List of services for representatives of businesses

The list of services that representatives can do online on behalf of a business varies depending on the level of authorization that the business has consented to.

Go to What can I do on My Business Account? to find out more about My Business Account services.

To access GST/HST accounts that are administered by Revenu Québec, visit Revenu Québec's website.

Air travelers security charge (RG)

Air Travelers Security Charge (RG)
Service Level 1 Authorization Level 2 Authorization Level 3 Authorization
Account Transactions   No   Yes   Yes
Authorize or manage representatives   No   No   Yes
Calculate future balance   Yes   Yes   Yes
Change mailing instructions   No   Yes   Yes
Customized view   Yes   Yes   Yes
Electronic transfer of accounting data (ETAD)   No   Yes   Yes
File a return   No   Yes   Yes
Initiate a payment search   No   Yes   Yes
Manage address (includes View all addresses)   No   Yes   Yes
Manage direct deposit   No   No   Yes
Manage my profile   No   No   No
Manage Online mail   No   Yes   Yes
Manage operating names   No   Yes   Yes
Message Centre   Yes   Yes   Yes
Order additional remittance vouchers   Yes   Yes   Yes
Register a formal dispute (Notice of Objection)   No   Yes   Yes
Request a refund   No   Yes   Yes
Request an interest review   No   Yes   Yes
Request copies of notices and statements   Yes   Yes   Yes
Request customized statements   No   Yes   Yes
Submit an enquiry   No   Yes   Yes
Suggestions   Yes   Yes   Yes
Transfer payment   No   Yes   Yes
View account balance   Yes   Yes   Yes
View address   Yes   Yes   Yes
View banking information   Yes   Yes   Yes
View direct deposit transactions   Yes   Yes   Yes
View endorsements   Yes   Yes   Yes
View enquiry status   Yes   Yes   Yes
View mail   Yes   Yes   Yes
View operating names   Yes   Yes   Yes
View transaction details   Yes   Yes   Yes

Contract payments (T5018) (RZ)

T5018 (RZ)
Service Level 1 Authorization Level 2 Authorization Level 3 Authorization
Authorize or manage representatives   No   No   Yes
Electronic transfer of accounting data (ETAD)   No   Yes   Yes
File a return - Internet file transfer option   No   Yes   Yes
File a return - Web Forms option   No   Yes   Yes
File a return / Transmit a return   No   Yes   Yes
Manage address (includes View all addresses)   No   Yes   Yes
Manage direct deposit   No   No   Yes
Manage my profile   No   No   No
Manage Online mail   No   Yes   Yes
Manage operating names   No   Yes   Yes
Message Centre   Yes   Yes   Yes
Suggestions   Yes   Yes   Yes
View address   Yes   Yes   Yes
View direct deposit transactions   Yes   Yes   Yes
View mail   Yes   Yes   Yes
View operating names   Yes   Yes   Yes
View return status   Yes   Yes   Yes

Corporation income tax (RC)

Corporation (RC)
Service Level 1 Authorization Level 2 Authorization Level 3 Authorization
Account Transactions   No   Yes   Yes
Authorize or manage representatives   No   No   Yes
Calculate future balance   Yes   Yes   Yes
Change mailing instructions   No   Yes   Yes
Customized view   Yes   Yes   Yes
Electronic transfer of accounting data (ETAD)   No   Yes   Yes
File a return / Transmit a return   No   Yes   Yes
Initiate a payment search   No   Yes   Yes
Instalment payment calculator   Yes   Yes   Yes
Manage address (includes View all addresses)   No   Yes   Yes
Manage direct deposit   No   No   Yes
Manage my profile   No   No   No
Manage Online mail   No   Yes   Yes
Manage operating names   No   Yes   Yes
Message Centre   Yes   Yes   Yes
Order additional remittance vouchers   Yes   Yes   Yes
Register a formal dispute (Notice of Objection)   No   Yes   Yes
Request a refund   No   Yes   Yes
Request an interest review   No   Yes   Yes
Request copies of notices and statements   Yes   Yes   Yes
Request customized statements   No   Yes   Yes
Submit an enquiry   No   Yes   Yes
Submit Documents   No   Yes   Yes
Suggestions   Yes   Yes   Yes
Transfer payment   No   Yes   Yes
View account balance   Yes   Yes   Yes
View address   Yes   Yes   Yes
View banking information   Yes   Yes   Yes
View direct deposit transactions   Yes   Yes   Yes
View enquiry status   Yes   Yes   Yes
View mail   Yes   Yes   Yes
View operating names   Yes   Yes   Yes
View return balances   Yes   Yes   Yes
View return status   Yes   Yes   Yes

Excise duty (RD)

