CREATING A CRA ACCOUNThttps://www.canada.ca/en/revenue-agency/services/e-services/e-services-individuals/account-individuals.html

TIPS AND TRICKS

• Have you SIN available

• Date of Birth required

• Postal Code on file with CRA

• 2018 Tax Return line 101 or 2019 Tax return line 11900

• Document your User ID, Password and Security Questions and keep them in a safe and secure

location (not your phone)

ACCESS MY ACCOUNT FOR INDIVIDUALSCHOOSE TO SIGN INTO YOUR ACCOUNT USING A BANKING INSTITUTION (NOT ALL INSTITUTIONS AVAILABLE)

CREATE USER ID AND PASSWORD

VALIDATE YOUR IDENTITY USING YOUR SIN

VALIDATE YOUR IDENTITY – CONTINUEDAT THIS POINT YOU WILL NEED THE POSTAL CODE THAT CRA CURRENTLY HAS ON FILE

YOU WILL ALSO NEED LINE 101 FROM YOUR 2018 INCOME TAX RETURN OR LINE 11900 IF YOU’VE FILED YOUR 2019 INCOME TAX

IF YOU ANSWER THE QUESTIONS INCORRECTLY

FOR ADDED SECURITY A NEW CODE WILL BE SENT

NEXT VERIFICATION STEPCONFIRM YOUR POSTAL CODE

CREATE A USER ID

CREATE A PASSWORDMAKE NOTE OF THE PASSWORD CHECKLIST

CREATE 5 SECURITY QUESTIONSUSE THE DROP DOWN BOXES TO CHOOSE FROM A PREDETERMINED LIST

YOU HAVE THE OPTION OF AN ADDITIONAL SECURITY FEATURECHOOSE TO AUTOMATICALLY BE ASKED A SECURITY QUESTION EACH TIME YOU LOG IN OR NOT WHEN USING

THE SAME DEVICE TO LOG IN

AGREE TO THE TERMS AND CONDITIONS

TO AGREE YOU MUST USE THE PASSWORD YOU

CREATED FOR YOUR USER ID AND PASSWORD

CONFIRMATION

THE NEXT SLIDE WILL BE ‘MY ACCOUNT’ WHERE YOU CAN ACCESS YOUR PERSONAL INFORMATION