My Canada Revenue Agency(CRA) Set Up

Step 1 – Sign up for MyCRA

Click here

Step 2 – Designate your advisor

  1. Log into My CRA - Click here
  2. Click on “Profile” (left-hand side of the page)
    1. Click on “Authorized Representative” on the right-hand side of the page
    2. Click “Add”
    3. Click “Start”
  3. Enter the Group ID “GTP8W3”
    1. Click on “Search” – (SH Financial Solutions)
    2. Click on “Level 1” for Authorization Level
    3. Click “Yes” for on-line access
    4. Leave the expiry date blank – Note: you can cancel this authorization at any time
  4. Click on “Next”
    1. Click on “Confirm”
    2. Click on “Submit”

My Service Canada set up

Sign up to view and update your information for:

  • Canada Pension Plan (CPP)
  • Old Age Security (OAS)

Click here for instruction

* Email us at to obtain our representative code