Auto-Fill my Return (AFR) reduces return preparation times to as little as 5 minutes by populating current year data directly from the CRA.
Auto-Fill my Return for T1
- Open QuickBooks Online Accountant.
- Select Pro Tax.
- Select T1 - Personal.
- Find the return you're importing data for and select the View return option under ACTION.
- Select the CRA Auto fill my return option under the Return actions drop-down menu; the carry forward wizard displays.
- Click the Visit CRAs website button; the CRA Login window displays.
- Login to the CRA portal with your User ID and Password.
- Click the Login button; the request conformation window displays.
- Click the Next button; the request begins processing. A Successfully connected message displays; you are prompted to return to your tax product to continue.
- Navigate back to the Pro Tax tab in the browser. The Select client data to download wizard displays, asking what slips and carry forward details to import.
- Select carry forward details to import (for example, Account balances and Details).
- Click the Continue button; the summary of your client’s data from CRA displays.
- Click the Import selected button; the data imports. The confirmation of imported client data displays.
- Click the Continue button to work on the populated T1 return in Pro Tax.
Auto-Fill my Return for T2
- Open QuickBooks Online Accountant.
- Select Pro Tax.
- Select T2 - Corporate.
- Find the return you're importing data for and select the View return option under ACTION.
- Select the CRA Auto fill my return option under the Return actions drop-down menu; the carry forward wizard displays.
- Click the Visit CRAs website button; the CRA Login window displays.
- Login to the CRA portal with your User ID and Password.
- Click the Login button; the request conformation window displays.
- Click the Next button; the request begins processing. A Successfully connected message displays; you are prompted to return to your tax product to continue.
- Navigate back to the Pro Tax tab in the browser.
- The Select client data to download wizard displays, asking what slips and carry forward details to import.
- Select slips and carry forward details to import (for example, Account balances and Details).
- Click the Continue button; the summary of your client’s data from CRA displays.
- Click the Import selected button; the data imports. The confirmation of imported client data displays.
- Click the Continue button to work on the populated T2 return in Pro Tax.