HOW TO SET UP A CRA “My Business Account”

If you already have a “My Account” you can have your “My Business Account” linked, by calling the CRA at 1-800-959-8281 give them your SIN and they will link the two for you. OR

The CRA has a nice video that gives you an overview of How to Register for My Business Account for your corporation. We go into a little more detail below: 

First - Go to the CRA My Business Account website then follow the steps below.

  • STEP ONE

    OPTION ONE: Use one of the Sign-In Partners. This is the easiest way to access your account, but you will find this route sometimes glitches. (Whereas Option 2 below will be more difficult to set up but will not glitch.)

    OPTION TWO: Scroll down to Using a CRA user ID and password. Click CRA Register.

  • STEP 2 - Start The Registration Application

    You will need: your social Insurance Number (SIN), your date of birth, and a copy of your current and previous years’ tax return.

    Once you have these, create a CRA user ID and password. Make sure to save or print the security questions and answers unless you are 100% sure you will always and forever remember the answers. Then print it anyways because you may forget the capital or comma or spacing.

    CRA will request: CRA will request the amount you entered on one of your income tax returns. The line amount requested will vary. It could be from the current tax year or the previous one. The amount from Line 15000 from either your current or previous tax year.

  • STEP 3 - Your CRA security code will be !!!snail mailed!!! to you

    You’ll typically receive your CRA security code by !! Snail mail!! within 10 business days.

    Once you receive the security code via snail mail proceed to step 4.

  • STEP 4 - Sign in to CRA “My Business Account” for the first time

    To access your account, go to My Business Account, scroll to Option 2 – Using a CRA user ID and password, click CRA login.

    Enter your CRA user ID and password.

    Once you are logged in, you will be prompted to enter your CRA security code. Enter the security code. This will finalize your registration. Congratulations.

    If any error message appears you must call the CRA at 1-800-959-8281. You will need information from your tax return to verify your identity, so have it with you when you call.