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Here is a list of information you will need in order to setup your My Account with Canada Revenue Agency (CRA):
1 ) Your social insurance number (SIN)
2) Your date of birth
3) Your postal code
4 ) Your last 2 tax returns ex. current year and the previous one-CRA will require a line item from one of those returns
Note: If we have completed your tax return for any of these periods & you have misplaced your package, we can assist you in getting the line item information you need, just reach out to us.
You can then go ahead & setup your My Account using one of 2 options: through CRA register, which will make you create a username & password, or through a listed financial institution using your regular login in credentials.
CRA will mail you a code to enter so you can gain full access to everything.
Some of the great benefits of registering with My Account include, but are not limited to:
Track your refund
Set up direct deposit
Access to your notice of assessment for the last 10 years
Never miss mail from the CRA, login in & read your mail from the CRA.
View your Registered Retirement Savings Plan (RRSP) deduction limit
View your Tax-Free Savings Account (TFSA) contribution room
View your balances & statement of account
Do you have uncashed cheques from the CRA? These don’t expire, go & check now!
For more information about My Account.