Mail is a tool within the Canada Revenue Agency (CRA) My Business Account online service. It lets you review certain correspondence items from the CRA.
The information here will help you understand what you can do in Mail.
If you need more information or help with Mail, contact the CRA.
Access services
The "Access services" button directs you to services within the My Business Account portal. When you select your account type and account number, a drop-down menu will appear with these options:
- Submit an audit enquiry
- Enquiries service
- File a formal dispute (notice of objection)
- File a formal dispute (appeal)
The options available depend on the account type chosen.
Audit enquiries
Correspondence about audit enquiries are grouped by case number.
Audit enquiry attachments
Attachments are represented by this icon: paperclip icon
After you select an item and the preview pane opens, you will see the "Attachment" button. You can select this button to download, print, or save the attachment.
Reply to an audit enquiry
To respond to correspondence about an audit enquiry, select the "Reply" button in the message preview pane.
Switch business account
If you have multiple business accounts, you can toggle/switch between your authorized nine‑digit account numbers.
Preferences
Preview pane
The preview pane is defaulted to the right side of the mail page. The preferences button will allow you to change where correspondence items are displayed: right, left, top, or bottom.
Note
The preview pane is blank if you don’t select an item.
Message grouping
Mail items are defaulted to be grouped with the same topic, if the mail list contains audit enquires. If there are no audit enquiries, message grouping option is greyed out.
To choose how mail messages are organized, you can click the preferences button and select "Show mail individually".
Archive
The Archived tab lets you separate correspondence items from the Mail tab. Within the archived tab you can view, sort, and filter correspondence items.
By selecting the archive icon in the mail tab, the correspondence item will be placed into the archived tab. Archived items can be moved back to the mail tab by selecting the icon with an arrow pointing left.
Flag
The flag icon next to each correspondence item lets you flag important correspondence. Flagged items will turn red. You can remove a flagged item at any time.
Search
By selecting the search icon, you can search within your correspondence list by using numbers, letters, or characters.
Filter your correspondence
You can refine your correspondence list by using the filter options.
Account type
Only account types that apply to the user will display for selection within this filter.
Account number
Account numbers that apply to the user will display for selection once the account type is selected.
Correspondence type
Only certain correspondence the CRA sends you will show in Mail. To see a specific correspondence on the mail page, choose one of these options from the drop-down list:
- Information
- Letters
- My reply
- Notices
- Notifications
- Statements
- Confirmations
Date range
The date range filter lets you view correspondence the CRA sent you within a specific time period. Eligible correspondence sent to your business since January 1, 2014, will be available for up to 10 years.
Period-end
The period-end filter lets you see correspondence associated to a "period-end" date. The date will show in a YYYY/MM/DD format.
Service
This filter lets you view only mail related to audit enquiries or special elections and returns.
Note
To remove a filter, use the "X" button next to the name of the filter. To clear all filters at once, use the "Clear filters" button.
Sort your correspondence
The most recent correspondence will always appear at the top of the list.
Date
The date field shows the date the CRA sent the correspondence to you. You can arrange your correspondence from newest to oldest or oldest to newest by selecting the "Date" sort option.
Status
To arrange your correspondence by status, select one of the these options:
- Unread
- Read
Subject
If you have not read an item yet, the subject of the correspondence will be in bold. If you have read the item before, the subject will be in regular type.
You can sort your correspondence alphabetically by subject by selecting either "A to Z" or "Z to A."
Reference number
A reference number is a case, reference, or confirmation number assigned to your correspondence. Not all correspondence have a reference number.
You can sort your correspondence by reference number by selecting either "Ascending" or "Descending."
Reset filters and sort options
To reset all filters and sort options, refresh the page.
Note
If you want to view a correspondence later, without having to sign in to My Business Account, you can save it to your computer.
View, print, and save
Select the correspondence item you want to view, print, or save by clicking on an item in the correspondence list.
Portable document format (PDF)
The "PDF" button on the preview pane lets you download a correspondence item in a printer-friendly format.
Print or save
The "Print/Save" button lets you print the screen you are currently viewing.
Open
The "Open" button lets you view the full correspondence.
Action button
An action button allows the user to link to a payment or submit document page directly from the mail page. An action button will appear within the preview pane for the correspondence if an action applies to that correspondence.
Submit document button
If you select the "Submit documents" button, the system will direct you to the Submit Documents page to complete more steps.