FAQs

My Account for Individuals

You will have to complete two steps.

Step 1 – Provide personal information

• Enter your social insurance number.

• Enter your date of birth.

• Enter your current postal code or ZIP code.

• Enter an amount you entered on one of your income tax and benefit returns. Have a copy of your returns handy. The line amount requested will vary, it could be from the current tax year or the previous one. To register, a return for one of these two years must have been filed and assessed.

• Create a CRA user ID and password.

• Create your security questions and answers. You can also decide if you want a persistent cookie added to your computer, so you can access CRA sign-in services using that same computer later without being asked for more identification.

• Enroll in mandatory multi-factor authentication by selecting your preferred method (telephone or passcode grid).  For more information, see multi-factor authentication.

After you complete step one of the registration process, you will have access to limited tax information on My Account. After you enter your CRA security code, you will have access to the full suite of services available in My Account, as well as the Auto-fill my return service.

Step 2 – Enter the CRA security code

To access your account, return to My Account for Individuals, select "CRA sign in," and enter your CRA user ID and password. When prompted, enter your CRA security code.

You can sign in to CRA sign-in services with a Sign-In Partner. This option lets you sign in with the same sign-in information that you may already have, such as for online banking. For more information, see Sign-In Partners Help and FAQs.

You can sign in to CRA sign-in services with a provincial partner. This option lets you sign in with a provincial credential that you may already have, such as the BC Services Card or MyAlberta Digital ID. For more information, see BC Services Card and MyAlberta Digital ID.

There are two ways how you can add us as your representative

1st  Method (Our  Recommendation)

 
Steps on how to add us as your authorized representative

For My CRA Account(Personal)

1) Click on Profile, at the top right-hand side icon

2) Scroll Down and Look for the authorized representatives option

3) Click on "+Add", then click Start

4) Input "6QN3N2P" as your RepID, then Click Search 

(If you have opened cra account on your phone then you have to tilt your phone while inputting our rep ID)

5) Select Authorization "Level 2", Online Access "Yes" and leave the expiry date empty

6) Click I confirm and submit

You can also add more representatives or  delete the past representatives from that profile window

2nd Method

You can contact us at (204) 541-0436 or at info@tobatax.com, and we can get authorization by ourselves by getting an authorization form signed by you.

Log into My Account(registration required) to view and print your notice of assessment or reassessment issued after February 9, 2015. For years prior to that, you’ll be able to see detailed summaries of your notice of assessment or reassessment.

For an NOA or notice of reassessment issued by Revenu Québec, log into your My Account service (registration required) to view and print a copy (back to 2004).

Filing a return each year (even if you didn't have any income), makes you eligible to receive certain tax credits and benefits that you wouldn't be able to get otherwise. If you don't file your return, you could miss out on the following: Canada child benefit (CCB), Canada child tax benefit (CCTB), GST benefits, Climate Incentive, Ontario Trillium Benefits (only for Ontario residents), and many more benefits.

You can change your address with the Canada Revenue Agency (CRA) by using any one of these methods:

o   Log in to the CRA’s My Account service (registration required) and click Change my address and phone number(s) under Related services.

o   Contact the CRA directly by calling 1-800-959-8281

o   Complete and submit form RC325 or

o   Send a signed letter to the CRA that includes your social insurance number (SIN), new address, and moving date

The Canada Revenue Agency usually sends the GST/HST credit payments on the fifth day of July, October, January, and April.

 (If you do not receive your GST/HST credit payment on the expected payment date, please wait 10 working days before you contact CRA.)

If you’re entitled to receive the CAIP(Climate action incentive payment), you can expect to receive them on the 15th of April, July, October, and January. 

(When the 15th falls on a Saturday, a Sunday, or a federal statutory holiday, the payment will be made on the last business day before the 15th.) 

(If you do not receive your CAIP on the expected payment date, please wait 10 working days before you contact CRA )

Processing time after filing a return varies month to month depending upon how busy CRA is. Usually, The Canada Revenue Agency's goal is to send your refund within: 2-4 weeks, when you file online. 8-16 weeks, when you file a paper return. 

• The Canada Workers Benefit is a refundable tax credit that tops-up the earnings of low- and modest-income workers, and is indexed to inflation each year to help keep up with the cost of living. 

