In past years, I have filed for myself and my spouse using ufile online and autofill. My parents have done the same using their own ufile account. I have recently become the authorized representative ('represent a client') for my father, and my mother passed away this year, so I also am also her authorized representative with the CRA 'represent a client' purposes.
I want to use the autofill function for both of my parent's returns for the 2022 filings.
I don't know which ufile product to use with respect to my parents returns. Can I renew their usual ufile online account and somehow retrieve their autofill info as a representative? Or do need to purchase the Pro version?
Filing for Family Members
in Getting started
Posted
In past years, I have filed for myself and my spouse using ufile online and autofill. My parents have done the same using their own ufile account. I have recently become the authorized representative ('represent a client') for my father, and my mother passed away this year, so I also am also her authorized representative with the CRA 'represent a client' purposes.
I want to use the autofill function for both of my parent's returns for the 2022 filings.
I don't know which ufile product to use with respect to my parents returns. Can I renew their usual ufile online account and somehow retrieve their autofill info as a representative? Or do need to purchase the Pro version?
Thanks