what is the best option to get new clients information from CRA account quickly?
Get him to sign a T1013, etc etc
As @BertMulderCGA said easiest way is 1013. Complete it in TaxCycle and print off for client to sign. Transmit via TaxCycle.
That option does not work for a first time filer…
Agreed, however, that is not what he asked about…
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