List of services for representatives of businesses

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List of services for representatives of businesses


Manage direct deposit service is currently unavailable

The manage direct deposit service is unavailable at this time. We regret the inconvenience. Here are some other ways to manage your direct deposit.

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.

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Air travelers security charge (RG)


Air Travelers Security Charge (RG)
Service View only (level 1) Update and view (level 2) Delegate authority,
update and view (level 3)
Legal representative
Account transactions No Yes Yes Yes
Authorize or manage representatives No No Yes Yes
Calculate future balance Yes Yes Yes Yes
Change mailing instructions No Yes Yes Yes
Customized view Yes Yes Yes Yes
File a return No Yes Yes Yes
Initiate a payment search No Yes Yes Yes
Manage address (includes View all addresses) No Yes Yes Yes
Manage direct deposit No No No Yes
Manage language preference No Yes Yes Yes
Manage my profile No No No No
Manage operating names No Yes Yes Yes
Manage program account name No Yes Yes Yes
Message Centre Yes Yes Yes Yes
Notification preferences No Yes Yes Yes
Order additional remittance vouchers Yes Yes Yes Yes
Register a formal dispute (Notice of Objection) No Yes Yes Yes
Request a refund No Yes Yes Yes
Request an interest review No Yes Yes Yes
Request copies of notices and statements Yes Yes Yes Yes
Request customized statements No Yes Yes Yes
Submit an enquiry No Yes Yes Yes
Suggestions Yes Yes Yes Yes
Transfer payment No Yes Yes Yes
View account balance Yes Yes Yes Yes
View address Yes Yes Yes Yes
View banking information No No Yes Yes
View direct deposit transactions No No Yes Yes
View endorsements Yes Yes Yes Yes
View enquiry status Yes Yes Yes Yes
View Interest Yes Yes Yes Yes
View mail Yes Yes Yes Yes
View operating names Yes Yes Yes Yes
View transaction details Yes Yes Yes Yes


Contract payments (T5018) (RZ)


T5018 (RZ)
Service View only (level 1) Update and view (level 2) Delegate authority,
update and view (level 3)
Legal representative
Authorize or manage representatives No No Yes Yes
Close Contract payments (T5018) account No Yes Yes Yes
File a return - Internet file transfer option No Yes Yes Yes
File a return - Web Forms option No Yes Yes Yes
File a return / Transmit a return No Yes Yes Yes
Manage address (includes View all addresses) No Yes Yes Yes
Manage direct deposit No No No Yes
Manage language preference No Yes Yes Yes
Manage my profile No No No No
Manage operating names No Yes Yes Yes
Manage program account name No Yes Yes Yes
Message Centre Yes Yes Yes Yes
Notification preferences No Yes Yes Yes
Suggestions Yes Yes Yes Yes
View address Yes Yes Yes Yes
View direct deposit transactions No No Yes Yes
View mail Yes Yes Yes Yes
View operating names Yes Yes Yes Yes
View return details Yes Yes Yes Yes


Corporation income tax (RC)


