cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
naimtex335
Level 2

Autofill my return

Hi all,

I was trying to access client information by autofill my return but it was saying that I am not authorized to access client data. Does every client need to add my rep id to their CRA account so that I can access that data?

3 Comments 3
dlarryhancock
Level 4

Autofill my return

Using autofill is equivalent to accessing the taxpayers CRA online account. So the taxpayer must authorize you before you use the autofill service.

 

The taxpayer can authorize you by accessing their own account and authorizing you using your RepID

 

Or, in Profile you can JUMP to AUTH, complete the authorization form and have the taxpayer sign it. Then in Prife to to the FILE menu and choose EFILE AUTHORIZE A REPRESENTATIVE. Once you have received confirmation that the authorization has been accepted, you can use Autofill

 

Larry Hancock

naimtex335
Level 2

Autofill my return

i did the same but when i tried to access client data it was showing I am not authorized to access his cra by my cra auto fill.

If I take authorization by paper is it also ok to access?

dlarryhancock
Level 4

Autofill my return

There were some typos in what i previously typed. Here it is corrected

 

In Profile you can JUMP to AUTH, complete the authorization form and have the taxpayer sign it. Then in Profile go to the EFILE menu and choose EFILE AUTHORIZE A REPRESENTATIVE. Once you have received confirmation that the authorization has been accepted, you can use Autofill