authorize a representative: Click on the "Authorize a representative" button.

5. Enter the representative's details: You will need to provide the Rep ID Business Number (BN)* of the person or entity you wish to authorize.

6. Confirm the authorization: Follow the prompts to confirm the authorization. You may need to verify the request through your CRA account

*Please contact our office directly for our CRA RepID.

My ServiceCanada setup

Sign up to view and update your information for:

  • Canada Pension Plan (CPP)
  • Old Age Security (OAS)

Click here for instructions.