List of services for representatives of individuals
The list of services that representatives can do online on behalf of an individual varies depending on the level of authorization that the individual has consented to.
| Service | Level 1 Authorization | Level 2 Authorization | Legal Rep |
|---|---|---|---|
| Addresses or telephone numbers (view,update) | No | No | Yes |
| Apply for child benefits | No | No | Yes |
| Arrange my direct deposit (start, update, stop) | No | No | Yes |
| Audit enquiries | No | Yes | Yes |
| Authorize my representative | No | No | Yes |
| Benefits and credits overview | Yes | Yes | Yes |
| Change my marital status | No | No | Yes |
| Change my return | No | Yes | Yes |
| Climate action incentive payments | Yes | Yes | Yes |
| Fill out Part A of Form T2201, Disability Tax Credit Certificate | No | No | Yes |
| Notification preferences | No | No | Yes |
| Open a non-resident tax account | No | Yes | Yes |
| Pay by pre-authorized debit | No | No | Yes |
| Proof of income statement (option "C" print) | Yes | Yes | Yes |
| Register my formal dispute | No | Yes | Yes |
| Request a remittance voucher | No | Yes | Yes |
| Request CPP/EI ruling | No | Yes | Yes |
| Request relief of penalties and interest | No | Yes | Yes |
| Submit documents | No | Yes | Yes |
| Uncashed cheques | Yes | Yes | Yes |
| View account balance and statement of account | Yes | Yes | Yes |
| View available payments | Yes | Yes | Yes |
| Transfer available payments to an existing tax balance or to a current year instalment within the Individual tax account | No | Yes | Yes |
| View and update children in my care | No | No | Yes |
| View authorized representative | No | No | Yes |
| View Canada Child Benefit and related provincial and territorial programs payments, account balance, and statement of account | Yes | Yes | Yes |
| View carryover amounts | Yes | Yes | Yes |
| View disability tax credit | Yes | Yes | Yes |
| View GST/HST credit and related provincial programs payments, account balance, and statement of account | Yes | Yes | Yes |
| View Home Buyers’ Plan and Lifelong Learning Plan | Yes | Yes | Yes |
| View instalments | Yes | Yes | Yes |
| View mail | Yes | Yes | Yes |
| View returns and notices of assessment and reassessment | Yes | Yes | Yes |
| View RRSP | Yes | Yes | Yes |
| View tax information slip – T4, T4A, T4A(P), T4A(OAS), T4E, T4RSP, T4RIF, T5007, T3, T5, T5008 and RRSP Contribution Receipt | Yes | Yes | Yes |
| View Tax-Free Savings Account (TFSA) | Yes | Yes | Yes |
| View Universal Child Care Benefit payments, account balance, and statement of account | Yes | Yes | Yes |
| View Canada Workers Benefit | Yes | Yes | Yes |
For more information go to Levels of authorization, or to My Account.
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