List of services for representatives of individuals

The list of services that representatives can do online on behalf of an individual varies depending on the level of authorization that the individual has consented to.

Service Level 1 Authorization Level 2 Authorization Legal Rep
Addresses or telephone numbers (view,update)   No   No   Yes
Apply for child benefits   No   No   Yes
Arrange my direct deposit (start, update, stop)   No   No   Yes
Authorize my representative   No   No   Yes
Benefits and credits overview   Yes   Yes   Yes
Change my marital status   No   No   Yes
Change my return   No   Yes   Yes
Manage online mail   No   No   Yes
Pay by pre-authorized debit   No   No   Yes
Proof of income statement (option "C" print)   Yes   Yes   Yes
Register my formal dispute   No   Yes   Yes
Request a remittance voucher   No   Yes   Yes
Submit documents   No   Yes   Yes
View account balance and statement of account   Yes   Yes   Yes
View and update children in my care   No   No   Yes
View authorized representative   No   No   Yes
View Canada Child Benefit and related provincial and territorial programs payments, account balance, and statement of account   Yes   Yes   Yes
View carryover amounts   Yes   Yes   Yes
View disability tax credit   Yes   Yes   Yes
View GST/HST credit and related provincial programs payments, account balance, and statement of account   Yes   Yes   Yes
View Home Buyers’ Plan and Lifelong Learning Plan   Yes   Yes   Yes
View instalments   Yes   Yes   Yes
View returns and notices of assessment and reassessment   Yes   Yes   Yes
View RRSP   Yes   Yes   Yes
View tax information slip – T4, T4A, T4A(P), T4A(OAS), T4E, T4RSP, T4RIF, T5007, T3, T5, T5008 and RRSP Contribution Receipt   Yes   Yes   Yes
View Tax-Free Savings Account (TFSA)   Yes   Yes   Yes
View Universal Child Care Benefit payments, account balance, and statement of account   Yes   Yes   Yes
View Working Income Tax Benefit advanced payments   Yes   Yes   Yes
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