TurboTax 2018 hung when I attempted to access my CRA Assessment and they rejected this with an error message. Is this a known problem?

The CRA message indicated that I was not authorized to access the account and download my Assessment via TurboTax until I was cleared as a representative.  This was not applicable as I was accessing my own account, not that of my wife, for whom I am already registered as a representative.

Answer

You personally need to be registered at My Account for CRA in order to use the Express Notice of Assessment feature offered by CRA for 2018.

I used this feature myself for both my own and my wife’s return.

Btw you don’t need a RepID to create and file a return for someone else.

The RepID only comes into play if you try to access tax information at CRA for a SIN other than your own.

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