Help with My Account

1. Overview
   • Tax returns
   • Accounts and payments
   • Benefits and credits
   • Savings and pension plans
   • Progress Tracker
   • Tax information slips (T4 and more)
   • Uncashed cheques
   • My Service Canada Account
   • Tax schemes
2. Profile
   • Contact information
   • Direct deposit
   • Marital status
   • Child information
   • Language of correspondence
   • Notification preferences
   • Authorized representatives
   • Security Options
   • Personal Identification Number (PIN)
   • Multi-factor authentication settings
3. Tax returns
   • Notices of Assessment and Reassessment
   • Carryover amounts
   • Disability tax credit
   • Direct deposit
   • Change my return
   • Proof of income statement
   • File a GST/HST rebate
4. Accounts and payments
   • Account balance
   • Available payment(s)
   • Transfer payment(s)
   • Make an online request
   • Statement of account
   • Payments made on filing
   • Instalments
   • Pre-authorized debit
   • Uncashed cheques
   • Request a remittance voucher
   • Request relief of penalties and interest
5. Benefits and credits
   • Benefits/Credits and other programs
   • Child information
   • Marital status
6. Savings and pension plans
   • Registered Retirement Savings Plan (RRSP)
   • Tax-Free Savings Account (TFSA)
   • Home Buyers Plan (HBP) and Lifelong Learning Plan (LLP)
7. More services
   • File a GST/HST rebate
   • Trust account registration
   • Open a non-resident tax account
   • Canada Carbon Rebate (formerly known as Climate action incentive payment)
8. Mail
9. Submit documents
10. Notification preferences
11. Audit enquiries
12. File a formal dispute
13. Request CPP/EI ruling

Overview

Tax Returns

On the “Tax returns” section you can view high level information about your latest notice of assessment or reassessment for the tax year shown.

There is a link to the “Tax returns” page where you can get more information about your assessed or reassessed returns.

You can view your latest notice of assessment or reassessment for the tax year shown.

There may also be a Change my return button which will direct you to the “Change my tax return” service.

Definition of notice of assessment or reassessment

A notice of assessment is a document we send you after we assess your tax return. A notice of reassessment is a document we send you after we make any further adjustments to your return.

Accounts and payments

On the “Accounts and payments” section you can view your income tax balance. If you have a balance owing a Proceed to pay button will be displayed taking you to the “Payment options” page.

There is a link to the “Accounts and payments” page where you can get more information about your account balance and payments.

There is also a link to take you directly to your “Statement of account”.

Benefits and credits

On the “Benefits and credits” section you can view high level details about any benefits and credits you have applied for or are expecting.

There is a link to the “Benefits and credits” page where you can get more information about your benefits and credits.

A button may be displayed to Apply for child benefits if you have not already done so.

Savings and pension plans

On the “Savings and pension plans” section you can view your Registered Retirement Savings Plan (RRSP) deduction limit and your Tax Free Savings Account (TFSA) contribution room.

There is a link to the “Savings and pension plans” page where you can view more information about your RRSP, TFSA, Home Buyers’ Plan (HBP), and Lifelong Learning Plan (LLP).

Progress Tracker

The Progress Tracker is a personalized service that displays targeted completion dates and account-specific, file status updates.

Select View all files to display the status of files that you have submitted to the CRA. Files shown are in progress or have been completed in the past 30 days. Only files supported by the Progress Tracker will be displayed. New file types are being added to the Progress Tracker service over time.

Click on a file to see its target completion date and progress history.

Possible status updates include:

• Received - This status indicates that we’ve received your return/request, but we have not assessed it yet.
• In progress - This status indicates that we’ve received your return/request and it is being reviewed.
• Screening complete - For objection requests, this status indicates that the initial screening is complete, and your objection has a low, medium, or high level of complexity.
• Review in process - This status indicates your objection has been assigned to an appeals officer.
• Information requested - This status indicates that we have sent you a request to provide us with additional information in order to complete our review. As a result, we have revised the target completion date.
• Completed - This status indicates that your return/request has been completed.

Tax information slips (T4 and more)

This page lets you view information from the following tax slips:

• T4 – Statement of remuneration paid
• T4A – Statement of pension, retirement, annuity and other income
• T4A(P) – Statement of Canada Pension Plan Benefits
• T4A(P) – Statement of Quebec Pension Plan Benefits
• T4A(OAS) – Statement of Old Age Security
• T4E – Statement of Employment Insurance Benefits and Other Benefits
• T4RSP – Statement of RRSP Income
• T4RIF – Statement of Income from a Registered Retirement Income Fund
• T5007 – Statement of Benefits
• T3 – Statement of Trust Income Allocations and Designations
• T5 – Statement of Investment Income
• T5008 – Statement of Securities Transactions
• RRSP Contribution Receipt
• PRPP Contribution Receipt
• T1204 – Government Service Contract Payments
• T5013 – Statement of Partnership Income
• RC210 – Canada workers benefit advanced payments statement
• RC62 – Universal child care benefit
• Rent Assist
• TFSA - Tax-free savings account
• T2202 – Tuition and Enrolment Certificate

Tax slips are prepared by your employer, payer, issuer, administrator, educational institution or Service Canada and are issued following the calendar year they apply to.

If you have not received or have lost your current year's tax slip(s), you have to ask the issuer of the slip for a copy.

What you need to know about tax information slips:

• Tax slips are prepared by the issuer using information from their files. So, if there is an error on your slip or if you have any questions about an amount on a slip, contact the issuer.
• The Canada Revenue Agency will not put tax slip information on My Account unless the social insurance number (SIN) is valid and matches the name we have on file for you. Validating the SIN and name may take some time after the slip is filed.
• Sometimes you will not be able to view certain tax slips on My Account; for example, it might take longer to see late or amended tax slips.

Uncashed cheques

You can click this link to see if you have any uncashed cheques from the CRA.

If you have uncashed cheques, a table will be displayed indicating each uncashed cheque you have with the payment date, payment type, dollar amount, reference number, and a link to download Form PWGSC 535.

