Canada - GST/HST: 3rd-Party Setup

Onboarding Process Overview

• Step 1: Submit the Required Information to Taxually 

• Step 2: CRA My Business Account Holders - Grant Third-Party Access to Taxually (Non CRA My Business Account holders can skip this step

• Step 3: Taxually will draft a POA (AUT-01) and email it to you for your completion

• Step 4: Complete the POA by following the detailed instructions below

Step 1: Finding the Required Onboarding Information

Important: The instructions for finding this information will depend on whether you have a new registration (without return submission history) or an existing registration (with return submission history). Please follow the specific instructions that apply to your situation below.

Return Submission Method

Choose how your returns are currently submitted:

• NETFILE

• CRA My Business Account

• By a third-party provider via their Represent a Client account

• I am not sure - If you select this option, please email a copy of a past return to Taxually at lumatax@taxually.com ASAP

• None of the above - This is a new registration without a return submission history

Business Number (BN)

• Format: 9-digit number ending with "RT0001" (standard registrations) or "RT9999" (simplified registrations)

• Example format: (12345 6789 RT0001) - OR - (12345 6789 RT9999)

• Where to find it: 

  • For all taxpayers (New and Existing): Any official documentation provided from the Canada Revenue Agency (CRA) or registration confirmation documents (for all taxpayers, new and existing)

  • For existing registrations: copies of submitted returns

NETFILE Access Code

• Format: 4-digit Access Code assigned by the Canada Revenue Agency (CRA)

• Where to find it:

  • For all taxpayers (New and Existing): In the registration confirmation letter, “Electronic Filing Information”, provided by the CRA via mail, 1-2 weeks after you receive your initial registration confirmation letters/documents.

  • For existing registrations using NETFILE: Check with the individuals who submitted the returns, as they would know your Access Code 

  • If you don't have it: Your registered business owner or an authorized representative can call the CRA at 1-800-959-5525 to retrieve it.

    • Or Taxually can call to obtain it after the CRA approves our POA - a process that can take up to 30 days. 

• Note: The Access Code will be required for the following taxpayers:

  • New Registrations

  • Existing Registrations that do not have access to a CRA My Business account and/or file returns via NETFILE

Fiscal Year End

• Note: Please provide it to Taxually formatted as MM/DD/YYYY

• Where to find it: Your registration application or the “Electronic Filing Information” letter from the CRA (appears as "Fiscal Year End" field, formatted as YYYY-MM-DD)

Filing Frequency

• Listed as: "Reporting period" and will indicate whether you file monthly, quarterly, or annually

• Where to find it:

  • New Registrations: In the “Registration Confirmation Notice” letter from the CRA

  • Existing registrations: Copies of submitted returns, in the “Registration Confirmation Notice” letter from the CRA, or in CRA My Business Accounts

• Note: If you have an annual reporting period (filing frequency), you must know your Fiscal Year End to choose the appropriate filing frequency in Taxually. 

Effective Registration Date (New registrations only)

• Where to find it: In the “Registration Confirmation Notice” letter from the CRA

• Look for: The statement "Your Registration is effective [date]" in the first paragraph

CRA My Business Account Status

• Question: Do you have a CRA My Business Account?

• If yes: You will need to grant us third-party access by following the directions detailed in Step 2 of this guide

• If no: We will submit your returns via NETFILE and will require your Access Code 

• Note: With a CRA My Business Account, you can access your account status and submission history, communicate quicker and easier with the tax authorities (CRA), amend returns electronically, etc.

Canadian Resident Status

• Question: Are any of your registered business owners Canadian residents?

• If yes: We suggest you create a CRA My Business Account

• If no: We will file your returns using NETFILE (guest filing portal for non-resident businesses)

• Note: There is an incentive to create a My Business Account. However, it is difficult and time-consuming if one of your registered owners/officers are not Canadian residents. 

Next Steps: Submit the requested information to Taxually. Complete Step 2 if you have a CRA My Business Account. Then wait for Taxually to prep the Power of Attorney (AUT-01 form) for your completion. We will send it to you via email. Then please follow the instructions in Step 4 to complete the POA.

Step 2: For CRA My Business Account Holders - Instructions for Granting Taxually Third-Party Access

Important: This must be done by a user who has permission to manage other users on your My Business Account.

• Log in to your CRA My Business Account

• Navigate to the Profile section of your account

• Click Manage Authorized Representatives under Authorized Representatives

• Click Authorize a representative

• Enter the following information:

  • Rep ID: KB5X3XR

  • Representative Name: Robert Joseph Schulte

  • Choose level 2 authority and leave the expiry date blank.

  • Note: You can choose level 3, which gives Taxually the ability to make more changes, however, we do not require that to file.

• Choose which accounts to authorize. Then review the information and confirm the details you've entered.

• Taxually will receive a notification if the access is granted successfully. We will confirm that we have the appropriate access. Please return to the beginning of this guide for an explanation of the rest of the onboarding process.

Step 4: POA Completion

• Open and review the drafted Power of Attorney (AUT-01) form provided by Taxually via email

• Print the POA (If all information is approved)

• Please have the registered Owner/Parter/Director sign and date Section 5 with a pen. Please ensure all fields are completed (name, telephone, signature, date).

• Scan the completed POA and email the copy to lumatax@taxually.com

• Mail the original copy (with the wet signature) to the Sudbury Tax Centre (if you are outside of Canada or in Ontario. If you are somewhere else in Canada, send it to the Winnipeg office.)

  • Note: These addresses are detailed on the AUT-01 form

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