Congratulations on getting your EFILE number approved! This marks a significant milestone in your journey as a tax preparer, allowing you to file tax returns electronically on behalf of your clients.
But what happens if some of your clients signed their authorization forms before your EFILE number was approved?
Don’t worry—you can still gain access to their CRA accounts. Here’s what you need to do:
1. Access Client Information via Represent a Client
Even if your EFILE number was not approved at the time your clients signed their authorization forms, you can still retrieve their information as long as you have access through your Represent a Client ID. This portal allows you to:
View tax information
Submit documents
Communicate with CRA on behalf of your clients
2. Submitting Authorization Forms
You do not need to submit the signed authorization PDF at the time of EFILE submission. CRA only requires it if they specifically request it later. Keep a digital or physical copy of the signed forms for your records, so you can provide them if needed.
3. Best Practices for Future Clients
To avoid delays or confusion, consider the following best practices:
Ensure your EFILE number is active before requesting clients to sign their authorization forms.
Always retain signed copies of T1013 (for individuals) or RC59 (for businesses) in case CRA requests them later.
Regularly check your Represent a Client access to confirm authorization has been processed correctly.
By following these steps, you can ensure a smooth process while staying compliant with CRA requirements. If you have any concerns, always refer to CRA’s latest guidance or reach out to their support for clarification.