If you still have the original cheques listed in the table, you can cash them at any Canadian financial institution. Government cheques do not expire. If you no longer have the cheques, you can ask for a duplicate payment.

To request a duplicate payment, you will need to download Form PWGSC 535, print it, fill it out, and submit the completed form to the CRA through the submit documents feature in My Account or mail it to the Sudbury Tax Centre.

Detailed instructions on how to request a duplicate payment are on the “Uncashed cheques” page in My Account.

If you do not have any uncashed cheques a message will be displayed saying you have no uncashed cheques.

My Service Canada Account

You can use this link to transfer to Employment and Social Development Canada’s (ESDC) My Service Canada Account without needing to sign in again.

You will need to select I agree to confirm your consent to allow the CRA to provide your social insurance number (SIN) to ESDC before transferring you to My Service Canada Account through a secure connection. Your SIN will be used solely for the purposes of ESDC identifying you and displaying your information to you on My Service Canada Account, and for no other purposes.

If you select I do not agree, you will be returned to the CRA’s My Account.

Tax schemes

Tax schemes are plans and arrangements that attempt to deceive taxpayers by promising to reduce the taxes they owe, either through large deductions, or through promising tax free income. Schemes can also include other creative ways to convince people to pay less than what they owe. Click this link to visit the “Beware of tax schemes that promise to reduce your taxes” webpage on Canada.ca to learn more on tax schemes, those who promote, how to recognize them, and how to avoid them.

Profile

Contact information

The CRA has collected your addresses and telephone numbers from the identification area of your latest income tax return or from other communications with you. We may have modified your address to meet Canada Post's requirements; therefore, the address shown on My Account may differ slightly from the one you gave us. You can change your home address, your mailing address, and your phone numbers through the My Account service.

Direct deposit

You can view the direct deposit information for your income tax refund, GST/HST credit, Canada Child Benefit payments and Universal Child Care Benefit payments. You provided this information to us either through your income tax return, by submitting a direct deposit request to the Canada Revenue Agency, or by using My Account.

• Institution – the official name of your bank, for example, Scotiabank. The institution number is a 3-digit number that represents your bank.
• Branch – identifies the branch location, for example, Main Street branch. The branch number is a 5-digit number that represents that branch.
• Account – your personal bank account number, and it has a maximum of 12 digits, for example, 123456789123.
• Last updated – the date your request for direct deposit was recorded on our system.

Marital status

The CRA has collected your marital status information from the identification area of your latest income tax return or from other communications with you. You can make changes to your marital status by phone, in writing or online by clicking Edit and using the “Change marital status” service.

Child information

If our records show that you are primarily responsible for one or more children, each child’s name and date of birth will be shown.

Select Edit. You will have options to select Add a child, Modify shared custody or End care of child.

If our records show that you are not currently primarily responsible for any children and you do not receive the Canada child benefit, no child information will be shown.

To add a child, select Add.

If any of the child information is wrong, please tell us by calling 1-800-387-1193.

Apply for child benefits

By using the Apply for child benefits service, you automatically do all of the following at the same time:

• apply for the Canada child benefit and related provincial and territorial benefits and credits
• register a child for the goods and services tax / harmonized sales tax credit and related provincial programs

To access this service, select the Add a child or Add button.

You will be asked to complete three steps:

Step 1 – Confirm account information

Confirm if the address, phone number, and marital status information shown is correct.

If the address or phone number information is wrong, use the Change your address service. If the marital status shown is wrong, use the Change your my marital status service. Then, return to the Apply for child benefits service to start your application again.

Confirm your citizenship status in Canada.

Step 2 – Enter child information

Select the Add a child button to enter the child's personal information, and select the percentage of time the child lives with you.

Does the child live with you most or all of the time?

Select:

Yes, if the child lives with you most or all of the time, and you are primarily responsible for the care and upbringing of the child. Enter the date the child started living with you most or all of the time.

No, if the child does not live with you most or all of the time, but you are primarily responsible for the care and upbringing of the child when the child lives with you.

Confirm the percentage of time

Select the percentage of time the child lives with you, and enter the date the child started living with you for the percentage of time you selected.

If the child lives with you less than 40% of the time, we would not consider you to be eligible for child and family benefits for the child.

To proceed, select Add a child. To return to the beginning of Step 2, select Cancel.

You can add more children, as well as edit or remove a child from the list.

Step 3 – Review and submit

Review all the information to make sure that it is correct. To send your application, tick the Confirmation box, and select Submit.

Add a child – Confirmation screen

The confirmation screen will show the status of your application.

To complete your application, you may be asked for more information.

Modify shared custody

If the percentage of time a child lives with you has changed, use this service.

To access the service, go to the Child information screen and select Edit, then select Modify shared custody.

You will be asked to complete these steps:

Confirm account information

Confirm if the address, phone number, and marital status information shown is correct.

If the address or phone number information is wrong, use the Change your address service. If the marital status shown is wrong, use the Change your marital status service. To start your application again, return to the Apply for child benefits service.

Confirm your citizenship status in Canada.

Select child(ren)

Select one or more children to modify shared custody (up to a maximum of five per application). Click Next.

Enter custody information

For each child you selected, enter custody information.

Confirm percentage of time.

If our records show you are in a full custody situation:

Select Yes, for shared custody, if the child lives with you between 40% and 60% of the time.

If our records show you are in a shared custody situation:

Select Yes, for full custody, if the child lives with you more than 60% of the time.

If the child lives with you less than 40% of the time, we would no longer consider you to be eligible for the child and family benefits for the child. If that situation applies to you, let us know by using the End care of child service.

Select date. Enter the date the child started living with you for the percentage of time selected.

Review and submit.

Review all the information to make sure that it is correct.

If the information is wrong, select Edit to make a change.

If the information is correct, tick the Confirmation box and select Submit to send your application.

Modify shared custody – Confirmation screen

The confirmation screen will show the status of your application.

End care of child

Use the End care of child service to tell us when you are no longer the primary caregiver for a particular child.

