My Tax Account: Third Party Update

My Tax Account has simplified the process for third party access for persons with no internet access nor an email address. Practitioners now have two options to access their clients' accounts. Option A is the process currently in place where the practitioner can add up to 10 clients at a time who are already registered in My Tax Account. The practitioner needs to know the Taxpayer ID Type, Taxpayer ID and the Customer's Last or Business Name. Option B allows clients without access to the internet nor an email address to give their practitioner permission to access their business tax accounts on My Tax Account by signing the Authorization Form A-777a. The practitioner needs the same information required in Option A but also needs the Business Tax Type and an Authorization Amount.

Page last updated July 21, 2009