1. News & Issues

Discuss in my forum

My Account Tax Service

Access Your Personal Income Tax Information Online

By , About.com Guide

Updated: 02/14/12

My Account is a Canada Revenue Agency (CRA) service which provides you with secure access to your personal income tax information online. Some of this information is also available from the Quick Access Income Tax Service.

The My Account service was upgraded in early 2012. You can now view your T4 (Employment Income) and T4A (Pension, Retirement, Annuity and Other Income) information in My Account.

Tax Information Available on My Account

The My Account service lets you see information on

  • your income tax refund
  • income tax return assessments
  • income tax account balance
  • income tax instalments
  • some tax information slips: T4, T4A, T4A(P), T4A(OAS) and T4E
  • Canada Child Tax Benefit and related provincial program payments and balance
  • Universal Child Care Benefit payments, balance and statement of account
  • children for whom you are the primary caregiver
  • GST credit or HST credit and related provincial program payments and balance
  • registered retirement savings plan (RRSP) contributions, deductions claimed, and your RRSP contribution limit
  • Home Buyers Plan and Lifelong Learning Plan statement information
  • Tax-Free Savings Account information
  • Working Income Tax Benefit advance payments
  • disability tax credit

You can also

  • get your NETFILE access code
  • change your return
  • change your address or phone number
  • apply for child benefits
  • arrange your direct deposit
  • authorize a representative
  • set up a payment plan
  • disagree with your assessment

Registering to Use the My Account Service

To access the My Account service, you must register for the service.

Be sure the CRA has your current address before you register. To change your address call Individual Services Inquiries.

Read the CRA instructions on how to register carefully before registering for My Account. It's a four-step process. You'll need your last two income tax returns, your Social Insurance Number, your date of birth and postal code or ZIP code. Be ready to create a User ID and password using CRA checklists, and also be ready to create and answer security questions. You'll also have to wait for at least five business days (15 business days outside Canada and the United States) to receive a CRA security code in the mail. The security code has an expiry date, so be sure to follow the instructions in the letter you receive with the code.

To create a new User ID and password, go to Register for a CRA User ID and password.

You will need the CRA security code to use the My Account Service for the first time. After that you will be able to log into the My Account service using just your User ID and password.

Computer Requirements for My Account

Check that your operating system and browser configurations and settings meet the requirements to use My Account.

Help with My Account

If you require help using the My Account service, call the CRA e-service Helpdesk at 1-800-714-7257 from Canada and the United States. From outside Canada and the United States, call collect at 709-772-8371.

©2012 About.com. All rights reserved.

A part of The New York Times Company.