Filing tax-free savings account individual records using My Business Account, Represent a client, or Web Forms

My Business Account

My Business Account is a secure service that allows business owners to access their tax information. If you have already registered with My Business Account, login using your CRA user ID and password.

To register as a business owner, go to My Business Account and complete the following:.

• Select “CRA Register” and create a CRA user ID and password or you can select “Continue to Sign-In Partner” and use the same sign-in information you use for other online services (e.g. online banking).
• To register, you will need to provide:
  • your SIN;
  • your date of birth;
  • your postal code or ZIP code;
  • an amount you entered on your income tax and benefit return (the line requested will vary). It could be from either the current or previous tax year; and
  • your business number (BN).

You should receive your CRA security code by mail within 5-10 days. We will mail it to the address we have on file for you.

• Return to My Business Account, to enter your CRA security code.

Represent a Client

Represent a Client is a secure service that allows you to access tax information on behalf of individuals and businesses, including your employer.

If you are not a business owner and will be filing a TFSA annual information return on behalf of a business, you can use Represent a Client.

If you have already registered with Represent a Client, log in using your CRA user ID and password.

To register as a representative, this includes employees of a business, go to Represent a Client and complete the following:

• Select “CRA Register” and create a CRA user ID and password or you can select “Continue to Sign-In Partner” and use the same sign-in information you use for other online services (e.g. online banking).
• To register, you will need to provide:
  • your access code from your notice of assessment; and
  • your postal code or ZIP code.
• Register as the business owner (using your BN) or yourself and receive a representative identifier (RepID), or create a group of representatives and receive a group identifier (GroupID).
• Get authorization to have online access to the TFSA account by:
• using the “Authorization request” service at Represent a Client;
• giving your BN, RepID, or GroupID to businesses or your employer so they can authorize you using the “Authorize or manage representatives” service My Business Account; or
• filling out Form RC59, Business Consent and sending it to us.

Web Forms

Our Web Forms application is free and secure. To use it, all you need is access to the Internet. With Web Forms you can complete an information return easily, following the step-by-step instructions.

Web Forms lets you:

• file up to 100 TFSA records (original, additional, amended, or cancelled) from our website;
• calculate all of the totals for the summary;
• create an electronic information return containing TFSA records, which can be saved and imported at a later date;
• print all records; and
• validate data in real time.

After you submit your information return, you will receive a confirmation number that will be your proof that we received it.

To use the Web Forms application, you must have a web access code. If you do not have a web access code, you can easily get one online or by calling us. For more information, see Web access code.

To start using this application or to get more information, go to Web Forms.

To use the Web Forms application, you must have a web access code (WAC). If you do not have a web access code you can easily get one online or you can call 1‑800‑959‑5525.

Filing TFSA records without a Web access code

You can file TFSA records online without a WAC by logging in to Represent a Client, if you are an authorized employee or representative or My Business Account, if you are the business owner.

Error codes

We might reject your annual information return if there was an error in your submission. For a complete list of all error codes and descriptive messages, see Error codes and descriptive messages for TFSA rejected individual records.

Date modified:

2016-11-16