F.a.q.s

• SIN Number
• ID with DOB and name on it
• Void Cheque or Direct Deposit form (if already setup, please ignore)
• Current Mailing Address
• T2202 (form provided by college/university for the fees paid)
• T4 (form provided by employer)
• Marital Status
  • If married – Spouse name and DOB
  • If spouse is out of the country OR on a visitor permit
  • If spouse is a resident in Canada → SIN number + similar documents
• Other T forms such as T4A or T5
• RRSP/FHSA contribution slips or amounts
• RC210 if issued to you
• Donation or medical slips
• Email address

• Skip, Uber, or DoorDash summary or total earnings
  (no need for summary if T4A is already issued)
• Total price of vehicle
  (price including interest and tax)
• Year and month you bought the vehicle
• Total insurance paid on the vehicle in the year you did Skip
  (if filing only for 2024, then total only for 2024)
• Total repair and maintenance expenses on the vehicle
  (including service, repair, tire change, accessories like car mats, air fresheners, car wash)
• Total fuel purchased last year
• Total phone bill paid last year
• Kilometres driven for work, and total kilometres driven in the whole year

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 the amount you entered on one of your income tax and benefit returns. Have a copy of your returns handy. The requested line amount may 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:

1^st  Method (Our Recommendation)

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.

2^nd Method
You can contact us at (204) 541-0436 or at info@tobatax.com, and we can obtain authorisation by ourselves by getting an authorisation form signed by you.

Log in to My Account(registration required) to view and print your notice of assessment or reassessment issued after February 9, 2015. For years before 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:

• Log in to the CRA’s My Account service (registration required) and click “Change my address and phone number(s)” under “Related services”.
• Contact the CRA directly by calling 1-800-959-8281.
• Complete and submit form RC325.
• 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.)

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 (CWB) is a refundable tax credit to help individuals and families who are working and earning a low income.

The CWB has two parts: a basic amount and a disability supplement.

• You can claim the CWB when you file your income tax return.
• For those who are entitled to the CWB on their income tax return, advance payments of up to 50% of the CWB will be issued under the Advanced Canada workers benefit (ACWB). These advanced payments will be issued automatically across 3 payments, there is no need to apply. This initiative puts more money in the workers’ pockets to help cope with the rising cost of living.

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.

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.