List of services for representatives of businesses
The manage direct deposit and manage address services are unavailable to representatives at this time. We regret the inconvenience. Here are some other ways to manage your direct deposit or address information.
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 | No | No |
| Manage direct deposit | No | No | No |
| 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 | No |
| View direct deposit transactions | No | No | No |
| 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 | No | No |
| Manage direct deposit | No | No | No |
| 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 | No | No | No |
| 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 | No | No |
| Manage direct deposit | No | No | No |
| 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 to 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 | No |
| View direct deposit transactions | No | No | No |
| 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 | No | No |
| Manage direct deposit | No | No | No |
| 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 | No |
| View direct deposit transactions | No | No | No |
| 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 | No | No |
| Manage direct deposit | No | No | No |
| 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 | No |
| View direct deposit transactions | No | No | No |
| 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 | No | No |
| Manage direct deposit | No | No | No |
| 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 | No |
| View direct deposit transactions | No | No | No |
| 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 | No | No |
| Manage direct deposit | No | No | No |
| 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 | No |
| View direct deposit transactions | No | No | No |
| 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 |
| Close GST/HST account | 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 | No | No |
| Manage direct deposit | No | No | No |
| 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 | No |
| View direct deposit transactions | No | No | No |
| 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 | No | No |
| 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 | No | No | No |
| 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 | No | No |
| Manage direct deposit | No | No | No |
| 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 | No |
| 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 | No | No |
| Manage direct deposit | No | No | No |
| 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 | No | No |
| Manage direct deposit | No | No | No |
| 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 | No | No | No |
| 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 | No | No |
| Manage direct deposit | No | No | No |
| 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 | No | No | No |
| 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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