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15 Feb How to Set Up a CRA My Business Account

Posted at 10:20h in Corporate Income Tax Return, Latest News by Team Clearline 15 Feb

 

We at Clearline strongly suggest that all of our corporate clients obtain access to their company’s My Business Account. The Canada Revenue Agency (CRA) is using this online platform much more often and it’s much easier to pay balances or file returns when you use My Business Account. You can also easily check up on past returns, see why you’re being charged interest, and add information to the file. Most importantly, you can set up direct deposit so the CRA no longer has to send you cheques, which take time to deliver and seem to go missing fairly often these days.

It’s important to note that you will need your CRA business number and your program accounts (GST/HST, payroll, corporation Income tax, excise tax and others) to complete the registration process.

 

To set up a My Business Account with the CRA, you will need to follow these steps:

 

  1. Go to the CRA’s website and select “My Business Account” from the list of services or simply follow this link.
  2. Scroll down the page and select “CRA register.”
  3. To validate your identity, enter your social insurance number (SIN).
  4. Next, enter your postal code or zip code, date of birth, and an amount you entered on one of your income tax and benefit returns from the current tax year, or the previous one.
  5. Then, select a delivery method for a CRA security code, which is required to gain full access to My Business Account.
  6. Depending on the delivery method you have chosen, you will be asked to confirm your current postal or zip code, or enter your email address.
  7. The next step will be to create a CRA user ID and password.
  8. Then, select and answer five security questions.
  9. Review and agree to the terms and conditions of use by entering your password and selecting “I agree.”
  10. If you have chosen to have a CRA security code issued via email, you will now be asked to contact the CRA.
  11. Registration is now complete until you receive your code. Once you do, log in and enter it.
  12. Review and agree to the My Business Account terms and conditions of use.
  13. Then, provide your Business Number.
  14. You will now have full access to My Business Account.

 

The CRA also has a video posted on their website that walks through the process. You can access that video here.

Tags:
CRA, CRA My Business Account


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Raymond Martinez

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Bilal Kathrada

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Bilal, a Principal at Clearline Chartered Professional Accountants, primarily focuses on income tax and succession planning for Canadian owner-managed businesses in various industries. Bilal received his Bachelor of Commerce degree from the University of Victoria and obtained his CA designation in 2005.

 

Prior to Clearline, he worked in the tax group of a large international accounting firm in Vancouver and a mid-sized accounting firm located in the Fraser Valley.

 

Outside of the office, he enjoys spending time with his wife and three children. He enjoys outdoor activities such as golf and spending time with his family and friends.

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With over 14 years of experience in public practice, Bhavika Khatri is a Manager in Clearline CPA’s Private Enterprise Group, specializing in compilations and tax services for small to medium-sized businesses. Bhavika holds a double major in Accounting and Financial Management & Information Systems from the University of the South Pacific in Fiji and brings extensive expertise in reviews, compilations, and corporate tax across diverse industries, including construction, manufacturing, and incorporated professionals. Bhavika is passionate about learning and delivering exceptional client service, values that align well with Clearline’s supportive environment and commitment to continuous training. She appreciates the team culture and opportunities for professional growth at Clearline. Outside of work, Bhavika enjoys baking, gardening, traveling, and visiting family in Fiji.

Mazie Tsia

CPA – Tax Manager

Mazie Tsia, a Tax Manager at Clearline CPA, holds a CPA designation and brings over 20 years of experience in public practice. Specializing in corporate reorganization within Clearline’s Tax Group, Mazie is passionate about helping clients grow and achieve their goals through thoughtful planning and strategic insight. She holds a Bachelor’s of Technology in Accounting from BCIT, completed the CA School of Business Program, and advanced her expertise with the In-Depth Tax Program. Mazie’s background includes 18 years in Private Enterprise and 3 years in specialized tax work, which gives her a well-rounded perspective on the complexities her clients face. She appreciates Clearline’s commitment to continuous learning and the team-focused environment, which enables her to expand her knowledge and build stronger client relationships. Outside of work, Mazie enjoys spending time with her family, exploring new movies, and traveling the world in search of great food.

