Help and Frequently Asked Questions

Help with Quick Access

1. RRSP Deduction Limit
2. Canada Child Tax Benefit (CCTB) - Payment Status
3. GST/HST credit - Payment Status
4. Universal Child Care Benefit (UCCB) - Payment Status
5. Tax-Free Savings Account (TFSA) contribution room
6. NETFILE Access Code

Frequently Asked Questions

1. What is Quick Access?
2. What services are available on Quick Access?
3. What information will I need to identify myself to use Quick Access?
4. Where do I find the "total income" amount I entered on line 150 of my tax return?
5. I would like to see more detailed information on my personal account. How can I do this?
6. What can I do to protect my personal information?
7. How do I block access to my personal information on Quick Access?
8. Can I use this service if I am a representative?
9. Why can I bookmark some pages and not others?

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Help with Quick Access

1. RRSP Deduction Limit

An RRSP is a retirement plan that we register and that you or your spouse or common-law partner establish and contribute to. Deductible RRSP contributions can be used to reduce your tax.

This is the maximum amount you will be able to claim as a deduction on your current year's return. This is based on the information we have on file at the time you review this amount.

2. Canada Child Tax Benefit (CCTB) - Payment Status

The Canada Child Tax Benefit is a tax-free monthly payment made to eligible families to help them with the cost of raising children under age 18.

The CCTB payment status page provides the information on your last payment received and next expected payment.

3. GST/HST Credit - Payment Status

The GST/HST credit is a tax-free quarterly payment that helps individuals and families with low and modest incomes offset all or part of the GST or HST that they pay.

The GST/HST credit payment status page provides the information on your last payment received and next expected payment.

4. Universal Child Care Benefit (UCCB) - Payment Status

The UCCB is designed to help Canadian families, as they try to balance work and family life, by supporting their child care choices through direct financial support. The UCCB is for children under the age of 6 years and is paid in monthly instalments.

The UCCB payment status page provides the information on your last payment received and next expected payment.

5. Tax-Free Savings Account (TFSA) contribution room

A Tax-Free Savings Account (TFSA) is a new way for residents of Canada to set money aside, tax-free, throughout their lifetime. Contributions to a TFSA and the interest on money borrowed to invest in a TFSA are not tax deductible. The income generated in the TFSA is tax-free when withdrawn.

Your TFSA contribution room amount is the maximum amount you are able to contribute for this year. This is based on the information provided to us by you and / or your financial institution(s) and is subject to change.

6. NETFILE Access Code

The NETFILE access code is a four-digit number that enables you to use the NETFILE transmission service.

Frequently Asked Questions

1. What is Quick Access?

Quick Access will give you immediate access to some of your information in My Account for individuals, provided you correctly identify yourself when signing into the service.

2. What services are available on Quick Access?

With Quick Access, you will be able to view your tax return status, RRSP deduction limit, TFSA contribution room, and the status of your benefit payments.

3. What information will I need to identify myself to use Quick Access?

You will need to provide the following personal information to identify yourself to use Quick Access:

• Your social insurance number;
• Your date of birth; and
• The dollar amount you calculated and entered at line 150 (Total Income) of your most current filed and processed income tax return from the previous two tax years.

Once you have entered your personal information, you will need to read and agree to the service's Terms and Conditions of Use. You will be required to complete this every time you use Quick Access.

4. Where do I find the "total income" amount I entered on line 150 of my tax return?

Line 150 is the amount of total income that you calculated and entered on the copy of the income tax return you filed. You must enter the dollar amount of line 150 from the tax return for the tax year specified in red.  You cannot use the amount on line 150 of a return for any other year. The return you use must have been filed and processed. Processed means that your return has been assessed by the CRA, and your Notice of Assessment has been mailed to you.

The amount you entered on line 150 may differ from the amount found on your Notice of Assessment. You must use the amount on line 150 you calculated and entered on your income tax return.

If the amount of total income that you calculated is negative, enter the value with a minus sign (e.g., enter negative 200 as "-200"). If the amount is zero, enter it as "0". When entering the amount, do not use commas, spaces, periods or cents.

5. I would like to see more detailed information on my personal account. How can I do this?

To view and do much more, you can register and/or log in to My Account. To explore the advantages of using My Account, you can take a virtual tour before you register.

6. What can I do to protect my personal information?

You can contribute to the security of your personal information by:

• Making sure you keep your personal information confidential. Do not share your SIN or line 150 amount with anyone. All pieces of information should be kept confidential. The person to whom the SIN belongs must be the only one using this service.
• Clearing your browser's cache. Make sure to delete all traces of your secure session from the memory of your computer.
• Not sending confidential information to the CRA by email. Our email does not have secure transmission capabilities.

7. How do I block access to my personal information on Quick Access?

To ask to have online access to your information on Quick Access disabled, call the e-Services Helpdesk. After access to your information is disabled, you may change your mind and want access again. If so, you can call the e-Services Helpdesk and ask that your access be re-activated.

8. Can I use this service if I am a representative?

Quick Access is for individual taxpayers only. To access personal information on behalf of someone else, please use Represent a Client.

9. Why can I bookmark some pages and not others?

You cannot bookmark pages that are in a secure part of our Web server.