If your enquiry requires us to access your account and release or update personal information, we will ask you to identify yourself. Please be prepared to provide the following:

• your social insurance number or business number;
• your name or business name;
• your complete address or complete business address;
• for individual accounts, your date of birth;
• for individual and trust accounts, details from your account or your most recently assessed return, notice of assessment, reassessment, or other tax document; and
• for business accounts, details from your business account or your most recently assessed business-related tax information return.

If you wish to deal with the CRA on someone else’s behalf, you must be an authorized representative. Before you call, please see the following webpages:

• for individuals: authorizing or cancelling a representative
• for businesses: authorizing a business representative