Client formS
Help us gather the information we need to serve you best.
Authorizations
Please complete the authorization forms as requested by your CPA.
Complete this form to authorize Provision CPA to have access to your Canada Revenue Agency (CRA) business number program accounts. This will allow us to act as your representative with CRA.
Complete this form to authorize Provision CPA to have access to your Canada Revenue Agency (CRA) individual tax and benefit, or trust accounts. This will allow us to act as your representative with the CRA.
If you have a corporation situated in Alberta, you must complete this form to authorize Provision CPA to have access to your Alberta business program accounts.
Complete this form to authorize Provision CPAs to electronically file ROEs on your behalf. Please note that you must have a business number ending in RP- 000x and an online CRA account in order for us to electronically file ROEs on your behalf.
CRA Account Set Up
Once you have completed your authorizations, please create your CRA Accounts.
The My Account set up is a secure portal that lets you view your personal income tax and benefit information to help you manage your tax affairs online.
As a new requirement from the CRA, all clients must have their CRA My Business Account set up to authorize new representatives. Please complete your registration here.
PROVISION CLIENT PORTAL
Sign up for our Client Portal
A simple, secure client portal for clients. A convenient way to view a history of document requests, and share sensitive information with the Provision team.
