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.

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.

- Select the Launch CRA Import Website button. The CRA's Tax information web service launches in a separate browser window.

- Select the CRA login button under Option 2 - Using a CRA user ID and password. The CRA Login window displays.

- Sign in to the CRA site.
The CRA Data Import window lists the clients whose SINs can be entered into the CRA website.

- Select the client.

- Select the Next button to provide confirmation. The CRA system processes the request.

The CRA processing occurs simultaneously with the data import in ProFile. Users will also see the processing screen for CRA Data Import working.

The Successfully connected message displays when the connection has been made between ProFile and CRA systems.

The ProFile Data Import Worksheet displays; the default display setting is the basic view.

- Select the + icon next to each statement to reveal the expanded view of the information, which displays more details.

- 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.

- 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.

The imported data appears in purple within individual fields on the appropriate forms and slips.