CRA’s My Account allows Individuals to access their personal income tax and benefit information and manage their tax affairs online. Individuals can also log into My Account to authorize and manage representatives to access their tax account. What can I do on My Account?
If we prepare your any of your tax returns, it’s important to get set up on CRA’s My Account and authorize us as your representatives.
Follow the steps below to register a My Account with Canada Revenue Agency. Before you get started you will need the following information:
- Social Insurance Number
- Postal code of your home address
- Date of birth
- Most recently filed personal tax return
1
To get started, go to canada.ca/my-cra-account and select
- Option 1 if you want to use your banking details to log in, or
- Option 2 – “CRA register” if you want to create your own CRA user ID and password
2
If you choose Option 2, make sure you have the following information:
- Social Insurance Number
- Postal code of your home address
- Date of birth
- 2 most recently filed personal tax returns
3
To validate your identity, enter your social insurance number.
4
Next, enter your postal code or zip code, date of birth, and an amount you entered on one of your income tax and benefit returns from the current tax year, or the previous one.
5
The next step will be to create a CRA user ID and password.
6
Then, select and answer five security questions.
7
Review and agree to the terms and conditions of use by entering your password and selecting “I agree”.
8
If you have chosen to have a CRA security code issued via email, you will now be asked to contact the CRA.
9
Registration is now complete until you receive your code.