To access that service, go to the Child information screen and select a child by clicking on the corresponding End care button.

You will be asked to complete two steps:

Step 1 – Enter reason for ending care

If you are no longer primarily responsible for a child because the child is no longer in your care or stops living with you, select Change of care.

If care has ended due to the death of the child, select Child has died.

Select date. Enter the date you stopped being the primary caregiver for the child.

• If care has ended due to the death of the child, enter the date of death.

To use this online service, the end-care date cannot be in the future and must be within the last 12 months.

Step 2 – Review and submit

Review all the information to make sure that it is correct. To send your request, tick the Confirmation box, and select Submit.

End care – Confirmation screen

A confirmation screen will be shown.

The child's information will no longer be shown on the Child information screen, and your benefits will be adjusted accordingly.

To end care for another child, select the Return to Child information button.

Language of correspondence

The CRA recorded your preferred language of correspondence based on the identification area of your latest income tax return or from other communications with you. You can change your preferred language of correspondence by phone, in writing, or online by selecting “Edit” from “Language of correspondence.”

Notification Preferences

If you have an email address on file with the CRA it will be listed here. Select Edit to change your email address or notification preferences. Select Delete to delete your email address. Note that you will no longer be able to use the My Account portal if you delete your email address.

Authorized representatives

The “Authorized representative” service allows you to authorize someone online, such as a family member, friend, tax professional, or tax services business to deal with the Canada Revenue Agency on your behalf. Your representative will have access to some of your tax and benefit information and services found on My Account, depending on the level of authorization you give them.

To see the list of services that representatives can do online on your behalf, go to our List of services for representatives of individuals.

Your representative will have to authenticate and register through the Represent a Client service. Once registered, your representative will give you their RepID, Business Number or GroupID which you will use to authorize your representative.

Representative information

From your “Profile” page you can view a list of all your authorized representatives as of today's date.

If you have an authorized representative, you can click on their link to view their representative information including: RepID, phone number, fax number, authorization level, online access, tax years, and expiry date. Click Edit to make changes to the representative’s authorization. Click Delete to remove the authorized representative.

At the bottom of representative’s information page is a transactions summary. All online transactions performed on your behalf by your representative are displayed along with the date the request was made. Although the submission is displayed, it may not yet have been processed. Select View to see online transactions performed in the last 60 days, 180 days or 365 days.

Adding a representative

From your “Profile” page click Add to add a new representative.

• Step 1
  • Enter the RepID, GroupID, or BN
• Step 2
  • Select the Authorization level
    • Level 1 – Allow the CRA to disclose information to your representative about your account
    • Level 2 – Allow the CRA to disclose information to your representative and make changes to your account
  • Select if the representative will have online access or not.
  • Choose an expiry date for the authorization. If no expiry date is selected, the authorization will be valid indefinitely.
• Step 3
  • Review that the information entered is correct and then click Submit. A confirmation page will be displayed.

Editing a representative’s authorization

From your “Profile” page click Edit to view, modify, or delete authorizations. A list will be displayed of representatives currently authorized to act on your behalf. Click Edit to edit an authorization. Click Delete to delete an authorization. Click Authorize new representatives to authorize a new representative. Click Delete all representatives to delete all your authorized representatives at once.

Deleted/expired representatives

You can view the details of your representatives who were deleted/expired during the last 365 days.

• Name – This is the name of your representative
• Status – This will show whether the representatives was deleted or expired
• Deletion/expiry date – This will show the date which the representative’s authorization was deleted or expired.

Confirm pending authorizations

You can use this link to view a list of all your pending authorization requests. Select the representative link to confirm or deny the authorization request.

Security Options

This option will only be available if you signed in with a CRA user ID and password. Once you select Continue, you will be taken to a page that provides instructions on how to “Manage your CRA security options”.

To manage your CRA security options, you must exit My Account and then sign in again.

Once you have signed in, you can select the Manage CRA security options button from the “CRA sign in and security options” page.

Options available include:

• Change CRA user ID
• Change CRA password
• Change CRA security questions and answers
• Update additional security feature preference
• Revoke CRA user ID
• View the Terms and conditions of use
• View recent CRA login history

Personal Identification Number (PIN)

You can use this option to edit, delete, or create a PIN. Using a PIN provides added security and will reduce your time on the phone because we’ll be able to confirm your identity before you speak to a CRA agent.

If you do not have an existing PIN, you can select the Create option to add a PIN to your account. Your PIN must be 6 numbers without spaces and cannot be the first digits of your social insurance number.

If you have an existing PIN, you can select the Edit option to create a new PIN. The new PIN is the one that you will need to use next time you call the CRA to authenticate your identity.

You can select the Delete option to remove your PIN.

Multi-factor authentication settings

Once you select Continue, you’ll be taken to the “Manage multi-factor authentication – passcode options” page where you can modify your multi-factor authentication settings.

Select the passcode option you want to modify, either Telephone or Passcode grid.

Telephone

Select this option if you want to modify, add, or remove telephone number(s) to receive your one-time passcode via Short Messaging Service (SMS) or have it verbally provided to you in an automated message.

You can add up to a maximum of three different telephone numbers. We recommend you add more than one telephone number in case you ever have difficulties with your primary contact number.

You can also select the language in which you would like to receive your one-time passcode.

Passcode grid

Select this option if you want to view, delete, or add a passcode grid. We will ask you to provide information from the grid when time you sign in.

If you do not already have a grid, you will have the option, Generate passcode grid. You will then need to save it as a PDF or print it and keep it with your records.

If you already have a passcode grid, you will have the options, Delete grid and Delete and generate new grid.

Tax returns

This page allows you to view general or detailed information about your income tax and benefit returns.

Notices of assessment and reassessment

The table in this first box gives you general information about your tax returns for the current year and some prior years. That general information includes:

Year

This column shows the tax year for the return filed or due to be filed. A tax year covers the calendar year from January 1 to December 31.

