Client Handbook “Redefining Tax Excellence”
Content 1 Common Tax Documents 2 CRA Account Registration 3 CRA Information update 4 Direct Deposits 5 Payment to CRA 6 CRA Contact Numbers 7 Key Dates 8 Meet Our Team
Tax Documents T4 slips (Employment slips) T4A slips (Other than employment slips) T5 and T3 slips (Interest and Investment slips) T2202 and TL11A (Tuition slips and Tuition outside Canada) Donation Slips T4RSP and T4FHSA (RRSP & FHSA contribution slips) Child care receipt Notice of Assessment (NOA) Self-employment Details
Registration Who can register for a CRA account You can register for a CRA account if you have: A social insurance number (SIN) A filed and assessed income tax and benefit return from the current or previous tax year How to set up your CRA My Account. We can assist you with this if you bring in a Notice of Assessment from a previously filed tax return or you can register yourself one of the following three ways: Using a Sign-In Partner (e.g., your bank). Creating a CRA user ID and password. Or by using a provincial partner (if you live in B.C. or Alberta).
Registration Details needed for registration You’ll need below for registration: Your Social Insurance Number (SIN). Date of birth. Current postal code. An amount from the most recent tax return assessed in the past 2 years (make sure you have this information handy when setting up your account). You can visit the CRA’s website to register. After registering, you’ll receive a CRA security code by mail or you can use document verification. Enter this code to unlock full access
Registration How to sign in using a sign-in partner. Go to the CRA My Account page and click Sign-In Partner. Choose your financial institution. Log in using your bank credentials. Enter your personal details and tax info. Access your account with limited features until you verify your identity. How to sign in using a CRA user ID and password. Click CRA user ID and password on the My Account page. Enter your SIN and personal details. Create a user ID, password, and security questions. Access your account with limited features until you verify your identity.
PERSONAL INFORMATION UPDATE Update your personal information with the CRA Inform the Canada Revenue Agency (CRA) of changes to your personal information. Change your address Change your phone number Change your email address Change your direct deposit Change your marital status Change your authorised representative Change your name Update your preferred language (English and French) Change your Correspondence preference online
to the CRA Some banks and credit unions in Canada allow you to add the CRA as a payee to make a single or multiple scheduled payments. Options and services available depend on your bank or credit union and on the banking package you have. One-time payment using CRA’s My Payment online service. You can only use a debit card to pay with CRA’s My Payment service. You cannot use credit cards with My Payment. You can make a payment to the CRA at any bank or credit union in Canada.
February 23, 2026 Tax season begins: Earliest day to file 2025 taxes online via NETFILE. March 2, 2026 RRSP Deadline: Final day to contribute to an RRSP for a 2025 tax deduction. April 30, 2026 Filing Deadline: Last day for most individuals to file their 2025 return. April 30, 2026 Payment Deadline: Final day to pay any 2025 tax balance to avoid interest. June 15, 2026: Deadline to file the 2025 tax return for self-employed individuals. June 30, 2026: Filing deadline for corporations with a December 31, 2025 year-end.
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