CRA Auto-fill my return service

The Canada Revenue Agency's (CRA) Auto-fill my return service, available with EFILE certified software products, allows authorized representatives to request the secure electronic delivery of available tax information to the software to complete portions of an individual tax return. This information can also be viewed in Represent a Client.

Using this web service, you can save time and ensure accuracy by downloading a number of tax items directly from the CRA straight into DT Max. Once downloaded, you can then take advantage of DT Max's powerful Right-hand side display feature to view the downloaded data. Next, you can choose whether to update either some or all of your existing data with the downloaded data using DT Max's Copy to left-hand side feature.

Supported tax data delivery items

The following tax items can be downloaded from the CRA into DT Max:

Slips

• T3 (Statement of Trust Income Allocations and Designations)
• T4 (Statement of Remuneration Paid)
• T4A (Statement of Pension, Retirement, Annuity, and Other Income)
• T4A(P) (Statement of Canada Pension Plan Benefits)
• T4E (Statement of Employment Insurance and Other Benefits)
• T4FHSA (First Home Savings Account Statement) (NEW)
• T4OAS (Statement of Old Age Security)
• T4RIF (Statement of Income From a Registered Retirement Income Fund)
• T4RSP (Statement of RRSP Income)
• T5 (Statement of Investment Income)
• T5007 (Statement of Benefits)
• T5008*(Statement of Securities Transactions). Please consult the "Many T5008 slips" section of the Procedure to download tax data from the CRA page in our knowledge base.
• T5013 Statement of Partnership Income (002, 003, 004, 005, 010, 020, 030, 040)
• RC62 (Universal child care benefit statement)
• RC210 (Working Income Tax Benefit advance payment statement)
• T2202 (Tuition and Enrolment Certificate (2019 and subsequent years))
• Rent Assist (formerly Manitoba Shelter Allowance for elderly renters)

*Note: CRA will not deliver more than 500 T5008 slips. In such a case, they will have to be manually entered.

RRSPs and related plans

• RRSP - Deduction Limit
• RRSP - Unused contributions
• RRSP - Contribution receipt
• Home Buyer's Plan - Outstanding balance
• Life Long Learning Plan - Outstanding balance
• Home Buyer's Plan - Repayable balance
• Life Long Learning Plan - Repayable balance
• Home Buyer's Plan - required HBP repayment amount for the current tax year
• Life Long Learning Plan - required LLP repayment amount for the current tax year
• PRPP - Employee contributed amount prior year
• PRPP - Employee contributed amount current year
• PRPP - Employer contributions
• RRSP contribution history - a per year list of the following items:
  • Tax Year;
  • Undeducted Contributions
  • Current Year Contributions
  • Total Available Contributions
  • Repayment to HBP/LLP
  • Contributions Deducted
  • Total Unclaimed RRSP Contributions

Carryforward amounts

• Federal Tuition, Education and Textbook - Carryover amounts
• Provincial Tuition, Education and Textbook - Carryover amounts
• Canada Training Credit Limit

Historical information

• Allowable business investment loss (ABIL) deductions
• Non-Capital losses
• Capital gains and losses
• Capital gains deductions

AFR indicators

• EFILE ineligible - this account is ineligible to file electronically
• Postal code - The last three characters of the client's postal code on file with the CRA
• No debt owing indicator - there is no outstanding balance with the CRA or with any other federal, provincial, territorial, agency, or Crown corporation programs
• Direct Deposit - client is not registered for direct deposit with the CRA
• CRA Online Service - client has full CRA My Account access
• Insolvency - client is insolvent
• Manage Online Mail - an indicator will be passed to DT Max if a valid email address is stored in CRA
• Recent Page Access - CRA records show that information on this client's account has previously been requested by another electronic filer since December 1, 2017
• Collectible debt - an indicator will be passed to DT Max if taxpayer has a debt in other CRA accounts
• Foreign Property Declared - Auto-fill my return service to deliver Memo Field 266 as an indicator that will be passed to DT Max if field 266 was completed on the previous year's tax return
• Part XIII Warning - Part XIII Non-Resident account is linked to this client
• Province of Residence (unused tuition amounts) - currently on file with the CRA (refer to the note at the bottom of the provincial schedule 11 if the province is different from the year before)
• Employment Insurance on self-employment earnings - an indicator will appear if the client has elected to pay Employment Insurance on self-employment earnings
• Electronic Correspondence Preference - A "Yes" indicator when the electronic correspondence preference is set to "Electronic mail", or "No" when it is set to "Paper mail". (NEW)
• Uncashed Cheques Indicator - when there is an uncashed cheque on file. (NEW)
• CRA Online Service Registration Indicator (NEW)
  • Client has full MyAccount access
  • Client has no access to MyAccount
  • Client has limited MyAccount access

Client Data Enquiry (CDE) information (including data formerly included via SEND)

• Reassessment information - the CRA has reassessed one or more prior-year returns in the last 12 months
• Balance owing - debt owing to the CRA
• Duplicate return - a return has already been received by the CRA for the current tax year
• Bankruptcy - the taxpayer has declared bankruptcy
• Disability amount eligibility - client may be eligible to claim the Disability Tax Credit (DTC)
• Unfiled returns - One or more of the past 10 prior-year tax returns have not been filed
• Review - The CRA may review this taxpayer's income tax and benefit return
• External refund set-off - the tax refund may be setoff to pay debts owed under federal, provincial, or territorial programs
• Internal refund set-off - the tax refund may be setoff to pay debts owed to the CRA
• Reassessment in progress - A reassessment is in progress for the 20XX tax year
• Outstanding GST/HST returns - client may have outstanding GST/HST returns
• Canada Workers Benefit - the taxpayer is eligible for this refundable tax credit
• Immigration date - the most recent immigration date on record
• Emigration date - the most recent emigration date on record
• Canada Emergency Benefits (CEB) debt Indicator – when there is CEB debt on record. (NEW)

Other

• Instalments

What you will need to use this service

Please ensure that the following conditions are met prior to using this service:

• You must have a CRA or Sign-In partner credential and online access for your client. To obtain online access for your client, complete an E-authorization web submission for Authorization or Cancelling a Representative via the Represent a Client portal or through DT Max. For more information, see the CRA's About Represent a Client web page.

• 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.

• The time zone must be set correctly on your computer. This is because UTC time is used for the transaction.

What you need to know

• You may download your client's tax information as many times as needed, until the moment you are ready to file his or her tax return.

• Once downloaded, the CRA data will remain available regardless of whether or not you use it to update your existing tax data. For example, if you change the right-hand side display to another option from the drop-down menu, and then return to the "T-slips from CRA" option, you will have the choice of either displaying the previously retrieved data, or updating from the CRA again.

• As per the CRA Terms and Conditions of Use, you are required to ensure that all applicable fields contained on the tax return that you will file with the CRA are completed, and that the information provided is true and accurate.

• The data download involves an important principle. In certain cases, an amount may have multiple treatments possible on the federal income tax return and/or on the Quebec return. In such a case, the appropriate treatment of the amount can often only be established once all the information is available (for example, following the examination of the federal slip). Therefore, when you download tax data, it is essential that you verify the data entry, because in cases where multiple treatments are possible for an amount (on the federal income tax return and/or on the Quebec return), DT Max has associated the amount with a plausible treatment considering the information available. For this reason, you must validate such assumptions when such assumptions were made. For example, when your client receives a T4A slip with an amount reported in box 28 associated to code 105, DT Max cannot establish the appropriate treatment for federal purposes. Indeed, for federal purposes, multiple treatments are possible for scholarships/bursaries, fellowship based on the type of scholarships/bursaries/fellowship involved (i.e., whether it is a post-secondary school scholarship, an elementary and secondary school scholarship, a part-time program scholarship, a post-doctoral fellowship or an artist's project grant). Considering that we do not know the type of scholarships, bursaries, fellowship involved, DT Max has associated by default the amount with Scholarships, bursaries, fellowship (post-secondary education). This assumption may be incorrect. It should be verified and validated based on the information from your client. Thus, if according to the information from your client, the scholarships, bursaries, fellowship amount is NOT pertaining to post-secondary education, you must modify the data entry accordingly.

For information on the procedure to download tax data from the CRA, consult the document Procedure to download tax data from CRA.

Recommendations

We strongly recommend that you disable the sorting feature in your DT Max preferences. To do so, please select User Defaults from your Preferences menu. Under the Miscellaneous tab, untick the box for Enable sorting. This will allow you to maintain the correspondence between the copied data (that is on the left-hand side of the screen) and the downloaded data (that is on the right-hand side of the screen). Otherwise, DT Max might automatically reorganize the order of the data by enabling the sorting feature.