Status of return

We start processing returns in mid-February and will show the current status of your return as follows:

• Not received
  • We have not received your return or we received it but have not entered it into our computer system yet.
• Received
  • We received your return, but we have not assessed it yet.
  • If you filed your return using EFILE, NETFILE, or File my Return, the received status will show shortly after you receive your confirmation number.
  • We strive to process paper returns in 8 weeks and returns filed using EFILE, NETFILE, or File my Return in 2 weeks from the date we receive them. This applies only to returns filed on time. For more information, go to Service Standards.
• In process
  • We are currently assessing your return.
  • Generally, returns that need more review or are missing information will take us longer to process. If we need more information to finish assessing your return, we will contact you. For more information, go to Review of your tax return.
• Assessed
  • We have assessed your tax return and have sent you a notice of assessment. You can view detailed information about your assessments or reassessments by selecting Assessed or Reassessed.
• Reassessment in progress
  • We received your adjustment request and it is currently being processed. If an asterisk (*) is displayed, then the confirmation numbers are shown at the bottom of the page.
  • We usually respond to taxpayer-requested adjustments submitted electronically through Change my return or ReFILE within 2 weeks and those submitted on paper within 8 weeks. These timeframes apply to routine requests only. More complex requests will take longer to process because we need to verify them more.
• Reassessed
  • We processed your request and have sent you a notice of reassessment.

Notice of assessment or reassessment

A notice of assessment is a document we send you after we assess your income tax return. A notice of reassessment is a document we send you after we make any further adjustments to your return. Both notices give you a summary of the amounts at specific lines of your tax return and explain any changes we made when we assessed or reassessed your return, as well as other important information.

If your return is changed after we assessed it, we will reassess your return and send you a notice of reassessment. Since February 9, 2015, your assessment or reassessment notices also appear online.

Date processed

This is the date we assessed or reassessed your return. A dash (-) in this field means that we have not yet received or assessed this return.

You can view detailed information about your assessments or reassessments by clicking on Assessed or Reassessed.

You can request a change to your return by selecting Change my return.

Assessed

This page provides the detailed information on a particular assessment to your income tax and benefit return for the current year and up to 11 prior years.

Only the lines that you completed on your return are shown on these pages. The amounts shown were used in the calculation of your tax refund or balance owing for that year. If you left any lines blank, those lines will not appear here, although you can add them to include new information.

Reassessed

This page provides the detailed information on a particular reassessment to your income tax and benefit return for the current year and up to 11 prior years.

Only the lines that you completed on your return are shown on these pages. The amounts shown were used in the calculation of your tax refund or balance owing for that year. If you left any lines blank, those lines will not appear here, although you can add them to include new information.

Carryover amounts

This page provides the detailed record of your capital gains deduction, net investment gain/loss, farm property, small business shares, and federal tuition, education, and textbook amounts data history that applies to your tax situation as far back as 1972. If you require additional information please contact Individual income tax and Trust enquiries at 1-800-959-8281.

You can print a copy of this information by selecting Print/Save.

Disability tax credit

The disability tax credit (DTC) page provides information concerning the DTC. You can view DTC eligibility information for yourself or entitlement information for your spouse and dependents.

In some cases, specific messages concerning the status of your application and correspondence are displayed here, as well as contact numbers for circumstances in which information cannot be displayed or if your records disagree with the displayed information.

This page provides information about the period of time that you are eligible for the DTC. This period of time begins with the year you became eligible and will show the last year of eligibility or indicate an indefinite period of time. For more information, see your notice of assessment or notice of reassessment. If there is no information regarding the disability tax credit on your notice of assessment, you do not need to send us another T2201 unless we ask you for one. Your DTC claim may be subject to a review at any time.

Year

The year is the calendar year from January 1 to December 31.

Status

Describes your eligibility or entitlement status for the DTC or the current status of your DTC application.

Direct deposit

The direct deposit service allows you to start, update, or stop using direct deposit for your income tax refunds, GST/HST credit, Canada Child Benefit and your Universal Child Care Benefit payments through the My Account service. Select Edit to add or change your direct deposit information. Select Stop to stop direct deposit payments.

Change my return

The Change my return service allows you to make changes to your income tax and benefit return(s) for the current year and nine prior years. You can use it after you’ve received your notice of assessment or notice of reassessment.

• To begin the process, select the year you want to change from a list of available years. As certain restrictions apply, you may receive a message stating that you cannot use the service. A maximum of ten returns can be changed.
• The T1 General electronic form follows the format of the T1 General Income Tax and Benefit paper return by providing tabs at the top of the screen that represent the sections of the return.
• The Search tab allows you to search T1 lines by description or line number.
• Select the line that you wish to adjust and enter the new amount for that line.
• Make sure to review the changes and make any corrections necessary before submitting them to us.

You will receive a confirmation number even if there is a delay to the processing of your request. Generally, you will either be contacted for more information or receive a Notice of Reassessment within two weeks for each return submitted.

A confirmation number is also provided when your request is to be processed within two weeks. You will be presented with a summary of changes and tax difference information.

What does the tax difference information include?

When the CRA calculates your income tax return after a change is made there is usually a tax difference. When the total payable is less than your total credits there is a refund (displays as a negative amount), when the total payable is more than your total credits there is a debit (displays as a positive amount). The tax difference may differ from the amount on your notice of reassessment. Detailed explanations of any changes made to your return are provided in your notice of reassessment.

Although you may be entitled to a refund for a particular year, we may have kept some or all of it to:

• apply against any amount you owe us or are about to owe us;
• apply against certain other outstanding federal, provincial, or territorial government debts such as student loans, Employment Insurance and social assistance benefit overpayments, Immigration loans, and training allowance overpayments; or
• satisfy a garnishment order under the Family Orders and Agreements Enforcement Assistance Act.

If you need more information, please see your notice of reassessment. It explains how your refund was disbursed. The notice also provides telephone numbers to call to speak to a program representative.

Proof of income statement

The "Proof of income statement" service allows you to view and print a Proof of income statement, based on your tax return Notice of assessment (or most recent notice of reassessment). This statement can be printed and used when proof of your income is required, such as at your financial institution or when applying for government programs.

