First time filer rejected because name does not match Service Canada

EFILE
1

Anyone run into this issue? Trying to file a kid for his first time and receive this error.

image
image398Ă—448 16 KB

I have the SIN card and it matches and I also have access to the account using the name I am filing on; however, efile help is no help but I am going to call again and see if I can get a more experienced person.

The solution they gave me is to paper file. I know some people want to go back to last century but I did not think CRA was one of them.

1 Like
2

For what ever reason, it would not work yesterday but after I got authorization on the account and tried it today, it accepted it.

1 Like
3

Yes, I had that problem for the first time this year, also on a first-time filer. The solution is you have to put in the FULL middle name, not just an initial. In my case, “D” was not enough, I had to put in “Dale”.

Pat’s Office

4

The issue was I did that and would not accept it yesterday but today it worked. no idea why.

5

I use whatever I find on the prior notice of assessment, or whatever other CRA correspondence I have. Whatever you do, it has to match whatever CRA has on file. No sense typing out a name if CRA has an initial. If client can’t supply required docs, it’s goodbye.

6

First time filers have nothing to match, no assessments.

7

I don’t know if this is a way to bypass it, I did a few for client’s children who never filed tax before. used the SIN card name and did the auto rep, and I was able gain access to their CRA account that shows nothing of course, but I would be able to e file their returns

8

I have had a few issues with the new requirement.

It seems if an employer has issued a T4, before the taxpayer has filed a tax retun for the first time, and the name used was somewhat different than the SIN document, difficulties arise in trying to EFile.

9

It’s crazy, I had a client, her return was done via paper filing by the previous accountant, and her first and last name was reversed. CRA updated her name according to the paper return, so I had to get the NOA to get the proper “wrong” name to get the auth rep done and efile done. And there’s no way for me to change it

1 Like