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.