eTaxBC Help Guide for Third-Party Accountants & Bookkeepers

If you are an accountant or bookkeeper that has permission to file or pay your clients’ taxes, you may use eTaxBC as an effective tool to file or pay on their behalf.

To get started in eTaxBC, you must first get direct access or enrol for third-party access to eTaxBC .

Once you have access, you can:

  1. Request access to your client’s account if you have a third-party account
  2. Manage your clients’ return
  3. Manage payments on behalf of your clients
  4. Manage account access 

Requesting access to your clients' eTaxBC accounts

If you have a third-party eTaxBC account, you can send a request to access your clients’ account to file and/or pay on their behalf.  Your client(s) must already have an eTaxBC account.

To request 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 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

You will need to complete steps 3 - 7 for each account for each client. This process sends a request to your client's eTaxBC account and an email to your client informing them of your request.

Once you have requested access, your client can log on to their account to change your access level (if desired) and approve or deny your request. You will receive an email when your client responds to your request.

Manage your clients' returns

If you enrolled for third-party eTaxBC access and have been granted access to your clients’ accounts, you will see your clients' accounts listed under the ”Third Party Accounts” button when you log on.

The balance showing under the Alerts header at the top of the page is the total of all balances outstanding on all accounts you have access to.

Learn how to

  1. File your clients’ return
  2. Change your clients’ return
  3. Cancel your clients’ return

File Your Clients' Returns

To file a return for a client:

  1. Log on to your eTaxBC account
  2. Click on Third Party Accounts near the top left corner
  3. Click on the appropriate account
  4. Click on File Return for the period you wish to file. If you don’t see the period, click on the More button to show all periods.
  5. Fill out the return form. If there is no PST collected, select the Nil return box.
  6. Click Submit

Change your clients' return

If your clients’ return has already been submitted, you can still make changes, including filing a Nil return. To change a return:

  1. Log on to your eTaxBC account
  2. Click on Third-Party Accounts near the top left corner
  3. Click on the appropriate account
  4. Click on the period you want to change. If you don’t see the period, click on the More button to show all periods
  5. Click on the Return link in the Period Activity section
  6. Click Amend
  7. Make your changes
  8. In the Reason for Amendment box, explain why you are changing the return
  9. Click Submit

Cancel your clients' return

You can only cancel a return if it has a Pending status. To cancel a return:

  1. Log on to your eTaxBC account
  2. Click on Third Party Accounts near the top left corner
  3. Click on the appropriate account
  4. Click on the period you want to change. If you don’t see the period, click on the More button to show all periods.
  5. Click on the Return link in the Period Activity section
  6. Click Withdraw Request
  7. Click Yes to Confirm

If you cancel the return, you can file the return again.

Manage payments on behalf of your clients

You must have Make Payment or File Return and Make Payment access to your client's account if you want to make a payment using eTaxBC.

Learn how to

  1. Set up a payment channel for your client
  2. Make a payment on your clients’ behalf
  3. Cancel a payment 

Set up your clients' payment channel

To set up a payment channel for your client:

  1. Log on to your eTaxBC account
  2. Click on Third Party Accounts near the top left corner
  3. Click on the appropriate account
  4. Click on the Settings button next to “Client Account” in the top left corner
  5. Click on the Change button next to “Default Payment Channel” in the top right corner
  6. Click the Add button in the top right corner
  7. Fill in the bank account information
  8. Click on the Pre-Authorized Debit Agreement link and read the Pre-Authorized Debit (PAD) Agreement
  9. Click on the checkbox to agree to the terms and conditions of the PAD Agreement
  10. Click Save

There are two types of payment channels you can set up:

  1. My Payment Channels: these are bank accounts that are used to make payments for your own accounts.

  2. Client's Account Payment Channels: these are bank accounts that are used to pay for client’s accounts.  Each payment channel is associated with a specific account.

 Make payments on your clients' behalf

You can make a payment in eTaxBC when you file a return or separately at a later time. Payments can only be made through Canadian Financial Institutions. You must add a payment channel (bank account information) to your client’s account if you don’t have one yet.  Credit card payments aren’t accepted. When you make a payment in eTaxBC, the payment will be effective on the date you enter as the Payment Date. For example, if you submit a payment on the due date before midnight Pacific Standard Time, your payment will be considered on time, even though we may not process it until the next day.

You can pay:

  1. a specific period
  2. an account payment 

Pay a specific period

When you pay a specific period, the payment is applied to debt on that period first, even if there is older debt owing on the account.

To pay a specific period:

  1. Log on to your eTaxBC account
  2. Click on Third Party Accounts near the top left corner
  3. Click on the appropriate account
  4. Click on the Make Payment link beside the period you are paying. If you don’t see the period, click on the More button to show all periods. Note: If a return is required for the period, you must file the return before you will see the Make Payment link. To make a payment without filing a return, see account payments.
  5. Confirm the payment channel (bank account information). If you’re adding a new payment channel, you’ll need to agree to the Pre-Authorization Debit Agreement before you can submit the payment. To do this, click on the link to the agreement and check the box.
  6. Confirm the Payment Date. This is the date the payment will be applied to the account.
  7. Confirm the amount of your payment
  8. Check the checkbox to authorize the payment
  9. Click Submit

The payment will have a status of pending until we send the request to your client’s bank or financial institution; this usually takes one business day. However, it may take up to 5 business days for the payment to be transferred from your client’s bank account, especially if this is your first time making your client’s payment on eTaxBC.

If you post-date the payment, it will remain in a pending status until that date.

Account payment

You can make an account payment for any amount. The payment is automatically applied to the oldest debts first.

To make an account payment:

  1. Log on to your eTaxBC account
  2. Click on Third Party Accounts near the top left corner
  3. Click on the appropriate account
  4. Under "I Want To” in the top right corner, click on Make a Payment
  5. Confirm the payment channel (bank account information). If you’re adding a new payment channel, you’ll need to agree to the Pre-Authorization Debit Agreement before you can submit the payment. To do this, click on the link to the agreement and check the box.
  6. Confirm the payment date. This is the date the payment will be applied to the account.
  7. Enter the payment amount
  8. Check the checkbox to authorize the payment
  9. Click Submit

The payment will have a status of pending until we send the request to your client’s bank or financial institution; this usually takes one business day. However, it may take up to 5 business days for the payment to be transferred from your client’s bank account, especially if this is your first time making your client’s payment on eTaxBC.

If you post-date the payment, it will remain in a pending status until that date.

Cancel a payment on your clients’ behalf

You can cancel a payment in eTaxBC if it has a status of pending. Requests are processed every evening or on the date you specified for the payment. Once the payment has been processed, you’ll need to contact your client’s bank or financial institution for assistance.

  1. Log on to your eTaxBC account
  2. Click on Third Party Accounts near the top left corner
  3. Click on the appropriate account
  4. Click on the History tab
  5. Click on the Confirmation Number of the payment you want to cancel
  6. Click Withdraw Request listed under "Status"
  7. Click Yes, then OK

Manage account access

Learn how to

  1. Add employees to your eTaxBC account
  2. Cancel access to a client’s eTaxBC account
  3. Close a client’s account temporarily or permanently 

Add employees to your eTaxBC account

You can give your employees access to your eTaxBC account so they can view, file or make payments for your clients. To give your employee 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 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

Your client will be notified that a new user has been given access to their account.

Cancel access to a client's eTaxBC account

If you no longer need access to a client's eTaxBC account, you can remove the account:

  1. Log on to your eTaxBC account
  2. Click on Third Party Accounts near the top left corner
  3. Click on the appropriate account
  4. Click on the Settings button next to “Client Account” in the top left corner
  5. Click on Cancel Access in the top left corner
  6. Enter your Password
  7. Click OK

Close a client's account temporarily or permanently

You can close your client's account permanently or temporarily if you have access to file or pay returns for their account. You may want to close your client's account if they:

  1. Close or sell the business
  2. Temporarily close the business
  3. Change the business so its activities are no longer taxable

To close a client’s account:

  1. Log on to your eTaxBC account
  2. Click on Third Party Accounts near the top left corner
  3. Click on the appropriate account
  4. Under "I Want To’ in the top right corner, click on Close This Account
  5. Complete the form
  6. Click Submit