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Setting up a My Account

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.

Photo by Christin Hume on Unsplash

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