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  • Tax accounts

    You can view all tax accounts for your client.

    To view your clients' transactional history, amounts owing and the account balance:

    • select a client
    • select Accounts and payments then Tax accounts
    • select Print friendly version to print or save the tax accounts
    • select an account to view at the transaction screen, then select       
      • Download to print or save in HTML or CSV
      • Filter to sort specific transactions by Processed or Effective dates and date range
      • Payment plan to view or make a payment plan
      • GIC calculator
    • select how many results to show using the drop down.

    Your client may have more than one account related to activity statements. Each account will have a three digit account sequence number, for example, 001, 003, 010. These sequence numbers are viewable in Tax accounts, they may be referred to as client activity centre (CAC), Integrated Client Account (ICA), a Branch or Activity statement account.

      Last modified: 24 Jun 2019QC 54079