List of services for representatives of businesses
Note
We have changed how services are displayed for online business information. Go to What can I do on My Business Account? to find out more.
The list of services that representatives can do online on behalf of a business varies depending on the level of authorization that the business has consented to.
Air travelers security charge (RG)
Show/hide services
| Service | Level 1 Authorization | Level 2 Authorization | Level 3 Authorization |
|---|---|---|---|
| Account Transactions | No | Yes | Yes |
| Authorize or manage representatives | No | No | Yes |
| Calculate future balance | Yes | Yes | Yes |
| Change mailing instructions | No | Yes | Yes |
| Customized view | Yes | Yes | Yes |
| Electronic transfer of accounting data (ETAD) | No | Yes | Yes |
| File a return | No | Yes | Yes |
| Initiate a payment search | No | Yes | Yes |
| Manage address (includes View all addresses) | No | Yes | Yes |
| Manage direct deposit | No | No | Yes |
| Manage my profile | No | No | No |
| Manage Online mail | No | Yes | Yes |
| Manage operating names | No | Yes | Yes |
| Message Centre | Yes | Yes | Yes |
| Online Mail received | No | Yes | Yes |
| Order additional remittance vouchers | Yes | Yes | Yes |
| Register a formal dispute (Notice of Objection) | No | Yes | Yes |
| Request a refund | No | Yes | Yes |
| Request an interest review | No | Yes | Yes |
| Request copies of notices and statements | Yes | Yes | Yes |
| Request customized statements | No | Yes | Yes |
| Submit an enquiry | No | Yes | Yes |
| Suggestions | Yes | Yes | Yes |
| Transfer payment | No | Yes | Yes |
| View account balance | Yes | Yes | Yes |
| View address | Yes | Yes | Yes |
| View banking information | Yes | Yes | Yes |
| View direct deposit transactions | Yes | Yes | Yes |
| View endorsements | Yes | Yes | Yes |
| View enquiry status | Yes | Yes | Yes |
| View mail | Yes | Yes | Yes |
| View operating names | Yes | Yes | Yes |
| View transaction details | Yes | Yes | Yes |
Contract payments (T5018) (RZ)
Show/hide services
| Service | Level 1 Authorization | Level 2 Authorization | Level 3 Authorization |
|---|---|---|---|
| Authorize or manage representatives | No | No | Yes |
| Electronic transfer of accounting data (ETAD) | No | Yes | Yes |
| File a return - Internet file transfer option | No | Yes | Yes |
| File a return - Web Forms option | No | Yes | Yes |
| File a return / Transmit a return | No | Yes | Yes |
| Manage address (includes View all addresses) | No | Yes | Yes |
| Manage direct deposit | No | No | Yes |
| Manage my profile | No | No | No |
| Manage Online mail | No | Yes | Yes |
| Manage operating names | No | Yes | Yes |
| Message Centre | Yes | Yes | Yes |
| Online Mail received | No | Yes | Yes |
| Suggestions | Yes | Yes | Yes |
| View address | Yes | Yes | Yes |
| View direct deposit transactions | Yes | Yes | Yes |
| View mail | Yes | Yes | Yes |
| View operating names | Yes | Yes | Yes |
| View return status | Yes | Yes | Yes |
Corporation income tax (RC)
Show/hide services
| Service | Level 1 Authorization | Level 2 Authorization | Level 3 Authorization |
|---|---|---|---|
| Account Transactions | No | Yes | Yes |
| Authorize or manage representatives | No | No | Yes |
| Calculate future balance | Yes | Yes | Yes |
| Change mailing instructions | No | Yes | Yes |
| Customized view | Yes | Yes | Yes |
| Electronic transfer of accounting data (ETAD) | No | Yes | Yes |
| File a return / Transmit a return | No | Yes | Yes |
| Initiate a payment search | No | Yes | Yes |
| Instalment payment calculator | Yes | Yes | Yes |
| Manage address (includes View all addresses) | No | Yes | Yes |
| Manage direct deposit | No | No | Yes |
| Manage my profile | No | No | No |
| Manage Online mail | No | Yes | Yes |
| Manage operating names | No | Yes | Yes |
| Message Centre | Yes | Yes | Yes |
| Online Mail received | No | Yes | Yes |