Excise Duty (RD)
Service Level 1 Authorization Level 2 Authorization Level 3 Authorization
Account Transactions   No   Yes   Yes
Authorize or manage representatives   No   No   Yes
Calculate future balance   Yes   Yes   Yes
Change mailing instructions   No   Yes   Yes
Customized view   Yes   Yes   Yes
Electronic transfer of accounting data (ETAD)   No   Yes   Yes
File a return / Transmit a return   No   Yes   Yes
Initiate a payment search   No   Yes   Yes
Manage address (includes View all addresses)   No   Yes   Yes
Manage direct deposit   No   No   Yes
Manage my profile   No   No   No
Manage Online mail   No   Yes   Yes
Manage operating names   No   Yes   Yes
Message Centre   Yes   Yes   Yes
Order additional remittance vouchers   Yes   Yes   Yes
Request a refund   No   Yes   Yes
Request an interest review   No   Yes   Yes
Request copies of notices and statements   Yes   Yes   Yes
Request customized statements   No   Yes   Yes
Submit an enquiry   No   Yes   Yes
Suggestions   Yes   Yes   Yes
Transfer payment   No   Yes   Yes
View account balance   Yes   Yes   Yes
View address   Yes   Yes   Yes
View banking information   Yes   Yes   Yes
View direct deposit transactions   Yes   Yes   Yes
View endorsements   Yes   Yes   Yes
View enquiry status   Yes   Yes   Yes
View mail   Yes   Yes   Yes
View operating names   Yes   Yes   Yes
View transaction details   Yes   Yes   Yes

Excise tax (RE)

Excise Tax (RE)
Service Level 1 Authorization Level 2 Authorization Level 3 Authorization
Account Transactions   No   Yes   Yes
Authorize or manage representatives   No   No   Yes
Calculate future balance   Yes   Yes   Yes
Change mailing instructions   No   Yes   Yes
Customized view   Yes   Yes   Yes
Electronic transfer of accounting data (ETAD)   No   Yes   Yes
File a return   No   Yes   Yes
Initiate a payment search   No   Yes   Yes
Manage address (includes View all addresses)   No   Yes   Yes
Manage direct deposit   No   No   Yes
Manage my profile   No   No   No
Manage Online mail   No   Yes   Yes
Manage operating names   No   Yes   Yes
Message Centre   Yes   Yes   Yes
Order additional remittance vouchers   Yes   Yes   Yes
Register a formal dispute (Notice of Objection)   No   Yes   Yes
Request a refund   No   Yes   Yes
Request an interest review   No   Yes   Yes
Request copies of notices and statements   Yes   Yes   Yes
Request customized statements   No   Yes   Yes
Submit an enquiry   No   Yes   Yes
Suggestions   Yes   Yes   Yes
Transfer payment   No   Yes   Yes
View account balance   Yes   Yes   Yes
View address   Yes   Yes   Yes
View banking information   Yes   Yes   Yes
View direct deposit transactions   Yes   Yes   Yes
View endorsements   Yes   Yes   Yes
View enquiry status   Yes   Yes   Yes
View mail   Yes   Yes   Yes
View operating names   Yes   Yes   Yes
View transaction details   Yes   Yes   Yes

Excise tax on insurance premiums (RN)

Excise Tax on insurance premiums (RN)
Service Level 1 Authorization Level 2 Authorization Level 3 Authorization
Account Transactions   No   Yes   Yes
Authorize or manage representatives   No   No   Yes
Calculate future balance   Yes   Yes   Yes
Change mailing instructions   No   Yes   Yes
Customized view   Yes   Yes   Yes
Electronic transfer of accounting data (ETAD)   No   Yes   Yes
Initiate a payment search   No   Yes   Yes
Manage address (includes View all addresses)   No   Yes   Yes
Manage direct deposit   No   No   Yes
Manage my profile   No   No   No
Manage Online mail   No   Yes   Yes
Manage operating names   No   Yes   Yes
Message Centre   Yes   Yes   Yes
Order additional remittance vouchers   Yes   Yes   Yes
Register a formal dispute (Notice of Objection)   No   Yes   Yes
Request a refund   No   Yes   Yes
Request an interest review   No   Yes   Yes
Request copies of notices and statements   Yes   Yes   Yes
Request customized statements   No   Yes   Yes
Submit an enquiry   No   Yes   Yes
Suggestions   Yes   Yes   Yes
Transfer payment   No   Yes   Yes
View account balance   Yes   Yes   Yes
View address   Yes   Yes   Yes
View banking information   Yes   Yes   Yes
View direct deposit transactions   Yes   Yes   Yes
View endorsements   Yes   Yes   Yes
View enquiry status   Yes   Yes   Yes
View mail   Yes   Yes   Yes
View operating names   Yes   Yes   Yes
View transaction details   Yes   Yes   Yes

GST/HST (RT)

