Represent a Client - What's new

On October 24, 2011, the following features were added to the Represent a Client service:

The transactions performed on business accounts can now be viewed.  This can be done in two ways.  You can view the transactions performed on a particular business by entering the business number, or you can access the employee list to view the transactions performed on business accounts by a particular employee.  The date, time, tax year, program account and transaction completed are all displayed, along with either the name of the business or the employee (whichever is applicable).  This new feature raises a representative’s level of transparency and accountability.

Several improvements have been made to the business client list.  The clients are listed alphabetically and can be sorted by the first letter of the business name or by the authorization process date.

For documents from the previous months, visit the What's new archive.