| Order additional remittance vouchers | Yes | Yes | Yes |
| Register a formal dispute (Notice of Objection) | No | Yes | Yes |
| Request a refund | No | Yes | Yes |
| Request an interest review | No | Yes | Yes |
| Request copies of notices and statements | Yes | Yes | Yes |
| Request customized statements | No | Yes | Yes |
| Submit an enquiry | No | Yes | Yes |
| Submit Documents | No | Yes | Yes |
| Suggestions | Yes | Yes | Yes |
| Transfer payment | No | Yes | Yes |
| View account balance | Yes | Yes | Yes |
| View address | Yes | Yes | Yes |
| View banking information | Yes | Yes | Yes |
| View direct deposit transactions | Yes | Yes | Yes |
| View enquiry status | Yes | Yes | Yes |
| View mail | Yes | Yes | Yes |
| View operating names | Yes | Yes | Yes |
| View return balances | Yes | Yes | Yes |
| View return status | Yes | Yes | Yes |
Excise duty (RD)
Show/hide services
| Service | Level 1 Authorization | Level 2 Authorization | Level 3 Authorization |
|---|---|---|---|
| Account Transactions | No | Yes | Yes |
| Authorize or manage representatives | No | No | Yes |
| Calculate future balance | Yes | Yes | Yes |
| Change mailing instructions | No | Yes | Yes |
| Customized view | Yes | Yes | Yes |
| Electronic transfer of accounting data (ETAD) | No | Yes | Yes |
| File a return / Transmit a return | No | Yes | Yes |
| Initiate a payment search | No | Yes | Yes |
| Manage address (includes View all addresses) | No | Yes | Yes |
| Manage direct deposit | No | No | Yes |
| Manage my profile | No | No | No |
| Manage Online mail | No | Yes | Yes |
| Manage operating names | No | Yes | Yes |
| Message Centre | Yes | Yes | Yes |
| Online Mail received | No | Yes | Yes |
| Order additional remittance vouchers | Yes | Yes | Yes |
| Request a refund | No | Yes | Yes |
| Request an interest review | No | Yes | Yes |
| Request copies of notices and statements | Yes | Yes | Yes |
| Request customized statements | No | Yes | Yes |
| Submit an enquiry | No | Yes | Yes |
| Suggestions | Yes | Yes | Yes |
| Transfer payment | No | Yes | Yes |
| View account balance | Yes | Yes | Yes |
| View address | Yes | Yes | Yes |
| View banking information | Yes | Yes | Yes |
| View direct deposit transactions | Yes | Yes | Yes |
| View endorsements | Yes | Yes | Yes |
| View enquiry status | Yes | Yes | Yes |
| View mail | Yes | Yes | Yes |
| View operating names | Yes | Yes | Yes |
| View transaction details | Yes | Yes | Yes |
Excise tax (RE)
Show/hide services
| Service | Level 1 Authorization | Level 2 Authorization | Level 3 Authorization |
|---|---|---|---|
| Account Transactions | No | Yes | Yes |
| Authorize or manage representatives | No | No | Yes |
| Calculate future balance | Yes | Yes | Yes |
| Change mailing instructions | No | Yes | Yes |
| Customized view | Yes | Yes | Yes |
| Electronic transfer of accounting data (ETAD) | No | Yes | Yes |
| File a return | No | Yes | Yes |
| Initiate a payment search | No | Yes | Yes |
| Manage address (includes View all addresses) | No | Yes | Yes |
| Manage direct deposit | No | No | Yes |
| Manage my profile | No | No | No |
| Manage Online mail | No | Yes | Yes |
| Manage operating names | No | Yes | Yes |
| Message Centre | Yes | Yes | Yes |
| Online Mail received | No | Yes | Yes |
| Order additional remittance vouchers | Yes | Yes | Yes |
| Register a formal dispute (Notice of Objection) | No | Yes | Yes |
| Request a refund | No | Yes | Yes |
| Request an interest review | No | Yes | Yes |
| Request copies of notices and statements | Yes | Yes | Yes |
| Request customized statements | No | Yes | Yes |
| Submit an enquiry | No | Yes | Yes |
| Suggestions | Yes | Yes | Yes |
| Transfer payment | No | Yes | Yes |
| View account balance | Yes | Yes | Yes |
| View address | Yes | Yes | Yes |
| View banking information | Yes | Yes | Yes |
| View direct deposit transactions | Yes | Yes | Yes |
