CRA Auto Fill

Forum|Forum|5 years ago
March 22, 2021
1 reply
5 views

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?

ProFile (Canada)

This topic has been closed for replies.

J

janisbossenberry

Level 7

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.

J

jehanAuthor

Level 2

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.

J

janisbossenberry

Level 7

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.

Sign up

Login with SSO

Let's get you signed in

Login with SSO

Scanning file for viruses.

This file cannot be downloaded