Client resources
Authorize Caldex with CRA
Follow these steps to give Caldex Financial Services Ltd. access to your CRA business accounts.
Before you begin
Sign in as the owner, director or officer of the business you want to connect. If you manage more than one business, confirm that you select the correct Business account on the CRA Welcome page.
RepID, GroupID or BN
702234956CRA should display Caldex Financial Services Ltd.
Required authorization
- Scope
- All accounts
- Authorization level
- Level 2
- Expiry
- Does not expire
Step-by-step instructions
01
Sign in to your CRA account
Use the official CRA sign-in service and open My Business Account.
02
Select your Business account
On the Welcome page, choose the business you want Caldex to represent.
03
Open Profile
Select Profile from the left-side menu.
04
Add an authorized representative
Under Authorized representatives, select Add.
05
Start the authorization
Read the "Before you begin" information, then select Start.
06
Enter the representative number
In the RepID, GroupID or BN field, enter 702234956. Confirm that Caldex Financial Services Ltd. appears before continuing.
07
Continue
Select Next after confirming the representative name.
08
Choose all accounts
For Scope of authorization, select All accounts.
09
Set the access details
Choose authorization level Level 2 and select Does not expire for the expiry.
10
Review and submit
Select Next, review the authorization carefully, then select Submit.
Review before submitting
- Caldex Financial Services Ltd. is the representative shown.
- The scope is All accounts.
- The authorization level is Level 2.
- The expiry is set to Does not expire.
CRA screens and labels may change. If the representative name does not match or you are unsure which business account to select, stop and contact Caldex before submitting the authorization.
Need help completing the authorization?
Contact Caldex and we’ll help you identify the correct CRA business account and authorization settings.