When preparing multiple tax years for a client who is new to me, I start with a current year tax return in order to be able to efile/net file this form. I rename this form as the “regular name _AuthRep_only” so that I can retain the electronic record of the filing. I add a memo with AuthRep filing date, confirmation #, and acceptance date.
Then I carry carry that return backwards to the earliest prior year that I will complete. This carries back the basic info. I then complete and file each prior year starting with the earliest. After completion and filing I carryforward the return as per normal procedures. When I arrive at the current tax year, because I have renamed the AuthRep file, I don’t override that record.
I have found this methodology to be useful when filing a large number of tax returns.
During years in which I have filed huge numbers of personal tax returns I create an all years folder for AuthRep signature pages and CRA confirmation page. I name then Smith, John, AuthRep, 2022-08-15. CRA confirm xxxxx.
I name these pdf files as:
Smith, John, AuthRep, 2022-08-15, signed on 2022-08-xx.
Smith, John, AuthRep, 2022-08-15, CRA netfile accepted, confirmation xxxxx.
Smith, John, AuthRep, 2022-08-15, CRA netfile pending, confirmation xxxxx.
Smith, John, AuthRep, 2022-08-15, CRA netfile pending, confirmation xxxxx, acceptance date xxxx-xx-xx