The tax preparer must have a valid authorization from the taxpayer to access the Represent a Client website. There are two ways to acquire this authorization:
- The taxpayer can access CRA's My Account service. Request that the taxpayer enter the Rep ID to authorize the Tax Preparer as an individual, a Group ID to authorize a group of representatives, or a Business Number (BN) to authorize all employees of a business.
- Request the permission of the taxpayer to file an Authorize a Representative form.
Before the Authorize a Representative form can be filed, the Tax Preparer must register a BN with the Represent a Client service.
Enter the Rep ID, Group ID or BN on the Authorize a Representative form.
![01Authorize_a_representative_PCG_CA_Ext_082521.png](https://digitalasset.intuit.com/IMAGE/A9GPFMZwg/01Authorize_a_representative_PCG_CA_Ext_082521.png)
Note: All information must match what the CRA has on file. The return doesn't have to be completed before transmitting the Authorize a Representative form.
- Open or create a T1 return.
- Navigate to the File menu and select the Auto-fill my Return (AFR) option. ProFile opens the CRA Data Import Tool.
![](http://km-ext.ebs-dam.intuit.com/content/dam/km/external/pcg/ProFileImages/200-399/000044684/000044684_2.jpg)
- Select the Launch CRA Import Website button. The CRA's Tax information web service launches in a separate browser window.
![](https://km-ext.ebs-dam.intuit.com/content/dam/km/external/pcg/ProFileImages/200-399/000044684/selection.JPG)
- Select the CRA login button under Option 2 - Using a CRA user ID and password. The CRA Login window displays.
![](http://km-ext.ebs-dam.intuit.com/content/dam/km/external/pcg/ProFileImages/200-399/000044684/000044684_3.jpg)
- Sign in to the CRA site.
The CRA Data Import window lists the clients whose SINs can be entered into the CRA website.
![](http://km-ext.ebs-dam.intuit.com/content/dam/km/external/pcg/ProFileImages/200-399/000044684/000044684_4.jpg)
- Select the client.
![](http://km-ext.ebs-dam.intuit.com/content/dam/km/external/pcg/ProFileImages/200-399/000044684/000044684_5.jpg)
- Select the Next button to provide confirmation. The CRA system processes the request.
![](http://km-ext.ebs-dam.intuit.com/content/dam/km/external/pcg/ProFileImages/200-399/000044684/000044684_20.jpg)
The CRA processing occurs simultaneously with the data import in ProFile. Users will also see the processing screen for CRA Data Import working.
![](http://km-ext.ebs-dam.intuit.com/content/dam/km/external/pcg/ProFileImages/200-399/000044684/000044684_7.jpg)
The Successfully connected message displays when the connection has been made between ProFile and CRA systems.
![](http://km-ext.ebs-dam.intuit.com/content/dam/km/external/pcg/ProFileImages/200-399/000044684/000044684_8.jpg)
The ProFile Data Import Worksheet displays; the default display setting is the basic view.
![](http://km-ext.ebs-dam.intuit.com/content/dam/km/external/pcg/ProFileImages/200-399/000044684/000044684_9.jpg)
- Select the + icon next to each statement to reveal the expanded view of the information, which displays more details.
![](http://km-ext.ebs-dam.intuit.com/content/dam/km/external/pcg/ProFileImages/200-399/000044684/000044684_10.jpg)
- Review the data and forms to be imported. If correct, select the Import Selected Data button.
The import window displays a Data Import Completed message.
![](http://km-ext.ebs-dam.intuit.com/content/dam/km/external/pcg/ProFileImages/200-399/000044684/000044684_11.jpg)
- Select the Close button.
- In ProFile, select the data to import by selecting individual boxes or selecting Select All for all the listed data types to be imported.
- Select Accept CRA Data auto-fill data into the taxpayer's return.
Note: To review the data imported, select the Data Import tab in ProFile's Auditor.
![](http://km-ext.ebs-dam.intuit.com/content/dam/km/external/pcg/ProFileImages/200-399/000044684/000044684_12.jpg)
The imported data appears in purple within individual fields on the appropriate forms and slips.