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)
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 preference | 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 | No | No | 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)
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 preference | 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 details | Yes | Yes | Yes |
Corporation income tax (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 |
Calculate instalment payments | Yes | Yes | Yes |
Manage address (includes View all addresses) | No | Yes | Yes |
Manage direct deposit | No | No | Yes |
Manage language preference | 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 | No | No | 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 details | Yes | Yes | Yes |
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 preference | 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 | No | No | 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)
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 preference | 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 | No | No | 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)
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 preference | 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 | No | No | 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)
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 preference | 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 | No | No | 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)
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 |
Calculate instalment payments | Yes | Yes | Yes |
Manage address (includes View all addresses) | No | Yes | Yes |
Manage direct deposit | No | No | Yes |
Manage language preference | No | Yes | 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 |
Register a formal dispute (Notice of Objection) | 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 | No | No | 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 rebate status | Yes | Yes | Yes |
Partnerships (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 preference | 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)
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 preference | 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 | No | No | 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 details | Yes | Yes | Yes |
Registered charity (RR)
Service | View only (level 1) | Update and view (level 2) | Delegate authority, update and view (level 3) |
---|---|---|---|
Adjust a return | No | Yes | Yes |
Apply to be a registered charity or RCAAA | No | Yes | Yes |
Authorize or manage representatives | No | No | Yes |
File a return | No | Yes | Yes |
Manage address (includes View all addresses) | No | Yes | Yes |
Manage direct deposit | No | No | Yes |
Manage language preference | 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 |
Submit an enquiry | No | No | No |
Submit Documents | No | Yes | Yes |
Suggestions | Yes | Yes | Yes |
Update registered charity or RCAAA information | No | Yes | Yes |
View address | Yes | Yes | Yes |
View expected and filed returns | Yes | Yes | Yes |
View Mail | Yes | Yes | Yes |
View operating names | Yes | Yes | Yes |
View program account name | Yes | Yes | Yes |
View Program account details | Yes | Yes | Yes |
View return details | Yes | Yes | Yes |
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 preference | 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 details | Yes | Yes | Yes |
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 preference | 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 details | 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 details
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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