Account Information Page Help

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After choosing an account on the TRACS Home page you will see the Account Information page.

As an Account Representative you will see the functions you have been granted access on the left menu.  If you feel you are missing any functions, contact the Account Owner who granted access to you.  An Account Owner will have access to all functions.

As an Account Owner you have access to all functions available for the selected account.  These functions appear on the left menu.  You can also view all other Account Owners and Representatives that have access to the account.  You may click on their name, and change their roles and/or privileges.  Every account must have at least one Account Owner. The roles and/or privileges of an Account Owner can only be changed by another Account Owner or by Tax and Revenue Administration.

You can also see users that have been delegated access to the account, but have not yet enrolled.  You cannot change their role or privilege until they enrol into the account.

For more information on viewing and changing users’ roles and privileges, please see the Delegated Administration Help in the Main Menu of help topics.

Account Messages

There are several messages you may see on your Account Information page.  Alberta Finance may post a generic message for all accounts in a particular program.

In the example above you see a message in blue regarding Health Costs Recovery.

You may see a message if you have outstanding returns that need to be filed.

In the example above, the message in red states the account has one return outstanding.

You may see a message if there is an outstanding payment due on your account.

In the example above, the message in red states the account has two periods with an outstanding balance.