The CRA's Online Services Update

September 2016

§ Who uses what service?

§ Online services • Online mail• MyCRA mobile app• MyBenefits CRA mobile app• Auto-Fill My Return• Proof of income statement• Visa debit• Submit documents• E-Authorization for business• What’s coming in the Fall of 2016

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Overview

My Account

§ Access your own information:

• Individuals

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Who uses what service?

My Business Account

§ Access their own businessinformation:

• Business owners• Partner of a partnership• Corporate Directors• Corporate Officers• Officers of a non-profit

organization• Trustee of an estate

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Who uses what service?

Represent a Client

§ Access someone else’s business or individual information, including your employer:

• Accountants• Tax and payroll service

providers• Employees• Legal representatives• Family and friends

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Who uses what service?

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Online services

• Individuals are able to register for Online mail on their tax return, in My Account, by phone or MyCRA mobile app.

• View mail added to My Account to see all correspondence in one place.

• New since July 2016: Benefit notices.• Businesses are able to register for

Online mail in My Business Account, by phone, and new since May 2016, by adding their email address on their T2 Efile or GST/HST Netfile returns.

• Reps are able to register through Represent a Client

Online Mail

MyCRA mobile app

§ New mobile app available since July 2016

§ Individuals are able to:• View the status of their Canada child

benefit application;• View their next and last benefit/credit

payments information (including the amounts and dates issuance); and

• Their profile information:• Marital status; and• Children in their care.

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MyBenefits CRA mobile app

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Formerly Tax Data Delivery (TDD)

Auto-fill my return

No time to wait!

No more delays for life’s important milestones.

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Proof of income statement (option ‘C’ print)

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Proof of income statement continued

Looks different but has the same information.

Proof of income statement continued

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Proof of income statement continued

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Visa debit

§ Visa Debit Card was added to the electronic payment methods offered through the My Payment service.

You can now pay using your VISA Debit Card!

There are two categories of documentation that clients can submit to the CRA using Submit documents:

§ Solicited documentation

§ Certain unsolicited documentation

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Submit documents

§ As of May 2016

§ Documents can be submitted through My Account, My Business Account, or Represent a Client for the following programs:

• Business Accounting – GST Accounting Enquiries, GST Accounting Rebates, Enquiries, OL Enquiries, and Disbursement;

• Taxpayer Relief;• Voluntary Disclosure Program;• CPP/EI Appeals; and• Case Appeals (Notice of Objections).

§ GST/HST Rulings allows business owners and/or representatives to submit supporting documents for the processing of GST/HST Returns and Rebates in My Business Account and Represent a Client.

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Submit documents (continued)

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Submit documents: Taxpayer experience

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My Account – no reference number

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Submit documents:Business experience

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My Business Account –no reference number

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My Business Account –with reference number

Click “Next” and the common flow is followed

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Submit documents:Representative experience

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Represent a Client –with/without number

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T3 trust account or non-client specific request, no reference numberClick “Next” and the common flow is followed

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Represent a Client – Client specific request

§ To submit “follow up” submissions, the user would simply enter the reference number from the original submission when prompted “Available case or reference number”.

§ Multiple submissions completed with the same reference number will be linked on FileNet.

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Follow up submissions

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E-Authorization for business

§ An alternate to the RC59.

§ Quick and convenient submission of business authorization requests using Represent a Client (RaC).

§ Click “Review and Update” and then “Manage Clients” to locate the electronic authorization request in RaC.

§ 3 easy steps: • Complete the web form • Print the certification page, have the client sign it • Scan it and submit electronically through RaC.

§ Requests received at the CRA with complete and accurate information are processed within 5 business days, and normally sooner.

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E-Authorization for business

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Request online authorization (RC59)

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§ Regular, RCA Trust, T4E, and Domestic Employer Payroll accounts will be eligible for Online mail

§ More PAYDAC compliance notices will be eligible for Online mail

§ Manage business client privilege split into two separate privileges in Represent a Client

• Add a business authorization• Delete a business authorization

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What’s coming in the Fall 2016?

§ cra.gc.ca/getonline

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Need help to register?