SOP for Obtaining Individual Tax Number (ITN) with Canada Revenue Agency

Scope:

This SOP applies to individuals who are not eligible for a SIN and need to obtain an ITN for tax-related purposes in Canada.

Procedure:

Determine eligibility:
Before applying for an ITN, ensure that you are not eligible for a Social Insurance Number (SIN). The CRA provides clear guidelines on who is eligible for a SIN, and if you meet any of the criteria, you should apply for a SIN instead.

Gather required documents:
To apply for an ITN, you will need to gather the following documents:

• Completed Form T1261, Application for a Canada Revenue Agency Individual Tax Number
• Proof of identity: This can include a valid passport, driver's license, or any other official government-issued identification document
• Proof of legal status in Canada: This can include a work permit, study permit, or any other document issued by Immigration, Refugees and Citizenship Canada (IRCC) or the Canada Border Services Agency (CBSA) that proves your legal status in Canada.
• Proof of address: This can include a utility bill, bank statement, or any other official document that shows your residential address in Canada.

Complete Form T1261:
Fill out Form T1261 accurately and completely. The form requires personal information such as your name, date of birth, and contact details. Make sure to review the form for any errors or missing information before submitting it.

Submit the application:
Once you have completed Form T1261 and gathered all the required documents, you can submit your application to the CRA. There are two ways to submit your application:

• In person: You can visit a designated Canada Post outlet that provides CRA services and submit your application there. Make sure to bring all the required documents with you.
• By mail: You can mail your application and supporting documents to the CRA at the address provided on the form. Ensure that you use registered mail or a reliable courier service to track your application.

Wait for processing:
After submitting your application, the CRA will process it and assign you an ITN if you are eligible. The processing time can vary, but it is generally completed within a few weeks. You can check the status of your application by contacting the CRA directly or using their online services.

Receive your ITN:
Once your application is approved and processed, you will receive your ITN by mail. Keep this number safe as it will be required for all tax-related activities and when dealing with the CRA.

Update your records:
After receiving your ITN, make sure to update your records with any relevant government agencies, financial institutions, or employers. This will ensure that your ITN is recognized and used for all necessary purposes.

Conclusion:

Obtaining an Individual Tax Number with the Canada Revenue Agency is a straightforward process that requires gathering the necessary documents, completing the application form, and submitting it to the CRA. By following this SOP, individuals who are not eligible for a Social Insurance Number can successfully obtain an ITN and fulfill their tax obligations in Canada. Remember to keep your ITN safe and update your records accordingly to ensure a smooth tax filing experience.