Auto-Fill my Return in Pro Tax for T1 and T2

Auto-Fill my Return (AFR) makes it easier to fill out your tax return. It does this by putting in current year data from the CRA.

Below are instructions on how to Auto-Fill your return for T1 and T2.

Table of contents:

Auto-Fill my Return for T1

1. Open QuickBooks Online Accountant.
2. Select Pro Tax.
3. Select T1 - Personal.
4. Find the return you're importing data for and select the View return option under ACTION.
5. Select the CRA Auto fill my return option under the Return actions dropdown menu; the carry-forward wizard displays.
6. Select Visit CRAs website. the CRA Login window displays.
7. Login to the CRA portal with your user ID and password.
8. Select the Login button; the request conformation window displays.
9. Select Next. The request begins processing. A Successfully connected message will display. You are then prompted to return to your tax product to continue.
10. Find the Pro Tax tab in the browser. The Select client data to download wizard displays, asking what slips and carry-forward details to import.
11. Select carry-forward details to import (for example, Account balances and Details).
12. Select Continue. The summary of your client’s data from CRA displays.
13. Select Import selected. The data will be imported. A confirmation of imported client data will display.
14. Select Continue to work on the populated T1 return in Pro Tax.

Back to top

Auto-Fill my Return for T2

1. Open QuickBooks Online Accountant.
2. Select Pro Tax.
3. Select T2 - Corporate.
4. Find the return you're importing data for and select the View return option under ACTION.
5. Select the CRA Auto fill my return option under the Return actions drop-down menu— the carry-forward wizard displays.
6. Select Visit CRAs website. The CRA Login window displays.
7. Login to the CRA portal with your user ID and Password.
8. Select Login. The request conformation window displays.
9. Select Next. The request begins processing. A Successfully connected message displays. You are prompted to return to your tax product to continue.
10. Go back to the Pro Tax tab in the browser.
11. The Select client data to download wizard displays asking what slips and carry-forward details to import.
12. Select slips and carry-forward details to import (for example, Account balances and Details).
13. Select Continue. The summary of your client’s data from CRA displays.
14. Select Import selected. The data imports. The confirmation of imported client data displays.
15. Select Continue to work on the populated T2 return in Pro Tax.

Back to top