CRA My Account — setup & navigation
Lesson 2 of 8 in Government Online Portals · 25 minutes
The most important Canadian portal for your money. How to register, what to do while waiting for the security code, and how to find the four things you'll come back for again and again.
What you'll learn
- Register for CRA My Account using a Sign-In Partner or a CRA user ID
- Order and enter the CRA security code without losing your draft profile
- Locate four key sections: Notice of Assessment, RRSP/TFSA limits, benefit payments, direct-deposit setup
From the lesson
CRA My Account is where Canada keeps the things that touch your money — your taxes, your benefits, your retirement savings room. Get this one right and the others get easier.
Registering and using CRA My Account
Step 1 — Before you start
Have these ready: your SIN (Social Insurance Number), your most recent Notice of Assessment (or the line 15000 — total income — from a recent tax return), your current postal code, and your phone. To register, you need a tax return from one of the last 2 years. If you haven't filed a tax return in Canada yet, file your first one, then register. (In Alberta and British Columbia you can register earlier by signing in with your provincial account.)
Step 2 — Choose…