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About Represent a Client - Services for representatives of businesses

The services in Represent a Client (RAC) that are available to representatives on behalf of a business depend on the level of authorization the business has consented to:

Level 1
View information only
Level 2
View and make changes to information
Level 3
View and make changes to information, authorize another representative
Legal representative
To be a legal representative, you must be appointed by a legal document.

Learn more: Authorize a representative: Level of access you can give

Table of services for representatives of businesses

You can filter by authorization level and program account to see all the actions that can be done for each service.

results out of

Table of services and authorities
Services Actions Program accounts

Account balance
  • Level 1: View
  • Level 2: View
  • Level 3: View
  • Legal rep: View
  • Air travelers security charge (RG)
  • Corporation income tax (RC)
  • Excise duty (RD)
  • Excise tax (RE)
  • Excise tax on insurance premiums (RN)
  • Fuel charge (CT)
  • GST/HST (RT)
  • Partnerships (RZ)
  • Payroll (RP)

Account transactions
  • Level 1: View only
  • Level 2: View, Make
  • Level 3: View, Make
  • Legal rep: View, Make
  • Air travelers security charge (RG)
  • Corporation income tax (RC)
  • Excise duty (RD)
  • Excise tax (RE)
  • Excise tax on insurance premiums (RN)
  • Fuel charge (CT)
  • GST/HST (RT)
  • Information returns (RZ)
  • Partnerships (RZ)
  • Payroll (RP)

Address
  • Level 1: View only
  • Level 2: View, Update
  • Level 3: View, Update
  • Legal rep: View, Update

All program accounts

Banking information
  • Level 1: No access
  • Level 2: No access
  • Level 3: View
  • Legal rep: View
  • Air travelers security charge (RG)
  • Corporation income tax (RC)
  • Excise duty (RD)
  • Excise tax (RE)
  • Excise tax on insurance premiums (RN)
  • Fuel charge (CT)
  • GST/HST (RT)
  • Payroll (RP)

CPP/EI ruling
  • Level 1: No access
  • Level 2: Request
  • Level 3: Request
  • Legal rep: Request
  • Payroll (RP)

Customized statements
  • Level 1: No access
  • Level 2: Request
  • Level 3: Request
  • Legal rep: Request
  • Air travelers security charge (RG)
  • Corporation income tax (RC)
  • Excise duty (RD)
  • Excise tax (RE)
  • Excise tax on insurance premiums (RN)
  • Fuel charge (CT)
  • GST/HST (RT)

Direct depost
  • Level 1: No access
  • Level 2: No access
  • Level 3: View only
  • Legal rep: View, Manage Temporarily offline

All program accounts

Documentation
  • Level 1: No access
  • Level 2: Submit
  • Level 3: Submit
  • Legal rep: Submit
  • Corporation income tax (RC)
  • GST/HST (RT)
  • Registered charity (RR)

Elections
  • Level 1: No access
  • Level 2: File
  • Level 3: File
  • Legal rep: File
  • GST/HST (RT)

Endorsements
  • All authorization levels: View
  • Air travelers security charge (RG)
  • Excise duty (RD)
  • Excise tax (RE)
  • Excise tax on insurance premiums (RN)
  • Fuel charge (CT)
  • Partnerships (RZ)

Enquiries
  • Level 1: View
  • Level 2: View, Submit
  • Level 3: View, Submit
  • Legal rep: View, Submit
  • Air travelers security charge (RG)
  • Corporation income tax (RC)
  • Excise duty (RD)
  • Excise tax (RE)
  • Excise tax on insurance premiums (RN)
  • Fuel charge (CT)
  • GST/HST (RT)

Formal dispute
  • Level 1: No access
  • Level 2: Register
  • Level 3: Register
  • Legal rep: Register
  • Air travelers security charge (RG)
  • Corporation income tax (RC)
  • Excise tax (RE)
  • Excise tax on insurance premiums (RN)
  • GST/HST (RT)
  • Partnerships (RZ)
  • Payroll (RP)

Future balances
  • Level 1: Calculate (except partnerships, no access)
  • Level 2: Calculate
  • Level 3: Calculate
  • Legal rep: Calculate
  • Air travelers security charge (RG)
  • Contract payments (T5018) (RZ)
  • Corporation income tax (RC)
  • Excise duty (RD)
  • Excise tax (RE)
  • Excise tax on insurance premiums (RN)
  • Fuel charge (CT)
  • GST/HST (RT)
  • Information returns (RZ)
  • Partnerships (RZ)

Instalment payments
  • All authorization levels: Calculate
  • Corporation income tax (RC)
  • GST/HST (RT)

Interest review
  • Level 1: No access
  • Level 2: Request
  • Level 3: Request
  • Legal rep: Request
  • Air travelers security charge (RG)
  • Corporation income tax (RC)
  • Excise duty (RD)
  • Excise tax (RE)
  • Excise tax on insurance premiums (RN)
  • Fuel charge (CT)
  • GST/HST (RT)
  • Partnerships (RZ)
  • Payroll (RP)

Language preference
  • Level 1: No access
  • Level 2: Manage
  • Level 3: Manage
  • Legal rep: Manage

