Submitting documents online – Pre-assessment Review, Processing Review, Request Verification and Matching Programs

On this page

General information

If you are asked for supporting documents by one of our programs, you or your authorized representative can send the documents to the Canada Revenue Agency (CRA) using our secure online service portals (My Account for Individuals or Represent a Client).

This secure and reliable service makes sending documents to the CRA easier and more efficient. It allows you to keep your original receipts, forms, and other documents. You will get a confirmation number and a reference number to use in future communications with the CRA.

Important - Reference number required 

In order to make sure that your documents reach the appropriate program, enter the case or reference number (no spaces) from the letter you received.

You may also submit additional information after a review has been completed if it has been less than 3 years since the date of the notice of reassessment for the tax year reviewed.

My Account for individuals or Represent a Client

Individuals

If you are not registered for My Account, go to My Account for Individuals to register. Once you have completed the online registration, you should receive a CRA security code by mail within 5-10 days (15 days if you are outside Canada or the United States).

For step-by-step instructions on setting up your CRA user ID and password, go to Registration process to access the CRA login services.

After you receive your security code, return to My Account for Individuals and select the service you registered with. Follow the online instructions, and enter your security code when prompted. You will now be able to access all of the online services available. You can also authorize your representative online using the "Authorize my representative" service in My Account for Individuals. Your authorized representative will be able to submit documents online on your behalf if you give them level 2 authorization.

Authorized Representatives

You may submit documents on behalf of a client, a family member, or a friend using Represent a Client. To register for this service, go to Represent a Client. Once you have registered as an individual or business, you will receive a representative identifier (RepID). The RepID identifies you as a registered representative with the CRA. Give it to your client, family member, or friend so they can authorize you to access their tax account.

Note

To be able to submit documents online on behalf of a client, you have to have level 2 authorization.

Scanning documents

When scanning multiple receipts or documents to one page, ensure that they face in the same direction. If you are required to submit a large number of receipts and documents, or the scanned image is not clear, consider sending your documents by mail or fax.

Submitting documents

Make sure that your scanned documents are clear and legible, and contain the requested information.

  1. Log into My Account for Individuals or Represent a Client.
  2. Select “Submit document” and follow the instructions.
  3. Enter the tax year and the reference number found in the upper right corner of the letter received.
  4. Browse your hard drive to locate the files you have scanned and select one for upload.
  5. Enter a description of the file’s contents.
  6. Click the “Upload file” button.
  7. Select “Add another file” for each file you want to upload (maximum 10).
  8. Review the information on the screen.
  9. Click the “Confirm” button to submit the files you have uploaded.
  10. Keep the confirmation number you receive for your records.

For more information, go to Submit documents online.

After documents are submitted

Once your submission is accepted and the CRA gives you a confirmation number, we will scan all submitted files for viruses. Files that cannot be scanned for viruses will be securely deleted. We will contact you with instructions for submitting the file again using a different method.

Contact us

If you have technical problems submitting your documents online, Contact the Canada Revenue Agency for assistance. On this page, go to “Telephone numbers for personal taxes, benefits and trusts” and then, “Help with online services.”

If you have any questions about the letter you received, contact us at the telephone number found at the bottom of the letter.

Forms and publications

Related topics

Page details

Date modified: