CRA's Auto-fill my return service now available in DT Max
Please note that our Auto-fill my return (AFR) service module has now been certified by the CRA and is available in version 27.06 of DT Max, starting February 5, 2024, for the delivery of 2023 tax year data as well as other information. As of this date, the delivery of tax slips (only) will continue to be available for the 2022, 2021, 2020, 2019, 2018, 2017 and 2016 tax years.
The following new tax items can be downloaded from the Auto-fill my return service into DT Max for the 2023 and subsequent tax years:
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T4FHSA First Home Savings Account Statement
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Canada Emergency Benefits (CEB) debt Indicator
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Electronic Correspondence Preference Indicator
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Uncashed Cheques Indicator
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CRA Online Service Registration Indicator (Client has full access or has no access or has limited access to MyAccount)
A new feature is now available in the Miscellaneous section of User's defaults (Preferences menu) to save the T5008 slips downloaded from CRA Auto-fill my return to a CSV file. This file can be opened using any spreadsheet software (e.g., Excel or Google Sheets).
See the CRA Auto-fill my return - T5008 CSV file page in our knowledge base for more information on this exciting feature.
For more information on this feature, please consult the CRA Auto-fill my return service and the Procedure to download tax data from the CRA documents available in our knowledge base.