As an authorized representative, you can use Auto-fill my return to populate tax information for someone else in Wealthsimple Tax. Here's how:

Before you begin

Ensure you:

1. Have a RepID from the CRA's Represent a Client portal
2. Are authorized by the individual in their CRA My Account
3. Have access to the individual's Wealthsimple Tax profile

Steps to auto-fill as a representative

1. Log in to the individual's Wealthsimple Tax profile
2. Select the Auto-fill my return option
3. On the CRA sign-in page, enter your own CRA login information (not the individual's)
4. Verify that the correct SIN (the individual's, not yours) is displayed for auto-fill
5. Proceed with the auto-fill process

Important notes

• You must use your own CRA credentials when auto-filling
• The SIN displayed should be that of the person whose return you're preparing
• You can auto-fill for the current tax year plus the previous six years

Troubleshooting

If you encounter issues:

• Verify your authorization status in CRA My Account
• Ensure you're using the correct Wealthsimple Tax profile
• Double-check that you're using your own CRA login

Privacy and security

• Never share CRA login credentials
• Always log out of CRA and Wealthsimple Tax when finished
• Respect the confidentiality of the tax information you access

For help using Auto-fill my return as a representative in Wealthsimple Tax please contact our support team. For questions about CRA authorization or RepID please contact the CRA directly.