Help with My Account

  1. Overview
  2. Tax returns tab
  3. Accounts and payments
  4. Benefits and credits
  5. RRSP and TFSA
  6. Personal profile
  7. View mail
  8. Submit documents

Related services – Overview

Related services – Tax returns

Related services – Accounts and payments

Related services – Benefits and credits

Related services – RRSP and TFSA


Overview

Tax returns 

In the "Tax returns" box at the top of the Overview page is a link to view your latest notice of assessment or reassessment for the tax year shown.

In the bottom right corner of this box, there is a link to the "Tax returns" tab. That tab gives you more information about your assessed or reassessed returns.

Definition of notice of assessment or reassessment

A notice of assessment is a document we send you after we assess your income tax return. A notice of reassessment is a document we send you after we make any further adjustments to your return.

Tax returns tab

This page allows you to view general or detailed information about your income tax and benefit returns.

Tax returns and notices of assessment and reassessment

The table in this first box gives you general information about your tax returns for the current year and some prior years. That general information includes:

Year

This column shows the tax year for the return filed or due to be filed. A tax year covers the calendar year from January 1 to December 31.

Status of return

We start processing returns in mid-February and will show the current status of your return as follows:

Notice of assessment or reassessment

A notice of assessment is a document we send you after we assess your income tax return. A notice of reassessment is a document we send you after we make any further adjustments to your return. Both notices give you a summary of the amounts at specific lines of your tax return and explain any changes we made when we assessed or reassessed your return, as well as other important information.

If we or you change your return after we assessed it, we will reassess your return and send you a notice of reassessment.

Since February 9, 2015, your assessment or reassessment notices also appear online.

Date processed

This is the date we assessed or reassessed your return. A dash (-) in this field means that we have not yet received or assessed this return.

You can view detailed information about your assessments or reassessments by clicking on “Assessed” or “Reassessed.”

You can request a change to your return by selecting Change my return.

View returns - assessed

This page provides the detailed information on a particular assessment to your income tax and benefit return - the current year and up to 11 prior years.

Use one of the following methods to view your return:

Only the lines that you completed on your return are shown on these pages. The amounts shown were used in the calculation of your tax refund or balance owing for that year. If you left any lines blank, those lines will not appear here, although you can add them to include new information.

Note
If you filed a paper return on or before April 30, the Filing date will show as April 30. Therefore, it is possible that the Date of assessment will be prior to the filing date shown.

You can navigate between assessment and reassessment by selecting the tabs located above the personal identification area.

You can change this return by selecting Change this return.

You can print a copy of this return by selecting Print.

View returns - reassessed

This page provides the detailed information on a particular reassessment to your income tax and benefit return - the current year and up to 11 prior years.

Use one of the following methods to view your return:

Only the lines that you completed on your return are shown on these pages. The amounts shown were used in the calculation of your tax refund or balance owing for that year. If you left any lines blank, those lines will not appear here, although you can add them to include new information.

Note
If you filed a paper return on or before April 30, the Filing date will show as April 30. Therefore, it is possible that the Date of assessment will be prior to the filing date shown.

You can navigate between assessment and reassessment by selecting the tabs located above the personal identification area.

The changes are summarized in the section Reassessment information.

You can change this return by selecting Change this return.

You can print a copy of this return by selecting Print.

Tax information slips (T4 and more)

This page lets you view information from the following tax slips:

Tax slips are prepared by your employer, payer, administrator, educational institution or Service Canada and are issued following the calendar year they apply to.

If you have not received or have lost your current year's tax slip(s), you have to ask the issuer of the slip for a copy.

What you need to know about tax information slips:

Note

A TFSA record is for information purposes only and the amounts should not be reported on your income tax return. The record is similar to a tax slip except that the issuers do not have to send you a paper copy of the record.

Carryover amounts

This page provides the detailed record of your capital gain/loss, non-capital loss, investment tax credit (ITC), allowable business investment loss (ABIL), capital gains deduction, and tuition and education data history that applies to your tax situation as far back as 1972. If you require additional information please contact Individual income tax and Trust enquiries at 1-800-959-8281.

You can print a copy of this information by selecting Print.

Disability tax credit

The disability tax credit page provides information concerning the disability tax credit (DTC). Individuals may view DTC eligibility information for self or entitlement information for spouse and dependents.

In some cases, specific messages concerning the status of your application and correspondence are displayed here, as well as contact numbers for circumstances in which information cannot be displayed or if your records disagree with the displayed information.

