Submit documents online

This service allows you to securely send documents electronically to the CRA through My Account, My Business Account, or Represent a Client. You can use this service when:

1. You would like to send documents associated to a specific CRA program; or
2. We have communicated with you requesting documents, and have provided a case or reference number. 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.

How to submit a document

If you have recently submitted documents, you will first be presented with a History table of previously submitted documents. You can submit additional documents for the same program by clicking on your case or reference number in the table.

If you would like to make a new submission, click “Submit documents”.

Step 1 – Do you have a case or reference number?

If you do have a case or reference number:

1. Select the letters that your case or reference number starts with from the dropdown list.
2. Enter the case or reference number (numbers only) in the box provided and click “Next”.  A box will appear for you to attach your files.

If you do not have a case or reference number:

1. Choose the topic related to your document submission. This will make sure the document goes to the right area to be processed.
2. Once you have made your selection, click “Next”. A box will appear for you to attach your files.

Note: Submitting documents to the incorrect area can result in delays in processing your request. Please make sure you have made the appropriate selection related to your document submission before proceeding to submit your documents. If you do not see the topic related to your document submission, you must mail your documents to your Tax Centre.

Step 2 – Attach, review, and submit files

1. Click “+Attachments” to attach a file. A pop up box will appear. Make sure the file format you want to send is accepted by the CRA. The following file formats are accepted: .pdf, .doc, .docx, .xls, .xlsx, .rtf, .txt, .jpg, .jpeg, .tiff, or .xps. The total size of all files you send cannot exceed 500MB.
2. Use the “Browse” button to choose the file(s) you want to attach from your device. If more than one file is being added, each must have a unique name.
3. Enter a brief description of the file in the blank field. Click “Upload file(s)”.
4. If you want to attach more documents, click “+Attachments” again and repeat steps 2-3. When all your documents are added, click “Next”.
5. Review your submission and the attachments in the table to make sure you have uploaded all of your files, and that you are submitting your documents to the correct area. If everything is correct, click “Submit”.

Step 3 - Receiving the confirmation

• A confirmation screen will appear which includes a confirmation number and a case/reference number.
• Your document submission information will appear in the history table within 24 hours of submission. You may want to also keep record of your confirmation number and case/reference number. You can use your case/reference number if you need to submit additional documents at a later date for your request.

Note: For Compliance and Audit programs only – In addition to the acceptable file formats listed above, these programs also accept all safe file formats including text, document, spreadsheet, database, image, graphic, video, audio, accounting, financial, and tax files.  The total size of all files you upload cannot exceed 1GB per session.

All files you send will be scanned for viruses. We will identify any unacceptable files and will contact you with instructions for you to re-submit your documents.

Getting help

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

• Individual tax enquiries (My Account, Represent a Client for individuals)
• Business enquiries (My Business Account, Represent a Client for businesses)

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