Using Auto-fill my return service for 2017 returns

• Click Start on a new tax file

• Proceed through the Interview tab by completing the following sections:
  • Identification
  • Current address
  • CRA questions
  • Spouse interview type (this option will only display if you select married or common-law as marital status for the taxpayer)
  • Interview Setup section

Note: If you identified the taxpayer as married or common-law, you must provide spousal information before proceeding to the next step.

To add spousal information:

• Click add spouse
• Complete the Identification and CRA questions sections for the spouse

Note: When you are finished entering the spouse’s information, don’t forget to return to the individual’s profile to continue with the authorization process as outlined below.

Remember to transmit the Authorization request through the current year UFile software before proceeding with these steps. To do so, see the screen-by-screen instructions under Using Auto-fill my return service for 2018, 2019 and 2020 returns.

Note: Although the authorization request is transmitted through the current year UFile software, you must still answer Yes to this question in 2017 UFile.

• In the left side menu, select EFILE
• Select Yes to the question that asks you if you will be filing an authorization request in order to use the CRA Auto-fill my return service
• Click Next

This will bring you to the T4 and employment income page

Note: Form T1013 was replaced by the Authorization request – signature page beginning in the 2019 tax filing season. Any reference to Form T1013, Authorizing or Cancelling a Representative in the 2017 software is the same as a reference to the Authorization request – signature page in 2019 and subsequent versions of the software.

• Select CRA Auto-fill my return from the left side menu
• Do not click the Next button on this page

• In this section, check the box Yes, Use Auto-fill my return in this file
• Click Next
• This will take you to the Download my information screen

• Read the text under AFR terms and conditions of use
• In the section, Retrieve tax information, check the box I have read the terms and conditions above and agree to retrieve my tax information
• Click the Download button

Note: You may need to scroll down the page to see it.

Your web browser will open the CRA's Tax information web service screen.

Use 1 of the 2 methods below to access the AFR application:

• If you are using the CRA login method, enter your CRA user ID and password
• If you are using the Sign-In Partner Login method, login using your online banking information

Note: This is the same information you would use to access other CRA login services, such as Represent a Client, My Account, and My Business Account.

Once you have logged in, you will be taken to the Tax information web service-request confirmation screen and asked to verify the SIN for which you are using AFR.

Note:  With CVITP UFile software, you can only enter one SIN at a time.

• Once you confirm that the SIN is correct, click Next

Note: You will need to wait a few minutes for the system to process your request.

• When the request is processed, Auto-fill my return brings forward all tax income slips that the CRA has received from third parties into the tax preparation software

Remember:

• The return isn’t populated immediately. You will be prompted to verify that the amounts are accurate and confirm that the income should be reported
• It is the individual’s responsibility to ensure that all income has been reported, regardless of how the information is entered on a return. If you come across a mistake on an information slip, have the individual contact the employer or payer directly 
• You must always confirm with the individual that the system is showing all of their information slips

• Once you have verified that all of the income information is correct, click Accept  

Note: Some slips may require additional information. Be sure to follow instructions provided through the software

• The AFR service completes
• You are brought back to the Accept my information screen under the Interview tab
• All slips and other information that were downloaded are listed in the left side menu and the individual’s data is now merged into the return

Note: Ensure that all other information is input and EFILE as you would with any CVITP return.

Remember:

AFR can only download information that the CRA has available at the time of filing. Other income slips that have not yet been received by the CRA, or additional tax information, such as medical expenses and child care, will still need to be entered. Enter this information as you would when filing a return without using AFR.