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
time
To 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.
ID: 20160212232848NIXXXXX.xml
Webpage: KPA240-20160212232848NI.htm