All program accounts

Mail
  • All authorization levels: View

All program accounts

Mailing instructions
  • Level 1: No access
  • Level 2: Manage
  • Level 3: Manage
  • Legal rep: Manage
  • Air travelers security charge (RG)
  • Corporation income tax (RC)
  • Excise duty (RD)
  • Excise tax (RE)
  • Excise tax on insurance premiums (RN)
  • Fuel charge (CT)
  • GST/HST (RT)
  • Information returns (RZ)

Nill remittance
  • Level 1: No access
  • Level 2: Submit
  • Level 3: Submit
  • Legal rep: Submit
  • Payroll (RP)

Notices
  • Level 1: No access
  • Level 2: Respond
  • Level 3: Respond
  • Legal rep: Respond
  • Payroll (RP)

Notices and statements
  • All authorization levels: Request copies
  • Air travelers security charge (RG)
  • Corporation income tax (RC)
  • Excise duty (RD)
  • Excise tax (RE)
  • Excise tax on insurance premiums (RN)
  • Fuel charge (CT)
  • GST/HST (RT)

Operating names
  • Level 1: View
  • Level 2: View, Manage
  • Level 3: View, Manage
  • Legal rep: View, Manage

All program accounts

Payment search
  • Level 1: No access
  • Level 2: Initiate
  • Level 3: Initiate
  • Legal rep: Initiate
  • Air travelers security charge (RG)
  • Corporation income tax (RC)
  • Excise duty (RD)
  • Excise tax (RE)
  • Excise tax on insurance premiums (RN)
  • Fuel charge (CT)
  • GST/HST (RT)
  • Information returns (RZ)
  • Payroll (RP)
  • Registered charity (RR)
  • TFSA (RZ)

Payments or misallocated credits
  • Level 1: No access
  • Level 2: Transfer
  • Level 3: Transfer
  • Legal rep: Transfer
  • Air travelers security charge (RG)
  • Corporation income tax (RC)
  • Excise duty (RD)
  • Excise tax (RE)
  • Excise tax on insurance premiums (RN)
  • Fuel charge (CT)
  • GST/HST (RT)
  • Partnerships (RZ)
  • Payroll (RP)

Program account name
  • Level 1: View (Registered charity only)
  • Level 2: View, Manage
  • Level 3: View, Manage
  • Legal rep: View, Manage

All program accounts

Program account status
  • Level 1: No access
  • Level 2: Close
  • Level 3: Close
  • Legal rep: Close
  • Contract payments (T5018) (RZ)
  • Corporation income tax (RC)
  • GST/HST (RT)
  • Information returns (RZ)
  • Payroll (RP)

Program account status
  • Level 1: No access
  • Level 2: No access
  • Level 3: Close
  • Legal rep: Close
  • Partnerships (RZ)
  • TFSA (RZ)

Rebate/PSB rebate
  • Level 1: View
  • Level 2: View, Adjust, File
  • Level 3: View, Adjust, File
  • Legal rep: View, Adjust, File
  • GST/HST (RT)

Remittance vouchers
  • All authorization levels: Order
  • Air travelers security charge (RG)
  • Contract payments (T5018) (RZ)
  • Corporation income tax (RC)
  • Excise duty (RD)
  • Excise tax (RE)
  • Excise tax on insurance premiums (RN)
  • Fuel charge (CT)
  • GST/HST (RT)

Remitting requirements
  • All authorization levels: View
  • Payroll (RP)

Refund
  • Level 1: No access
  • Level 2: Request
  • Level 3: Request
  • Legal rep: Request
  • Air travelers security charge (RG)
  • Corporation income tax (RC)
  • Excise duty (RD)
  • Excise tax (RE)
  • Excise tax on insurance premiums (RN)
  • Fuel charge (CT)
  • GST/HST (RT)
  • Payroll (RP)

Registered charity/RCAAA
  • Level 1: View only
  • Level 2: View, Apply
  • Level 3: View, Apply
  • Legal rep: View, Apply
  • Registered charity (RR)

Rejected individual records
  • All authorization levels: Download
  • TFSA (RZ)

Representatives
  • Level 1: No access
  • Level 2: No access
  • Level 3: Authorize, Manage
  • Legal rep: Authorize, Manage

All program accounts

Return details (including filed or expected)
  • All authorization levels: View
  • Contract payments (T5018) (RZ)
  • Corporation income tax (RC)
  • GST/HST (RT)
  • Information returns (RZ)
  • Payroll (RP)
  • Registered charity (RR)
  • TFSA (RZ)

Returns (EFILE transmit)

  • Level 1: No access
  • Level 2: File
  • Level 3: File
  • Legal rep: File
  • Contract payments (T5018) (RZ)
  • Corporation income tax (RC)
  • Excise duty (RD)
  • GST/HST (RT)
  • Information returns (RZ)
  • Partnerships (RZ)
  • Payroll (RP)
  • TFSA (RZ)

Returns (Internet file transfer)
  • Level 1: No access
  • Level 2: File
  • Level 3: File
  • Legal rep: File
  • Contract payments (T5018) (RZ)
  • Information returns (RZ)
  • Partnerships (RZ)
  • Payroll (RP)
  • TFSA (RZ)

Returns (online web form)
  • Level 1: No access
  • Level 2: File
  • Level 3: File
  • Legal rep: File
  • Contract payments (T5018) (RZ)
  • Information returns (RZ)
  • Partnerships (RZ)
  • Payroll (RP)

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