| View endorsements | Yes | Yes | Yes |
| View enquiry status | Yes | Yes | Yes |
| View mail | Yes | Yes | Yes |
| View operating names | Yes | Yes | Yes |
| View transaction details | Yes | Yes | Yes |
Excise tax on insurance premiums (RN)
Show/hide services
| Service | Level 1 Authorization | Level 2 Authorization | Level 3 Authorization |
|---|---|---|---|
| Account Transactions | No | Yes | Yes |
| Authorize or manage representatives | No | No | Yes |
| Calculate future balance | Yes | Yes | Yes |
| Change mailing instructions | No | Yes | Yes |
| Customized view | Yes | Yes | Yes |
| Electronic transfer of accounting data (ETAD) | No | Yes | Yes |
| Initiate a payment search | No | Yes | Yes |
| Manage address (includes View all addresses) | No | Yes | Yes |
| Manage direct deposit | No | No | Yes |
| Manage my profile | No | No | No |
| Manage Online mail | No | Yes | Yes |
| Manage operating names | No | Yes | Yes |
| Message Centre | Yes | Yes | Yes |
| Online Mail received | No | Yes | Yes |
| Order additional remittance vouchers | Yes | Yes | Yes |
| Register a formal dispute (Notice of Objection) | No | Yes | Yes |
| Request a refund | No | Yes | Yes |
| Request an interest review | No | Yes | Yes |
| Request copies of notices and statements | Yes | Yes | Yes |
| Request customized statements | No | Yes | Yes |
| Submit an enquiry | No | Yes | Yes |
| Suggestions | Yes | Yes | Yes |
| Transfer payment | No | Yes | Yes |
| View account balance | Yes | Yes | Yes |
| View address | Yes | Yes | Yes |
| View banking information | Yes | Yes | Yes |
| View direct deposit transactions | Yes | Yes | Yes |
| View endorsements | Yes | Yes | Yes |
| View enquiry status | Yes | Yes | Yes |
| View mail | Yes | Yes | Yes |
| View operating names | Yes | Yes | Yes |
| View transaction details | Yes | Yes | Yes |
GST/HST (RT)
Show/hide services
| Service | Level 1 Authorization | Level 2 Authorization | Level 3 Authorization |
|---|---|---|---|
| Account Transactions | No | Yes | Yes |
| Adjust a PSB rebate | No | Yes | Yes |
| Adjust a return | No | Yes | Yes |
| Authorize or manage representatives | No | No | Yes |
| Calculate future balance | Yes | Yes | Yes |
| Change mailing instructions | No | Yes | Yes |
| Customized view | Yes | Yes | Yes |
| Electronic transfer of accounting data (ETAD) | No | Yes | Yes |
| File a rebate | No | Yes | Yes |
| File a return / Transmit a return | No | Yes | Yes |
| File an election | No | Yes | Yes |
| Initiate a payment search | No | Yes | Yes |
| Instalment payment calculator | Yes | Yes | Yes |
| Manage address (includes View all addresses) | No | Yes | Yes |
| Manage direct deposit | No | No | Yes |
| Manage my profile | No | No | No |
| Manage Online mail | No | Yes | Yes |
| Manage operating names | No | Yes | Yes |
| Message Centre | Yes | Yes | Yes |
| Online Mail received | No | Yes | Yes |
| Order additional remittance vouchers | Yes | Yes | Yes |
| Request an interest review | No | Yes | Yes |
| Request copies of notices and statements | Yes | Yes | Yes |
| Request customized statements | No | Yes | Yes |
| Submit an enquiry | No | Yes | Yes |
| Submit documents | No | Yes | Yes |
| Suggestions | Yes | Yes | Yes |
| Transfer payment | No | Yes | Yes |
| View account balance | Yes | Yes | Yes |
| View address | Yes | Yes | Yes |
| View banking information | Yes | Yes | Yes |
| View direct deposit transactions | Yes | Yes | Yes |
| View enquiry status | Yes | Yes | Yes |
| View expected and filed returns | Yes | Yes | Yes |
| View mail | Yes | Yes | Yes |
| View operating names | Yes | Yes | Yes |
| View PSB rebate | Yes | Yes | Yes |
Partnerships (RZ)
Show/hide services
| Service | Level 1 Authorization | Level 2 Authorization | Level 3 Authorization |
|---|---|---|---|
| Account transactions | No | Yes | Yes |
| Authorize or manage representatives | No | No | Yes |
| Calculate future balance | No | Yes | Yes |