This page provides information about the period of time that you are eligible for the DTC. This period of time begins with the year you became eligible and will show the last year of eligibility or indicate an indefinite period of time. For more information, see your notice of assessment or notice of reassessment. If there is no information regarding the disability tax credit on your notice of assessment, you do not need to send us another T2201 unless we ask you for one. Your DTC claim may be subject to a review at any time.

Year

The year is the calendar year from January 1 to December 31.

Status

Describes your eligibility or entitlement status for the disability tax credit or the current status of your DTC application.

Accounts and payments

Account balance

The first section shows your tax account balance, including arrears interest that may apply, calculated to the current date. If you have a balance under appeal, it is shown on a separate line and is not included in the account balance.

The date shown near the top of this page will be today's date.

Statement of account

The statement of account shows the transactions that have occurred on your personal tax account for the period commencing with the beginning of the prior calendar year, including assessments, reassessments, payments, and any interest charged. It also shows your current account balance.

The date shown near the top of this page is usually today's date. However, if an assessment or reassessment has been processed to your account with an effective date later than the current date, that date will be shown.

Payments made on filing

When you submit a return with a balance owing (your total payable is more than your total credits), you can pay in several different ways:

If the payment is processed before your return is assessed, it is called a payment made on filing, and it will appear on your Notice of Assessment. If not, we will apply the payment to your account on the date of the payment and then send you a revised statement of your account.

Please note that it could take a few days to process your payment.

Instalments

Instalment payment summary

This section shows, for the years listed, the total instalment payments we received from you. These payments appear here only for returns that have not yet been assessed and only until they are applied to the amount owing on a specific return.

The "Set up a pre-authorized debit" link allows you to create, manage, or view a pre-authorized debit agreement for your instalments.

Instalment reminders

If we mailed you any instalment reminders this year or last year, a chart will be displayed showing the mailing dates of the instalment reminders, the payment due dates from box 1, and the corresponding amounts from box 2 on each instalment reminder. You can select a mailing date to view more information from that instalment reminder, if your return for that tax year has not yet been assessed.

Every February and August, we send instalment reminders to individuals who may have to pay tax by instalments. The February reminder covers payments due on March 15 and on June 15, and the August reminder covers payments due on September 15 and December 15. In November, we send an instalment reminder to farmers and fishers for the payment due on December 31.

Can I print the instalment reminder and use it to remit an instalment at my bank?

No. You need a remittance voucher to make a payment at a financial institution. Remittance vouchers contain special magnetic ink for processing at financial institutions. You can request remittance vouchers using the My Account service and the remittance voucher will automatically be mailed to you. You can also request remittance voucher by using our Interactive Voice Response service (IVR) at 1-800-959-8281 and the remittance voucher will automatically be mailed to you.

For information on other ways to make a payment, see Tax payments.

Benefits and credits

Child information

If our records show that you are primarily responsible for one or more children, each child’s name and date of birth are listed.

Select Update to access View and update children in my care and from here you can choose to Add a child, Modify shared custody or End care of child.

If any of the other child information is not correct, please inform us by calling 1-800-387-1193.

Benefits/Credits and Other programs

Select a specific benefit or credit to access the main page for that program. This page may include the following information, if applicable:

Select the Payments link to see information on expected, current, and prior payments. The dates associated with each payment period expand to provide a list of all payments for that year. The date of each payment expands to provide details for that particular payment, which may include the following, if applicable:

In some cases, specific messages about the status of the payment are displayed here, as well as contact numbers for circumstances in which payment information cannot be displayed.

Note
There will be times when expected payments are not available on the payments page. To estimate your future payments, use our Child and family benefits calculator.

Select the Statement of account link to see information on financial activities that have been processed:

Financial activities are displayed by date with the most recent activity at the bottom. The types of activities shown may include:

Apply for child benefits

By using the Apply for child benefits service, you automatically do all of the following at the same time:

You will be asked to complete five-steps:

Modify shared custody

If the percentage of time a child lives with you has changed, use this service.

You will be asked to complete five steps:

End care of child

Use the End care of child service to tell us when you are no longer the primary caregiver for a particular child, for the purpose of determining eligibility for benefits for that child.

Once the end care information is updated, the child's information will no longer be displayed in View and update children in my care and your benefits will be adjusted accordingly.

You will be asked to complete a five-step process:

RRSP and TFSA

RRSP (Registered Retirement Savings Plan)

A registered retirement savings plan allows contributions made to your, your spouse's or common-law partner's plan to be sheltered from tax for the period the funds remain in the plan. Generally you have to pay tax when you receive payments from the plan.

