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Registering for CRA My Account

Registering for CRA My Account

March 30, 2020

Image to register for cra my accountDo you need to update your direct deposit details? Curious to know when your next Canada Child Benefit payment is arriving? Would you like to know the status of your tax refund

By registering for CRA My Account, a lot of your questions can be answered. My Account is a secure portal that lets you view your personal income tax and benefit information and manage your tax affairs online.

 

 

See also ‘CRA’s My Account

Setting up for CRA’s My Account is very easy and only involves two steps: 

First, make sure you have a few pieces of personal information ready:

  • Social insurance number
  • Date of birth
  • Current postal code 

You will also be asked to enter an amount you entered on one of your income tax and benefit returns from one of your past two tax returns. 

Next step is to choose a user ID and password, along with selecting security questions and answers (this will be helpful if you need to retrieve your password). Keep in mind, If you forget your user ID, you will have to re-register all over again. Alternatively, you can set up your account using a sign-in partner

At this point, you will be able to have limited service of CRA’s My Account (this will give you access to view your Notice of Assessment and see the status of your refund). 

See also ‘How to retrieve your CRA My Account password

CRA takes high-security measures to ensure that no-one other than yourself has access to your full CRA My Account information. In order to obtain full access to all of your CRA My Account features, you will need to enter a security code sent to you in the mail by CRA. This code is sent automatically once you have completed your limited enrollment. Once you have received your code by mail, you need to sign back into your CRA My Account and enter your code to complete your full registration. In other words, at this point, you will have full access and you will be able to view, change and your personal information easily. 

One of the best parts about registering for CRA’s My Account is that CloudTax can fill parts of your return directly from the CRA, using Auto-fill my return – this means less work for you! Click here to get started on your tax return using CloudTax Free.

Nimalan Balachandran is the Founder & CEO of CloudTax, an income tax filing platform, certified by the Canada Revenue Agency, that allows simple tax filers to file their taxes from home. He was a former employee at the Canada Revenue Agency, and has been in the tax preparation industry for over 10 years. His goal was to bring his passion for technology and assisting Canadians in minimizing their taxes together, by building new software that allows Canadian residents to file simple taxes on their own. Along with his background in accounting, finance, artificial intelligence & business strategy from Seneca College and Massachusetts Institute of Technology, Nimalan has also worked as a Financial Advisor at Sun Life Financials. Nimalan also co-founded a not-for-profit organization, ATI Foundation, serving individuals with intellectual and physical disabilities in the Greater Toronto Area.



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