You can select a Proof of income statement for any of the last three tax years, as long as those returns have been assessed.

Follow these steps:

• On the "Proof of income statement" page, select the tax year for your statement using the drop-down menu (you can only select one tax year at a time), then click Search.
• A new screen will appear, displaying a printer-friendly copy of your statement for the selected tax year.
• You can now print the statement by clicking the Print/Save button at the top of the screen, or from your internet browser’s print option.
• You can repeat the process for each desired tax year.

This will be a multi-page print, with the number of pages depending on the length of the statement.

File a GST/HST rebate

The "File a GST/HST rebate" service allows you to electronically file an application for the GST/HST rebates listed below:

• General application for rebate of GST/HST (GST189, reason codes 1A, 1C, 7, 9, 12, 13, 16, and 20 only)
• GST/HST new housing rebate application for houses purchased from a builder (GST190, type 2, 3, or 5 only)
• GST/HST new housing rebate application for owner-built houses (GST191)
• Rebate application for provincial part of Harmonized Sales Tax (HST) (GST495)
• GST/HST new residential rental property rebate application (GST524)

On the selection page, select the rebate type you want to file and click Next to access the online web form.

Accounts and payments

Account balance

The first section shows your income tax balance, including arrears interest that may apply, calculated to the current date. If you have a balance under appeal, it is shown on a separate line and is not included in the account balance.

The date shown near the top of this page will be today's date.

Available payment(s)

This section shows the available payment(s) on your account that have not been applied to any tax year. You can use the Transfer payments in real time service to transfer your available payment(s) to:

• your personal income tax balance shown on the Accounts and payments page
• your current year instalments (if you pay your income tax by instalments)
• your COVID-19 benefits balance shown on the Benefits and credits page

Transfer payment(s)

Use this option to transfer any available payments to:

• your personal income tax balance
• your current year instalments (if you pay your income tax by instalments)
• your COVID-19 benefits balance

To check your income tax balance or instalments:

1. Selec “Accounts and payments” from your My Account menu
2. Refer to the Account balance and statement of account or Instalments sections

To check your COVID-19 benefits balance:

1. Select “Benefits and credits” from your My Account menu
2. Select “Statement of account” in the COVID-19 Support section

You cannot use this option to transfer a payment to an amount:

• you are appealing
• not shown on the Accounts and payments page in My Account, or
• not shown on your COVID-19 Support statement of account

For help with these payment transfers, call the Canada Revenue Agency. If you are in Canada or the United States, call 1‑800‑959‑8281. From outside Canada or the United States, call 613‑940‑8495. We accept collect calls.

Make an online request

This section allows you to make requests for online services that the CRA will process. The CRA will issue a reference number once your request is accepted for processing. Keep the reference number for your records.

You can make the following requests online:

Payment transfer

Use this option to request the transfer of an available payment or an instalment payment to:

• a tax balance owing
• instalments
• a benefits balance owing (for goods and services tax credit (GSTC), Canada child benefit (CCB), Ontario trillium benefit (OTB), or other)
• another government department (for employment insurance (EI), old age security (OAS), Canada Pension Plan (CPP), Canada Student Loans (CSL), or other)
• a business account
• another individual account (for example, spouse)

Refund

Use this option to request the refund of an available payment or an instalment payment.

Payment trace

Use this option to request the trace of a payment made to your personal income tax account.

Statement of account

Use this option to request a statement of account when the information you need is not available on My Account.

Statement of account

The statement of account shows the transactions that have occurred on your personal tax account for the period beginning with the start of the prior calendar year, including assessments, reassessments, payments, and any interest charged. It also shows your current account balance.

The date shown near the top of this page is usually today's date. However, if an assessment or reassessment has been processed to your account with an effective date later than the current date, that date will be shown.

If you have questions about the statement, call the Canada Revenue Agency. If you are in Canada or the United States, call 1-800-959-8281. From outside Canada or the United States call 613-940-8495. We accept collect calls.

Payments made on filing

When you submit a return with a balance owing (your total payable is more than your total credits), you can pay in several different ways:

• by using your financial institution's online banking services;
• by using the My Payment option;
• by setting up a pre-authorized debit agreement; or
• by making a payment at your financial institution.

If the payment is processed before your return is assessed, it is called a payment made on filing, and it will appear on your notice of assessment. If not, we will apply the payment to your account on the date of the payment and then send you a revised statement of your account.

Please note that it could take a few days to process your payment.

Instalments

Instalment payment summary

This section shows, for the years listed, the total instalment payments we received from you. These payments appear only for returns that have not yet been assessed and only until they are applied to the amount owing on a specific return.

The Proceed to pay button allows you to pay now, pay later, or pay in person.

Instalment reminders

If we mailed you any instalment reminders this year or last year, a chart will be displayed showing the mailing dates of the instalment reminders, the payment due dates from box 1, and the corresponding amounts from box 2 on each instalment reminder. You can select a mailing date to view more information from that instalment reminder, if your return for that tax year has not yet been assessed.

Every February and August, we send instalment reminders to individuals who may have to pay tax by instalments. The February reminder covers payments due on March 15 and on June 15, and the August reminder covers payments due on September 15 and December 15. In November, we send an instalment reminder to farmers and fishers for the payment due on December 31.

Current year instalments are payments you make throughout the year to cover the taxes you normally pay in one lump sum on April 30 of the following year. You pay these instalments during the year while you are earning the income, similar to how an employer deducts tax directly from each pay period. Most taxpayers have an adequate amount of tax automatically deducted from their salary throughout the year. However, income received at various times during the year, such as pension or investment income, is not always subject to proper withholding tax.

Request a remittance voucher to use at your bank

You need a remittance voucher to make a payment at a financial institution. Remittance vouchers contain special magnetic ink for processing at financial institutions. You can request remittance vouchers using the “Request a remittance voucher” service and the remittance voucher will automatically be mailed to you. You can also request a remittance voucher by using our Interactive Voice Response service (IVR) at 1-800-959-8281 and the remittance voucher will automatically be mailed to you.

