Authorize a representative: Level of access you can give

3. Level of access you can give

The list of services available to a representative is different for personal tax accounts, business tax accounts, non-resident tax accounts, and trust tax accounts. If you don't specify a level of authorization, we will assign level 1 access.

For more information about legal representatives, go to Legal representative or Legal representative for a deceased person.

Personal

There are two levels of authorization you can give your representative on your personal tax account:

For more information, go to our List of services for representatives of individuals.

Business

There are three levels of authorization you can give your representative on your business accounts:

As a level 3 delegated authority you may authorize a representative or another delegated authority on behalf of the business.

For more information, go to our List of services for representatives of businesses.

Non-resident

There are two levels of authorization you can give your representative on your non-resident tax accounts:

For more information about non-resident accounts, go to Guide T4058, Non-Residents and Income Tax.

Trust

There are two levels of authorization you can give your representative on your trust accounts:

For more information about trust accounts, go to T4013, T3 Trust Guide.

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