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My Business Account: where the CRA actually talks to you

Updated

Quick answer: My Business Account is the CRA’s portal for your corporation — where mail is delivered, balances are real-time, and filings can be confirmed rather than assumed. Every letter this site decodes arrives there first for companies on online mail. Two things every owner should do once: register for access, and authorize their accountant so professional help does not require forwarding screenshots. Neither takes long, and both are precisely the kind of task that gets deferred until a deadline makes it urgent.

Most of what people want from My Business Account, a representative can already do for them. How representative access works, or ask what you actually need.

If you would rather not manage the portal yourself, we can be authorized on your account and watch it for you.

My Business Account: where the CRA actually talks to you: the 6 parts this covers — registering, without the frustration; what each part is for, in owner terms; authorizing your accountant, properly; just incorporated? the bank account is step one of about nine; working with the cra online; get access before you need it
What this covers, at a glance.
On this page
  1. Registering, without the frustration
  2. What each part is for, in owner terms
  3. Authorizing your accountant, properly
  4. Just incorporated? The bank account is step one of about nine
  5. Common questions about my Business Account

Registering, without the frustration

Access is personal: you register as yourself, then connect to businesses where you are an owner or director. Identity checks can use your personal tax filings and a mailed security code, so register early; waiting for a mailed code is a bad place to be on a response deadline.

What each part is for, in owner terms

  • Mail — the letters. If the corporation is on online mail, this is the only place they arrive; a review letter sitting unread here is still running its clock.
  • Balances per program account — corporate tax, GST/HST, payroll, each with its own ledger. The question “do we owe anything?” has a live answer here, not a remembered one.
  • Filed returns and assessments — what the CRA actually received and what it concluded, which settles most “did that go through?” anxieties in seconds.

Authorizing your accountant, properly

Authorization happens on the CRA’s side, never by sharing your login; be wary of anyone who asks. An authorized representative can view accounts, correspond and file, which lets us handle work like handling a review letter directly instead of coaching you. Authorization is step one of onboarding, and revoking it is equally simple; the owner always holds the keys.

Most owners open the account once and never return to it, which is an argument for having an accountant use that access on your behalf rather than for more logins.

Just incorporated? The bank account is step one of about nine

Opening the account is a new corporation’s first, and easiest, administrative task. The others (choosing a year end, deciding on a GST number, setting up payroll before the first pay run) follow their own schedule and cost less done in order. The first 90 days sets them out with dates.

If you would rather talk it through than read it, send an enquiry and a CPA will reply by email.

Fastest first step: email what you’re facing to info@everstonecpa.com — reply within one business day, and we take it from there by email.

General information, not tax advice. The document in your hand and its own dates govern.

Common questions about my Business Account

Is online mail mandatory?+
The CRA has been moving business correspondence online as the default, which makes portal access matter more, not less: a letter you have not seen still counts as delivered. Whatever your current setting, knowing where mail arrives is the point. Ask about your case →
I cannot get past the identity verification. Now what?+
Verification uses your own filing history, so mismatches usually come from the wrong year’s figures. A mailed code means a delay, another reason to register before a deadline.
What can an authorized accountant see and do?+
View accounts and mail, correspond, and file — scoped by the authorization level and always revocable by you. What we can never do is more than the authorization grants, which is why the proper channel beats shared logins on every axis.
Can you walk me through setup?+
Yes — it is part of onboarding, and we will do it before it is urgent. Email info@everstonecpa.com and we will get your access and our authorization sorted in one short session.

Get access before you need it

Email us — portal setup and authorization is a one-session job, best done on no deadline at all.

Email us — info@everstonecpa.comGet My Fixed Quote
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