I am sure everyone is getting frustrated and in some cases helpless to add yourself to Represent A Client. My client who has not filed her tax return for 30 years wants to file her tax return. She does not know when was the last time she filed. And at the same time she does not know her Tslips over the years. She called the CRA to add me so I am able to see her CRA My Account. The CRA agent did not add me and asked her to open her CRA Account instead. She must filed 2024 T1 in-order to start the process. Can anyone help?
Hi Alvin,
Yes, we have come across this and we will usually file the 2024 T1 to gain access, then we will look into the account and proceed accordingly. However, since it was so long ago, I presume, once you do gain access Tslips from that long ago are not available digitally on the clients CRA account. Even though you will have access, which will help with some items, it will not help with everything. Hope this helps.
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What we did in the days before My Account was ask the CRA to print out copies of the slips and mail them to the client. I had one guy that I had to file 10 years worth of tax returns for back in the early 2000’s. Luckily he had T4’s with enough tax withheld and some RRSP contributions so he got significant refunds out of the whole process.
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Thank you for your feedbacks!
You can definitely still have your client call CRA again and request all the documents on hand for the last 10 years.
Alternatively, file a blank T1… CRA will automatically add what they have.
Then you can obtain electronic access… after which you can amend the tax return I question with any additional deductions that CRA did not process.
Backwards… but sometimes, we have to think outside the box.
Brilliant! Thank you!
I beg to differ. Do NOT file a blank T1 unless the t/p actually has NIL income. That would be a breach of your Efiler agreement with CRA.
Get slips as completely as possible for ANY year and efile it. After a while you’ll be able to gain access.
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Agreed, even file with an estimated amount is better than zero and adjust later; and with the issued NOA after 6 months you likely can get CRA authorization
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Yes - you need to have at least a reasonable basis for the initial filing.