To set up your CRA My Account you’ll need a few pieces of personal information.
- date of birth
- Social Insurance Number
In addition, you’ll need to enter certain line number from one of your past two tax returns. The information required from your tax return varies so it’s a good idea to have both the current year and previous one on hand.
You’ll also be asked to choose a user ID and password. It’s important to note that while you can instantly recover your password using the hints you’ll set up, if you forget your user ID you’ll have to re-register completely. Choose a user ID you will remember or set up your account using a sign in partner.
Once you have entered all of your personal information, you’ll instantly have a limited service CRA My Account. With a limited service CRA My Account, you’ll be able to view your Notice of Assessment and see the status of your refund. One more step is needed to have full access to all of your CRA My Account features.
Please note: To ensure the protection of your personal information, full enrollment in CRA My Account is not 100 percent electronic.
CRA takes extra security measures to make sure that only you have access to your full CRA My Account data and capabilities. Your full enrollment is completed when you enter a security code sent to you in the mail by CRA. This code is sent automatically once you have completed your limited enrollment. This step helps to ensure that no-one other than you can set up your full service CRA My Account.
Once you have received your security code via Canada Post, simply sign back into your CRA My Account and enter the security code to complete your enrollment. You’ll now have full access and be able to view, change and update your personal data quickly and easily.
Register here for a CRA My Account.
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