Setting up the Business Account

The following is the process for getting online access to My Business Account:

• Register for a Personal CRA login.  The link is here:  https://www.canada.ca/en/revenue-agency/services/e-services/cra-login-services/register-cra-sign-in-services.html.  You will need information from your last personal tax return, Social Insurance number, date of birth, and a copy of your Canadian passport or driver’s license.  One of the steps will involve verifying your identity online. 
• Once this is done, you will have a login and password.  The login page is here:  https://www.canada.ca/en/revenue-agency/services/e-services/cra-login-services.html
• Associate the company with your personal login page.  If the company doesn’t appear on the welcome page after you log in, click “+ Add account”, click “Business account”, click “Add business number” and enter the business number of the company.  If you are listed as a director in CRA’s information on the company, you should be able to add this company to your account.  If you aren’t, then please let us know and we can provide instructions on updating the director information that CRA has in their system.
• Add your email address to the My Business Account profile.  Go to “Profile”, click “Notification preferences”, and add your email address.
• Click “Manage Mail for my Business” to opt out of Paper mailings.
• If you haven’t done so already, authorize our firm as a representative on the Profile page.  The business number to use for the authorization is 133039297.