Services for representatives of individuals – About Represent a Client

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https://www.canada.ca/en/revenue-agency/services/e-services/represent-a-client/list-services-representatives-individuals.html

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About Represent a Client

About Represent a Client - Services for representatives of individuals

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

Level 1
View information only
Level 2
View and make certain changes to information
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 individuals

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


Table of services and authorities

Table of services
Services Actions that can be done with
level 1 authorization that can be done with
level 2 authorization that can be done by
a legal representative

Personal information

  • Address
  • Children in care
  • Marital status
  • Telephone numbers
  • Level 1: No access
  • Level 2: No access
  • Legal rep: View, Update

Audit enquiries
  • Level 1: No access
  • Level 2: View, Make an enquiry
  • Legal rep: View, Make an enquiry

Representative authorization
  • Level 1: No access
  • Level 2: No access
  • Legal rep: View, Authorize

Direct deposit
  • Level 1: No access
  • Level 2: No access
  • Legal rep: View, Update, Start, Stop

Benefits and credits, including:

  • Canada Child Benefit (including related provincial and territorial programs)
  • Universal Child Care Benefit
  • Canada Workers Benefit
  • Canada Carbon Rebate (CCR)
  • Disability tax credit (including Form T2201 part A)
  • GST/HST credit (and related provincial and territorial programs)
  • Level 1: View only
  • Level 2: View only
  • Legal rep: View, Apply

Returns
  • Level 1: View only
  • Level 2: Change
  • Legal rep: Change

Disability Tax Credit Certificate (Form T2201)
  • Level 1: No access
  • Level 2: No access
  • Legal rep: Complete/Fill out part A

Non-resident tax account
  • Level 1: No access
  • Level 2: Open account
  • Legal rep: Open account

Pre-authorized debit (PAD)
  • Level 1: No access
  • Level 2: No access
  • Legal rep: Make payment

Proof of income statement (option "C" print)
  • All authorization levels: View

Formal dispute
  • Level 1: No access
  • Level 2: Register
  • Legal rep: Register

Remittance voucher
  • Level 1: No access
  • Level 2: Request
  • Legal rep: Request

Ruling (CPP/EI)
  • Level 1: No access
  • Level 2: Request
  • Legal rep: Request

Penalties and interest
  • Level 1: No access
  • Level 2: Request relief
  • Legal rep: Request relief

Submit Documents
  • Level 1: No access
  • Level 2: Submit
  • Legal rep: Submit

Account balance and statement of account
  • All authorization levels: View

Available payments
  • All authorization levels: View

Payments (within same account)
  • Level 1: No access
  • Level 2: Move, transfer, reallocate
  • Legal rep: Move, transfer, reallocate

Carryover amounts
  • All authorization levels: View

Home Buyer's Plan and Lifelong Learning Plan
  • All authorization levels: View

Instalments
  • All authorization levels: View

Mail
  • All authorization levels: View

Notices of assessment and reassessment
  • All authorization levels: View

RRSP
  • All authorization levels: View

Tax information slips
(T4, T4A, T4A(P), T4A(OAS), T4E, T4RSP, T4RIF, T5007, T3, T5, T5008 and RRSP Contribution Receipt)
  • All authorization levels: View

Tax-Free Savings Account (TFSA)
  • All authorization levels: View


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Date modified:
2024-09-25