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, go to 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 and view or update information on a client account and accept changes to accounts, as well as authorize other representatives (level 3)

       Note: The Trustee has to be named in a legal document that supports their appointment.

For more information, go to Services in My Trust Account.

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