How to complete the Payment search request form

The first four fields are common throughout the requests.

Name of Business
To avoid processing delays, enter the name exactly as registered under the Business Number.

Business Number (BN)
Requests cannot be processed without a valid 15-character BN.

Name of Authorized Requestor
If the requestor is not an authorized person for the BN, a request cannot be processed.

Requestor's Telephone Number
Include the area code. If you are outside North America, also include the country and/or city code. Use only numbers; do not use punctuation marks such as brackets or dashes. Only one number can be entered.

The fields below are specific to this type of request.

Payment Amount

Enter the amount of the payment made but for which you did not receive acknowledgement, in dollars and cents only. For example, for $1,525.18, enter "1525.18" in the payment amount field. You have to use the decimal point for the cents but do not use a comma to separate the thousands.

Date Payment was made or mailed

You must enter the date the payment was made or mailed in year/month/day format. For example, if the payment was made on May 28, 2006, enter "2006 05 28" in the Date payment was made or mailed field. If the payment was mailed, enter the mailing date. If the payment was made in person at a Bank or Financial institution, a Tax Centre or Tax Services Office, enter the date from the teller's or cashier's date received stamp. If the payment was made through electronic data interchange (EDI) or at an automated teller machine, enter the transaction date.

Reporting Period

Enter the reporting period end date where you would like the payment allocated, if known, in year/month/day format.

Note
A reporting period end, reporting period, filing year, period covered and taxation year end are terms that are used interchangeably.

Locator Number

A l ocator number is a stamped number comprised of 7 or 11 digits issued by CRA staff. All cheques, bank drafts, etc. that have been physically received and processed by CRA will have a locator number. The number usually appears on the top of the financial instrument in the middle portion. The locator number is very helpful to CRA staff as it facilitates tracing action and expedites the process. If known, enter the 7- or 11-digit number starting at the left and working to the right. If only a 7-digit number was provided, leave the last 4 spaces of this field blank.

Payment Method

If your payment method was At a Taxation Centre, Tax Services Office or sent By mail, choose the location from the drop-down menu to the right of your payment method.

If your payment method was At a Financial Institution or Bank, or Other, please enter details in the explanation box provided.

Make only one selection.

Briefly explain your request

This space holds approximately 125 words. You must use this space to provide details of your payment if you chose At a Financial Institution or Bank, or Other, as your payment method. You may also use this space to provide additional information, if necessary, that may assist us in processing your request.

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