What documents can Fastkey access from the CRA?

What documents can Fastkey access from the CRA?

Authorized representatives with Level 2 access to the Canada Revenue Agency (CRA) typically have access to a wide range of tax documents and information related to the taxpayer they represent. This enhanced access allows them to perform a variety of tasks on behalf of the taxpayer. Here are some of the tax documents and information that authorized representatives with Level 2 access may have:

Notice of Assessment (NOA): They can access and download copies of the taxpayer's NOAs, which summarize the taxpayer's assessed income, deductions, credits, and any taxes owed or refunded.


Statement of Account: This document provides a detailed account of the taxpayer's financial activity, including payments made, outstanding balances, and any credits or refunds. Authorized representatives can view and download Statements of Account.


Tax Returns: They may have access to the taxpayer's filed tax returns, including the ability to view previous returns, check their status, and review filing history.


Tax Slips: Authorized representatives can typically access and download tax slips, such as T4s and other relevant forms, which provide information about the taxpayer's income, deductions, and tax withheld.


Notices and Correspondence: They can view, download, and manage notices and correspondence sent by the CRA to the taxpayer, including audit notifications, requests for information, and assessment explanations.


Benefit and Credit Information: Authorized representatives may access information about the taxpayer's eligibility for various federal and provincial benefits and tax credits.


Account Balances: They can view the taxpayer's account balances, including any outstanding balances, payments received, and refunds issued.


Please note that the specific documents and information accessible through Level 2 access may vary based on the CRA's policies and the permissions granted by the taxpayer. Level 2 access is intended to provide comprehensive capabilities to authorized representatives to assist with various tax-related tasks and inquiries on behalf of the taxpayer.