Information displayed on the RRSP pages is a record of clients RRSP contributions and deductions.

The RRSP main page displays the dollar amount of the current year deduction limit and the dollar amount of the unused RRSP contributions available to deduct for the next return to be filed.

It also provides the links to the following options:

Current year RRSP deduction limit

This is the maximum amount you will be able to claim as a deduction for the current year.

Prior year RRSP deduction limits and calculations

This page allows you to view the calculation of the deduction limits for all prior years back to 1991.

Unused RRSP contributions available for deduction

This page shows the unused RRSP contributions at the end of the current year. When this link is selected, a detailed calculation is shown.

Prior year RRSP contribution history

This page shows the RRSP contribution details as well as repayments made to the HBP & LLP programs. This option shows unused RRSP contributions from 1994 to the present year, as well as current and deducted contributions back to the year 1991. Any HBP repayments are shown starting in 1992. LLP repayments are shown from 1999 onward.

Tax-Free Savings Account (TFSA)

A Tax-Free Savings Account (TFSA) is a way for residents of Canada to set money aside, tax-free, throughout their lifetime. Contributions to a TFSA, administration fees and the interest on money borrowed to invest in a TFSA are not tax deductible. The income generated in the TFSA is tax-free when withdrawn.

The TFSA main page provides links to your contribution room limit, and transaction summary, as well as a link to view details of any TFSA returns that have been issued.

Home Buyers Plan (HBP) and Lifelong Learning Plan (LLP)

This page shows the clients statement of account for the HBP and/or the LLP if the client is a participant in either or both programs and has an amount outstanding. For each program, it will indicate the total withdrawals, previous annual repayments, cancellations and income inclusions as well as the repayable balance remaining and the required repayment for the current year.

Personal profile

Address and phone numbers

The CRA has collected your addresses and telephone numbers from the identification area of your latest income tax return or from other communications with you. We may have modified your address to meet Canada Post's requirements; therefore, the address shown on My Account may differ slightly from the one you gave us. You can change your home address, your mailing address, and your phone numbers through the My Account service.

Direct deposit

You can view the direct deposit information for your income tax refund, GST/HST credit, Canada Child Benefit payments and Universal Child Care Benefit payments. You provided this information to us either through your income tax return, by submitting a direct deposit request to the Canada Revenue Agency or by using our online My Account service.

The institution name is the official name of your bank, for example, Scotiabank. The institution number is a 3-digit number that represents your bank.

The branch name identifies the branch location, for example, Main Street branch. The branch number is a 5-digit number that represents that branch.

The account number is your personal bank account number, and it has a maximum of 12 digits, for example, 123456789123.

The effective date is the date your request for direct deposit was recorded on our system.

Marital status

The CRA has collected your marital status information from the identification area of your latest income tax return or from other communications with you. You can make changes to your marital status by phone, in writing or by Internet using our Change my marital status service.

Child information

If our records show that you are primarily responsible for one or more children, each child’s name and date of birth are listed.

Select Update to access View and update children in my care and from here you can choose to Add a child, Modify shared custody or End care of child.

If any of the other child information is not correct, please inform us by calling 1-800-387-1193.

Notification preferences

Email notifications for individuals

When you are registered to receive email notifications from the Canada Revenue Agency (CRA), we will send you an email to confirm that you are registered for the service. After that, when eligible correspondence is available for you to view in My Account or when important changes happen on your account, we will send you an email.

After you are registered for this service, CRA correspondence that is eligible for the service will not be printed and mailed to you.

The CRA will not do the following:
Account changes

As a fraud prevention feature, we will send you an email notification when:

Eligible correspondence

The CRA will send you an email when the following types of correspondence are ready for you to view in My Account:

As other CRA correspondence becomes eligible for this service, we will send you an email to tell you when they are available to view in My Account. For correspondence items not yet eligible for this service, you will continue to receive them by paper mail.

Formatting your email address

Terms and conditions

Read the terms and conditions of use for the service. If you agree, tick the authorization box to proceed.

Manage online mail

The Manage online mail service allows you to receive some of your correspondence from the CRA directly in My Account.

Authorized representatives

You can view a list of all your authorized representatives as of today's date.

View or delete this authorization

You can view the details of your representative's authorization or delete it online.

View online transactions

All online transactions performed on your behalf by your representative are displayed along with the date the request was made. Although the submission is displayed, it may not yet have been processed.

You can select to view transactions performed in the last 60 days, 180 days or 365 days.

How to view your CRA mail

To view CRA mail, select View Mail from the overview page in My Account.

