Autofill my return

Forum|Forum|3 years ago
March 5, 2023
1 reply
8 views

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?

ProFile (Canada)

This topic has been closed for replies.

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dlarryhancock1

Level 5

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

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naimtex335Author

Level 2

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?

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dlarryhancock1

Level 5

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

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