How to Set Up CRA Accounts and Pay Online


 
 
 
 

The Canada Revenue Agency (CRA) has several online services designed to help businesses and individuals manage their key accounts and information, including taxes, filings, benefit applications, direct deposits, and more. And now, with everything moving online due to COVID-19, it’s more important than ever to take advantage of the CRA’s digital services.

 

To help you get started, here are step-by-step instructions on how to sign up for the CRA’s most widely used online accounts and services: My Business Account, My CRA Account, and My Payment

 
   
   
 


Which service would you like to set up?



My Business Account

If you operate a business and want easy access to your CRA business accounts and mail, you will need a My Business Account. Don’t have one? Follow the steps below to sign up.

 

Ensure that you have the following information available before you begin the registration process:

 

  • Social insurance number
  • Date of birth
  • Personal address
  • Most recent personal tax notice of assessment
  • Your company’s business number (9 digits) – If you don’t know it, please ask us.

 

To sign up:

 

  1. Go to CRA E-Services. Electronic services are available for multiple types of entities. Click the Businesses link,  then the My Business Account – Register or Login link.
  2. Two options will load on the next page. Choose Option 2 and click on CRA Register as shown below:
  3. You will need to enter your SIN number to validate your identity. Once done, proceed to the next page.
  4. You will be required to provide further information, including postal code, date of birth and specific information from your most recent tax return. To continue, click Next once again.
  5. You may be informed that a security code will be mailed to you with further instructions on completing this process.
  6. Once you have created an account, you will be able to sign in from the CRA homepage. Once signed into the main dashboard page, you will be able to view the company’s open CRA accounts. If the company has active GST, payroll and/or corporate tax accounts, you will see them listed as headings with several options below them.

 

Documents sent to you by the CRA, such as your corporate notice of assessment, can also be accessed by clicking on the Mail link once signed in.

 

 

If you have any questions, please reach out to us at 604-639-0909.

My CRA Account

If you are an individual who wants easy access to your personal tax account and mail, you will need a My CRA Account. Don’t have one? Follow the steps below to sign up.

 

Ensure that you have the following information available before you begin the registration process:

 

  • Social insurance number
  • Date of birth
  • Personal address
  • Most recent personal tax notice of assessment

 

To sign up:

 

  1. Go to CRA E-services.
  2. Electronic services are available for multiple types of entities. Click the Individuals link.
  3. Scroll down to the Getting Information section and choose My Account as shown:
  4. Two options will load on the next page – choose Option 2 and click on CRA Register as shown below:
  5. You will need to enter your SIN number to validate your identity. Once done, proceed to the next page.
  6. You will be required to provide further information, including postal code, date of birth and specific information from your most recent tax return. To continue, click Next once again.
  7. Once you have created an account, you will be able to sign in to see your personal tax information, including statement of account, RRSP and TFSA room as well as tax return information such as slips.

 

Documents sent to you by the CRA, such as your Notice of Assessment, can also be accessed by clicking on the Mail link once signed in.

 

 

If you have any questions, please reach out to us at 604-639-0909.

My Payment

Ever have trouble paying your personal tax instalments? Or your payroll deductions? GST? Corporate taxes? The CRA has created My Payment, a new system that makes paying your tax and trust accounts easier. For details on how to use it, please follow the steps below:

 

Through My Payment, you can make direct payments to the CRA using your bank access card. The CRA does not charge a fee for this service, but if your bank charges a fee for the use of your debit card, this fee would apply.

 

You will need the following information in order to process your payment:

 

  • Your account number (SIN for Individuals and BIN for business payments)
  • For business account payments:
    • The period end pertaining to your payment – for example, if your GST period ended June 30th and the deadline to file is July 31st, use June 30th as the period end date.

 

To process your payment:

 

  1. Go to the My Payment website.
  2. Click the Pay Now button.
  3. Select the type of payment you would like to process from the list shown below:

 

For Individuals:

 

If you are making an instalment, choose Instalments. If you are paying the balance due for your most recent tax return, choose 20XX – tax return. If you aren’t sure which option fits your situation, please reach out to us to discuss.

 

For Businesses:

 

If you are making an instalment, choose Interim. If you are making a payment in response to a filed return such as GST, choose Payment on filing. If you are paying the balance of your tax return for your year end, choose Balance Due. If you aren’t sure which option fits your situation, please reach out to us to discuss.

 

Payments are usually received by the CRA the same day or the next business day. But to avoid interest charges or penalties, be sure to pay on time.

 

If you have any questions, please reach out to us at 604-639-0909.





Questions? Please reach out to us at 604-639-0909.