Quote:
Originally Posted by Locke
Yup.
The short answer? They dont want to and they shouldnt have to.
In the past I'd just do all of this for my clients, and thats what they wanted and thats what I wanted.
Because giving non-accountants Carte Blanche to start monkeying around with their tax returns is a disaster waiting to happen.
The worst is my Corporate Clients. You want to know why? Because these people are very good at a certain selection of things, the things that make them money! They dont want to concern themselves with the books or the slips or the taxes or the GST or whatever, thats my job.
But CRA have effectively stepped in and decided to throw up barriers to prevent me from doing it.
And its frustrating as hell for the client, and its frustrating as hell for me. And when the client is upset who do you think they focus and direct that anger towards?
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CRA is frustrating because their management is highly risk-averse, but I have none of the issues you mention. I have access, clients have access and I've never had CRA tell me I can't speak with them about anything as an Authorized Rep (level 2).
What I can't do unless Level 3 is change client particulars, and there's a reason for that, because to have Level 3 you MUST be a Legal Representative...not just "authorized"...ie a POA, Designated Guardian, Trustee, Executor etc.
I've dealt with CRA without issue that way, with minor exceptions along the way for 40+ years, and, while they are worse now than they were...the frustrations with access are largely mostly painful for elderly or somewhat incapacitated people, and the odd person that CRA decides "doesn't exist" (yes...I just had that).
I can bitch about 'em all day long and the vagaries and deficiences of Rep a Client, though somewhat improved...but the base problem is still management and their total aversion to any form of risk. They are terrified of a repetition of the hacks that happened at CERB.