Hello guys, I have a individual client who wants me to check T4 thorough client account, but the problem is that she is first time filer and does not have My CRA account…
does this mean that I do NOT have an access to information to the client account ?
I am receiving an authorization request with signature from this client BUT I cannot submit this CRA… after July 15th…
has anyone called CRA what to do ? I am not even sure if I can submit T1 after T-183…
please advise it
Best Regards
This has been discussed in other threads on this forum. You can file the T1 without having authorization to access the client account via RAC. Then, after the first T1 is assessed, your client can bring you the NOA and you should be able to get access using the new method via RAC.
Good morning Nezzer, thank you for the help I will do it
I am finding that for first time filers I cannot e-file (have to paper file) as it gets rejected due to requiring full name. Is there a work around within tax cycle?
If the client doesn’t have their SIN card, and can’t tell you exactly how their name is shown on the card, then you’re out of luck - you may have to paper file.
Hah if only this worked, we have had numerous clients’ name EXACTLY as shown on Rep a client, ticked the box and still not been able to transmit, good luck
It has nothing to do with matching what’s on RAC. It has to match what is on their SIN card, but even that is not entirely correct. Some human or computer takes the info from Service Canada and puts it into the CRA file and it may be like the SIN card or may be misspelled, hyphenated, all names in one box, a middle initial, a full middle name, two middle names squished together or maybe a space, etc etc.
Get them to send you a photo of their SIN card or registration. Then you can see the names in play. A lot of the time it’s as simple as needing a middle name in the middle name box. Others, not so much.