List of services for representatives of businesses

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.

Go to What can I do on My Business Account? to find out more about My Business Account services.

To access GST/HST accounts that are administered by Revenu Québec, visit Revenu Québec's website.

Air travelers security charge (RG)

Air Travelers Security Charge (RG)
Service View only (level 1) Update and view (level 2) Delegate authority, update and view (level 3)
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
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 language preferences  No  Yes  Yes
Manage my profile   No   No   No
Manage operating names   No   Yes   Yes
Manage program account name  No  Yes  Yes
Message Centre   Yes   Yes   Yes
Notification preferences   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 Interest  Yes  Yes  Yes
View mail   Yes   Yes   Yes
View operating names   Yes   Yes   Yes
View transaction details   Yes   Yes   Yes

Contract payments (T5018) (RZ)

T5018 (RZ)
Service View only (level 1) Update and view (level 2) Delegate authority, update and view (level 3)
Authorize or manage representatives   No   No   Yes
Close Contract payments (T5018) account  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 language preferences  No  Yes  Yes
Manage my profile   No   No   No
Manage operating names   No   Yes   Yes
Manage program account name  No  Yes  Yes
Message Centre   Yes   Yes   Yes
Notification preferences   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)

Corporation (RC)
Service View only (level 1) Update and view (level 2) Delegate authority, update and view (level 3)
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
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 language preferences  No  Yes  Yes
Manage my profile   No   No   No
Manage operating names   No   Yes   Yes
Manage program account name  No  Yes  Yes
Message Centre   Yes   Yes   Yes
Notification preferences   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
Request close corporation income tax account  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 Interest  Yes  Yes  Yes
View operating names   Yes   Yes   Yes
View return balances   Yes   Yes   Yes
View return status   Yes   Yes   Yes

Excise duty (RD)

Excise Duty (RD)
Service View only (level 1) Update and view (level 2) Delegate authority, update and view (level 3)
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
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 language preferences  No  Yes  Yes
Manage my profile   No   No   No
Manage operating names   No   Yes   Yes
Manage program account name  No  Yes  Yes
Message Centre   Yes   Yes   Yes
Notification preferences   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 Interest  Yes  Yes  Yes
View mail   Yes   Yes   Yes
View operating names   Yes   Yes   Yes
View transaction details   Yes   Yes   Yes

Excise tax (RE)

Excise Tax (RE)
Service View only (level 1) Update and view (level 2) Delegate authority, update and view (level 3)
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
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 language preferences  No  Yes  Yes
Manage my profile   No   No   No
Manage operating names   No   Yes   Yes
Manage program account name  No  Yes  Yes
Message Centre   Yes   Yes   Yes
Notification preferences   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 Interest  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)

Excise Tax on insurance premiums (RN)
Service View only (level 1) Update and view (level 2) Delegate authority, update and view (level 3)
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
Initiate a payment search   No   Yes   Yes
Manage address (includes View all addresses)   No   Yes   Yes
Manage direct deposit   No   No   Yes
Manage language preferences  No  Yes  Yes
Manage my profile   No   No   No
Manage operating names   No   Yes   Yes
Manage program account name  No  Yes  Yes
Message Centre   Yes   Yes   Yes
Notification preferences   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 Interest  Yes  Yes  Yes
View mail   Yes   Yes   Yes
View operating names   Yes   Yes   Yes
View transaction details   Yes   Yes   Yes

Fuel charge (CT)

Fuel charge (CT)
Service View only (level 1) Update and view (level 2) Delegate authority, update and view (level 3)
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
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 language preferences  No  Yes  Yes
Manage my profile  No  No  No
Manage operating names  No  Yes  Yes
Manage program account name  No  Yes  Yes
Message Centre  Yes  Yes  Yes
Notification preferences  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 Interest  Yes  Yes  Yes
View mail  Yes  Yes  Yes
View operating names  Yes  Yes  Yes
View transaction details  Yes  Yes  Yes

GST/HST (RT)

GST/HST (RT)
Service View only (level 1) Update and view (level 2) Delegate authority, update and view (level 3)
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
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 operating names   No   Yes   Yes
Message Centre   Yes   Yes   Yes
Notification preferences   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)

T5013 (RZ)
Service View only (level 1) Update and view (level 2) Delegate authority, update and view (level 3)
Account transactions   No   Yes   Yes
Authorize or manage representatives   No   No   Yes
Calculate future balance   No   Yes   Yes
Close partnerships account  No  No  Yes
Customized view   Yes   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 language preferences  No  Yes  Yes
Manage my profile   No   No   No
Manage operating names   No   Yes   Yes
Manage program account name  No  Yes  Yes
Message Centre   Yes   Yes   Yes
Notification preferences   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 Interest  Yes  Yes  Yes
View operating names   Yes   Yes   Yes
View transaction details   Yes   Yes   Yes

Payroll (RP)

Payroll (RP)
Service View only (level 1) Update and view (level 2) Delegate authority, update and view (level 3)
Account Transactions   Yes   Yes   Yes
Authorize or manage representatives   No   No   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 language preferences  No  Yes  Yes
Manage my profile   No   No   No
Manage operating names   No   Yes   Yes
Manage program account name  No  Yes  Yes
Message Centre   Yes   Yes   Yes
Notification preferences   No   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 Interest  Yes  Yes  Yes
View operating names   Yes   Yes   Yes
View remitting requirements   Yes   Yes   Yes
View return status   Yes   Yes   Yes

Registered charity (RR)

Registered charities (RR)
Service View only (level 1) Update and view (level 2) Delegate authority, update and view (level 3)
Authorize or manage representatives   No   No   Yes
Manage address (includes View all addresses)   No   Yes   Yes
Manage direct deposit   No   No   Yes
Manage language preferences  No  Yes  Yes
Manage my profile   No   No   No
Manage operating names   No   Yes   Yes
Manage program account name  No  Yes  Yes
Message Centre   Yes   Yes   Yes
Notification preferences   No   Yes   Yes
Suggestions   Yes   Yes   Yes
View address   Yes   Yes   Yes
View operating names   Yes   Yes   Yes

TFSA (RZ)

TFSA (RZ)
Service View only (level 1) Update and view (level 2) Delegate authority, update and view (level 3)
Authorize or manage representatives   No   No   Yes
Close tax-free savings account  No  No  Yes
Download rejected TFSA individual records   Yes   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 language preferences  No  Yes  Yes
Manage my profile   No   No   No
Manage operating names   No   Yes   Yes
Manage program account name  No  Yes  Yes
Message Centre   Yes   Yes   Yes
Notification preferences   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

Information Returns
Service View only (level 1) Update and view (level 2) Delegate authority, update and view (level 3)
Authorize or manage representatives   No   No   Yes
Close information returns account  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 language preferences  No  Yes  Yes
Manage my profile   No   No   No
Manage operating names   No   Yes   Yes
Manage program account name  No  Yes  Yes
Message Centre   Yes   Yes   Yes
Notification preferences   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

Levels of authorization

Select the level of authorization you want to give to your representative.

View only (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).

Update and view (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.

Delegate authority, update and view (level 3) - 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.

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