Corporation (RC)
Service View only (level 1) Update and view (level 2) Delegate authority,
update and view (level 3)
Legal representative
Account Transactions No Yes Yes Yes
Authorize or manage representatives No No Yes Yes
Calculate future balance Yes Yes Yes Yes
Change mailing instructions No Yes Yes Yes
Customized view Yes Yes Yes Yes
File a return / Transmit a return No Yes Yes Yes
Initiate a payment search No Yes Yes Yes
Calculate instalment payments Yes Yes Yes Yes
Manage address (includes View all addresses) No Yes Yes Yes
Manage direct deposit No No No Yes
Manage language preference No Yes Yes Yes
Manage my profile No No No No
Manage operating names No Yes Yes Yes
Manage program account name No Yes Yes Yes
Message Centre Yes Yes Yes Yes
Notification preferences No Yes Yes Yes
Order additional remittance vouchers Yes Yes Yes Yes
Register a formal dispute (Notice of Objection) No Yes Yes Yes
Request a refund No Yes Yes Yes
Request an interest review No Yes Yes Yes
Request copies of notices and statements Yes Yes Yes Yes
Request customized statements No Yes Yes Yes
Request to close corporation income tax account No Yes Yes Yes
Submit an enquiry No Yes Yes Yes
Submit Documents No Yes Yes Yes
Suggestions Yes Yes Yes Yes
Transfer payment No Yes Yes Yes
View account balance Yes Yes Yes Yes
View address Yes Yes Yes Yes
View banking information No No Yes Yes
View direct deposit transactions No No Yes Yes
View enquiry status Yes Yes Yes Yes
View mail Yes Yes Yes Yes
View Interest Yes Yes Yes Yes
View operating names Yes Yes Yes Yes
View return balances Yes Yes Yes Yes
View return details Yes Yes Yes Yes


Excise duty (RD)


Excise Duty (RD)
Service View only (level 1) Update and view (level 2) Delegate authority,
update and view (level 3)
Legal representative
Account transactions No Yes Yes Yes
Authorize or manage representatives No No Yes Yes
Calculate future balance Yes Yes Yes Yes
Change mailing instructions No Yes Yes Yes
Customized view Yes Yes Yes Yes
File a return / Transmit a return No Yes Yes Yes
Initiate a payment search No Yes Yes Yes
Manage address (includes View all addresses) No Yes Yes Yes
Manage direct deposit No No No Yes
Manage language preference No Yes Yes Yes
Manage my profile No No No No
Manage operating names No Yes Yes Yes
Manage program account name No Yes Yes Yes
Message Centre Yes Yes Yes Yes
Notification preferences No Yes Yes Yes
Order additional remittance vouchers Yes Yes Yes Yes
Request a refund No Yes Yes Yes
Request an interest review No Yes Yes Yes
Request copies of notices and statements Yes Yes Yes Yes
Request customized statements No Yes Yes Yes
Submit an enquiry No Yes Yes Yes
Suggestions Yes Yes Yes Yes
Transfer payment No Yes Yes Yes
View account balance Yes Yes Yes Yes
View address Yes Yes Yes Yes
View banking information No No Yes Yes
View direct deposit transactions No No Yes Yes
View endorsements Yes Yes Yes Yes
View enquiry status Yes Yes Yes Yes
View Interest Yes Yes Yes Yes
View mail Yes Yes Yes Yes
View operating names Yes Yes Yes Yes
View transaction details Yes Yes Yes Yes


Excise tax (RE)


Excise Tax (RE)
Service View only (level 1) Update and view (level 2) Delegate authority,
update and view (level 3)
Legal representative
Account transactions No Yes Yes Yes
Authorize or manage representatives No No Yes Yes
Calculate future balance Yes Yes Yes Yes
Change mailing instructions No Yes Yes Yes
Customized view Yes Yes Yes Yes
File a return No Yes Yes Yes
Initiate a payment search No Yes Yes Yes
Manage address (includes View all addresses) No Yes Yes Yes
Manage direct deposit No No No Yes
Manage language preference No Yes Yes Yes
Manage my profile No No No No
Manage operating names No Yes Yes Yes
Manage program account name No Yes Yes Yes
Message Centre Yes Yes Yes Yes
Notification preferences No Yes Yes Yes
Order additional remittance vouchers Yes Yes Yes Yes
Register a formal dispute (Notice of Objection) No Yes Yes Yes
Request a refund No Yes Yes Yes
Request an interest review No Yes Yes Yes
Request copies of notices and statements Yes Yes Yes Yes
Request customized statements No Yes Yes Yes
Submit an enquiry No Yes Yes Yes
Suggestions Yes Yes Yes Yes
Transfer payment No Yes Yes Yes
View account balance Yes Yes Yes Yes
View address Yes Yes Yes Yes
View banking information No No Yes Yes
View direct deposit transactions No No Yes Yes
View endorsements Yes Yes Yes Yes
View enquiry status Yes Yes Yes Yes
View Interest Yes Yes Yes Yes
View mail Yes Yes Yes Yes
View operating names Yes Yes Yes Yes
View transaction details Yes Yes Yes Yes


