Understanding how to file your taxes.

May 20, 2020

Whether it’s your first-time filing taxes or you're trying to improve your existing method, doing your taxes can be confusing. To help you navigate some of these questions, we’ve recapped the safe and easy ways you can file with H&R Block, as well as a summary of the Canada Revenue Agency (CRA) My Account page.

Three Easy Ways to File

In recent months, we’ve made several changes to the way we serve our clients, in order to make filing your taxes easier and safer. If you have not filed your taxes yet, here are a few ways you can do so safely, with H&R Block:

  • 1. Upload your tax documents from home: We’ve launched new service where you use our secure online portal to upload your tax documents and a Tax Expert will file your taxes for you – all without having to leave home. Our new service allows you to have the same in-office experience, with your safety in mind. Click here to learn more.
  • 2. Drop-off at an office: We offer Drop-Off services at all our offices – redesigned to keep you safe. Forms are available at our office or can be downloaded and filled out in advance.

    Click here to download forms.

  • 3. Do it yourself: If you prefer to prepare your own tax return, we offer Online Tax Software , so you can file your return on your own terms.

Bottom line is we’re here to help.

Understanding CRA’s My Account

My Account is a secure portal that provides everything and anything related to your taxes. Available 21 hours a day, seven days a week, the site will house details about your previous years’ tax filings, as well as information on your TFSA and RRSP limits.

My Account allows users to manage and action a variety of tasks such as, checking benefits and credit payments, filing an adjustment, tracking the status of a refund, or setting up a direct deposit, among others. Think of it as a one-stop shop for your taxes.

Accessing My Account

There are two ways to access My Account. To use either of these options, you will be required to provide your social insurance number, date of birth, postal code as well as the amount listed on Line 150 of your income tax return. The two options are:

  • 1. You can either log in using a variety of sign-in partner options with the same information used for other online services (like online banking)
  • 2. You can use your CRA user ID and password to register. Either option is proven to be fast, effective and, most importantly, easy to navigate.

For a step-by-step on how to get set up, visit the CRA website.

New Updates to My Account

To make using CRA My Account even easier, the following changes have been made:

  • Uncashed Cheques: The CRA recently launched the ‘uncashed cheques’ feature on their website. This allows Canadians to find out if they have any outstanding cheques from the CRA that may not have been cashed.
  • GST and HST Rebates: If you have been incorrectly charged GST/HST, you can apply for a rebate by filing Form GST 189 General Application for Rebate of GST/HST.
  • “Proceed to pay” button: The new “Proceed to pay” button has replaced the “Pay by Pre-authorized debit” button formerly in place. The new button is linked to the T1 instalments section of a user’s account and allows them to pay their account balance or make instalment payments through one simple click.
  • Request for relief of penalties and interest: The new “request for relief of penalties interest” service gives users access to an online form where they can fill out an interest and penalty request that is sent to the CRA. This form is located under the “Related Services” tab.

If you have any questions about the CRA’s My Account Portal or about how to file your taxes, H&R Block Tax Experts are here to help. Visit here for the latest information on how we’re making ourselves available to our clients during the COVID-19 crisis and how we can best serve you.

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