CRA

How to register for My Business Account

How to register for My Business Account

Business owners (including partners, directors, and officers) can access their GST/HST, payroll, corporation income taxes, excise taxes, excise duties and other levies accounts online.

To register and create a CRA user ID and password or you can choose one of the options:

Using a Sign-in Partner

Follow these steps to create My Account using Sign-in Partner:

  1. To get started access the My Account webpage.
  2. Select the option 1 – Using one of our Sign-In Partners.
  3. Select the partner that you have account. Register with the same sign-in information you use for other online services (for example, online banking).
  4. Enter a few details to ensure your privacy is protected, like your Social Insurance Number, date of birth, current postal code, and an amount from your last tax return.
  5. Wait to receive a security code from a letter in the mail (the letter can take a week or two to arrive).
  6. With you security code on hands, access your account and inform the security code.

Using a Sign-in Partner

Follow these steps to create My Account:

  1. To get started access the My Account webpage.
  2. Select the option 2 – Using a CRA user ID and password.
  3. Click in the link CRA Register.
  4. Inform your SIN.
  5. Enter a few details to ensure your privacy is protected, like date of birth, current postal code, and an amount from your last tax return.
  6. Create a CRA user ID and password.
  7. Create your security questions and answers.
  8. Enter your business number.
  9. Wait to receive a security code from a letter in the mail (the letter can take a week or two to arrive).
  10. With you security code on hands, access your account and inform the security code.

Source: CRA Website

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How to register for My Account

How to register for My Account

You can register and create a CRA user ID and password or you can login using a Sign-in Partner. 

Using a Sign-in Partner

Follow these steps to create My Account using Sign-in Partner:

  1. To get started access the My Account webpage.
  2. Select the option 1 – Using one of our Sign-In Partners.
  3. Select the partner that you have account.
  4. Enter a few details to ensure your privacy is protected, like your Social Insurance Number, date of birth, current postal code, and an amount from your last tax return.
  5. Wait to receive a security code from a letter in the mail (the letter can take a week or two to arrive).
  6. With you security code on hands, access your account and inform the security code.

Using a Sign-in Partner

Follow these steps to create My Account:

  1. To get started access the My Account webpage.
  2. Select the option 2 – Using a CRA user ID and password.
  3. Click in the link CRA Register.
  4. Inform your SIN.
  5. Enter a few details to ensure your privacy is protected, like date of birth, current postal code, and an amount from your last tax return.
  6. Create a CRA user ID and password.
  7. Create your security questions and answers.
  8. Wait to receive a security code from a letter in the mail (the letter can take a week or two to arrive).
  9. With you security code on hands, access your account and inform the security code.

Source: CRA Website

How to register for My Account Read More »

Confirm a representative for Business

Confirming a representative for Business

Follow these steps to confirm a new authorized representative or to accept changes to the authorization level of an existing representative using the new “Confirm my Representative” service.

  1. Sign the Authorization Requested prepared by your representative and send it back to them. If your are our client, we will prepare and send the signature page to you by email.
  2. Send the signed Authorization Request back to your representative.  If your CRA account has emails notifications option enabled, you will be notified by email that your representative requested access to your account. If the email notification option is disable, you will need to access you account and verify if there is an authorization pending of confirmation
  3. Log in in you My Business Account.
  4. Confirm or deny the authorization request (you must approve the authorization in 10 business day or the authorization will be cancelled and the process will need to be done again).

* You must have access to My Business Account. If you haven’t used these services before, you will need to register for an account before authorizing a representative and keep in mind that registration may take several days to be completed.

Source: CRA Website

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Confirm a representative for Individuals

Confirming a representative for Individuals

Follow these steps to confirm a new authorized representative or to accept changes to the authorization level of an existing representative using the new “Confirm my Representative” service.

Attention

If your are trying to delegate access to your GST account you must use the confirming process for business and have access to “My Business Account”.

Using My Account*

Follow the steps below to confirm the representative using My Account:

  1. Sign the Authorization Requested prepared by your representative and send it back to them. If your are our client, we will prepare and send the signature page to you by email.
  2. Send the signed authorization back to your representative.  If your CRA account has emails notifications option enabled, you will be notified by email that your representative requested access to your account. If the email notification option is disable, you will need to access you account and verify if there is an authorization pending of confirmation.
  3.  Log in in your My Account.
  4. Confirm or deny the authorization request (you must approve the authorization in 10 business day or the authorization will be cancelled and the process will need to be done again).

* You must have access to My Account. If you haven’t used these services before, you will need to register for an account before authorizing a representative and keep in mind that registration may take several days to be completed.

By Phone

If you do not have access to your CRA account, your representative can do it for you, but you will need to provide your representative with information from your notice of assessment or from a tax return that was processed at least six months earlier. When your representative submits their authorization request, they will need to provide this information. 

But attention, if you choose this option, you may be contacted by the CRA by phone to verify the request, and if you do not answer the phone, the authorization will be canceled and the process will need to be done again.

Source: CRA Website

Related Posts

Confirm a representative for Individuals Read More »

Confirm a representative using My Account or My Business Account Process

New CRA process for confirming a representative

Starting on October 18, 2021, the Canada Revenue Agency (CRA) introduced a new way to confirm authorized representatives using My Account or My Business Account. Whether you’re an individual or a business, the new two-step digital process was created to protect tax information and make authorizing new representatives more secure.
Although the CRA assumes that the new process will make the authorizing new representative more efficient, what we are seeing in the client perspective is the opposite and the reason is simple: many people dislike or have difficulty dealing with technology.

Alternatively, personal clients are allowed to complete the process using the telephone, but it is still not an easy alternative because when calling the CRA you will need to be prepared for a long waiting time in the line to speak with an agent, be prepared to provide some personal information, and more importantly, have the last Tax Return or Notice of Assessment in your hand to inform the amount reported for asked lines.

Source: CRA website

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