Excise tax on insurance premiums (RN)


Excise Tax on insurance premiums (RN)
Service View only (level 1) Update and view (level 2) Delegate authority,
update and view (level 3)
Legal representative
Account transactions No Yes Yes Yes
Authorize or manage representatives No No Yes Yes
Calculate future balance Yes Yes Yes Yes
Change mailing instructions No Yes Yes Yes
Customized view Yes Yes Yes Yes
Initiate a payment search No Yes Yes Yes
Manage address (includes View all addresses) No Yes Yes Yes
Manage direct deposit No No No Yes
Manage language preference No Yes Yes Yes
Manage my profile No No No No
Manage operating names No Yes Yes Yes
Manage program account name No Yes Yes Yes
Message Centre Yes Yes Yes Yes
Notification preferences No Yes Yes Yes
Order additional remittance vouchers Yes Yes Yes Yes
Register a formal dispute (Notice of Objection) No Yes Yes Yes
Request a refund No Yes Yes Yes
Request an interest review No Yes Yes Yes
Request copies of notices and statements Yes Yes Yes Yes
Request customized statements No Yes Yes Yes
Submit an enquiry No Yes Yes Yes
Suggestions Yes Yes Yes Yes
Transfer payment No Yes Yes Yes
View account balance Yes Yes Yes Yes
View address Yes Yes Yes Yes
View banking information No No Yes Yes
View direct deposit transactions No No Yes Yes
View endorsements Yes Yes Yes Yes
View enquiry status Yes Yes Yes Yes
View Interest Yes Yes Yes Yes
View mail Yes Yes Yes Yes
View operating names Yes Yes Yes Yes
View transaction details Yes Yes Yes Yes


Fuel charge (CT)


Fuel charge (CT)
Service View only (level 1) Update and view (level 2) Delegate authority,
update and view (level 3)
Legal representative
Account transactions No Yes Yes Yes
Authorize or manage representatives No No Yes Yes
Calculate future balance Yes Yes Yes Yes
Change mailing instructions No Yes Yes Yes
Customized view Yes Yes Yes Yes
File a return No Yes Yes Yes
Initiate a payment search No Yes Yes Yes
Manage address (includes View all addresses) No Yes Yes Yes
Manage direct deposit No No No Yes
Manage language preference No Yes Yes Yes
Manage my profile No No No No
Manage operating names No Yes Yes Yes
Manage program account name No Yes Yes Yes
Message Centre Yes Yes Yes Yes
Notification preferences No Yes Yes Yes
Order additional remittance vouchers Yes Yes Yes Yes
Request a refund No Yes Yes Yes
Request an interest review No Yes Yes Yes
Request copies of notices and statements Yes Yes Yes Yes
Request customized statements No Yes Yes Yes
Submit an enquiry No Yes Yes Yes
Suggestions Yes Yes Yes Yes
Transfer payment No Yes Yes Yes
View account balance Yes Yes Yes Yes
View address Yes Yes Yes Yes
View banking information No No Yes Yes
View direct deposit transactions No No Yes Yes
View endorsements Yes Yes Yes Yes
View enquiry status Yes Yes Yes Yes
View Interest Yes Yes Yes Yes
View mail Yes Yes Yes Yes
View operating names Yes Yes Yes Yes
View transaction details Yes Yes Yes Yes


GST/HST (RT)


GST/HST (RT)
Service View only (level 1) Update and view (level 2) Delegate authority,
update and view (level 3)
Legal representative
Account transactions No Yes Yes Yes
Adjust a PSB rebate No Yes Yes Yes
Adjust a return No Yes Yes Yes
Authorize or manage representatives No No Yes Yes
Calculate future balance Yes Yes Yes Yes
Change mailing instructions No Yes Yes Yes
Close GST/HST account No Yes Yes Yes
Customized view Yes Yes Yes Yes
File a rebate No Yes Yes Yes
File a return / Transmit a return No Yes Yes Yes
File an election No Yes Yes Yes
Initiate a payment search No Yes Yes Yes
Calculate instalment payments Yes Yes Yes Yes
Manage address (includes View all addresses) No Yes Yes Yes
Manage direct deposit No No No Yes
Manage language preference No Yes Yes Yes
Manage my profile No No No No
Manage operating names No Yes Yes Yes
Message Centre Yes Yes Yes Yes
Notification preferences No Yes Yes Yes
Order additional remittance vouchers Yes Yes Yes Yes
Register a formal dispute (Notice of Objection) No Yes Yes Yes
Request an interest review No Yes Yes Yes
Request copies of notices and statements Yes Yes Yes Yes
Request customized statements No Yes Yes Yes
Submit an enquiry No Yes Yes Yes
Submit documents No Yes Yes Yes
Suggestions Yes Yes Yes Yes
Transfer payment No Yes Yes Yes
View account balance Yes Yes Yes Yes
View address Yes Yes Yes Yes
View banking information No No Yes Yes
View direct deposit transactions No No Yes Yes
View enquiry status Yes Yes Yes Yes
View expected and filed returns Yes Yes Yes Yes
View mail Yes Yes Yes Yes
View operating names Yes Yes Yes Yes
View rebate status Yes Yes Yes Yes


Partnerships (RZ)


T5013 (RZ)
Service View only (level 1) Update and view (level 2) Delegate authority,
update and view (level 3)
Legal representative
Account transactions No Yes Yes Yes
Authorize or manage representatives No No Yes Yes
Calculate future balance No Yes Yes Yes
Close partnerships account No No Yes Yes
Customized view Yes Yes Yes Yes
File a return - Internet file transfer option No Yes Yes Yes
File a return - Web Forms option No Yes Yes Yes
File a return / Transmit a return No Yes Yes Yes
Manage address (includes View all addresses) No Yes Yes Yes
Manage language preference No Yes Yes Yes
Manage my profile No No No No
Manage operating names No Yes Yes Yes
Manage program account name No Yes Yes Yes
Message Centre Yes Yes Yes Yes
Notification preferences No Yes Yes Yes
Suggestions Yes Yes Yes Yes
Transfer payment No Yes Yes Yes
Register a formal dispute (Notice of Objection) No Yes Yes Yes
View account balance Yes Yes Yes Yes
View address Yes Yes Yes Yes
View direct deposit transactions No No Yes Yes
View endorsements Yes Yes Yes Yes
View mail Yes Yes Yes Yes
View Interest Yes Yes Yes Yes
View operating names Yes Yes Yes Yes
View transaction details Yes Yes Yes Yes


Payroll (RP)


Payroll (RP)
Service View only (level 1) Update and view (level 2) Delegate authority,
update and view (level 3)
Legal representative
Account transactions Yes Yes Yes Yes
Authorize or manage representatives No No Yes Yes
File a return - Internet file transfer option No Yes Yes Yes
File a return - Web Forms option No Yes Yes Yes
Initiate a payment search No Yes Yes Yes
Manage address (includes View all addresses) No Yes Yes Yes
Manage direct deposit No No No Yes
Manage language preference No Yes Yes Yes
Manage my profile No No No No
Manage operating names No Yes Yes Yes
Manage program account name No Yes Yes Yes
Message Centre Yes Yes Yes Yes
Notification preferences No Yes Yes Yes
Provide a nil remittance No Yes Yes Yes
Register a formal dispute (Appeal) No Yes Yes Yes
Request a CPP/EI ruling No Yes Yes Yes
Request a refund No Yes Yes Yes
Request to close payroll account No Yes Yes Yes
Respond to notices No Yes Yes Yes
Suggestions Yes Yes Yes Yes
Transfer a misallocated credit No Yes Yes Yes
View account balance Yes Yes Yes Yes
View address Yes Yes Yes Yes
View banking information No No Yes Yes
View mail Yes Yes Yes Yes
View Interest Yes Yes Yes Yes
View operating names Yes Yes Yes Yes
View remitting requirements Yes Yes Yes Yes
View return details Yes Yes Yes Yes


