Service - Auto-fill my return (CRA)Auto-fill my return is a secure Canada Revenue Agency (CRA) service that allows you to automatically fill in parts of your tax return.
NOTE: Auto-fill my return is not mandatory.
Please ensure that the following conditions are met prior to using this service:
1. You must be registered for My Account to download your own tax data.
2. If you are preparing a tax return for someone else, you will need to become authorized to use Auto-fill my return on their behalf. See the section, "Preparing a tax return for a family member or friend", on the CRA's About Auto-fill my return webpage.
http://www.canada.ca/en/revenue-agency/services/e-services/about-auto-fill-return.html
3. The time must be set correctly on your computer. The CRA has a time limit for completing the transaction. A discrepancy of more than five minutes between the time on your computer and the correct time is enough for the CRA to invalidate the transaction.
4. The time zone must also be set correctly on your computer.5. You must close all instances of Internet Explorer that you have running before attempting to download.
Using the Auto-fill my return service for the first timeTo use the CRA's Auto-fill my return service for the first time, please follow these steps:
1. On the 'Interview" page, in the navigation window list located on the left-hand side, select the page "CRA Auto-fill my return".
2. In the section, "Use Auto-fill my return in this file?", check the box "Yes, Use Auto-fill my return in this file".
3. Click the Next button at the bottom to go to the page "Download my information".
4. Read the text in the section "AFR Terms and conditions of use".
5. In the section, "Retrieve tax information", check the box "I have read the terms and conditions above and agree to retrieve my tax information".
6. Click the Download button (you may need to scroll down the page to see it). Your web browser will open the CRA's login page.
NOTE: You must close all instances of Internet Explorer that you have running before attempting to download the data.
If you see the message, "Error connecting with CRA server. Please try again later", click the OK button, and go back to step 5.
7. Enter your user ID and password, and follow the on-screen instructions. Once the download process starts, you will be logged out of the CRA's site, and any web pages opened during the process will be automatically closed.
8. You should now be on the page "Accept my information". If not, select it from the navigation window list located on the left-hand side.
9. Using the check boxes, uncheck any items that you do NOT want to include in your tax return. Leave checked all items that you DO want to include in your tax return. By default, all items are checked and will be included.
10. Scroll down to the bottom of the page and click the Accept button. The data will be added to the appropriate sections on the Interview page, and you will see a confirmation message.
Updating your CRA data again
Not all data may be available at the CRA at the same time. You may want to check back a few times to see if any additional data is available.
1. On the "Interview" page, in the navigation window list located on the left-hand side, select the page "Download my information".
2. In the section, "Retrieve tax information", check the box "Update from CRA again".
3. Follow steps 6 to 10 listed above in the section "Using the Auto-fill my return service for the first time".
NOTE: You will see all available CRA data displayed, including any data that you previously downloaded. Don't worry. Merging the same tax data element multiple times will not result in duplicated data in your tax return.
Copy the amounts from the boxes on the slip into the corresponding box numbers on the interview page. The program will insert the amounts into the correct fields of your tax return.
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Webpage: KPA240-20160212232848NI.htm