Managing eTaxBC Account Access

You can manage your own eTaxBC account access by:

  1. Adding access to another tax account
  2. Cancelling your online access

You can also manage how other users access your account by:

  1. Requesting access to a user’s account
  2. Giving a user access to your account
  3. Approving or denying a user’s request to access your account
  4. Changing a user’s access type
  5. Changing a user’s access level
  6. Cancelling their access if they no longer work with you
  7. Restoring their access if it was previously cancelled

Adding access to another tax account

If you have a tax account, you can add access to almost any other tax account on the same entity. To add access to another tax account:

  1. Log on to your eTaxBC account
  2. Under “I Want To” in the top right corner, click on Add Access to Additional Account
  3. Select the tax account type
  4. Enter the account number
  5. Click Search
  6. Validate the required account information
  7. Click Next
  8. Click Submit

Cancelling your online access

If you cancel your online access, you will not be able to log on to eTaxBC. To cancel your online access:

  1. Log on to your eTaxBC account
  2. Click on Profile Settings in the top right corner
  3. Under "I Want To” in the top right corner, click Cancel online access
  4. Type in your current password and click OK. You will be immediately logged out of eTaxBC.

Requesting access to a user’s account

To request access to another business’ account in eTaxBC the other account must have an eTaxBC logon in order to approve your request:

  1. Log on to your eTaxBC account
  2. Click on Profile Settings in the top right corner
  3. Under “I Want To” in the top right corner, click on Request Access to Client’s Account
  4. Select your client's Account Type from the drop down list and enter your client’s account information
  5. Select the Access Level you are requesting:
  • File Returns: You can only file returns on behalf of your client
  • File Returns and Make Payments: You can file returns and make payments on behalf of your client
  • Make Payments: You can only make payments on behalf of your client
  • View: You can only view your client's account
  1. Click Validate
  2. Click Submit

Giving a user access to your account

To give another user access to your account in eTaxBC:

  1. Log on to your eTaxBC account
  2. Click on Profile Settings in the top right corner
  3. Under “I Want To” in the top right corner, click on Manage logons
  4. Click the Add button on the right side of the page
  5. Complete the required fields
  6. Click Save (an email is sent to this person to provide them with further instructions, this email must be used within 24 hours)
  7. Click on the Manage button in the top right corner of the page
  8. Check off the account(s) you would like this person to access by clicking on the radio button to the left of the account
  9. Click on Home in the breadcrumb trail or in the Menu drop down to get back to the home page

Once you add a user, you can change or cancel their access at any time.

Approving or denying a user’s request to access your account

Another user can request access to your eTaxBC account from their  eTaxBC account. You will receive an email stating that a person has requested access to your account. You can approve or deny their request.

Approve a Request for Access

To approve a request:

  1. Log on to your eTaxBC account
  2. Click on Profile Settings in the top right corner
  3. Under "I Want To” in the top right corner, click on View Third-Party Requests for Access
  4. If there are multiple requests for access, click on the link for the correct account(s) under the Requested Account ID column
  5. Review the information of the user requesting access to your account
  6. Select the Access Level you want to provide them with:
    1. File Returns: they can only file returns on your behalf
    2. File Returns and Make Payments: they can file returns and make payments on your behalf
    3. Make Payments: they can only make payments on your behalf
    4. View: they can only view your account
  7. Click Approve
  8. Click Submit

When you give a third-party access to your account, they will also have the ability to share access with their employees. You will be notified when a new person has been given access to your account and you can change or cancel their access at any time.

Deny a Request for Access

To deny a request:

  1. Log on to your eTaxBC account
  2. Click on Profile Settings in the top right corner
  3. Under “I Want To” in the top right corner, click on View Third-Party Requests for Access
  4. If there are multiple requests for access, click on the link for the correct account under the Requested Account ID column
  5. Review the information of the user requesting access to your account
  6. Click Deny
  7. Click Submit

When you deny a third-party access to your account, the requestor will be notified by email.

Changing a user’s access type

Access type is a security feature used to determine if someone who logs on to eTaxBC is a Master or an Account Manager.

  1. An eTaxBC Master can add, delete and change security levels for all users under your account. They can also view, file and/or pay, and change names and addresses at the tax payer (legal) and account level.

  2. An eTaxBC Account Manager can view, file and/or pay for one or more specific account types depending on the access level that an eTaxBC Master has set up for the user. They can change names and addresses at the account level only.

Only an eTaxBC Master can change an access type. To change a user's access:

  1. Log on to your eTaxBC account
  2. Click on Profile Settings in the top right corner
  3. Under “I Want To” in the top right corner, click on Manage logons
  4. Click on the logon name you wish to change
  5. Click the Change button next to “Settings” in the centre of the page
  6. Select the access type
  7. Click Save

You can see the history for each logon under the E-Services Activity section.

Changing a user’s access level

Access levels are defined for the usernames when access to accounts has been added. The access levels are

  1. File: Allows users to view all information and file returns.
  2. Pay: Allows users to view all information and make payments.
  3. File & Pay: Allows users to view all information, file returns, and make payments.
  4.  Allows users to only view information.

Only an eTaxBC Master can change an access level. To change a user's access level:

  1. Log on to your eTaxBC account
  2. Click on Profile Settings in the top right corner
  3. Under “I Want To” in the top right corner, click on Manage logons
  4. Click on the logon name you wish to change
  5. Click on the account you wish to change
  6. Click the Change button next to “Account Settings” in the centre of the page
  7. Select the access level
  8. Click Save

Cancelling a user’s access if they no longer work with you

If you no longer want a user to have access to your eTaxBC account:

  1. Log on to your eTaxBC account
  2. Click on Profile Settings in the top right corner
  3. Under “I Want To” in the top right corner, click on Manage logons
  4. Click on the logon name you want to cancel
  5. Click on the Cease button next to “Logon” on the left side of the page
  6. Click Yes

The logon will now be listed under Inactive Logons and they won’t be able to access your account.

Restoring a user’s access if it was previously cancelled

If you previously cancelled a user’s access to your eTaxBC account, you can restore it. To restore access:

  1. Log on to your eTaxBC account
  2. Click on Profile Settings in the top right corner
  3. Under "I Want To" in the top right corner, click on Manage logons
  4. Select the Logon name you want to restore
  5. Click on Change in the top centre of the page
  6. Select the Type of Access
  7. Click Save