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Creating a CRA - Second Chance · disrupt, undermine, corrupt, diminish or othewse threaten or...
Transcript of Creating a CRA - Second Chance · disrupt, undermine, corrupt, diminish or othewse threaten or...
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CREATING A CRA ACCOUNThttps://www.canada.ca/en/revenue-agency/services/e-services/e-services-individuals/account-individuals.html
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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)
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ACCESS MY ACCOUNT FOR INDIVIDUALSCHOOSE TO SIGN INTO YOUR ACCOUNT USING A BANKING INSTITUTION (NOT ALL INSTITUTIONS AVAILABLE)
CREATE USER ID AND PASSWORD
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VALIDATE YOUR IDENTITY USING YOUR SIN
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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
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IF YOU ANSWER THE QUESTIONS INCORRECTLY
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FOR ADDED SECURITY A NEW CODE WILL BE SENT
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NEXT VERIFICATION STEPCONFIRM YOUR POSTAL CODE
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CREATE A USER ID
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CREATE A PASSWORDMAKE NOTE OF THE PASSWORD CHECKLIST
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CREATE 5 SECURITY QUESTIONSUSE THE DROP DOWN BOXES TO CHOOSE FROM A PREDETERMINED LIST
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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
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AGREE TO THE TERMS AND CONDITIONS
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TO AGREE YOU MUST USE THE PASSWORD YOU
CREATED FOR YOUR USER ID AND PASSWORD
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CONFIRMATION
THE NEXT SLIDE WILL BE ‘MY ACCOUNT’ WHERE YOU CAN ACCESS YOUR PERSONAL INFORMATION