"My Account": Online Access to your CRA Account

Your online account at the Canada Revenue Agency (“CRA”) allows you to accessviewchangeand print almost all information available at the CRA on your file. This is similar to the information that your accountant can view; howeveryour accountant is not able to perform certain functionssuch as changing your marital status or your direct deposit information.

Registration process

In order to access your accountyou must first register with the CRA by confirming your identify.

After you confirm your SIN and other personal informationincluding some Line numbers from a prior year tax returnyou may then create a CRA user ID or you may choose to log in through one of CRA’s Sign-In Partnerswhich are large financial institutions. Note that if you use the latter optionthat your sign-in credentials are entered on the website of the financial institution; CRA does not obtain access to your bank information or account.

Available Sign-In Partners are:

If you choose to create a CRA IDthen CRA will then mail you a PIN to continue with registration.

Why I Should Register

Some of the services and information available to you through your online account include:

• Viewing your payment dates and amounts for expected refunds and benefits (eg. Canada child benefitGST credit)

• Viewing your tax returns and assessments for the past 10 years

• Easily requesting T1 Adjustments to amend previously filed and assessed returns

• Obtaining a “Proof of Income” statement

• Review your RRSP and TFSA contribution limits

• Change your marital status

• View your CRA mailsuch as your Notice of Assessment or Notice of Benefits

It is optional whether you wish to receive a paper copy of your Notice of Assessment in the mail or electronically. If you have chosen to receive your mail electronicallythen you will receive emails from CRA that would alert you to log in to your online account herealthough in order to access that noticeyou must then ensure that you are registered for an account.

Remember: CRA will never include a link to their website in their emailor ask for any personal information through emailfor security purposesalthough they will email you to let you know that you have mail in your online CRA My Account.

As alwaysif you have any questions about this postplease contact us for more information!