For information on other ways to make a payment, see Tax payments.

Pre-authorized debit

Pre-authorized Debit (PAD) is an online self-service payment option that allows you to initiate an agreement that authorizes the CRA to withdraw a pre-determined payment amount directly from your bank account on pre-determined date(s) to pay your tax obligations.

Uncashed cheques

You can click this link to see if you have any uncashed cheques from the CRA.

If you have uncashed cheques, a table will be displayed indicating each uncashed cheque you have with the payment date, payment type, dollar amount, reference number, and a link to download Form PWGSC 535.

If you still have the original cheques listed in the table, you can cash them at any Canadian financial institution. Government cheques do not expire. If you no longer have the cheques, you can ask for a duplicate payment.

To request a duplicate payment, you will need to download Form PWGSC 535, print it, fill it out, and submit the completed form to the CRA through the submit documents feature in My Account or mail it to the Sudbury Tax Centre.

Detailed instructions on how to request a duplicate payment are on the “Uncashed cheques” page in My Account.

If you do not have any uncashed cheques a message will be displayed saying you have no uncashed cheques.

Request a remittance voucher

The "Request a remittance voucher" service allows you to order personalized remittance vouchers, which you can use to make payments for a tax balance owing, payment on filing, or quarterly instalments, at a financial institution, or by mail along with a cheque or money order. Once you make your request, we will mail the remittance voucher (s) to you within 10 to 14 business days.

Note that you cannot print these remittance vouchers from the CRA website as they require special magnetic ink to be processed by financial institutions. We must mail these vouchers to you.

You can order the following types of remittance vouchers:

• T7DR - to make a payment for a tax balance owing (we will send you two T7DRs in one envelope)
• INNS3 - to make a quarterly instalment payment (we will send you two INNS3s in one envelope)

Request remittance vouchers by taking the following steps:

• On the "Request a remittance voucher" screen, click Start and then select the remittance voucher you want (you can only select one remittance voucher type at a time), then click Next.
• If the remittance voucher shown is correct, click Submit. If you would like to request another remittance voucher, or a different remittance voucher type, click Back.

Please allow 10 to 14 business days to receive your voucher(s).

Request relief of penalties and interest

You can use the Request relief of penalties and interest service to ask us to cancel penalty and interest amounts charged to your account.

The service will take you through several pages asking you for details about your request, providing instructions as you navigate each page.

After completing your request and selecting the Submit button, you will be taken to a confirmation page. Print or save a copy of this page for your records. It is recommended that you submit any supporting documentation at this time, using our Submit documents service. When submitting documents, use the case number provided on the confirmation page.

You will be notified once a preliminary review of your request is completed.

For more information on taxpayer relief, go to Cancel or waive penalties or interest.

Benefits and credits

Benefits/Credits and other programs

A list of benefits and credits that may apply to you will be shown. When applicable, the next available payment date and amount will be shown.

Select the Payments link to see information on expected, in progress, and issued payments for a specific benefit. The dates associated with each payment period expand to provide a list of all payments for that year. The date of each payment expands to provide details for that particular payment, which may include the following, if applicable:

• payment date, type (cheque or direct deposit), status, and amount;
• a breakdown of federal, provincial, and territorial amounts, including supplements;
• retroactive amounts from prior years; and
• information used to calculate the payment.

In some cases, specific messages about the status of the payment are displayed here, as well as contact numbers for circumstances in which payment information cannot be displayed.

Select Statement of Account to view a table of all payment actions on your account related to a specific benefit, including the dates, details, dollar amounts credited, and dollar balance.

Child information

If our records show that you are primarily responsible for one or more children, each child’s name and date of birth are listed.

Select Edit to access the “Child information” page. From here you can choose to Add a child, Modify shared custody or End care.

If any of the other child information is not correct, please inform us by calling 1-800-387-1193.

Apply for child benefits

By clicking on Add a child on the “Child information” page you will be able to automatically do all of the following at the same time:

• Apply for the Canada child benefit (CCB) and related provincial and territorial benefits
• Register a child for the goods and services tax / harmonized sales tax (GST/HST) credit and related provincial programs

You will be asked to complete four steps:

• Step 1 – Confirm account information. Confirm name, mailing address, home address, home phone number, and marital status.
• Step 2 – Enter child information. Enter Child’s name, gender, date and place of birth, and percentage of time the child lives with you.
• Step 3 – Review and submit
• Step 4 – Submit documents. This step is only required if you have been asked to submit additional documents. If you’re asked to submit additional documents, go to Submit documents in My Account.
  • The child’s proof of birth is a required document.

Modify shared custody

If the percentage of time a child lives with you has changed, use this service.

You will be asked to complete five steps:

• Step 1 – Confirm contact information. Confirm if the address and phone number displayed are correct. If the information is wrong, edit it from your “Profile” page, and then return to the Modify shared custody service to start your application again.
• Step 2 – Confirm marital status. Confirm if the marital status displayed is correct. If the information is wrong, edit it from your “Profile” page and then return to the Modify shared custody service to start your application again.
• Step 3 – Confirm citizenship. Confirm your citizenship status in Canada.
• Step 4 – Select child.

  • 4a – Confirm percentage of time.

    If our records show:

    • Yes, for shared custody, confirm if the child lives with you more than 60% of the time.
    • No, for shared custody, confirm if the child lives with you between 40% and 60% of the time.

    If the child lives with you less than 40% of the time, we would no longer consider you to be eligible for the child and family benefits for the child. To let us know, use the End care option.

  • 4b – Select date. Enter the date the child started living with you for the percentage of time selected.
  • 4c – Confirm date. Confirm that the date displayed is correct. Select next, or select another child.
• Step 5 – Review and submit. Review all the information, make sure that it is correct, and select Submit to CRA to send your application.

End care of child

Use the End care of child service to tell us when you are no longer the primary caregiver for a particular child, for the purpose of determining eligibility of benefits for that child.

Once the end care information is updated, the child's information will no longer be displayed. Child information and your benefits will be adjusted accordingly.

