Frequently asked questions for View and pay account balance

i. Account balance:

Displays the Interim balance that is the result of payments and credits received for a period-end for which a return has not yet been processed. It also provides the debit/credit balance for a period-end that has been assessed, including accrued interest calculated to the current date, but does not include amounts under dispute, amounts not yet due, amounts not yet applied or held credits.

The accounting information is summarized by period-end(s) based on accounting transactions that occurred on the account in the previous five calendar years, up to and including the current date. If applicable, accounting information older than five calendar years will be totaled and summarized in Prior periods. Information will be displayed in chronological order. Amounts on the account that are not associated to a specific period-end will appear in the Non-reporting period.

ii. Account transactions:

The Account transactions option lets you view account transactions by selecting a hyperlink from the Account balance page. You can choose to view transactions associated to a specific period-end, a specific interim balance or balance, or you can select "total" and view all the account transactions for all period-ends displayed on the account balance page. You can also select the Account transactions option from the sidebar menu.

If you have any questions about the information displayed in the Account balance and activities service, you can click the contact us button at the bottom of the results page or you can submit an enquiry. Go to the Homepage and select Enquiries service then choose Submit a written enquiry.

iii. Customize view of transactions:

This option allows you to view transactions for the time frame of your choice. When you select the customize view of transactions option from the sidebar menu, a page will be presented with drop-down lists for year/month/day so you can choose your time frame. After you choose the starting and ending dates, use the 'view' button to see the account details for that timeframe on a new page. You can also select the customize view of transactions link from the account transactions pages.

If you have any questions about the information displayed in the Account balance and activities service, you can click the contact us button at the bottom of the results page or you can submit an enquiry. Go to the Homepage and select Enquiries service then choose Submit a written enquiry.

iv. Calculate future balance:

If you have an amount owing in a filing period, the Calculate future balance feature will be available. This feature provides a revised balance that includes interest calculated up to the future date you select.

v. Transfer payment:

If you have an interim credit available for transfer and a period that can accept a transfer, you will be able to transfer it using the Transfer payment option. This option lets you transfer a payment from one interim period to another interim period or to an amount owing within the same program account or to a different program account. Once the transfer has been completed you can immediately view the updated account balances; including any interest adjustments.

Information for the last 5 calendar years (maximum) will be available; with the exception of RZ partnerships only where the information posted to your account on or after April 12, 2014 is available.

No. These amounts will not appear on the account balance page but can be viewed on the account transactions page.

If you have any questions about the information displayed in the Account balance service, you can click the contact us button at the bottom of the results page or you can submit an enquiry. Go to the Homepage and select Enquiries service then choose Submit a written enquiry.

You can also call our Business Enquiries line at 1-800-959-5525. For more information on telephone service (including hours of service), go to Telephone numbers or send a written request to your tax centre.

For disputed amounts, you can also send a written request to the Appeals Division of your applicable tax services office.

Yes. Interest at the prescribed rates is updated daily on your account, unless otherwise stated.

Interest rates are calculated quarterly. You will have the option of calculating a balance up until the end of the current quarter, or until the end of the next quarter if the rates for that quarter have been determined. For more information, see Prescribed interest rates.

• return to the My Business Account homepage
• select the Enquires service
• choose the Request customized statements option

Representatives must have a level 2 authorization to access the Request customized statement form.

Electronic payments will be applied to your account in approximately 48 hours. Payments mailed or made at financial institutions may have longer processing times.

We cannot display account balance information for a period-end in which no credits or interim payments have been received nor has a return been filed and processed. Only five years is displayed.

A period-end is not hyperlinked on the Account balance page if the associated accounting information is more than five years from current date.

If a balance amount is not hyperlinked, it means either:

• the period-end has not been assessed
• the associated accounting information for that amount is more than five years from the current date

If more than one year of accounting information is available for display, the starting date will default to one year from current date. If less than one year of accounting information is available, the starting date will default to the date the first accounting transaction occurred on the account. The ending date will always default to the current date. You can accept these dates, or you can change them to a time frame of your choice.

No. You will be presented with a selectable list of payments/credits in an interim period(s) that are available for transfer. Amounts in assessed periods or amounts $2.00 or less are not available for transfer.

Business owners and representatives with level 2 authorization (the ability to make account changes) can access the Transfer payment option.This option is available if there are credits in an interim period(s) and a period that can accept the transfer. Representatives must have at least a level 1 authorization (ability to view account information) on the program account where the payment is being transferred to.

You can transfer within or between corporate income tax, GST/HST, Excise Tax, Excise Duty, RZ partnerships and/or other levies accounts (SL, RE, RD, RN, RG). You will be presented with a selectable list of associated program accounts that meet your authorization level, as well as a list of periods that can accept a transfer.

In situations where you cannot complete a transfer to a specific program account (e.g. payroll) and/or period-end, you can:

• return to the My Business Account homepage
• select the Enquires service
• choose the Transfer of a credit option

Representatives must have a minimum level 2 authorization to access the Transfer of a credit form.

Yes. One or more future interim periods will be selectable from the drop-down list depending on the filing requirements of your account.

If you do not want to receive paper statements and would prefer to view your account balance and transactions online, you can stop the mailing of your statements on your account.

If you are authorized, you can choose the "Change mailing instructions" Quick link from the sidebar menu or:

• return to the My Business Account homepage
• select the Enquires service
• choose the Change mailing instructions option

Representatives must have a minimum level 2 authorization to access the Change mailing instructions form.

If you are authorized, you can choose the “Remittance vouchers" Quick link from the sidebar menu or:

• return to the My Business Account homepage
• select the Enquiries service
• choose the Order remittance vouchers option

Representatives must have a minimum level 2 authorization to access the Remittance voucher form.

For Example:

• my records don't agree with the account balance
• the credits are in the wrong period-end
• a payment is missing

If you have any questions about the information displayed in the Account balance service, you can click the contact us button at the bottom of the results page or you can submit an enquiry. Go to the Homepage and select Enquiries service then choose Submit a written enquiry.

You can also call our Business Enquiries line at 1-800-959-5525. For more information on telephone service (including hours of service), go to Telephone numbers or send a written request to your tax centre.

Select "Glossary" from the sidebar menu, or see glossary.

The CRA login services are available every day, 21 hours a day (see Hours of service).

If you have any questions about the information displayed in the Account balance service, you can submit an enquiry. Go to the Homepage and select "Submit an enquiry."

You can call our Business Enquiries line at 1-800-959-5525 or send a written request to your tax centre.

For enquiries about softwood lumber products export charge accounts, please call 1-800-935-0313 or write to the Softwood Lumber Division in the Surrey Tax Centre.

If you have any questions about the information displayed in the Account balance service, you can click the contact us button at the bottom of the results page or you can submit an enquiry. Go to the Homepage and select Enquiries service then choose Submit a written enquiry.

Yes, Account balance and activities service pages include a link to a Printer friendly version. To print the Printer friendly page:

• select Tools located on the top right hand side of the page
• select Print

No. The information on Account balance and activities is for your information only. Official documentation is usually received through the mail.