# Up Load client DTC

**URL:** <https://www.protaxcommunity.com/t/up-load-client-dtc/12603>\
**Category:** Tax Topics\
**Created:** [July 23, 2026, 1:43pm UTC](https://www.protaxcommunity.com/t/up-load-client-dtc/12603 "2026-07-23T13:43:34Z")\
**Posts on this page:** 4\
**Page:** 2

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**Author:** ![Stargazer](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/stargazer/32/1766_2.png) [@Stargazer](https://www.protaxcommunity.com/u/Stargazer)\
**Post date:** [September 28, 2026, 10:11pm UTC](https://www.protaxcommunity.com/t/up-load-client-dtc/12603/22 "2026-09-28T22:11:10Z")

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How did you do this exactly? I just called CRA, and they would not allow me to apply for my client to get the reference number. The agent said it had to be a legal representative or she had to be there with me; authorized rep wouldn’t cut it (I am level 2 for all my clients).

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**Author:** ![anni](https://avatars.discourse-cdn.com/v4/letter/a/a87d85/32.png) [@anni](https://www.protaxcommunity.com/u/anni)\
**Post date:** [September 29, 2026, 10:56am UTC](https://www.protaxcommunity.com/t/up-load-client-dtc/12603/23 "2026-09-29T10:56:20Z")

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You can apply by phone for your client to obtain the reference number; I recommend after applying by phone to go to RAC and print out the reference number: it is not clear when it is said verbally by the auto agent (cannot determine T from D); via RAC you can also print out the info to give to the medical practitioner.

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**Author:** ![Stargazer](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/stargazer/32/1766_2.png) [@Stargazer](https://www.protaxcommunity.com/u/Stargazer)\
**Post date:** [September 29, 2026, 6:39pm UTC](https://www.protaxcommunity.com/t/up-load-client-dtc/12603/24 "2026-09-29T18:39:59Z")

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I see, so you are just going through the automated line and answering as if you are the person with the disability? I thought this was something that could be done via an agent on the general line.

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**Author:** ![anni](https://avatars.discourse-cdn.com/v4/letter/a/a87d85/32.png) [@anni](https://www.protaxcommunity.com/u/anni)\
**Post date:** [September 29, 2026, 7:36pm UTC](https://www.protaxcommunity.com/t/up-load-client-dtc/12603/25 "2026-09-29T19:36:14Z")

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Correct, it is the automated line; answer questions using the touchtone phone buttons; get verbal reference number, but verify at RAC.

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