The Canada Revenue Agency (CRA) has announced an important change that impacts how tax professionals submit authorization requests for individual (T1) clients.
Effective July 15, 2025, authorization requests for individuals will no longer be accepted through EFILE. Any requests submitted this way will be automatically rejected with Error Message T864.
As part of the CRA’s ongoing commitment to improving service delivery, the Authorization Request service in Represent a Client has been enhanced. Specifically, the five-day processing time for the Alternative process has been removed.
Enhancing Security and Protecting Taxpayer Information
This change reflects the CRA’s continued efforts to:
Representatives are also encouraged to maintain strong verification protocols to ensure they are acting on behalf of verified clients.
If neither you nor your client has a CRA account, you can register online: Register Here
What does this mean for tax professionals?
Representatives can now obtain instant access to their clients’ accounts using the enhanced Authorization Request service, provided certain conditions are met.
To gain instant access to an Individual’s CRA account using the Alternative process:
Alternative Authorization Method
Tax professionals can also encourage their clients to log in to My Account on the CRA website and authorize a representative directly. This client-initiated method is secure, fast, and fully CRA-compliant.
Join Our Free TaxTron Webinar: Master the New Authorization Process
To help you adapt seamlessly, TaxTron is hosting a detailed webinar that will walk you through everything you need to know about the new process.
What we will cover:
📅 Webinar Date: July 17, 2025
Whether you're an experienced tax preparer or just adjusting to these updates, this session will help ensure you stay compliant and efficient.
This is more than a technical change—it's a move toward a more secure and compliant future for tax professionals and their clients.
Have questions or need help? Reach out to the TaxTron team—we're here to support you every step of the way.
Posted on 10 July 2025