You will be asked to complete a two-step process:

• Step 1 – Select the reason for ending care, from the options provided. Select Change of care if you are no longer primarily responsible for this child as the child is no longer in your care or stops living with you. Enter the date that you stopped being primarily responsible. Select Child deceased if care has ended due to the death of the child. Enter the date of death.
• Step 2 – Confirm that the date and information are correct. Click Submit. A confirmation screen will be displayed. From this screen, you can return to the “Child information” page to select another child if you wish.

Marital status

The “Change marital status” service allows you to change your marital status with the CRA.

The CRA has collected your marital status information from the identification area of your latest income tax return or from other communications with you.

Savings and pension plans

Registered Retirement Savings Plan (RRSP)

An RRSP is a retirement savings plan that you establish, that the CRA registers, and to which you or your spouse or common-law partner contribute. Deductible RRSP contributions can be used to reduce your tax. Any income you earn in the RRSP is usually exempt from tax as long as the funds remain in the plan; you generally have to pay tax when you receive payments from the plan.

Information displayed on the RRSP pages is a record your RRSP contributions and deductions. This information is updated based on the information you provide on your income tax and benefit returns.

The RRSP panel displays your current year RRSP deduction limit and your unused RRSP contributions available to deduct on a future income tax and benefit return.

It also provides links to the following options:

Calculation of RRSP deduction limit

This is the maximum amount you will be able to claim as a deduction (at line 20800) for the current year.

Prior years RRSP deduction limits

This page allows you to view the calculation of your RRSP deduction limits for all prior years since 1991, if applicable.

Calculation of unused RRSP contributions

This page shows the calculation of your unused RRSP contributions at the end of the current year. When this link is selected, a detailed calculation is shown.

Prior years RRSP contribution history

This page shows the RRSP contribution history details as well as repayments made to the Home Buyers' Plan (HBP) & Lifelong Learning Plan (LLP) programs, if applicable.

Tax-Free Savings Account (TFSA)

A Tax-Free Savings Account (TFSA) is a way for residents of Canada to set money aside, tax-free, throughout their lifetime. Contributions to a TFSA, administration fees and the interest on money borrowed to invest in a TFSA are not tax deductible. The income generated in the TFSA is tax-free when withdrawn.

The TFSA panel provides links to your contribution room, transaction summary, as well as a link to view details of any TFSA returns and TFSA records that have been issued.

Home Buyers' Plan (HBP) and Lifelong Learning Plan (LLP)

These panels show your repayment details for the HBP and the LLP if you are a participant in either or both programs and have an amount outstanding. For each program, the repayment details will indicate the total withdrawals, previous annual repayments, cancellations, income inclusions, the repayable balance remaining and the required repayment for the current year.

More services

File a GST/HST rebate

The "File a GST/HST rebate" service allows you to electronically file an application for the GST/HST rebates listed below:

• General application for rebate of GST/HST (GST189, reason codes 1A, 1C, 7, 9, 12, 13, 16, and 20 only)
• GST/HST new housing rebate application for houses purchased from a builder (GST190, type 2, 3, or 5 only)
• GST/HST new housing rebate application for owner-built houses (GST191)
• Rebate application for provincial part of Harmonized Sales Tax (HST) (GST495)
• GST/HST new residential rental property rebate application (GST524)

On the selection page, select the rebate type you want to file and click Next to access the online web form.

Trust account registration

You can use this service to register new trust accounts only. Follow the prompts on screen to enter the trust and trustee information before reviewing and submitting the registration.

Open a non-resident tax account

A non-resident tax account is required for Canadian payers and withholding agents who make payments to non-residents of Canada for income such as interest, dividends, rents, royalties, pensions, and acting services in a film or video production.

Under Part XIII of the Income Tax Act, a 25% tax must be withheld on such payments. This rate may be reduced by a tax treaty between Canada and the country of residence of the payee. Use the Non-Resident Tax Calculator to determine the appropriate rate.

Non-residents who received income without the required deductions can use this link to create an account to pay the tax owing.

Canada Carbon Rebate (formerly known as Climate action incentive payment)

You can click this link to be directed to a page on Canada.ca with information about the Canada Carbon Rebate (CCR). The CCR is a tax-free amount paid to help individuals and families offset the cost of the federal pollution pricing. It is available to residents of Alberta, Saskatchewan, Manitoba, Ontario, Newfoundland an Labrador, Nova Scotia, and Prince Edward Island.

Mail

To view CRA mail, select Mail from the Overview page in My Account.

A table will be displayed showing a list of correspondence items, including the status, subject, date, reference number, and a link to download the mail as a PDF.

Submit documents

This service allows you to securely send documents electronically to the Canada Revenue Agency (CRA). You can use this service when:

1. You would like to send documents associated to a specific CRA program; or
2. We have communicated with you requesting documents and have provided a case or reference number. This number is either given to you by mail, by phone, in person by a CRA official, or on the confirmation screen of a previous document submission.

History table

On the “Submit Documents” page, a history table will show any documents you have submitted after May 21, 2022. You can submit additional documents for the same program by clicking Submit under the “Actions” column.

How to submit a document

From the “Submit Documents” page, click Submit documents (at the bottom of the page) to begin, then click Start.

Step 1 – Enter case number

If you have a case or reference number:

1. Select Yes.
2. Enter the letters that your case or reference number starts with from the list. Enter the case or reference number in the box provided. Enter only numbers in this box.
3. Click Next.

If you do not have a case or reference number:

1. Select No.
2. Choose the topic related to your document submission from the list. This will make sure the document gets to the right area for processing.
3. Click Next.

Step 2 – Upload file(s)

1. Select the tax year associated with the document you are submitting from the list.
2. Click Upload file(s).
3. A pop up box will appear. Enter a brief description of the file in the blank field.
4. Click Browse to choose the file(s) you want to attach from your device.
   1. Make sure the file format you want to send is accepted by the CRA. The following formats are accepted: .pdf, .doc, .docx, .xls, .xlsx, .rtf, .txt, .jpg, .jpeg, .tiff, .tif, or .xps.
   2. The total size of all files you send cannot exceed 500MB.
5. Click Upload file(s).
6. The file(s) you uploaded will be displayed in a table. If you want to delete a file, click Remove. If you want to upload another file, click Add another file, and then follow steps 1-5 above.
7. When all your documents are added, click Next.