Submit documents

The "Submit documents" service allows you to send documents electronically to the CRA quickly and easily. You should use this service when:

  1. You would like to send relevant documents that are associated to a specific program through the CRA's digital services; or
  2. We have communicated with you requesting documents, and have invited you to use the "Submit documents" service, one of the CRA's digital services.

This service can be used in the following situations:

How to submit a document

If you have a case or reference number:

You will have been provided a case or reference number in a letter or by phone from the CRA. Enter your case or reference number, as instructed, in the box provided. It looks like one of the following numbers:

TB1234 5678 9012

TB followed by 12 numbers. Acceptable for documents relating to:

C1234567890-123-12

C followed by 10 numbers and a dash (-) followed by 3 numbers and a dash (-) followed by 2 numbers. Acceptable for documents relating to:

GB1234 5678 9012

GB followed by 12 numbers. Acceptable for documents relating to

CE1234 5678 9012

CE followed by 12 numbers – for documents relating to CPP/EI rulings and certificates of coverage

GDOC12345AB

GDOC followed by 7 alphanumeric characters. GDOC numbers are provided upon an

1234567890

5 to 10 digit number provided by an auditor – required for Office Audit and Supplementary Examination

Note

For compliance (audit) programs only - In addition to the acceptable file formats listed above, the CRA also accepts all safe file formats including text, document, spreadsheet, database, image, graphic, video, audio, accounting, financial, and tax files. Submitted files may be zipped but must not be password encrypted, as this will prevent the CRA's system from scanning for viruses. Files that can't be scanned for viruses will be securely deleted. The total size of all files you upload cannot exceed 1GB per session.

If you receive an error message that the case/reference number you have entered is invalid, you may need to contact the CRA. Please refer to the contact name at the bottom of the letter.

Step 1 - Case or reference number

  1. Enter the case or reference number in the blank field. This number is either given to you by mail, by phone, in person by a CRA official, or on the confirmation screen of a previous document submission.
  2. Choose "Next".
  3. Choose the tax year associated with the document you are submitting and choose "Continue".

Step 2 - Attach, review, and submit files

  1. Make sure the file format you want to send is accepted by the CRA. The file must be in one of the following formats in order to be uploaded: .pdf, .doc, .docx, .xls, .xlsx, .rtf, .txt, .jpg, .jpeg, .tiff, .tif, or .xps.
  2. Enter a description of the file in the blank field. If more than one file is being uploaded, each must have a unique name.
  3. Use the "Browse…" button on the right to choose the file you want to upload from your computer.
  4. Choose "Upload file".
  5. If you want to delete a file from this process, choose it from the column on the left, then choose "Delete file(s)".
  6. If you want to upload another file, choose "Add another file".
  7. Choose "Confirm" once you have uploaded all the files you want to send.

The total size of all files you send cannot exceed 500MB. A limit of ten files per submission may apply.

If you do not have a case or reference number:

Step 1 -  Without a case or reference number

  1. Choose "Without a case or reference number".
  2. Choose a reason for your document submission from the list.
  3. Choose "Next"

Step 2 - Attach the files you want to send

  1. Make sure the file format you want to send is accepted by the CRA. The file must be in one of the following formats in order to be uploaded: .pdf, .doc, .docx, .xls, .xlsx, .rtf, .txt, .jpg, .jpeg, .tiff, .tif, or .xps.
  2. Use the "Browse…" button on the right to choose the file you want to upload from your computer.
  3. Enter a description of the file in the blank field. If more than one file is being uploaded, each must have a unique name.
  4. Choose "Attach file".
  5. If you want to delete a file from this process, choose it from the column on the left, then choose "Delete selected file(s)".
  6. If you want to upload another file, choose "Attach another file".

The total size of all files you send cannot exceed 500MB per session. A limit of ten files per session may apply.

Receiving the confirmation

  1. A confirmation screen will appear which includes a confirmation number and a case/reference number.
  2. Keep a record of your confirmation number and case/reference number. You can use this case/reference number to submit additional documents related to the original submission.
  3. You can print this page for your records by using your browser's print button.

All files you send will be scanned for viruses. We will identify any unacceptable files and will contact you with instructions for submitting the files again using a different method.

If you have technical problems submitting documents online, contact us for assistance.

If you have questions about a CRA request to submit documents, contact the CRA official who requested the documents.

Related services

Change my return

The Change my return service allows you to make changes to your income tax and benefit return(s) for the current year and nine prior years.

You will receive a confirmation number when there is a delay to the processing of your request. Generally, you will either be contacted for more information or receive a Notice of Reassessment for each return submitted within two weeks.