| Customized view | Yes | Yes | Yes |
| Electronic transfer of accounting data (ETAD) | No | Yes | Yes |
| File a return - Internet file transfer option | No | Yes | Yes |
| File a return - Web Forms option | No | Yes | Yes |
| File a return / Transmit a return | No | Yes | Yes |
| Manage address (includes View all addresses) | No | Yes | Yes |
| Manage my profile | No | No | No |
| Manage Online mail | No | Yes | Yes |
| Manage operating names | No | Yes | Yes |
| Message Centre | Yes | Yes | Yes |
| Online Mail received | No | Yes | Yes |
| Suggestions | Yes | Yes | Yes |
| Transfer payment | No | Yes | Yes |
| Register a formal dispute (Notice of Objection) | No | Yes | Yes |
| View account balance | Yes | Yes | Yes |
| View address | Yes | Yes | Yes |
| View direct deposit transactions | Yes | Yes | Yes |
| View endorsements | Yes | Yes | Yes |
| View mail | Yes | Yes | Yes |
| View operating names | Yes | Yes | Yes |
| View transaction details | Yes | Yes | Yes |
Payroll (RP)
Show/hide services
| Service | Level 1 Authorization | Level 2 Authorization | Level 3 Authorization |
|---|---|---|---|
| Account Transactions | Yes | Yes | Yes |
| Authorize or manage representatives | No | No | Yes |
| Electronic transfer of accounting data (ETAD) | No | Yes | Yes |
| File a return - Internet file transfer option | No | Yes | Yes |
| File a return - Web Forms option | No | Yes | Yes |
| Initiate a payment search | No | Yes | Yes |
| Manage address (includes View all addresses) | No | Yes | Yes |
| Manage direct deposit | No | No | Yes |
| Manage my profile | No | No | No |
| Manage online mail | No | Yes | Yes |
| Manage operating names | No | Yes | Yes |
| Message Centre | Yes | Yes | Yes |
| Provide a nil remittance | No | Yes | Yes |
| Register a formal dispute (Appeal) | No | Yes | Yes |
| Request a CPP/EI ruling | No | Yes | Yes |
| Request a refund | No | Yes | Yes |
| Request to close payroll account | No | Yes | Yes |
| Respond to notices | No | Yes | Yes |
| Suggestions | Yes | Yes | Yes |
| Transfer a misallocated credit | No | Yes | Yes |
| View account balance | Yes | Yes | Yes |
| View address | Yes | Yes | Yes |
| View banking information | Yes | Yes | Yes |
| View mail | Yes | Yes | Yes |
| View operating names | Yes | Yes | Yes |
| View remitting requirements | Yes | Yes | Yes |
| View return status | Yes | Yes | Yes |
Registered charity (RR)
Show/hide services
| Service | Level 1 Authorization | Level 2 Authorization | Level 3 Authorization |
|---|---|---|---|
| Authorize or manage representatives | No | No | Yes |
| Electronic transfer of accounting data (ETAD) | No | Yes | Yes |
| Manage address (includes View all addresses) | No | Yes | Yes |
| Manage direct deposit | No | No | Yes |
| Manage my profile | No | No | No |
| Manage Online mail | No | Yes | Yes |
| Manage operating names | No | Yes | Yes |
| Message Centre | Yes | Yes | Yes |
| Online Mail received | No | Yes | Yes |
| Suggestions | Yes | Yes | Yes |
| View address | Yes | Yes | Yes |
| View operating names | Yes | Yes | Yes |
Softwood lumber products export charge (SL)
Show/hide services
| Service | Level 1 Authorization | Level 2 Authorization | Level 3 Authorization |
|---|---|---|---|
| Account Transactions | No | Yes | Yes |
| Authorize or manage representatives | No | No | Yes |
| Calculate future balance | Yes | Yes | Yes |
| Change mailing instructions | No | Yes | Yes |
| Customized view | Yes | Yes | Yes |
| Electronic transfer of accounting data (ETAD) | No | Yes | Yes |
| File a return | No | Yes | Yes |
| Initiate a payment search | No | Yes | Yes |
| Manage address (includes View all addresses) | No | Yes | Yes |
| Manage direct deposit | No | No | Yes |
| Manage my profile | No | No | No |
| Manage Online mail | No | Yes | Yes |
| Manage operating names | No | Yes | Yes |
| Message Centre | Yes | Yes | Yes |
| Online Mail received | No | Yes | Yes |