Alvin Fung

CPA – Assistant Manager

Alvin Fung, a CPA and Assistant Manager in Clearline CPA’s Private Enterprise Group, specializes in compilations and tax services for small to medium-sized businesses, as well as personal tax. With a passion for problem-solving, Alvin enjoys building trust with clients, understanding their needs, and helping them achieve their financial goals. Alvin holds a Bachelor’s in Business Administration with a major in accounting from Simon Fraser University and brings 5 years of experience to his role, including 3 years with Concert CPA and 2 years at Clearline CPA. He values the collaborative environment at Clearline and appreciates the continual learning opportunities available through professional development and hands-on experience. Outside of work, Alvin enjoys playing badminton and traveling to explore new places.

Annelie Vistica

CPA, CA – Principal

Annelie Vistica, a Principal at Clearline, is a CPA and CA with a strong background in private enterprise and assurance. With a Bachelor of Accountancy from the University of Stellenbosch in South Africa and extensive experience in tax, Annelie brings expertise in business setup, growth planning, and estate transitioning. She is passionate about engaging with clients to support them through various business stages, from inception to succession planning. Annelie values the supportive environment at Clearline, where she appreciates colleagues’ assistance in tax and assurance. Outside work, she enjoys spending time with her family and dog, exploring nature, visiting family in the Okanagan, and travelling the world.

Jennifer Scott

CPA, CGA – Senior Manager

Jennifer Scott, a Senior Manager at Clearline brings a wealth of expertise in Private Enterprise and Assurance, holding designations as a CPA and CGA. Jennifer’s focus at Clearline includes conducting reviews, compilations, and providing tax services tailored to owner-manager businesses and partnerships, with a keen interest in industries such as professionals, manufacturing, real estate, and services. Her commitment to exceptional client service is evident through her proactive approach to staying updated on evolving accounting standards and tax legislation, thereby making her clients’ lives easier Jennifer’s educational background includes a Bachelor of Commerce from UBC with a major in Accounting, followed by over 15 years of experience in public practice, specializing in private enterprise. She appreciates the supportive environment at Clearline and enjoys various activities outside of work, including travelling, cheering on her children in sports like soccer, baseball, and volleyball, indulging in long walks with her dog while listening to podcasts, spending quality time with loved ones, and exploring her passion for baking through experimenting with new recipes.

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CPA, CA(SA) – Senior Manager

Charmaine Pirrie, a Senior Manager at Clearline is a CPA and CA (SA) with a background in audit and review engagements. With experience from Grant Thornton and D&Co, she brings expertise in private company audits and values Clearline’s supportive environment and technical resources. Charmaine also finds fulfillment in delving into her clients’ businesses to provide tailored services, ensuring meticulous audit and review procedures. Outside of work, she enjoys spending time with family, going for walks, and swimming.

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CPA – Manager

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Raj Momrath

CPA, CA, Senior Tax Manager

Raj Momrath, a Senior Tax Manager at Clearline, is a CPA, CA specializing in Canadian Tax. With a focus on Canadian tax planning, corporate reorganizations, estate planning, and providing business advice, Raj caters to a diverse clientele, including small owner-manager companies, high-net-worth individuals and large privately held multinational firms. His passion lies in helping Canadian owner-manager businesses and their shareholders minimize their overall tax obligations while navigating disputes with the Canada Revenue Agency and ensuring compliance with the complex Canadian tax system. Raj’s professional journey includes prior experience in PwC’s tax group, where he obtained his Chartered Accountant designation and then some time at some mid-sized firms. Raj completed the CPA Canada InDepth Tax course in 2017 strengthening his knowledge of Canadian tax. At Clearline, Raj appreciates working alongside knowledgeable colleagues and enjoys spending quality time with his wife and two sons and attending and volunteering with their sports activities. In his leisure time, Raj indulges in barbequing, golfing, and spending time outdoors, finding relaxation and enjoyment in these pursuits.

Julia Wallis

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Danny Sandhu

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Bio coming soon.

Shehzel Saif

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Michael Ng

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Cindy Ji

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Bio coming soon.

Victor K. Yoshida

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Victor was born and raised in Vancouver and obtained his Bachelor of Commerce from the University of British Columbia. He articled with Deloitte & Touche and received his CA designation in 1984. Victor was accepted to the firm’s tax group and went on to complete the Canadian Institute of Chartered Accountants In-Depth Tax course.

 

Victor specializes in Canadian income tax issues for professional and owner-managed businesses. He has extensive experience with business succession, estate planning, wealth preservation issues, corporate reorganizations, as well as mergers and acquisitions.

 

Victor was a member of the education committee of the Institute of Chartered Accountants of British Columbia and has held executive positions with various amateur sport organizations.

In his free time, Victor enjoys training for marathons, travelling, and spending time with his family.

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