How to login as a Representative to use Auto Fill

I am an authorized representative for my parents and am helping them with their taxes. My dad cannot access his My Account currently which is one of they reasons why I was authorized as a Rep so that I can access his account. Is there any way to use Auto Fill in Turbotax so that I don't have to fill out his information manually? When I try to use it, it goes to the login page which I can't use for him. Thank you.

3291

Moderator

May 2, 2024 10:46:22 AM

TurboTax can't use "Represent a Client" to import data from the CRA. TurboTax is meant to be used by regular individuals to do their taxes with, so it only uses My Account for Auto-Fill (and NETFILE, not EFILE).

If you are not able to access your parents' My Account, then yes, you will need to manually input her information.

Thank you for choosing TurboTax.

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How to login as a Representative to use Auto Fill