GST/HST (RT)
Service Level 1 Authorization Level 2 Authorization Level 3 Authorization
Account Transactions   No   Yes   Yes
Adjust a PSB rebate   No   Yes   Yes
Adjust a return   No   Yes   Yes
Authorize or manage representatives   No   No   Yes
Calculate future balance   Yes   Yes   Yes
Change mailing instructions   No   Yes   Yes
Customized view   Yes   Yes   Yes
Electronic transfer of accounting data (ETAD)   No   Yes   Yes
File a rebate   No   Yes   Yes
File a return / Transmit a return   No   Yes   Yes
File an election   No   Yes   Yes
Initiate a payment search   No   Yes   Yes
Instalment payment calculator   Yes   Yes   Yes
Manage address (includes View all addresses)   No   Yes   Yes
Manage direct deposit   No   No   Yes
Manage my profile   No   No   No
Manage Online mail   No   Yes   Yes
Manage operating names   No   Yes   Yes
Message Centre   Yes   Yes   Yes
Order additional remittance vouchers   Yes   Yes   Yes
Request an interest review   No   Yes   Yes
Request copies of notices and statements   Yes   Yes   Yes
Request customized statements   No   Yes   Yes
Submit an enquiry   No   Yes   Yes
Submit documents   No   Yes   Yes
Suggestions   Yes   Yes   Yes
Transfer payment   No   Yes   Yes
View account balance   Yes   Yes   Yes
View address   Yes   Yes   Yes
View banking information   Yes   Yes   Yes
View direct deposit transactions   Yes   Yes   Yes
View enquiry status   Yes   Yes   Yes
View expected and filed returns   Yes   Yes   Yes
View mail   Yes   Yes   Yes
View operating names   Yes   Yes   Yes
View PSB rebate   Yes   Yes   Yes

Partnerships (RZ)

T5013 (RZ)
Service Level 1 Authorization Level 2 Authorization Level 3 Authorization
Account transactions   No   Yes   Yes
Authorize or manage representatives   No   No   Yes
Calculate future balance   No   Yes   Yes
Customized view   Yes   Yes   Yes
Electronic transfer of accounting data (ETAD)   No   Yes   Yes
File a return - Internet file transfer option   No   Yes   Yes
File a return - Web Forms option   No   Yes   Yes
File a return / Transmit a return   No   Yes   Yes
Manage address (includes View all addresses)   No   Yes   Yes
Manage my profile   No   No   No
Manage Online mail   No   Yes   Yes
Manage operating names   No   Yes   Yes
Message Centre   Yes   Yes   Yes
Suggestions   Yes   Yes   Yes
Transfer payment   No   Yes   Yes
Register a formal dispute (Notice of Objection)   No   Yes   Yes
View account balance   Yes   Yes   Yes
View address   Yes   Yes   Yes
View direct deposit transactions   Yes   Yes   Yes
View endorsements   Yes   Yes   Yes
View mail   Yes   Yes   Yes
View operating names   Yes   Yes   Yes
View transaction details   Yes   Yes   Yes

Payroll (RP)

Payroll (RP)
Service Level 1 Authorization Level 2 Authorization Level 3 Authorization
Account Transactions   Yes   Yes   Yes
Authorize or manage representatives   No   No   Yes
Electronic transfer of accounting data (ETAD)   No   Yes   Yes
File a return - Internet file transfer option   No   Yes   Yes
File a return - Web Forms option   No   Yes   Yes
Initiate a payment search   No   Yes   Yes
Manage address (includes View all addresses)   No   Yes   Yes
Manage direct deposit   No   No   Yes
Manage my profile   No   No   No
Manage online mail   No   Yes   Yes
Manage operating names   No   Yes   Yes
Message Centre   Yes   Yes   Yes
Provide a nil remittance   No   Yes   Yes
Register a formal dispute (Appeal)   No   Yes   Yes
Request a CPP/EI ruling   No   Yes   Yes
Request a refund   No   Yes   Yes
Request to close payroll account   No   Yes   Yes
Respond to notices   No   Yes   Yes
Suggestions   Yes   Yes   Yes
Transfer a misallocated credit   No   Yes   Yes
View account balance   Yes   Yes   Yes
View address   Yes   Yes   Yes
View banking information   Yes   Yes   Yes
View mail   Yes   Yes   Yes
View operating names   Yes   Yes   Yes
View remitting requirements   Yes   Yes   Yes
View return status   Yes   Yes   Yes

Registered charity (RR)

