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New Member
posted Mar 18, 2023 1:26:22 PM

Using Auto Fill for another individual

How do I download slips from CRA with Auto-Fill as an Authorized Representative for an individual.

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1 Replies
Moderator
Mar 22, 2023 4:40:12 PM

When you get to the part of Auto-Fill where you need to connect to the CRA, stop and open up your browser. Access the CRA site through the represent a client option, and open up the account of the person that you represent. Keep that account open in the browser and go back to Turbotax and click on the import button. TurboTax will go to the CRA account that you have open in your browser and then download and Auto-fill the information.