Looking to register for CRA My Account?
In this article, we have summarized the simple steps for registering for your personal CRA My Account.
Step 1: Open this link: https://www.canada.ca/en/revenue-agency/services/e-services/e-services-individuals/account-individuals.html
Step 2: Click on CRA Register in Option 2 OR Use Sign-in Partner in Option 1 (for the bank’s debit card login)
Step 3: You will need to validate your identity by entering your Social Insurance Number (SIN)
Step 4.1: In this step, you will need to enter your postal code as per your tax return and enter the Date of Birth.
Step 4.2: For the tax information part (see the image in Step 4.1), you will find this information in the Tax summary or T1 (provided by the tax preparer).
If you filed taxes with Canada Tax Savers, then look for the pdf document named summary sent via email (See the example below). Subject line of this email is ‘Tax Return 2022_your name’ or ‘Taxes 2022’.
Step 4.3: Open the pdf document. Check the amount for the Line number asked. In the example below, if you are asked for Line Number 10100, then the amount is $ 18031 (don’t include decimals or commas). Enter this amount in the Tax information part of Step 4.1.
Step 5: Click Next.
Step 6: In this step, you will need to verify if your postal code is correct and you can receive mail at that address. If not, then you will need to call CRA at 1-800-959-8281 to change your address before proceeding.
Step 7: Once step 6 is completed you will be able to get limited access to your account. Once you receive your access code by post in 5-10 days, log in back to CRA My Account and when prompted input the access code. You should have complete access to your account now.
Congratulations!
Disclaimer: Please note that the tax processes mentioned in this article are subject to change at the discretion of the Canada Revenue Agency (CRA).
