CRA My Account
Designate Advisor as Authorized Representative
The following walks you through how to add Davies & Mahnke as an authorized representative to your CRA My Account. By designating us one of your authorized representatives with Level 1 access, you give us the ability to view information but not make any changes to your account. This allows us to easily check things like your current RRSP & TFSA contribution limits, or view your latest Notice of Assessment.
Click here if you need Registration and Sign-In Instructions.
Step 1 - Overview Screen
- From the CRA My Account Overview screen, click on the Profile link on the right Navigation
- This will take you to the Profile screen
Step 2 - Authorize Representatives
- Scroll down to the Authorized representative(s) section near the bottom right and click on the + Add button
Step 3 - Authorize a representative
- Click on Start to continue
Step 4 - Enter representative information
- In the RepID field enter DF9KV7W
- Click on Search to continue
Step 5 - Identify representative
- Make sure that the following information is displayed
- Representative's name: Neil Mahnke
- RepID: DF9KV7W
- Phone number: 519-780-3090
- Fax number:
- If everything is correct click on Next
Step 6 - Authorization level
- Select the Authorization level that you want to give us access to, we would recommend Level 1
- This allows us to view information but not make any changes to your account.
- Click here to read what Level 1 access allows us to do
- Select whether or not you will give us Online Access, we would recommend Yes
- If you would like the authorization to expire, you can set an expiry date or click Does 1
- Once everything is selected click on Next
Step 7 - Review and submit
- Make sure that all of the details are correct
- If everything is correct check the confirmation box and click on Submit
Still need help adding an authorized representative to your account?
If you are unsuccessful with any of the above, please click fill out the form below and we would be happy to help.
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