• Automatic advance payment amounts are based on income reported in the previous year’s tax return, replacing the previous application-based advance payment option, which was phased out as of January 1, 2023. There is no need to apply to receive the Canada Workers Benefit.

  1. A single worker earning $25,000 per year received $1,200 through the Canada Workers Benefit for 2022. With the new advance payments, they are entitled to three quarterly advance payments of $200—in July 2023, October 2023, and January 2024. They will receive a final $600 payment after filing their 2023 taxes in early 2024. 

Basic amount eligibility

You are eligible for the basic amount of the CWB if you meet all the following conditions:

• Earn working income and your net income is below the net income level set for your province or territory of residence

• Are a resident of Canada throughout the year

• Are 19 years of age or older on December 31, or you live with your spouse or common-law partner or your child

You are not eligible for the CWB if any of the following applies:

• Are enrolled as a full-time student at a designated educational institution for more than 13 weeks in the year unless, on December 31, you have an eligible dependant

• Are confined to a prison or similar institution for a period of at least 90 days during the year

• Do not have to pay tax in Canada because you are an officer or servant of another country, such as a diplomat, or you are a family member or employee of that person

Who an eligible spouse or common-law partner is

For CWB purposes, an eligible spouse is someone who meets all the following conditions:

• Lives with you as your spouse or common-law partner on December 31

• Is a resident of Canada throughout the year

Your spouse or common-law partner is not an eligible spouse for the CWB purposes if any of the following applies:

• Are enrolled as a full-time student at a designated educational institution for more than 13 weeks in the year unless, on December 31, they have an eligible dependant

• Are confined to a prison or similar institution for a period of at least 90 days during the year

• Do not have to pay tax in Canada because they are an officer or servant of another country, such as a diplomat, or are a family member or employee of such a person

Who an eligible dependant is

For CWB purposes, an eligible dependant have to meet all of the following conditions:

• Is your or your spouse's or common-law partner's child

• Is under 19 years of age and lives with you on December 31

• Is not eligible for the CWB

Step 1 – Open your My CRA Account and Click on Overview

Step 2 – Read the requirements and if you meet the requirements please, Click on “Apply Now” under Canada Housing Benefit ( Do not click under Canada Dental Benefit if applying for Canada Housing Benefit)

Step 3 – Read the requirements and if you meet the requirements please, Click on “Start”

*Note: If you are not eligible, please do not apply.

Step 4 – Confirm your Direct Deposit Information, if its not correct you can add your direct deposit information under Profile option (To go to profile click on top right hand side corner on the home page) Answer both questions shown below, please answer correctly.

Step 5 – Fill In all your Residence Information (Please note that you need to have correct lease or rent papers with you, you do not require to submit those papers along with this application, but CRA can ask about those papers anytime in the future) Add another Rental Property if you lived at multiple addresses.

*Note: CRA can call your landlord as well, to verify the information provided.

Step 6 – Review all the questions and mark the sections below

Step 7 – Please make a note of your confirmation number or take a picture of it for your records If you require any other assistance, please feel free to contact us at info@tobatax.com or (204)541-0436 .

If you are employed in insurable employment your employer will deduct EI premiums from your pay. There is no age limit for deducting EI premiums.

EI provides you with temporary financial assistance while unemployed and looking for work or if you're upgrading your skills. You may receive EI assistance in either of the following situations:

• sickness

• pregnancy

• caring for a newborn or adopted child

• caring for a seriously ill family member with a significant risk of death

If you are 18 years old or older, but younger than 65, you are employed in pensionable employment, and you do not receive a CPP retirement or disability pension, your employer will deduct CPP contributions from your pay.

If you are at least 65 years of age but under 70 and you work while receiving a CPP or QPP retirement pension, your employer will continue to deduct CPP contributions from your pay, unless you elect to stop paying CPP contributions. You cannot elect to stop contributing to the CPP until you are at least 65 years of age. For more information, see Canada Pension Plan (CPP) contributions for CPP working beneficiaries.

The CPP provides basic benefits when you, a contributor to the plan, become disabled or retires. In the event of your death, the plan provides benefits to your survivors.