CRA MY ACCOUNT

CRA My Account is the CRA's secure online portal for individuals. Almost everything about a personal tax file can be viewed or managed there, and taxpayers can authorise someone else, such as an accountant or family member, to deal with the CRA for them.

WHAT MY ACCOUNT OFFERS

• Personal Details and Direct Deposit

• Notices of Assessment and reassessment, and CRA mail.

• Tax slips filed by employers and payers, for checking and for auto-fill.

• RRSP and FHSA limits, TFSA room, carry-forward amounts and instalment details.

• Benefit and credit payment amounts and dates.

• Direct deposit, address and marital status changes.

• Change my return, register a formal dispute, request relief, and submit documents.

• Payment arrangements and pre-authorized debit.

SIGNING IN

• Through a CRA user ID and password, a Sign-In Partner (online banking credentials), or a provincial digital ID where available.

• Multi-factor authentication is required.

• A locked or forgotten account can now be recovered online.

REPRESENTATIVES

• A representative can be an accountant, tax preparer, lawyer, friend or family member.

• Authorisation is given through Represent a Client (the representative submits the request, and the taxpayer confirms in My Account), or with Form AUTH-01.

• Levels of access: Level 1 (view only) or Level 2 (view and make changes).

• Authorisations can be limited to certain years and can be cancelled at any time.

• Power of attorney holders and legal representatives of deceased persons must provide supporting legal documents.