CRA’s My Trust Account allows Primary Trustees and authorized representatives to access CRA’s online trust services. It allows you to view and update account information including address, direct deposit, and authorizing a representatives. Primary Trustees into My Trust Account to authorize and manage representatives to access their business account. What can I do on My Trust Account?
If you are the Primary Trustee in a trust, follow the steps below to register a My Trust Account with Canada Revenue Agency.
- Before you get started, you must have an account on the Represent a Client portal with a representative identifier. Register here for a Represent a Client account.
- Make sure the primary trustee name on the CRA trust account matches your name associated to your RepID.
The Primary Trustee must be the first to register for online access. To do this you must:
- Select authorization request, and choose Trust client.
- Select Primary trustee registration. You will need to provide information about the trust account as part of an enhanced validation process.
After being confirmed as the Primary Trustee of the trust account, you will receive immediate access to My Trust Account and be able to add additional trustees, or authorized representatives to My Trust Account.
If we prepare any of your trust tax returns, it’s important to get set up on My Trust Account and authorize us as your representatives.
