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.
For more information about legal representatives, go to Legal representative or Represent someone who died.
Personal
There are two levels of authorization you can give your representative on your personal tax account:
- Allow access to information only (level 1)
- Allow access to information and to make certain account changes (level 2)
For a list of services that representatives can do online on behalf of an individual, 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:
- Allow access to information only (level 1)
- Allow access to information and to make certain account changes (level 2)
- Delegate authority, and allow access to information and to make certain account changes (level 3)
As a level 3 delegated authority, you may authorize a representative or another delegated authority on behalf of the business.
To learn more about the authorization levels and scope, go to Levels and scope of authorization that you can give representatives of your business.
For a list of services that representatives can do online on behalf of a business, 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:
- Allow access to information only (level 1)
- Allow access to information and to make certain account changes (level 2)
For more information about non-resident accounts, see Guide T4058, Non-Residents and Income Tax.
Trust
There are three levels of authorization that can be given to a representative on trust accounts:
- Allow access to information only (level 1)
- Allow access to information and to make certain account changes (level 2)
- Allow a representative to become a trustee, view or update information on a client account, accept changes to accounts and authorize other representatives (level 3)
Note
The trustee has to be named in a legal document that supports their appointment.
For more information, see "Services in My Trust Account" in About My Trust Account.
For more information about trust accounts, see T4013, T3 Trust Guide.
Page details
- Date modified: