April 8 – My Account

The government has announced numerous aspects of individual and business financial support programs that will be made available in the coming days and weeks via CRA’s secure portal “My Account”.

Individuals and businesses that have previously registered for “My Account” will be able to apply for and access support through the secure portal in real time with minimal delay once programs and their related applications are made available.

Individuals and business that have not already registered for “My Account” should do so immediately, as it is expected that registration will significantly streamline the application process as well as hasten the receipt of the financial support.  The following are instructions and links with respect to the registration process for individuals and businesses:

Individuals:

Individuals interested in registering for “My Account” should have their SIN number, date of birth, address and a copy of their 2018 personal tax return readily available. Once entered, individuals will receive a CRA user ID and password that will initially enable them to access “My Account”.

CRA will mail a CRA security code to individuals, once the security code is entered, individuals will have full access to “My Account”. Please note that the security code is time sensitive, as such, it should be entered immediately upon receipt. To receive full access to “My Account”, please go to “My Account for Individuals”, select “CRA Login” and enter your CRA user ID and password. When prompted, enter the CRA security code.

Individual’s interested in registration should begin the process by selecting “CRA Register” in Option 2 via the following link:

https://www.canada.ca/en/revenue-agency/services/e-services/e-services-individuals/account-individuals.html

Individuals should access “My Account” by selecting “CRA login” in Option 2 via the following link:

https://www.canada.ca/en/revenue-agency/services/e-services/e-services-individuals/account-individuals.html

Please note, CRA has provided additional information in the following link:

https://www.canada.ca/en/revenue-agency/services/e-services/cra-login-services/cra-user-password-help-faqs/registration-process-access-cra-login-services.html

Businesses:

Individuals interested in registering for “My Account” should have their SIN number, date of birth, address, a copy of their 2018 personal tax return readily available and the business number they are registering for. CRA will mail a CRA security code to individuals, once the security code is entered, full access to “My Business Account” will be granted.

Individual’s interested in business registration should begin the process by selecting “CRA Register” in Option 2 via the following link:

https://www.canada.ca/en/revenue-agency/services/e-services/e-services-businesses/business-account.html

Individuals should access “My Business Account” by selecting “CRA login” in Option 2 via the following link:

https://www.canada.ca/en/revenue-agency/services/e-services/e-services-businesses/business-account.html

Please note, CRA has provided additional information in the following link:

https://www.canada.ca/en/revenue-agency/services/e-services/cra-login-services/cra-user-password-help-faqs/registration-process-access-cra-login-services.html

Authorizing representatives:

Following registration, a business may add certain trusted individuals to represent the company (for example, internal and external accountants and lawyers). Numerous individuals may be added, and different levels of access and abilities may be granted to match the respective responsibilities of differing individuals (e.g. obtain information only, obtain and update information, obtain and update information and delegate authority).

The fastest method of granting access to appropriate individuals is via My Business Account. Authorized individuals would then access business information via “Represent a Client”.

More information with respect to authorizing a representative is available using the following link:

https://www.canada.ca/en/revenue-agency/services/tax/representative-authorization/overview.html

We hope you and your families continue to remain safe.

The Partners