Step 3 – Review and submit

1. Information about your submission will be displayed for your review.
2. If everything is accurate, click Submit. If you need to change something, click Back.
3. A confirmation screen will be displayed.

Receiving the confirmation

1. A confirmation screen will appear which includes a confirmation number and a case/reference number.
2. Keep a record of your confirmation number and case/reference number. You can use this case/reference number to submit additional documents related to the original submission.
3. Your document submission information will appear in the history table within 24 hours of submission

All files you send will be scanned for viruses. We will identify any unacceptable files and will contact you with instructions for submitting the files again using a different method.

Additional information for Audit and Compliance programs

For compliance (audit) programs only - In addition to the acceptable file formats listed above, the CRA will also accept other file formats including text, document, spreadsheet, database, image, graphic, video, audio, accounting, financial, and tax files. Submitted files may be zipped but must not be password encrypted, as this will prevent the CRA's system from scanning for viruses. Files that can't be scanned for viruses will be securely deleted. The total size of all files you upload cannot exceed 1GB per session.

Help submitting documents

If you have technical problems submitting documents online, contact us for assistance.

• Individual tax enquiries (My Account, Represent a Client for individuals)
• Business enquiries (My Business Account, Represent a Client for businesses)
• Trust enquiries (My Trust Account)

If you have questions about a CRA request to submit documents, contact the CRA official who requested the documents.

Notification preferences

Email notifications for individuals

My Account users are required to have an email address on file with the CRA to help protect their accounts from fraudulent activity. This security feature ensures that you receive email notifications when important changes are made to your account.

While some email notifications will be mandatory to ensure the security of your account, such as when your address or direct deposit information is changed, you will be able to choose to receive additional optional notifications, such as when you have uncashed cheques.

This security feature will not affect your preferred method of receiving CRA mail. You will have the option to receive mail either by paper or an email notification when you have new mail to view in My Account.

The CRA will not do the following:

• send a link and ask you for personal or financial information
• ask for payment with prepaid credit cards or gift cards
• use aggressive language or tone
• threaten arrest or to send police

Account changes

As a fraud prevention feature, we will send you an email notification when:

• your address is changed
• your banking information for direct deposit is changed
• your marital status is changed
• your authorized representative information is changed
• your personal identification number is created, updated, or deleted
• you have successfully applied for a COVID-19 benefit
• your CRA userID and password have been revoked
• mail sent to you by the CRA has been returned, meaning you need to update your mailing address
• you have new CRA mail to view in My Account (your correspondence preference must be set to Electronic mail)

You can also choose to receive additional optional email notifications when:

• you have uncashed cheques
• your Submit documents submission has been received
• there is a file status update to your disability tax credit application
• tax information slips are available in My Account

Eligible correspondence

If your correspondence preferences are set to Electronic mail, the CRA will send you an email when the following types of correspondence are ready for you to view in My Account. You will not receive a paper copy in the mail. Some examples include:

• notices of assessment
• notices of reassessment
• benefit notices
• adjustment notices
• instalment reminders
• letters asking for information and documentation for some programs

The CRA adds more items to its email notification service every year. However, some mail cannot be sent electronically and will continue to be mailed on paper. If you need a paper copy of your electronic mail, you can sign in to My Account and print it.

Formatting your email address

• For your email address, you can only use the following characters and punctuation:
  • letters of the alphabet, in upper or lower case
  • numbers
  • hyphen
  • underline
  • period
  • at sign
• Your email address can only have one @ (at sign)
• If you use the @ sign, there must be at least one character before and after the sign
• After an @ sign, there has to be at least one period. However, do not place the period beside the @ sign
• You cannot use a period to start or end an address
• Periods cannot be placed beside each other

Audit enquiries

You can use this service to submit an audit enquiry, or to view your audit enquiry history, including view, reply, and download correspondence and supporting information from the auditor, e.g. audit letters, documents, and spreadsheets.

To submit an audit enquiry, select Submit an audit enquiry from the “Audit enquiries” page. You will then be asked for your Case number. Once the Case number is validated, the next section will allow you to enter communication information regarding your enquiry. Once this information is validated, you will have an opportunity to review and print your audit enquiry submission via the “Submit an audit enquiry confirmation” page.

On the “Audit enquiries” page there is a table with a list of correspondence between you and the auditor (grouped by Case number). You can review and respond to enquiries from this list.

The status of existing audit enquiries include:

• Confirmation: When an enquiry has been successfully submitted to the CRA you will receive a confirmation page. The page displays important details about your enquiry such as the Date of enquiry, Case number, and Confirmation number of your request.
• Enquiry response: You can respond to correspondence listed in the view audit enquiry history. You must provide the tax period end, subject, and your response text.
• Enquiry submitted: You can use the Submit an audit enquiry form to ask a question about your case. You will be asked to provide the tax period, subject, your enquiry, and a day time phone number that you can be reached at.

File a formal dispute

You can use our "Register my formal dispute" service to challenge an assessment, reassessment, determination, or redetermination notice we have sent you.

Click Start to begin. Select the subject area for your dispute from the drop-down menu and enter the necessary information, then click Next. After reviewing that all the information you have submitted is accurate, click Submit. A message confirming your submission is displayed along with your case number.

Your submission is then routed to an agency employee. This person will read your submission and may contact you for clarification.

You can submit documents online to support your dispute using the "Submit documents" service. Please keep the original version of all documents submitted.

Request CPP/EI ruling

If you are a worker, you can use this service to submit a request for a ruling as to your status under the Canada Pension Plan (CPP) and/or Employment Insurance (EI) Act.

If you hire workers, use this service to submit a request for a ruling as to the status of a worker or workers under the Canada Pension Plan (CPP) and/or Employment Insurance (EI) Act.