How to Download TurboTax 2014 Tax Info with Authorization

Are you a tax preparer looking to access and download tax information for your clients using TurboTax 2014? If so, this guide will walk you through the necessary steps to ensure you have the required authorization and credentials.

To begin, make sure you have obtained the necessary authorization from each taxpayer by filing an authorization request through TaxCycle. For each individual in the file, including the principal taxpayer, spouse, and dependants, enter their name and social insurance number (SIN). This will grant you permission to access their tax information.

Next, create or open a T1 tax return in TaxCycle. If you are new to using TurboTax for client representation, take some time to familiarize yourself with the process by reading the Authorization/Cancellation Request help topic. You can also visit the Canada Revenue Agency (CRA) website for more information on the Represent a Client service and to register with the service.

To obtain authorization from your client, you will need their consent to access their tax information. Once you have this permission, register with the CRA's Represent a Client service to receive a representative identifier (RepID) or group identifier (GroupID).

With these credentials in hand, you can download tax information for your clients using TurboTax 2014. The available downloads include client information and slips listed on the CRA's About Auto-fill my return page. This feature, known as Auto-fill my return (AFR), allows you to use TaxCycle to access and download tax information from the CRA website.

Before proceeding with the download process, ensure that you have the exact same credentials and authorization required for accessing the Represent a Client service on the CRA website. By following these steps, you can efficiently retrieve and organize your clients' tax information using TurboTax 2014.

Remember to refer to the CRA's About Auto-fill my return page for a comprehensive list of what is available to download. With proper authorization and credentials in place, you can streamline your tax preparation process and provide exceptional service to your clients.

Download turbotax 2014 tax info