Registered charity (RR)


Registered charities (RR)
Service View only (level 1) Update and view (level 2) Delegate authority,
update and view (level 3)
Legal representative
Adjust a return No Yes Yes Yes
Apply to be a registered charity or RCAAA No Yes Yes Yes
Authorize or manage representatives No No Yes Yes
File a return No Yes Yes Yes
Manage address (includes View all addresses) No Yes Yes Yes
Manage direct deposit No No No Yes
Manage language preference No Yes Yes Yes
Manage my profile No No No No
Manage operating names No Yes Yes Yes
Manage program account name No Yes Yes Yes
Message Centre Yes Yes Yes Yes
Notification preferences No Yes Yes Yes
Submit an enquiry No No No No
Submit Documents No Yes Yes Yes
Suggestions Yes Yes Yes Yes
Update registered charity or RCAAA information No Yes Yes Yes
View address Yes Yes Yes Yes
View expected and filed returns Yes Yes Yes Yes
View Mail Yes Yes Yes Yes
View operating names Yes Yes Yes Yes
View program account name Yes Yes Yes Yes
View Program account details Yes Yes Yes Yes
View return details Yes Yes Yes Yes


TFSA (RZ)


TFSA (RZ)
Service View only (level 1) Update and view (level 2) Delegate authority,
update and view (level 3)
Legal representative
Authorize or manage representatives No No Yes Yes
Close tax-free savings account No No Yes Yes
Download rejected TFSA individual records Yes Yes Yes Yes
File a return - Internet file transfer option No Yes Yes Yes
File a return / Transmit a return No Yes Yes Yes
Manage address (includes View all addresses) No Yes Yes Yes
Manage direct deposit No No No Yes
Manage language preference No Yes Yes Yes
Manage my profile No No No No
Manage operating names No Yes Yes Yes
Manage program account name No Yes Yes Yes
Message Centre Yes Yes Yes Yes
Notification preferences No Yes Yes Yes
Suggestions Yes Yes Yes Yes
View address Yes Yes Yes Yes
View direct deposit transactions No No Yes Yes
View mail Yes Yes Yes Yes
View operating names Yes Yes Yes Yes
View return details Yes Yes Yes Yes


Information Returns


Information Returns
Service View only (level 1) Update and view (level 2) Delegate authority,
update and view (level 3)
Legal representative
Authorize or manage representatives No No Yes Yes
Close information returns account No Yes Yes Yes
File a return - Internet file transfer option No Yes Yes Yes
File a return - Web Forms option No Yes Yes Yes
File a return / Transmit a return No Yes Yes Yes
Manage address (includes View all addresses) No Yes Yes Yes
Manage direct deposit No No No Yes
Manage language preference No Yes Yes Yes
Manage my profile No No No No
Manage operating names No Yes Yes Yes
Manage program account name No Yes Yes Yes
Message Centre Yes Yes Yes Yes
Notification preferences No Yes Yes Yes
Suggestions Yes Yes Yes Yes
View address Yes Yes Yes Yes
View direct deposit transactions No No Yes Yes
View mail Yes Yes Yes Yes
View operating names Yes Yes Yes Yes
View return details Yes Yes Yes Yes

Levels of authorization

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

View only (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 details

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

Update and view (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.

Delegate authority, update and view (level 3) - 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.


Page details

Date modified:
2023-12-14