A confirmation number is also provided when your request is to be processed within two weeks. You will be presented with a summary of changes and tax difference information.

What does the tax difference information include?

When the CRA calculates your income tax return after a change is made there is usually a tax difference. Where your total payable is less than your total credits there is a refund (displays as a negative amount) where total payable is more than your total credits there is a debit (displays as a positive amount). The tax difference may differ from the amount on your notice of reassessment. Detailed explanations of any changes made to your return are provided in your notice of reassessment.

Although you may be entitled to a refund for a particular year, we may have kept some or all of it to:

If you need more information, please see your notice of reassessment. It explains how your refund was disbursed. The notice also provides telephone numbers to call to speak to a program representative.

Arrange my direct deposit

The Arrange my direct deposit service allows you to start, update or stop your direct deposit information for your income tax refunds, GST/HST credit, Canada Child Tax Benefit and your Universal Child Care Benefit payments through the My Account service.

Authorize my representative

The Authorize my representative service allows you to authorize someone online, such as a family member, friend, tax professional, or tax services business to deal with the Canada Revenue Agency on your behalf. Your representative will have access to most of the tax and benefit information and services found on My Account.

Your representative will not have access to the following:

Your representative will have to authenticate and register through the Represent a Client service. Once registered, your representative will give you their RepID, Business Number or GroupID which you will use to authorize your representative. Also, for your protection, you can change or revoke your representative's authorization at any time using the Authorized representatives feature.

Pay by pre-authorized debit

Pre-authorized Debit (PAD) is an online self-service payment option that allows you to initiate an agreement that authorizes the CRA to withdraw a pre-determined payment amount directly from your bank account on pre-determined date(s) to pay your tax obligations.

Proof of income statement

The "Proof of income statement" service allows you to view and print a "proof of income statement", based on your income tax return assessment (or most recent reassessment). This statement can be printed and used when proof of your income is required, such as at your financial institution or when applying for government programs.

You can select a "proof of income statement" for any of the last three tax years, as long as those returns have been assessed.

Follow these steps:

This will be a multi-page print, with the number of pages depending on the length of the statement.

File a GST/HST rebate

The "File a GST/HST rebate" service allows you to electronically file an application for the GST/HST rebates listed below:

On the selection page, select the rebate type you want to file and click «Next» to access the online web form.

Request a remittance voucher

The "Request a remittance voucher" service allows you to order personalized remittance vouchers, which you can use to make payments for a tax balance owing, payment on filing, or quarterly instalments, at a financial institution, or by mail along with a cheque or money order. Once you make your request, we will mail the voucher (s) to you within 10 to 14 business days.

Note that you cannot print these remittance vouchers from the CRA Web site as they require special magnetic ink to be processed by financial institutions. We must mail these vouchers to you.

You can order the following types of remittance vouchers:

Request remittance vouchers by taking the following steps:

Please allow 10 to 14 business days to receive your voucher (s).

Register my formal dispute

You can use our "Register my formal dispute" service to challenge an assessment, reassessment, determination, or redetermination notice we have sent you.

After you select the Submit button at the bottom of the "Register my formal dispute" page, a message thanking you for your submission is displayed. This message means we have received your submission.

Your submission is then routed to an agency employee. This person will read your submission and may contact you for clarification.

You can submit documents online to support your dispute using the "Submit documents" service. Please keep the original version of all documents submitted.

Ruling Number: This is the reference number issued by the CPP/EI Rulings Division of the Canada Revenue Agency. You can find this number on the top right hand corner of the decision letter. The number starts with CE followed by 12 digits. Enter the full number without any spaces or dashes, starting with CE. (e.g.: CE000000000000)

Request relief of penalties and interest

You can use the Request relief of penalties and interest service to ask us to cancel penalty and interest amounts charged to your account.

The service will take you through several pages asking you for details about your request, providing instructions as you navigate each page.

After completing your request and selecting the Submit button, you will be taken to a confirmation page. Print or save a copy of this page for your records. It is recommended that you submit any supporting documentation at this time, using our Submit documents service. When submitting documents, use the case number provided on the confirmation page.

You will be notified once a preliminary review of your request is completed.

For more information on taxpayer relief, go to Cancel or waive penalties or interest.

Change my marital status

The Change my marital status service allows you to change your marital status with the CRA.

The CRA has collected your marital status information from the identification area of your latest income tax return or from other communications with you.

Report a problem or mistake on this page
Please select all that apply:

Thank you for your help!

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