| Order additional remittance vouchers | Yes | Yes | Yes |
| Register a formal dispute (Notice of Objection) | No | Yes | Yes |
| Request a refund | No | Yes | Yes |
| Request an interest review | No | Yes | Yes |
| Request copies of notices and statements | Yes | Yes | Yes |
| Request customized statements | No | Yes | Yes |
| Submit an enquiry | No | Yes | Yes |
| Suggestions | Yes | Yes | Yes |
| Transfer payment | No | Yes | Yes |
| View account balance | Yes | Yes | Yes |
| View address | Yes | Yes | Yes |
| View banking information | Yes | Yes | Yes |
| View direct deposit transactions | Yes | Yes | Yes |
| View endorsements | Yes | Yes | Yes |
| View enquiry status | Yes | Yes | Yes |
| View mail | Yes | Yes | Yes |
| View operating names | Yes | Yes | Yes |
| View transaction details | Yes | Yes | Yes |
TFSA (RZ)
Show/hide services
| Service | Level 1 Authorization | Level 2 Authorization | Level 3 Authorization |
|---|---|---|---|
| Authorize or manage representatives | No | No | Yes |
| Download rejected TFSA individual records | Yes | Yes | Yes |
| Electronic transfer of accounting data (ETAD) | No | Yes | Yes |
| File a return - Internet file transfer option | No | Yes | Yes |
| File a return / Transmit a return | No | Yes | Yes |
| Manage address (includes View all addresses) | No | Yes | Yes |
| Manage direct deposit | No | No | Yes |
| Manage my profile | No | No | No |
| Manage Online mail | No | Yes | Yes |
| Manage operating names | No | Yes | Yes |
| Message Centre | Yes | Yes | Yes |
| Online Mail received | No | Yes | Yes |
| Suggestions | Yes | Yes | Yes |
| View address | Yes | Yes | Yes |
| View direct deposit transactions | Yes | Yes | Yes |
| View mail | Yes | Yes | Yes |
| View operating names | Yes | Yes | Yes |
| View return status | Yes | Yes | Yes |
Information Returns
Show/hide services
| Service | Level 1 Authorization | Level 2 Authorization | Level 3 Authorization |
|---|---|---|---|
| Authorize or manage representatives | No | No | Yes |
| Electronic transfer of accounting data (ETAD) | No | Yes | Yes |
| File a return - Internet file transfer option | No | Yes | Yes |
| File a return - Web Forms option | No | Yes | Yes |
| File a return / Transmit a return | No | Yes | Yes |
| Manage address (includes View all addresses) | No | Yes | Yes |
| Manage direct deposit | No | No | Yes |
| Manage my profile | No | No | No |
| Manage Online mail | No | Yes | Yes |
| Manage operating names | No | Yes | Yes |
| Message Centre | Yes | Yes | Yes |
| Online Mail received | No | Yes | Yes |
| Suggestions | Yes | Yes | Yes |
| View address | Yes | Yes | Yes |
| View direct deposit transactions | Yes | Yes | Yes |
| View mail | Yes | Yes | Yes |
| View operating names | Yes | Yes | Yes |
| View return status | Yes | Yes | Yes |
Level 1 – Allow the CRA to disclose information about the account(s)
We may disclose information to you as a representative such as:
- View account balance and activities; and
- View return status
However you will not be allowed to request any changes to the account(s).
Level 2 – Allow the CRA to disclose information and accept changes to account(s)
We may disclose the information listed in level 1 to you, and with level 2, you may ask for changes to their account(s) such as:
- File a return; and
- Transfer payment
For more information go to My Business Account or view Form RC59, Business consent form.
Level 3 – Delegated Authority - Allow the CRA to disclose information and accept changes to account(s) as well as authorize a representative
We may disclose the information listed in level 1 to you, and you may ask for changes to their account(s) such as:
- File a return; and
- Transfer payment
As a level 3 delegated authority you may also authorize a representative or another delegated authority on behalf of the business.
For more information go to My Business Account or view Form RC321, Delegation of Authority.
- Date modified: