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To have access to any type of form on the Online Submissions Portal, your user account must first have permissions assigned to it. The Super User of the entity will be able to assign prepare and/or submit permissions for the following groups of forms through the “manage permissions” page:


  • Returns
  • ‘Restricted Returns’
  • Notifications


The forms included in the ‘Restricted Returns’ group are “123 – Fiduciary – Audited Financial Statements and Statistical Return” and “142 – Investment Audited Financial Statements and Compliance Returns (Licensee).” Please note that by assigning permissions for this group of forms, the user will only see the forms relevant to their firm (e.g. if the user for an investment licensee is assigned ‘Restricted Return’ permissions, they will not see the fiduciary form in this group).