Great West: Whereas most of my clients have no problem giving me access to their CRA account, some don’t want to do so or ask a lot of questions. I perfectly understand them and respect their decision 100%.
Personally, I’d be extremely reluctant to give access to my CRA account to any tax preparation firm. If I had to do so, I’d revoke such authorization as soon as my tax return has been assessed.
Besides, based on my recent CRA auto-fill experience, a lot of slips (especially T5 and T3) are not available online yet.
