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:

• Allow access to information only (level 1)
• Allow access to information and to make certain account changes (level 2)

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:

• 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.

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:

• 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, 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:

• Allow access to information only (level 1)
• Allow access to information and to make certain account changes (level 2)

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