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jehan
Level 1

CRA Auto Fill

I wonder if other accountants able to use auto fill features of profile. I am have problem. I get the message in profile that your request has been submitted and will be processed asap. Once I fill-up Authorize a Representative-Signature Page form with level of Authorization 2 and get signed by client, I go to Efile drop down and then choose Efile Authorize a representative. 

 

Please advise If I am on the right track?

3 Comments
janisbossenberry
Level 4

CRA Auto Fill

I have not had any problem using the auto fill.  Sometimes there is a delay between submitting the authorize a rep form and the authorization actually going though, so maybe wait a few days before trying to use auto fill when submitting a new authorization.

jehan
Level 1

CRA Auto Fill

Thanks Janis. I am wondering if I am following the right steps in order to use auto-fill feature for my tax returns? I think I might be missing a step. 

janisbossenberry
Level 4

CRA Auto Fill

You have to first have authorization on file.  If you are able to use the "Represent a Client" on CRA's website, you have authorization.  So I would first test that.  If you are able to access their account, close out CRA's website, open the T1 in Profile, then go to "File/Auto-fill my Return".  Follow the prompts to complete the process.