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Import Data for T1 Returns Directly from CRA via Auto-Fill My Return (batch and single returns)

Auto-fill my Return (AFR) is a secure CRA service. It allows authorized representatives to electronically request and receive certain tax information to fill in parts of their client's income tax and benefit return. ProFile offers the service for both single and multiple individual T1 returns.

The tax preparer must have a valid authorization from the taxpayer to access the "Represent a Client" website. There are two ways to acquire this authorization:

  • the taxpayer can access CRA's My Account service. Request that the taxpayer enter the Rep ID to authorize the Tax Preparer as an individual, a Group ID to authorize a group of representatives, or a business's Business Number (BN) to authorize all employees of a business
  • request the permission of the taxpayer to file a "T1013 - Authorizing or Cancelling a Representative" form

Before the T1013 can be filed, the Tax Preparer must register a BN with the Represent a Client service.

Enter the Rep ID, Group ID or BN on the T1013 form:

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Note: all information must match with what CRA has on file. The return does not have to be completed before transmitting the T1013.

   1. Open or create a T1 return.

   2. Navigate to the "File" menu and select the "Auto-fill my Return (AFR)" option.

ProFile opens the "CRA Data Import Tool":

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   3. Click the "Launch CRA Import Website" button; the CRA's "Tax information web service" launches in a separate browser window:User-added image   4. Click the "CRA login" button under "Option 2 - Using a CRA user ID and password".The "CRA Login" window displays:

User-added image   5. Sign in to the CRA site:

The "CRA Data Import" window lists the clients whose SINs can be entered into the CRA website:

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   6. Select the client:

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   7. Click the "Next" button to provide confirmation; the CRA system processes the request:User-added image

The CRA processing occurs simultaneously with the data import in ProFile; users will also see the processing screen for "CRA Data Import" working:

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The "Successfully connected" message displays when the connection has been made between ProFile and CRA systems:

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The ProFile "Data Import Worksheet" displays; the default display setting is the "basic" view:

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  8. Click the "+" icon next to each statement to reveal the "expanded" view of the information which displays more details:

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   9. Review data and forms to be imported; if correct, click the "Import Selected Data" button.

The import window displays a "Data Import Completed" message:

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   10. Click the "Close" button.

   11. In ProFile, select the data to import by selecting individual boxes or clicking "Select All" for all the listed data types to be imported.

   12. Click "Accept CRA Data" auto-fill data into the taxpayer's return.

Note: To review the data imported, click on the Data Import tab in ProFile's Auditor:

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The imported data appears in purple within individual fields on the appropriate forms and slips. 

Note: only the latest tax year is eligible to have data imported for multiple individual returns using Client Explorer. Previous tax years that support AFR must be have data import undertaken on an individual basis. 

   1. Click the "Launch CRA Import Website" button; this launches CRA's "Represent a Client" in a separate browser window.

   2. Sign in to the CRA site:

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The "CRA Data Import" window lists the clients whose SINs can be entered into the CRA website:

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   3. Select the clients:

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   4. Click the "Next" button to provide confirmation; the CRA system processes the request:

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The CRA processing occurs simultaneously with the data import in ProFile; users will also see the processing screen for "CRA Data Import" working:

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The "Successfully connected" message displays when the connection has been made between ProFile and CRA systems:

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The ProFile "Data Import Worksheet" displays; the default display setting is the "basic" view:

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   5. Click the "+" icon next to each statement to reveal the "expanded" view of the information which displays more details:

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   6. Review data and forms to be imported; if correct, click the "Import Selected Data" button.

The import window displays a "Data Import Completed" message:

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   7. Click the "Close" button.

   8. In ProFile, select the data to import by selecting individual boxes or clicking "Select All" for all the listed data types to be imported.

   9. Click "Accept CRA Data" auto-fill data into the taxpayer's return.

Note: to review the data imported, click on the Data Import tab in ProFile's Auditor:

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Note: for more details on importing government information into a return, search for the topic "Import government data into a T1 return" in the in-product help feature.

   1. Open ProFile.

   2. Open the Client Explorer by selecting the "Client Explorer" option from the "Goto" toolbar menu, or pressing "F3" on the keyboard.

   3. Click the "Filter" button to display the filter pane in the Client Explorer:

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   4. Select the tab or module and filter the specific year for the query you would like to run (e.g. "2016") and then click on "Apply Filters":

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   5. Select the necessary returns from the filtered results; a maximum of 10 clients can be selected.

   6. Select the "CRA Import" option from the "Database" menu in the top toolbar menu:

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ProFile opens the "CRA Data Import Tool":

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Additional Resources

Click here to learn about the "AFR T5008 Group Function" experience. 

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