Registered charities (RR)
Service Level 1 Authorization Level 2 Authorization Level 3 Authorization
Authorize or manage representatives   No   No   Yes
Electronic transfer of accounting data (ETAD)   No   Yes   Yes
Manage address (includes View all addresses)   No   Yes   Yes
Manage direct deposit   No   No   Yes
Manage my profile   No   No   No
Manage Online mail   No   Yes   Yes
Manage operating names   No   Yes   Yes
Message Centre   Yes   Yes   Yes
Suggestions   Yes   Yes   Yes
View address   Yes   Yes   Yes
View operating names   Yes   Yes   Yes

Softwood lumber products export charge (SL)

Softwood Lumber Products Export Charge (SL)
Service Level 1 Authorization Level 2 Authorization Level 3 Authorization
Account Transactions   No   Yes   Yes
Authorize or manage representatives   No   No   Yes
Calculate future balance   Yes   Yes   Yes
Change mailing instructions   No   Yes   Yes
Customized view   Yes   Yes   Yes
Electronic transfer of accounting data (ETAD)   No   Yes   Yes
File a return   No   Yes   Yes
Initiate a payment search   No   Yes   Yes
Manage address (includes View all addresses)   No   Yes   Yes
Manage direct deposit   No   No   Yes
Manage my profile   No   No   No
Manage Online mail   No   Yes   Yes
Manage operating names   No   Yes   Yes
Message Centre   Yes   Yes   Yes
Order additional remittance vouchers   Yes   Yes   Yes
Register a formal dispute (Notice of Objection)   No   Yes   Yes
Request a refund   No   Yes   Yes
Request an interest review   No   Yes   Yes
Request copies of notices and statements   Yes   Yes   Yes
Request customized statements   No   Yes   Yes
Submit an enquiry   No   Yes   Yes
Suggestions   Yes   Yes   Yes
Transfer payment   No   Yes   Yes
View account balance   Yes   Yes   Yes
View address   Yes   Yes   Yes
View banking information   Yes   Yes   Yes
View direct deposit transactions   Yes   Yes   Yes
View endorsements   Yes   Yes   Yes
View enquiry status   Yes   Yes   Yes
View mail   Yes   Yes   Yes
View operating names   Yes   Yes   Yes
View transaction details   Yes   Yes   Yes

TFSA (RZ)

TFSA (RZ)
Service Level 1 Authorization Level 2 Authorization Level 3 Authorization
Authorize or manage representatives   No   No   Yes
Download rejected TFSA individual records   Yes   Yes   Yes
Electronic transfer of accounting data (ETAD)   No   Yes   Yes
File a return - Internet file transfer option   No   Yes   Yes
File a return / Transmit a return   No   Yes   Yes
Manage address (includes View all addresses)   No   Yes   Yes
Manage direct deposit   No   No   Yes
Manage my profile   No   No   No
Manage Online mail   No   Yes   Yes
Manage operating names   No   Yes   Yes
Message Centre   Yes   Yes   Yes
Suggestions   Yes   Yes   Yes
View address   Yes   Yes   Yes
View direct deposit transactions   Yes   Yes   Yes
View mail   Yes   Yes   Yes
View operating names   Yes   Yes   Yes
View return status   Yes   Yes   Yes

Information Returns

Information Returns
Service Level 1 Authorization Level 2 Authorization Level 3 Authorization
Authorize or manage representatives   No   No   Yes
Electronic transfer of accounting data (ETAD)   No   Yes   Yes
File a return - Internet file transfer option   No   Yes   Yes
File a return - Web Forms option   No   Yes   Yes
File a return / Transmit a return   No   Yes   Yes
Manage address (includes View all addresses)   No   Yes   Yes
Manage direct deposit   No   No   Yes
Manage my profile   No   No   No
Manage Online mail   No   Yes   Yes
Manage operating names   No   Yes   Yes
Message Centre   Yes   Yes   Yes
Suggestions   Yes   Yes   Yes
View address   Yes   Yes   Yes
View direct deposit transactions   Yes   Yes   Yes
View mail   Yes   Yes   Yes
View operating names   Yes   Yes   Yes
View return status   Yes   Yes   Yes

Levels of authorization

Select the level of authorization you want to give to your representative.

Level 1 – Allow the CRA to disclose information about the account(s)

We may disclose information to you as a representative such as:

  • View account balance and activities; and
  • View return status

However you will not be allowed to request any changes to the account(s).

Level 2 – Allow the CRA to disclose information and accept changes to account(s)

We may disclose the information listed in level 1 to you, and with level 2, you may ask for changes to their account(s) such as:

  • File a return; and
  • Transfer payment

For more information go to My Business Account or view Form RC59, Business consent form.

Level 3 – Delegated Authority - Allow the CRA to disclose information and accept changes to account(s) as well as authorize a representative

We may disclose the information listed in level 1 to you, and you may ask for changes to their account(s) such as:

  • File a return; and
  • Transfer payment

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

For more information go to My Business Account or view Form RC321, Delegation of Authority.

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